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holypigs
holypigs
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2023-03-07
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Prediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years
These large-cap stocks should grow much larger.
Prediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years
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holypigs
holypigs
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2023-01-04
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3 Reasons Apple Stock Keeps Falling
Down 15% in December, investors might be wondering where the bottom is for Apple stock.
3 Reasons Apple Stock Keeps Falling
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holypigs
holypigs
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2022-11-17
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Why Apple Is The Only FAANG Stock Worth Buying
SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc
Why Apple Is The Only FAANG Stock Worth Buying
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holypigs
holypigs
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2022-10-05
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3 Warren Buffett Stocks Most Likely to Soar in Q4
There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.
3 Warren Buffett Stocks Most Likely to Soar in Q4
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holypigs
holypigs
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2022-09-29
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Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever
It's not too late to invest in these well-established market beaters.
Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever
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holypigs
holypigs
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2022-09-17
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Apple Stock: Watch Out for These Catalysts
Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially b
Apple Stock: Watch Out for These Catalysts
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holypigs
holypigs
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2022-09-15
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Cathie Wood Goes on Biggest Dip-Buying Binge Since February
Ark funds buy shares of 27 stocks on Tuesday amid selloffPaired with deflation tweets, Wood is ‘walk
Cathie Wood Goes on Biggest Dip-Buying Binge Since February
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holypigs
holypigs
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2022-09-07
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Alphabet Stock: Is the Dip an Opportunity for Investors?
Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over
Alphabet Stock: Is the Dip an Opportunity for Investors?
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2022-09-07
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What Is Expected at Apple's "Far Out" Fall Event?
Sept 6 (Reuters) - Apple Inc will likely unveil a new line of iPhones, Watch Series 8 and other prod
What Is Expected at Apple's "Far Out" Fall Event?
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holypigs
holypigs
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2022-09-01
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Apple: Buy Now And Think Outside The Box
SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T
Apple: Buy Now And Think Outside The Box
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Many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: These 3 S&P 500 Stocks Will at Least Double in 7 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 23:33 GMT+8 <a href=https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's an old joke about a person being asked, \"How many people work in your office?\" The person responds, \"About half of them.\"This punchline comes to mind when I look at the S&P 500. Many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRTX":"福泰制药","AMZN":"亚马逊","DLR":"数字房地产信托公司"},"source_url":"https://www.fool.com/investing/2023/03/04/prediction-these-3-sp-500-stocks-will-double/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316113551","content_text":"There's an old joke about a person being asked, \"How many people work in your office?\" The person responds, \"About half of them.\"This punchline comes to mind when I look at the S&P 500. Many of the stocks in the index don't perform all that well over time. But as the more-successful stocks outperform, they earn an increased weighting in the S&P 500 because of their larger market caps.Which stocks in the S&P 500 will work the most for investors throughout this decade? It's impossible to know for sure. However, I'll make a prediction: The following three S&P 500 stocks will at least double in seven years.1. AmazonThe larger a company grows, the harder it can be to deliver the same rate of expansion. But that doesn't mean really big companies can't grow significantly. I think Amazon has proved this point in the past and will continue to do so.When asked about Amazon, the first thoughts of many individuals would probably be about the company's online shopping platform or its Prime Video streaming service. My view is that both could be solid growth drivers over the coming years. But they won't be the most important factors in enabling the stock to double.Instead, that honor belongs to Amazon Web Services (AWS). As much as 95% of worldwide IT spending goes toward on-premises hosting rather than in the cloud. CEO Andy Jassy expects \"the equation is going to shift and flip\" over the next 10 to 15 years with a lot more spending on cloud hosting versus on-premises hosting. If he's right (and I think he is), Amazon is a no-brainer stock to buy right now.AWS already ranks as the biggest cloud-hosting provider. It's also Amazon's most profitable segment. The company's profits should explode by the end of the decade with the transition to the cloud. My confidence level is pretty high that Amazon's share price will at least double within seven years or less.2. Digital