LZ17 personal page - To The Moon

LZ17

LZ17

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39Follow

27Followers

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2022-10-29

Awaiting for the good news

Sorry, the original content has been removed

2022-09-30

Thanks

Apple: "Fear" Seems More Appropriate Than "Greed"

2022-11-08

Good thing

Sorry, the original content has been removed

2022-10-29

Thanks for the info

Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank

2022-10-29

Awaiting for November to buy stocks

The 7 Best Tech Stocks to Buy in November

2022-10-29

Cool

Sorry, the original content has been removed

2022-09-30

Thanks for sharing this info

Apple: "Fear" Seems More Appropriate Than "Greed"

2022-11-08

Waiting for that announcement

Sorry, the original content has been removed

2023-01-14

Saturday night

2022-11-08

Good

3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023

Go to Tiger App to see more news

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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943263089,"gmtCreate":1679493186641,"gmtModify":1679493188703,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102561777635690","idStr":"4102561777635690"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943263089","repostId":"9943284488","repostType":1,"repost":{"id":9943284488,"gmtCreate":1679489915000,"gmtModify":1679492869989,"author":{"id":"9000000000000660","authorId":"9000000000000660","name":"SagarSinghSetia","avatar":"https://community-static.tradeup.com/news/07ec1d8d3e2794339502c9055d96682e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000660","idStr":"9000000000000660"},"themes":[],"title":"It Was Not Supposed To Happen In 50 Million Years!","htmlText":"Yet It Still Happened This&nbsp;Week! “Markets Stop Panicking When Central Banks Start Panicking.” In what could be termed as one of the most tumultuous weeks for the markets since the “black swan” event that caused a flash crash of epic proportions three years ago, the collapse of SVB initiated a sequence of events which led to historical moves in the sovereign bond&nbsp;markets. Though equity markets remain unnerved and the selling pressure was concentrated among the banking names, the bond markets witnessed excruciating pain. Bond markets underwent a massive panic attack as liquidity dried up and volatility surpassed unprecedented 2008 GFC&nbsp;levels. It was chaos on trading desks as traders who started their careers post the GFC had never encountered such violent moves and deteriorati","listText":"Yet It Still Happened This&nbsp;Week! “Markets Stop Panicking When Central Banks Start Panicking.” In what could be termed as one of the most tumultuous weeks for the markets since the “black swan” event that caused a flash crash of epic proportions three years ago, the collapse of SVB initiated a sequence of events which led to historical moves in the sovereign bond&nbsp;markets. Though equity markets remain unnerved and the selling pressure was concentrated among the banking names, the bond markets witnessed excruciating pain. Bond markets underwent a massive panic attack as liquidity dried up and volatility surpassed unprecedented 2008 GFC&nbsp;levels. It was chaos on trading desks as traders who started their careers post the GFC had never encountered such violent moves and deteriorati","text":"Yet It Still Happened This Week! “Markets Stop Panicking When Central Banks Start Panicking.” In what could be termed as one of the most tumultuous weeks for the markets since the “black swan” event that caused a flash crash of epic proportions three years ago, the collapse of SVB initiated a sequence of events which led to historical moves in the sovereign bond markets. Though equity markets remain unnerved and the selling pressure was concentrated among the banking names, the bond markets witnessed excruciating pain. Bond markets underwent a massive panic attack as liquidity dried up and volatility surpassed unprecedented 2008 GFC levels. It was chaos on trading desks as traders who started their careers post the GFC had never encountered such violent moves and 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best","listText":"Sunday best","text":"Sunday best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958403050","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958841123,"gmtCreate":1673701663962,"gmtModify":1676538876242,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102561777635690","idStr":"4102561777635690"},"themes":[],"htmlText":"Saturday night","listText":"Saturday night","text":"Saturday 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&amp; enjoy","listText":"Explore &amp; enjoy","text":"Explore & enjoy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953118152","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953032628,"gmtCreate":1673099256064,"gmtModify":1676538786567,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4102561777635690","idStr":"4102561777635690"},"themes":[],"htmlText":"Good day","listText":"Good day","text":"Good day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953032628","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9986781786,"gmtCreate":1667016052045,"gmtModify":1676537850447,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Awaiting for the good news","listText":"Awaiting for the good news","text":"Awaiting for the good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986781786","repostId":"1125957115","repostType":4,"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916113171,"gmtCreate":1664531282593,"gmtModify":1676537472765,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916113171","repostId":"1153038118","repostType":4,"repost":{"id":"1153038118","kind":"news","pubTimestamp":1664549928,"share":"https://ttm.financial/m/news/1153038118?lang=en_US&edition=fundamental","pubTime":"2022-09-30 22:58","market":"us","language":"en","title":"Apple: \"Fear\" Seems More Appropriate Than \"Greed\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1153038118","media":"Seeking Alpha","summary":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be,","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.