Realty TrustDigital Realty Trust isn't the household name that Amazon is. However, the company should benefit from the same trend that Amazon will.Digital Realty Trust owns more than 300 data centers. The transition to the cloud should be a key growth driver for the company.A quick glance at Digital Realty Trust's top customers reveals a Who's Who in the technology world. A long list of major cloud providers, software specialists, social media companies, and telecommunications giants use Digital Realty Trust's data centers.If you only look at Digital Realty's stock performance over the last 10 years, you might doubt that it could double by 2030. But it's important to consider total returns rather than share-price appreciation alone.Digital Realty Trust is a real estate investment trust (REIT) and must return at least 90% of its income to shareholders to avoid paying federal taxes. Its dividend yield tops 4.8%. With that high yield, the stock won't have to deliver huge gains for Digital Realty Trust to generate total returns of 100% or more over the next seven years.3. Vertex PharmaceuticalsI think that Vertex Pharmaceuticals is another S&P 500 stock with a clear path to doubling or more by 2030. The company already enjoys a monopoly in treating the underlying cause of cystic fibrosis (CF).Vertex could increase its market by roughly 50% by securing additional approvals and reimbursement deals for its existing CF drugs and by achieving success with its experimental messenger RNA CF therapy VX-522.But Vertex has even greater growth opportunities beyond CF. It hopes to win regulatory approvals for exa-cel, a gene-editing therapy developed with CRISPR Therapeutics, as soon as later this year. Exa-cel could generate peak annual sales of at least $2 billion in treating sickle cell disease and transfusion-dependent beta-thalassemia.Non-opioid pain drug VX-548 could also make it to market within the next couple of years. Vertex believes that this therapy has multibillion-dollar potential.The big biotech is also making good progress in its clinical testing of inaxaplin in treating APOL1-mediated kidney disease (AMKD). There are more patients with AMKD than there are CF patients.Vertex could have other major catalysts over the next few years as well, notably from progress with its clinical programs that could hold a cure for type 1 diabetes.Biotech stocks face the risk that their pipeline programs could flop in clinical studies or fail to win regulatory approvals. But my view is that Vertex has enough arrows in its quiver that it will be able to double investors' money within the next seven years.","news_type":1,"symbols_score_info":{"AMZN":0.9,"VRTX":0.9,"DLR":0.9}},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950260245,"gmtCreate":1672763544587,"gmtModify":1676538733772,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950260245","repostId":"2300324179","repostType":4,"repost":{"id":"2300324179","kind":"highlight","pubTimestamp":1672749150,"share":"https://ttm.financial/m/news/2300324179?lang=&edition=fundamental","pubTime":"2023-01-03 20:32","market":"us","language":"en","title":"3 Reasons Apple Stock Keeps Falling","url":"https://stock-news.laohu8.com/highlight/detail?id=2300324179","media":"Motley Fool","summary":"Down 15% in December, investors might be wondering where the bottom is for Apple stock.","content":"<div>\n<p>In mid-August, shares of Apple were near an all-time high and down only slightly on the year. Today, Apple is hovering around a 52-week low and is down around 30% from its all-time high.Yet despite ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/02/3-reasons-why-apple-stock-keeps-falling/\">Web 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 Reasons Apple Stock Keeps Falling</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 Reasons Apple Stock Keeps Falling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-03 20:32 GMT+8 <a href=https://www.fool.com/investing/2023/01/02/3-reasons-why-apple-stock-keeps-falling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In mid-August, shares of Apple were near an all-time high and down only slightly on the year. Today, Apple is hovering around a 52-week low and is down around 30% from its all-time high.Yet despite ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/02/3-reasons-why-apple-stock-keeps-falling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/02/3-reasons-why-apple-stock-keeps-falling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300324179","content_text":"In mid-August, shares of Apple were near an all-time high and down only slightly on the year. Today, Apple is hovering around a 52-week low and is down around 30% from its all-time high.Yet despite the sell-off, Apple is still outperforming other big tech names year to date, such as Microsoft, Alphabet, Amazon, Tesla, and Meta Platforms. Let's see if Apple is a buy, or if its challenges make the stock one to avoid.Business challengesArguably the most reasonable cause of the Apple stock decline is that its business is facing plenty of challenges heading into 2023. In hindsight, it's clear to see that the pandemic brought forward a lot of demand for consumer electronics.In fiscal 2021, Apple's revenue rocketed 64.9% compared to fiscal 2020, while net income surged 33.2%. But when it reported its fourth-quarter and full-year fiscal results (for the period ended Sept. 24), revenue was only up 7.8% compared to fiscal 2021, and net income only increased 5.4%.AAPL revenue (annual); data by YCharts.Apple's growth is decelerating, and the trend could continue in fiscal 2023 for myriad reasons. For starters, rising interest rates add pressure to discretionary spending. And while you could argue that many of the company's services and the maintenance of its existing products are staple costs at this point, the idea of buying new Apple products is undeniably a discretionary expense.Additionally, a strong U.S. dollar relative to foreign currencies makes Apple's sales abroad less valuable once converted to U.S. dollars. Slowing growth in China, paired with pandemic-induced production challenges, are directly impacting Apple's ability to make and sell its products.Apple faces tough year-over-year comparisons in fiscal 2022. So it's understandable that it didn't notch the breakneck growth that investors are used to. But the challenges are far from over, and if the company comes in with another low-growth year in fiscal 2023, investors may become unwilling to pay any premium for the stock (or multiple compression) despite its earnings.A not-so-premium valuationThis leads us to our next point: Apple's valuation relative to the rest of the stock market. In mid-August, when the stock was barely down on the year, it had a price-to-earnings (P/E) ratio of 28.8. But the sell-off has brought Apple's P/E down to a much more attractive 20.6. Meanwhile, the S&P 500 has a P/E of 19.7.AAPL PE ratio; data by YCharts.Apple stock traded at a below-market multiple with a P/E of less than 15 for much of the first half of the 2010s. And that made sense given the cyclicality of its business in a time that predated the product and services portfolio we know today.With the power of its brand and the omnipresence of phones and their utility in our lives today, Apple stock should trade at a market premium. But given its slowing growth and the likelihood of more of the same in the quarters to come, it's understandable that investors wouldn't want to pay too much of a premium in the current market.In sum, Apple stock deserved to fall, but now it's at a point where it's an attractive valuation for long-term investors.A weakening balance sheetPerhaps the least talked-about red flag for Apple is its rising debt position. Its total net long-term debt is now at an all-time high -- which may come as a shock to investors considering that the company has historically kept gobs of cash on its balance sheet.AAPL net total long-term debt (quarterly); data by YCharts.In the past, Apple used its lush cash position to buy back its own stock at opportune times and reinvest in the business. This time around, it may be pressured to use free cash flow to pay down debt instead of buying back its own stock.What's more, the company's growing debt position is coming during a period of rising interest rates and weakening consumer demand -- not a good time for a business to be piling debt onto its balance sheet.Apple stock is worth buying nowThe short-term outlook is riddled with uncertainty. But that doesn't take away from the core investment thesis of why the company is unrivaled and has a long growth runway.In fiscal 2022, services made up 19.8% of total revenue but featured a 71.7% gross margin compared to a 36.3% gross margin for products. The growth of the services segment over the last few years bodes well as a high-margin recurring revenue stream. But that doesn't take away from the fact that the company's gross margin and volume on its products are unheard of in the consumer electronics industry.What's more, the growth in Apple Pay, Apple Card, and Apple's augmented-reality products add plenty of new revenue streams for the company in the years to come.In sum, Apple has the staying power and relevance of a consumer staple company paired with the long-term growth and margins of a discretionary or tech company.Considering the reasons discussed, it makes sense that Apple stock fell. But given the sell-off and the fundamental strength of the business, now could be a good time to start dollar-cost averaging into Apple stock.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963251785,"gmtCreate":1668698465847,"gmtModify":1676538099272,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963251785","repostId":"2284813867","repostType":2,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.</p><p>So, let's get to it!</p><h2>It's A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.</p><p>I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times," Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn't Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That's good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let's summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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>Why Apple Is The Only FAANG Stock Worth Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8 <a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915132554,"gmtCreate":1664979756278,"gmtModify":1676537538760,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915132554","repostId":"2272834099","repostType":4,"repost":{"id":"2272834099","kind":"highlight","pubTimestamp":1664983956,"share":"https://ttm.financial/m/news/2272834099?lang=&edition=fundamental","pubTime":"2022-10-05 23:32","market":"us","language":"en","title":"3 Warren Buffett Stocks Most Likely to Soar in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=2272834099","media":"Motley Fool","summary":"There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.","content":"<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">Web 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 Warren Buffett Stocks Most Likely to Soar in Q4</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks Most Likely to Soar in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 23:32 GMT+8 <a href=https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","OXY":"西方石油","BRK.A":"伯克希尔","CVX":"雪佛龙","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272834099","content_text":"Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for Berkshire Hathaway.That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire's portfolio that would probably deliver strong gains over the near term, the decision wouldn't be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.1. ChevronChevron now ranks as the fourth-largest position in Buffett's portfolio. It's one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron's share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron's valuation isn't so great that the stock wouldn't benefit from further global supply tightening.2. Occidental PetroleumBuffett has become a huge fan of Occidental Petroleum. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.Occidental has been the best-performing stock in Berkshire's entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.But there's another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it's almost a certainty that Occidental stock will keep rising.3. AppleYou could make a good case that Apple ranks as Buffett's favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire's portfolio. Buffett has referred to it as one of Berkshire's \"four giants.\" The other three \"giants\" -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.Don't think for a second that Apple can't rebound strongly in Q4, though. One key reason behind the stock's recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don't always pan out.At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple's new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.","news_type":1,"symbols_score_info":{"OXY":0.9,"AAPL":0.9,"CVX":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918756125,"gmtCreate":1664461271567,"gmtModify":1676537459944,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918756125","repostId":"2270894817","repostType":4,"repost":{"id":"2270894817","kind":"highlight","pubTimestamp":1664549960,"share":"https://ttm.financial/m/news/2270894817?lang=&edition=fundamental","pubTime":"2022-09-30 22:59","market":"us","language":"en","title":"Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2270894817","media":"Motley Fool","summary":"It's not too late to invest in these well-established market beaters.","content":"<div>\n<p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/\">Web 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>Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever</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\">\nWant to Get Richer? 2 Top Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:59 GMT+8 <a href=https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270894817","content_text":"Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it costlier to borrow money, contributing to lower potential future earnings for corporations and affecting the performance of equities, especially those considered less safe.Thankfully, that's not a death sentence for all growth stocks. Those that have been leaders in their respective fields for a while, possess a strong moat, and still have solid opportunities to exploit will be just fine. Here are two companies that fit this description: Microsoft and Visa. These stocks are worth holding forever.MSFT data by YCharts1. MicrosoftMicrosoft squarely features on the list of companies whose services people use every day. It remains the leader in the market for computer operating systems (OS) by a wide margin, with a roughly 76% share of the desktop OS space as of June. Of course, Microsoft's business is much larger than that. The company is also present in gaming, and it offers various cloud-based services.While it doesn't enjoy the kind of dominance in these two other segments that it does in computer OS, it is one of the leaders within these markets. Still, Microsoft's robust business hasn't allowed it to escape the recent sell-off.On the one hand, revenue growth slowed compared to last year. In its latest quarter, the fourth of its fiscal year 2022, ending on June 30, the company's revenue increased by 12% year over year to $51.9 billion. But Microsoft's current top-line growth rates aren't that abnormal by the standards it has set over the past decade.MSFT Revenue (Quarterly YoY Growth) data by YChartsThe company's quarterly earnings per share (EPS) increased by 3% year over year to $2.23. Further, the tech giant remains a cash-generating machine -- with a current free cash flow of $65.2 billion. Overall, Microsoft's financial results haven't been that bad, despite what its stock market performance this year would suggest.The company is poised to bounce back thanks to its strong competitive edge and, of course, its booming cloud business. Microsoft is one of the most recognizable and valuable brands on the planet. Customers gravitate toward companies they know and trust, and Microsoft fits the bill.That grants the company a solid advantage as it will allow it to continue attracting customers thanks to its brand name. That's before we mention Microsoft's high switching costs. Businesses depend on the company's various productivity tools and cloud-based services that enable them to run their day-to-day operations as smoothly as possible, making Microsoft's services an essential part of their success.The company's cloud unit, Microsoft Azure, is the second largest around. In its latest quarter, Azure's revenue grew by a much more impressive 40% year over year. The cloud industry is on a long and rapid growth path. With the cash it generates, Microsoft can continue investing in this business unit in which it will almost certainly remain a leader.That, combined with its other units and moat, makes Microsoft a solid tech stock to buy and forget.2. VisaVisa makes money everytime anyone uses a card that bears its logo, which is many times a day. The company helps facilitate credit card transactions, a business model that has worked wonders. Visa is so successful that the number of meaningful direct competitors it has can be counted on one hand.Since Visa's business largely depends on people spending money, the company is sensitive to macroeconomic (and other) headwinds that may cause a decrease in consumer activity. Perhaps that's why Visa stock is down this year, although the company has outperformed the broader market.Of note, Visa is performing well despite the economy it faces. During the third quarter of its fiscal year 2022, ending June 30, the company's revenue jumped by 19% year over year to $7.3 billion. EPS jumped by 36% year over year to $1.60. Visa currently has $16.1 billion in free cash flow.While it sometimes seems as though cash and checks have disappeared and credit and debit cards have entirely taken over, that isn't quite the case yet. According to management, Visa is targeting an $18 trillion opportunity to replace cash and check transactions, which, assuming global cash consumption expands at a compound