</li><li>Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.</li><li>AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.</li></ul><h3>Article Thesis</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we&#39;ll lay out in this article. Despite the recent share price decline, investors thus shouldn&#39;t be &#34;greedy&#34; in the current environment. Instead, being &#34;fearful&#34; and staying away could be the better choice.</p><h3>Why Apple Could Underperform Going Forward</h3><p>Apple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.</p><h3>Recession And Business Risks</h3><p>The first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.</p><p>To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple&#39;s customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple&#39;s phones, tablets, PCs, etc. Apple&#39;s service business could be better-protected from this trend, as consumers don&#39;t make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple&#39;s revenue and profit is generated by the more vulnerable hardware business.</p><p>Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.</p><p>That&#39;s not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.</p><p>Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple&#39;s largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn&#39;t want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.</p><p>No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.</p><h3>Apple Is Historically Expensive</h3><p>Total returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.</p><p>Apple is a company that is currently trading well above the historic norm:</p><p><img src=\"https://static.tigerbbs.com/13dc74788f8d171077e230ec95c47ca6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Apple currently is valued at more than 13x forward EBITDA. That&#39;s a pretty high valuation in absolute terms, considering Apple is an established company that&#39;s not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.</p><p>I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock&#39;s valuation can&#39;t increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.</p><p>It&#39;s also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.</p><h3>Apple Has So Far Not Fallen As Much As The Market</h3><p>I believe that there&#39;s a third reason to not be too optimistic when it comes to Apple&#39;s near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:</p><p><img src=\"https://static.tigerbbs.com/284ac596a251c5e7af4121a1525060f7\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>From this year&#39;s highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple&#39;s outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL&#39;s stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don&#39;t really have a pronounced buying opportunity here. Apple&#39;s valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.</p><p>Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.</p><h3>Final Thoughts</h3><p>Apple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.</p><p>Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.</p><p>Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why &#34;fear&#34; seems more appropriate than &#34;greed&#34;.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: \"Fear\" Seems More Appropriate Than \"Greed\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: \"Fear\" Seems More Appropriate Than \"Greed\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543687-apple-be-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543687-apple-be-fearful\">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://seekingalpha.com/article/4543687-apple-be-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153038118","content_text":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.Article ThesisApple has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we'll lay out in this article. Despite the recent share price decline, investors thus shouldn't be \"greedy\" in the current environment. Instead, being \"fearful\" and staying away could be the better choice.Why Apple Could Underperform Going ForwardApple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.Recession And Business RisksThe first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple's customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple's phones, tablets, PCs, etc. Apple's service business could be better-protected from this trend, as consumers don't make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple's revenue and profit is generated by the more vulnerable hardware business.Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.That's not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple's largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn't want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.Apple Is Historically ExpensiveTotal returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.Apple is a company that is currently trading well above the historic norm:Apple currently is valued at more than 13x forward EBITDA. That's a pretty high valuation in absolute terms, considering Apple is an established company that's not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock's valuation can't increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.It's also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.Apple Has So Far Not Fallen As Much As The MarketI believe that there's a third reason to not be too optimistic when it comes to Apple's near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:From this year's highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple's outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL's stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don't really have a pronounced buying opportunity here. Apple's valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.Final ThoughtsApple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why \"fear\" seems more appropriate than \"greed\".","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987611519,"gmtCreate":1667885336931,"gmtModify":1676537979706,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Good thing","listText":"Good thing","text":"Good thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987611519","repostId":"2281293584","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986789792,"gmtCreate":1667015937216,"gmtModify":1676537850390,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Thanks for the info","listText":"Thanks for the info","text":"Thanks for the info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986789792","repostId":"1181513995","repostType":4,"repost":{"id":"1181513995","kind":"news","pubTimestamp":1667005194,"share":"https://ttm.financial/m/news/1181513995?lang=en_US&edition=fundamental","pubTime":"2022-10-29 08:59","market":"us","language":"en","title":"Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=1181513995","media":"TipRanks","summary":"DidApple (AAPL)just do some flexing?","content":"<div>\n<p>Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank\">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.tipranks.com/news/article/apple-stock-the-big-tech-winner-has-an-attractive-risk-reward-profile-says-deutsche-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181513995","content_text":"Did Apple (AAPL)just do some flexing? While all its big tech brethren were taking massive hits in this giant-killing earnings season, Apple emerged unscathed from the carnage and delivered a healthy F4Q report, even while iPhone sales came in soft.There were beats on both the top-and bottom-line. The company delivered record sales in the September quarter, as revenue rose by 8.1% year-over-year to reach $90.15 billion, coming in $1.38 billion above Street expectations. EPS hit $1.29, 2 cents higher than the $1.27 the analysts had predicted.It was not all plain sailing, however; iPhone revenue increased by 9.67% from the same period last year to $42.63 billion but came in shy of the $43.21 billion estimated on Wall Street, while Services revenue also missed, climbing 4.98% higher to $19.19 billion vs. The $20.10 billion the analysts had in mind. These misses were somewhat offset but strong showings elsewhere, with Mac revenue rising by 25.39% year-over-year to $11.51 billion, some distance above the $9.36 billion predicted. And Other Products revenue came in at $9.65 billion vs. the $9.17 billion estimate, up 9.85% year-over-yearAs has become customary at Apple, no official guidance was offered for FQ1 (December quarter) which normally accounts for the biggest sales season of the year. However, management said it expects year-over-year revenue won’t grow as much as the 8.1% seen during the September quarter.Nevertheless, considering the disastrous showings on offer elsewhere, Deutsche Bank’s Sidney Ho highlights how Apple stands out from the crowd.“AAPL has executed well in a tough environment and its earnings power seems more sustainable than large-cap tech peers,” the 5-star analyst said. “We see a slightly above-average valuation vs. peers as fair when we compare AAPL’s total growth potential and earnings power with the growth expectations of the peer group. With steady gross and operating margins and a solid balance sheet, we see the potential reward from stock outperformance as skewed positively when compared with the company’s risk profile.”With a risk-reward profile which “remains attractive,” Ho reiterated a Buy rating, although taking a prudent approach, the price target is lowered from $175 to $170. There’s an upside of 17% from current levels.Overall, Apple has garnered 27 reviews over the past 3 months, with 23 Buys outpacing the 4 Holds, making for a Strong Buy consensus rating. The average target stands at $183.37, suggesting shares will climb 27% higher in the year ahead.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986782366,"gmtCreate":1667016249655,"gmtModify":1676537850521,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Awaiting for November to buy stocks","listText":"Awaiting for November to buy stocks","text":"Awaiting for November to buy stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986782366","repostId":"1148576482","repostType":4,"repost":{"id":"1148576482","kind":"news","pubTimestamp":1667099454,"share":"https://ttm.financial/m/news/1148576482?lang=en_US&edition=fundamental","pubTime":"2022-10-30 11:10","market":"us","language":"en","title":"The 7 Best Tech Stocks to Buy in November","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576482","media":"InvestorPlace","summary":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear si","content":"<div>\n<p>These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is ...</p>\n\n<a href=\"https://investorplace.com/best-tech-stocks/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>The 7 Best Tech Stocks to Buy in November</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\">\nThe 7 Best Tech Stocks to Buy in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-tech-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is ...</p>\n\n<a href=\"https://investorplace.com/best-tech-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","TSM":"台积电","LRCX":"拉姆研究","ADBE":"Adobe","NXPI":"恩智浦","AMAT":"应用材料","NVDA":"英伟达"},"source_url":"https://investorplace.com/best-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576482","content_text":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is impressive.Intel(INTC): Shares look compelling at this deeply discounted price.Taiwan Semiconductor(TSM): It’s a profit-generating machine.Applied Materials(AMAT): Its returns on equity and assets are among the best in the chip industry.Lam Research(LRCX): Its ROE and ROA are even better than those of Applied Materials.NXP Semiconductors(NXPI): It’s perhaps the riskiest of the bunch but may offer greater rewards.Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.Here are the best tech stocks to buy in November.Nvidia (NVDA)A multinational technology firm, Nvidia(NASDAQ:NVDA) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.Despite the steep losses, contrarian investors should consider gradually picking up shares.GuruFocus utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.Adobe (ADBE)Adobe(NASDAQ:ADBE) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.Again, based onGuruFocus’proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.Intel (INTC)One of the powerhouses in the semiconductor industry, Intel(NASDAQ:INTC) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.Taiwan Semiconductor (TSM)A multinational semiconductor firm, Taiwan Semiconductor (NYSE:TSM) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. PerGuruFocus, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.Applied Materials (AMAT)Applied Materials(NASDAQ:AMAT) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.PerGuruFocus, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.Lam Research (LRCX)Lam Research(NASDAQ:LRCX) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.NXP Semiconductors (NXPI)Netherlands-based NXP Semiconductors(NASDAQ:NXPI) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.","news_type":1,"symbols_score_info":{"INTC":0.9,"LRCX":0.9,"AMAT":0.9,"NVDA":0.9,"TSM":0.9,"NXPI":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986783586,"gmtCreate":1667015980245,"gmtModify":1676537850410,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986783586","repostId":"1146218395","repostType":4,"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916113092,"gmtCreate":1664531238516,"gmtModify":1676537472758,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Thanks for sharing this info","listText":"Thanks for sharing this info","text":"Thanks for sharing this info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916113092","repostId":"1153038118","repostType":4,"repost":{"id":"1153038118","kind":"news","pubTimestamp":1664549928,"share":"https://ttm.financial/m/news/1153038118?lang=en_US&edition=fundamental","pubTime":"2022-09-30 22:58","market":"us","language":"en","title":"Apple: \"Fear\" Seems More Appropriate Than \"Greed\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1153038118","media":"Seeking Alpha","summary":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be,","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.</li><li>Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.</li><li>AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.</li></ul><h3>Article Thesis</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we&#39;ll lay out in this article. Despite the recent share price decline, investors thus shouldn&#39;t be &#34;greedy&#34; in the current environment. Instead, being &#34;fearful&#34; and staying away could be the better choice.</p><h3>Why Apple Could Underperform Going Forward</h3><p>Apple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.</p><h3>Recession And Business Risks</h3><p>The first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.</p><p>To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple&#39;s customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple&#39;s phones, tablets, PCs, etc. Apple&#39;s service business could be better-protected from this trend, as consumers don&#39;t make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple&#39;s revenue and profit is generated by the more vulnerable hardware business.</p><p>Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.</p><p>That&#39;s not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.</p><p>Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple&#39;s largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn&#39;t want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.</p><p>No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.</p><h3>Apple Is Historically Expensive</h3><p>Total returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.</p><p>Apple is a company that is currently trading well above the historic norm:</p><p><img src=\"https://static.tigerbbs.com/13dc74788f8d171077e230ec95c47ca6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Apple currently is valued at more than 13x forward EBITDA. That&#39;s a pretty high valuation in absolute terms, considering Apple is an established company that&#39;s not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.</p><p>I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock&#39;s valuation can&#39;t increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.</p><p>It&#39;s also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.</p><h3>Apple Has So Far Not Fallen As Much As The Market</h3><p>I believe that there&#39;s a third reason to not be too optimistic when it comes to Apple&#39;s near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:</p><p><img src=\"https://static.tigerbbs.com/284ac596a251c5e7af4121a1525060f7\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>From this year&#39;s highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple&#39;s outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL&#39;s stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don&#39;t really have a pronounced buying opportunity here. Apple&#39;s valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.</p><p>Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.</p><h3>Final Thoughts</h3><p>Apple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.</p><p>Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.</p><p>Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why &#34;fear&#34; seems more appropriate than &#34;greed&#34;.