annual growth rate of 1% annually, wouldn't happen for decades.As far as its competitive advantage is concerned, Visa benefits from the network effect -- the value of its service grows as more people use it. The more businesses are plugged into its network, the more it is attractive to consumers, and vice-versa. Visa could be subject to legal problems, as some lawmakers have proposed legislation that could disrupt the duopoly it shares with Mastercard.That is something investors should keep in mind, but even with this caveat, Visa looks like a solid long-term winner.","news_type":1,"symbols_score_info":{"MSFT":0.9,"V":0.9}},"isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937889089,"gmtCreate":1663392657941,"gmtModify":1676537265056,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👌🏻👌🏻","listText":"👌🏻👌🏻","text":"👌🏻👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937889089","repostId":"2267061868","repostType":4,"repost":{"id":"2267061868","kind":"news","pubTimestamp":1663374316,"share":"https://ttm.financial/m/news/2267061868?lang=&edition=fundamental","pubTime":"2022-09-17 08:25","market":"us","language":"en","title":"Apple Stock: Watch Out for These Catalysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2267061868","media":"TipRanks","summary":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially b","content":"<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Watch Out for These Catalysts</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: Watch Out for These Catalysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:25 GMT+8 <a href=https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267061868","content_text":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the third quarter, it has the potential to continue expanding its top and bottom-line results.September has been a forgettable month for the stock market, but it turned out to be the opposite for Apple stock (NASDAQ:AAPL). The tech giant wrapped up its hotly anticipated Far Out event recently, where it unveiled the latest versions of the iPhone, AirPods, and Apple Watch, much to the delight of its loyal customer base. Moreover, despite the headwinds, its steady revenue expansion and EBITDA growth over the past year make it a solid bet over the long term. Hence, we are bullish on AAPL stock.Similar to previous versions of the iPhone, the newest iteration was able to capture the imaginations of its customer base yet again. Moreover, the biggest surprise was no hike in the price of the iPhone 14 in the U.S. The ability to retain its pricing suggests it’s struck an incredible balance between growth and profitability. The strategy is likely to boost sales immensely once it hits the markets.Furthermore, keeping its prices in check is doubly important now, considering the drop in discretionary spending. High prices will likely make customers fret over spending over $1,000 on an iPhone, but keeping its prices steady is an incredible achievement.Apple’s latest products will likely be a major catalyst for its business. Layer that up with its sticky Apple services, and you have a juggernaut that should steamroll its competition. Most analysts believe these new products will likely elevate its stock price soon. With the current pull-back in prices, it’s probably the right move to invest in AAPL stock.AAPL Stock Could Move Higher in the Near-TermDespite the economic challenges, AAPL stock was able to kick start a few short-lived rallies. Before the Far Out event, Apple stock was deep in the red, but the event’s success kickstarted a rally. Also, the upcoming quarter will be an important litmus test for the business, which could also boost AAPL stock to new heights.With rising inflation across the globe, most tech companies reported low sales numbers, and their stock prices took a massive beating. However, Apple’s third-quarter results were much better than expected, considering the circumstances. With the company’s amazing track record, it’s tough to count out its growth trajectory.Apple Had a Remarkable Third Quarter ShowingApple’s revenues came in at $83 billion for Q3, almost a 2% improvement from the prior-year period. Despite the economic downturn, Apple reported its net profit of $19.4 billion and earnings per share of $1.20, which came in $0.04 higher than analyst estimates. Moreover, it generated record sales in its Services segment. The resilient results during the quarter demonstrate the impact of Apple on its massive customer base.Moreover, the company could generate close to $40.7 billion while dealing with the threat of recession. It seems Apple has done well to manage the impact of inflation and grow its results at a steady pace. It has set itself up for bumper quarters ahead with the release of new products.Apple Expands Production Outside of ChinaApple has announced that it will expand its production outside China to diversify its supply chain and reduce its reliance on a single country. Consequently, Apple invested $1 billion in India, along with expanding into existing facilities in Vietnam and Brazil. The company is also working on setting up a new production line in the U.S.This represents a major shift for Apple, which has so far relied on China for most of its manufacturing. With the reduction in production-related bottlenecks, Apple can effectively manage its operational costs and boost its bottom-line results in the years to come. With the global supply chain challenges, its imperative for companies to have a diversified production base.Is Apple Stock a Buy or a Sell?Turning to Wall Street, AAPL stock maintains a Strong Buy consensus rating. Out of 28 total analyst ratings, 23 Buys, four Holds, and one Sell were assigned over the past three months. The average AAPL price target is $183.56, implying a 20.5% upside potential. Analyst price targets range from a low of $136 per share to a high of $220 per share.Takeaway: AAPL Stock is the Leader of Big TechApple is the crème de la crème as far as tech companies are concerned. It has a history of producing premium products, which continue to capture the imaginations of its customer base. The iPhone Series has been a cash cow for the company and is unlikely to change anytime soon. It has generated billions of dollars for the company, and every new version of the iPhone proves its naysayers wrong.Moreover, the company’s penchant for innovation and diversification remains its strong suit and is arguably the growth catalyst it needs to be successful in the long haul. Additionally, the company remains consistent in rewarding its shareholders.Considering its strong customer base, high demand, high returns, and massive free cash flow, it would not be surprising if AAPL stock performs exceedingly well over the long term. It has, time and again, proven its critics wrong by posting incredible results across all its core and non-core segments.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934950268,"gmtCreate":1663192302754,"gmtModify":1676537221139,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934950268","repostId":"1184746636","repostType":4,"repost":{"id":"1184746636","kind":"news","pubTimestamp":1663166626,"share":"https://ttm.financial/m/news/1184746636?lang=&edition=fundamental","pubTime":"2022-09-14 22:43","market":"us","language":"en","title":"Cathie Wood Goes on Biggest Dip-Buying Binge Since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1184746636","media":"Bloomberg","summary":"Ark funds buy shares of 27 stocks on Tuesday amid selloffPaired with deflation tweets, Wood is ‘walk","content":"<div>\n<p>Ark funds buy shares of 27 stocks on Tuesday amid selloffPaired with deflation tweets, Wood is ‘walking the walk’: BITuesday’s brutal selloff in the aftermath of August’s hotter-than-expected ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-14/cathie-wood-goes-on-biggest-dip-buying-binge-since-february\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Goes on Biggest Dip-Buying Binge Since February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes on Biggest Dip-Buying Binge Since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 22:43 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-14/cathie-wood-goes-on-biggest-dip-buying-binge-since-february><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark funds buy shares of 27 stocks on Tuesday amid selloffPaired with deflation tweets, Wood is ‘walking the walk’: BITuesday’s brutal selloff in the aftermath of August’s hotter-than-expected ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-14/cathie-wood-goes-on-biggest-dip-buying-binge-since-february\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKG":"ARK Genomic Revolution ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-14/cathie-wood-goes-on-biggest-dip-buying-binge-since-february","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184746636","content_text":"Ark funds buy shares of 27 stocks on Tuesday amid selloffPaired with deflation tweets, Wood is ‘walking the walk’: BITuesday’s brutal selloff in the aftermath of August’s hotter-than-expected inflation print looked like opportunity to Cathie Wood’s Ark Investment Management.The firm bought 27 stocks across its eight exchange-traded funds on Tuesday, according to data compiled by Bloomberg. Thelargest buywas Roku Inc., which is already the third biggest holding in the firm’s flagship $8 billion ARK Innovation ETF (tickerARKK).The purchases came on a day when the technology-heavy Nasdaq 100 posted its worst one-day drop since March 2020, fueled by building bets that the Federal Reserve will unleash a historically large rate hike next week to stamp out price pressures. But while inflation is front-and-center for policy makers, Ark founder Wood tweeted on Monday that deflation is “in the pipeline” -- and Tuesday’s purchases suggest the firm is positioning for that.“Her buys have gone down quite a bit after January but are starting moving up last few days. It just seems like her conviction is higher now,” said Athanasios Psarofagis. Paired with Wood’s tweets Tuesday, “It seems like she is just walking the walk.”Ark’s ETF lineup has come under immense pressure in 2022 at the hands of a historically aggressive Fed. A series of jumbo rate hikes has battered the market’s speculative corners, dragging ARKK more than 55% lower in 2022.Amid the drawdown, Wood has stuck to her strategy of doubling-down on losers and offloading winners. Roku is nearly 71% lower this year, while Butterfly Network Inc and Zoom Video Communications Inc., Tuesday’s second and third largest buys, have dropped about 14% and 58% in 2022, respectively.The purchases were paired with the sale of roughly 1.5 million shares of Signify Health, which has seen its stock price soar about 160% since mid-June amid a bidding war for the company.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKQ":0.9,"ARKK":0.9,"ARKF":0.9}},"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938091128,"gmtCreate":1662518097165,"gmtModify":1676537078880,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938091128","repostId":"1119329366","repostType":4,"repost":{"id":"1119329366","kind":"news","pubTimestamp":1662514081,"share":"https://ttm.financial/m/news/1119329366?lang=&edition=fundamental","pubTime":"2022-09-07 09:28","market":"us","language":"en","title":"Alphabet Stock: Is the Dip an Opportunity for Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119329366","media":"TipRanks","summary":"Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over","content":"<div>\n<p>Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock: Is the Dip an Opportunity for Investors?