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: \"Fear\" Seems More Appropriate Than \"Greed\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: \"Fear\" Seems More Appropriate Than \"Greed\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543687-apple-be-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543687-apple-be-fearful\">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://seekingalpha.com/article/4543687-apple-be-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153038118","content_text":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.Article ThesisApple has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we'll lay out in this article. Despite the recent share price decline, investors thus shouldn't be \"greedy\" in the current environment. Instead, being \"fearful\" and staying away could be the better choice.Why Apple Could Underperform Going ForwardApple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.Recession And Business RisksThe first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple's customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple's phones, tablets, PCs, etc. Apple's service business could be better-protected from this trend, as consumers don't make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple's revenue and profit is generated by the more vulnerable hardware business.Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.That's not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple's largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn't want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.Apple Is Historically ExpensiveTotal returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.Apple is a company that is currently trading well above the historic norm:Apple currently is valued at more than 13x forward EBITDA. That's a pretty high valuation in absolute terms, considering Apple is an established company that's not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock's valuation can't increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.It's also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.Apple Has So Far Not Fallen As Much As The MarketI believe that there's a third reason to not be too optimistic when it comes to Apple's near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:From this year's highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple's outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL's stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don't really have a pronounced buying opportunity here. Apple's valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.Final ThoughtsApple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why \"fear\" seems more appropriate than \"greed\".","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987618969,"gmtCreate":1667885369151,"gmtModify":1676537979722,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Waiting for that announcement","listText":"Waiting for that announcement","text":"Waiting for that announcement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987618969","repostId":"1109382261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958841123,"gmtCreate":1673701663962,"gmtModify":1676538876242,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Saturday night","listText":"Saturday night","text":"Saturday night","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958841123","isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987618118,"gmtCreate":1667885473734,"gmtModify":1676537979757,"author":{"id":"4102561777635690","authorId":"4102561777635690","name":"LZ17","avatar":"https://community-static.tradeup.com/news/498377bf53e060e32ff9fc044bb9d071","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4102561777635690","authorIdStr":"4102561777635690"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987618118","repostId":"2281018610","repostType":4,"repost":{"id":"2281018610","kind":"highlight","pubTimestamp":1667894060,"share":"https://ttm.financial/m/news/2281018610?lang=en_US&edition=fundamental","pubTime":"2022-11-08 15:54","market":"us","language":"en","title":"3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2281018610","media":"Motley Fool","summary":"Brighter days are likely coming, even if it feels hopeless today.","content":"<div>\n<p>The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you'll never make money again. It's been a long fall for many growth stocks in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You'll Regret Not Buying Ahead of a Rally in 2023</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 Stocks You'll Regret Not Buying Ahead of a Rally in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 15:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you'll never make money again. It's been a long fall for many growth stocks in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDAY":"Workday","SHOP":"Shopify Inc","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/11/06/3-stocks-youll-regret-not-buying-ahead-of-a-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281018610","content_text":"The stock market can play tricks on your mind. You feel invincible in a bull market, but in a bear market you feel like you'll never make money again. It's been a long fall for many growth stocks in 2022, but keep your head up. Historically, Wall Street has always recovered, and there isn't a reason why this would be any different.The market will probably rebound at some point, so now is a great time to start thinking about your top investment ideas for 2023. Stocks like Shopify, Workday, and Sea Limited were losers in 2022, but here's why they could be big winners in 2023 and beyond.Stock up on this e-commerce stockWill Healy (Shopify): Most long-term Shopify investors probably want to forget 2022. This time last year, it had flirted with all-time highs. However, the