</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\">\nAlphabet Stock: Is the Dip an Opportunity for Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 09:28 GMT+8 <a href=https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119329366","content_text":"Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. Meanwhile, its investments in AI and cloud augur well for growth.Alphabet (NASDAQ:GOOGL) stock has lost over one-fourth of its value so far this year. A slowdown in ad spending amid macro challenges and uncertainty and tough year-over-year comparisons have led to a moderation in its growth, dragging the stock price of this internet giant down. However, its recent quarterly performance (Q2FY22) showed resilience, with strength in the search business and momentum in the cloud segment. This has restored analysts’ and investors’ faith in GOOGL stock, highlighting an opportunity for investors interested in buying the dip.According to TipRanks, analysts seem to have a bullish outlook on GOOGL stock. Further,1.2% of the investors tracked by TipRanks increased their exposure to GOOGL stock in the past 30 days, indicating their positive stance on the stock.But before deciding what to do with GOOGL stock, let’s examine its recent performance and understand what’s in the store for it in the upcoming quarter.Bumpy Road AheadGOOGL missed analysts’ earnings expectations in the first two quarters of FY22. In the last reported quarter (Q2), GOOGL delivered earnings of $1.21 per share, compared to $1.36 per share in the same quarter last year. Further, Google’s Q2 earnings per share fell short of Street’s expectations of $1.27 per share.As for Q3, Wall Street expects GOOGL to deliver earnings of $1.28 per share, which reflects a continued decline on a year-over-year basis. Moderation in growth led by tough comparisons, decelerating ad revenues, and headwinds from fee changes could remain a drag for Google. Further, higher costs could put pressure on the company’s Q3 earnings.What Is GOOGL’s Price Target?GOOGL’s average price target of $142.84 implies 32.4% upside potential. Analysts are optimistic about GOOGL’s prospects despite moderation in its growth rate. GOOGL stock commands a Strong Buy consensus rating on TipRanks based on 30 Buys and two Holds.Tigress Financial analyst Ivan Feinseth, who is bullish on GOOGL stock, recently raised his price target to $186 from 183. Feinseth said, “Strength in Cloud and Search continues to highlight the resiliency of its core business lines and ongoing investments in AI (Artificial Intelligence) computing continue to drive increased customer value and increasing shareholder value creation.”Further, the analyst sees Google’s $70 billion share repurchase plan, announced in April, as a positive catalyst for its stock.Bottom LineUndeniably, GOOGL is facing challenges due to the pullbacks in spending by some advertisers, adverse currency movement, and tough year-over-year comparisons. However, the company’s fundamentals remain intact with strength in its search and cloud segments.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938091000,"gmtCreate":1662518073800,"gmtModify":1676537078872,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938091000","repostId":"2265403013","repostType":4,"repost":{"id":"2265403013","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1662521565,"share":"https://ttm.financial/m/news/2265403013?lang=&edition=fundamental","pubTime":"2022-09-07 11:32","market":"us","language":"en","title":"What Is Expected at Apple's \"Far Out\" Fall Event?","url":"https://stock-news.laohu8.com/highlight/detail?id=2265403013","media":"Reuters","summary":"Sept 6 (Reuters) - Apple Inc will likely unveil a new line of iPhones, Watch Series 8 and other prod","content":"<html><head></head><body><p>Sept 6 (Reuters) - Apple Inc will likely unveil a new line of iPhones, Watch Series 8 and other products on Wednesday at an event awaited by Wall Street and its legions of customers.</p><p>The event, "Far Out", will begin at 1700 GMT at the Steve Jobs Theater in Apple's headquarters in Cupertino, California. It is the company's first indoor event since the pandemic.</p><p>Based on reports, here are some of the expected announcements:</p><p><b>IPHONE 14</b></p><p>Apple usually launches new iPhones at the September event. The latest device is expected to include updates to the camera, storage and design, as well as satellite network connectivity.</p><p>The "mini" version of the iPhone may be discontinued, according to reports.</p><p>Pricing and bundling options for Apple's flagship product will be watched closely as decades-high inflation batters demand for all, but the most premium smartphones.</p><p>"Apple could choose to increase the price of the Pro models and leave the lower end models unchanged," BofA Securities analyst Wamsi Mohan said.</p><p><b>SATELLITE NETWORK CONNECTIVITY</b></p><p>Satellite network connectivity was one of the test features for iPhone 14 before mass production, said TF International Securities analyst Ming-Chi Kuo, known for his accurate predictions related to Apple's product launches.</p><p>The possible feature would allow users to send emergency text messages in situations where they are without a network.</p><p><b>APPLE WATCH</b></p><p>The Watch Series 8 is expected have a bigger display and more health features, including a body-temperature sensor.</p><p>The company may also launch a Pro version of the Watch.</p><p><b>AIRPODS PRO 2</b></p><p>The new model will likely feature enhanced sound quality and more sensors. Its case is expected to be water and sweat resistant, with support for magsafe wireless charging.</p><p>Some reports suggest the case could have a type-C port.</p><p><b>AUGMENTED REALITY/VIRTUAL REALITY HEADSETS?</b></p><p>There has been curiosity among investors and fans about a mixed reality headset, but analysts do not expect the product to be launched until next year because of ongoing supply chain bottlenecks.</p><p>"There could be some clues around a new AR/VR product although unlikely to be launched before 2023," BofA Securities' Mohan said.</p><p>Here is a list of Apple launches at previous events:</p><table><tbody><tr><td>Past Events</td><td>Date</td><td>Products launched</td></tr><tr><td>Worldwide Developer's Conference</td><td>June 6, 2022</td><td>MacBooks with M2 chip</td></tr><tr><td>"Peak Performance"</td><td>March 8, 2022</td><td>iPhone SE, iPad Air, Mac Studio, Studio Display,</td></tr><tr><td>"Unleashed"</td><td>Oct. 18, 2021</td><td>MacBook Pro with M1 Pro and M1 Max chips, AirPods 3rd Gen</td></tr><tr><td>"California Streaming"</td><td>Sept. 14, 2021</td><td>iPhone 13 series, iPad with A13, iPad Mini with A15, Apple Watch Series 7</td></tr><tr><td>"Spring Loaded"</td><td>April 20, 2021</td><td>iPad Pro with M1, AirTag, iPhone 12 and 12 mini in purple</td></tr></tbody></table><p><b>Also Read:</b> <b>Apple iPhone 14 event: A price hike is expected, but will there be ‘one more thing’?