bear market hit this one-time high-flyer hard. Since reaching its high, Shopify has lost almost 80% of its value.Admittedly, the stock price had probably moved ahead of its growth rate. Also, e-commerce growth slowed as consumers emerged from lockdowns, making its price unsustainable. However, the case for Shopify stock may have improved during that time from a competitive standpoint. It has built an ecosystem to address the direct needs (and many of the indirect needs) of e-commerce businesses.Shopify Plus, its software package designed to attract large and high-growth businesses, continues to gain traction. On the Q3 2022 earnings call, Shopify President Harley Finkelstein revealed that Plus claimed 35% of all point-of-sale pro sales in Q3, up from 14% in the year-ago quarter.Additionally, the Shopify Fulfillment Network (SFN) facilitates order fulfillment and returns for customers. With Shopify's purchase of Deliverr complete, it can now serve as a one-stop shop for all logistics needs. The fact that Amazon is its only competitor in this area will help Shopify stand out above software-oriented peers.Still, Shopify has returned to losses as the cost of building the fulfillment network weighs on the bottom line. Also, while Q3 revenue of $1.4 billion rose 22%, that lagged the three-year compound annual growth rate for revenue of 52%.Nonetheless, for the remainder of 2022, the company predicted slowing operating expense growth and a higher percentage of merchant solutions revenue. Merchant solutions, the segment that includes SFN and other business management services, accounted for 72% of company revenue in Q3. Shopify's revenue also rose 26% year over year, beating the overall average.Moreover, its stock sells for just 9 times sales, a massive reduction from the 45 P/S ratio it reached one year ago. With the company positioned for increased growth, Shopify stock should experience a recovery in 2023.Shares of this workforce management company could bounce back in 2023Jake Lerch (Workday): If you think 2023 can be a bounce-back year for the stock market (and I do), it's worth pondering: Which stocks would benefit the most? For me, Workday is a name that jumps off the page.The company is a leading provider of cloud-based workplace solutions. It serves over 50% of Fortune 500 companies, supplying cloud enterprise solutions for human resources, financial planning, and analytics.Like many tech stocks, Workday has been hit hard in 2022, with its share price falling 48% year to date. However, the company's fundamentals remain solid. Workday reported strong second-quarter earnings back in August and is due to report third-quarter earnings in mid-November.Revenue continues to grow over 20% on a year-over-year basis and now stands at $5.7 billion over the last 12 months. Of that $5.7 billion, $5 billion comes from subscription revenue. What's more, back in August, management reiterated its long-term goal to reach $10 billion in annual sales.WDAY data by YChartsWorkday continues to grow its customer base and has recently achieved FedRAMP-authorized status, meaning the company can now sell its products to U.S. government agencies.It all adds up to a great environment for Workday in 2023 -- if the broader economy can get its act together. Next year the Federal Reserve is likely to pivot away from the massive interest rate hikes that have become the norm in 2022. Meanwhile, double-digit inflation will eventually moderate, relieving some pressure that has held back tech stocks this year.And that's why I think Workday is poised to benefit. It's a name investors should get to know now -- before next year's catalysts take its stock significantly higher.This internet company is cutting costs and gearing up for a big 2023Justin Pope (Sea Limited): E-commerce, payments, and gaming company Sea Limited was among the big winners during the pandemic, soaring to a peak of roughly 1,000% from its pre-pandemic share price. But as they say, easy come, easy go. The stock has given up virtually all of those gains throughout 2022. Wall Street can be irrational sometimes, which means it can overshoot to both the upside and downside.You saw the example of the upside when the stock ballooned to a price-to-sales ratio (P/S) of 30, a valuation showing how much the share price outran the business's growth during the pandemic. But today, you're seeing the opposite: The stock is trading at its lowest valuation ever, which might give someone the impression that Sea Limited is a struggling company.SE PS Ratio data by YChartsHowever, the data primarily disputes that. Sea Limited is generating more revenue than ever. The business saw a surge of growth during the pandemic, including 158% year-over-year revenue growth in Q2 of last year. But instead of declining after such a big leap, revenue increased another 29% in the second quarter of this year. Some may frown at what's technically a slower growth rate, but it signals that the COVID-19 boost was no fluke. One might even see growth pick back up next year as those tough growth comparables from 2021 pass.The company isn't profitable, but invests heavily to fund growth. Fortunately, management has recognized the need to cut back some and did pull back on some of its expansion efforts in Latin America. Sea Limited is well funded, with $7.8 billion in cash, so the company is on solid financial footing.Sea's seen some bumps in the road, but the car is still on the tracks. Investors can revisit this thought if the company burns through its cash reserves without making considerable progress toward turning a profit. It burned $1.4 billion over the past year, so that $7.4 billion should buy it time. Assuming Sea Limited can continue growing while it reduces its cash burn, the dire valuation leaves room for an upside move once market sentiment improves.","news_type":1,"symbols_score_info":{"WDAY":0.9,"SE":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}