</b> Source: MarketWatch</p><p>Apple Inc.’s coming iPhone 14 lineup might not bring too many new features, but there could be one big change in store.</p><p>After holding steady on iPhone prices a year ago, some analysts expect that Apple will increase the price of its iPhone 14 Pro models this year amid camera, chip, and design enhancements—as well as lingering pressure from supply costs and the strong U.S. dollar. Amid the highest inflation rates in decades, there have been concerns about consumers growing more cost-conscious — especially lower-wage earners — but Apple is expected to keep its standard iPhone models at the same starting price while increasing the base $999 and $1,199 prices on its iPhone Pro and Pro Max.</p><p>“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” Wedbush analyst Daniel Ives wrote in a recent note to clients.</p><p>The company is expected to debut the new iPhone family at a Wednesday event that will kick off at 1 p.m. Eastern time. Apple’s smartphones are its biggest business by far, bringing in more than $162 billion through three quarters of the company’s fiscal year, more than 57% of Apple’s revenue total.</p><p>But The planned iPhone 14 debut comes amid uncertainty about how smartphone demand will hold up in the macroeconomic climate. IDC recently projected a 6.5% decline in global smartphone shipments this year, after shipments underperformed their estimates while declining for four quarters in a row. iPhone demand seems to have held up better than the overall market, however, and Apple Chief Executive Tim Cook said on the company’s last earnings call that he hadn’t noticed “obvious evidence of macroeconomic impact” on the iPhone.</p><p>Other than the price, the biggest news out of Apple’s event could be what isn’t mentioned, or gets taken away. Few observers expect Apple to show off its highly anticipated next product category, a headset, and Apple could be saying goodbye to the iPhone Mini and the infamous “notch.”</p><p>Apple is expected to do away with the mini version of its base iPhone, and it could add a 6.7-inch configuration for the first time, according to Bloomberg News. Also, five years after Apple introduced a “notch” at the top of its iPhone X model that wasn’t exactly a fan favorite, Bloomberg reports it could finally be going away with the iPhone 14 update in favor of “hole-punch and pill-shaped cutouts for the front camera and Face ID sensors.”</p><p>A Steve Jobs-worthy “One More Thing” that details Apple’s next big invention has long been absent from iPhone events, but his successor might have something up his sleeve that fits the bill. Apple has been developing a headset that is expected to integrate long-gestating mixed-reality technology, which Cook has long called “a big idea like the smartphone.” Experts expect it to reach consumers in 2023 at the earliest, but few analysts believe its first appearance will be at Wednesday’s event, even as Meta Platforms Inc. prepares to reveal its next-generation VR tech.</p><p>Given a lack of chatter about the device more recently, it’s perhaps unlikely that Apple is ready to trot the product out for viewing in September—or else the silence means that Apple has done a good job of keeping the wraps on its “one more thing.” Bloomberg reported in May that the company “aimed to unveil the headset as early as the end of this year or sometime next year, with a consumer release planned for 2023.”</p><p>Those holding out for foldable and flip phones like the models Samsung Electronics Co. Ltd. debuted a few weeks back will likely have to keep waiting for that sort of launch at Apple, but iPhone fans should expect a faster processor and the end of a much-mocked design element.</p><p>There could be a long awaited announcement of satellite connection technology for iPhones, which would allow people to communicate even while far off the beaten path. The move was expected last year and was not announced, and a similar setup is happening into this year, with analyst Ming-Chi Kuo writing this week that “Apple had completed hardware tests for this feature,” but “whether iPhone 14 will offer satellite communication service depends on whether Apple and operators can settle the business model.”</p><p>The iPhone Pro models are expected to get the majority of the upgrades, relative to the regular iPhone models. Bloomberg News has reported that Apple plans to introduce a 48-megapixel camera, a faster chip, and better battery life for the iPhone 14 Pro and iPhone 14 Pro Max. MacRumors notes that the enhanced camera would let more light pass through the lens, something that could allow for better image quality, including when shooting with the company’s Portrait Mode feature.</p><p>The iPhone 14 Pro could also feature the new A16 chip, which MacRumors has said may help the company power the new camera, as well as the always-on display that some Apple watchers are expecting to finally see on the latest model. While Apple is thought to be planning chip upgrades for the Pro models, 9to5Mac expects that the company could stick with the same A15 chip for the base iPhone 14 line that was used in the iPhone 13 family.</p><p>Also expected at the Wednesday event is an update to the Apple Watch lineup. Bloomberg reports that Apple is planning to introduce an Apple Watch SE featuring a faster chip, an Apple Watch Series 8 containing a body-temperature sensor, and a pro-level model. Evercore ISI analyst Amit Daryanani said that the hypothetical Apple Watch Pro could bring “more battery life, a larger screen, and new fitness features.”</p><p>Apple’s iPhone event comes a week earlier in September than its one last year, suggesting to Evercore’s Daryanani that the company might also make the phones available for purchase sooner. For investors, that means Apple’s September quarter could feature an extra week of iPhone sales relative to last year’s.</p><p>Apple stock has declined 10.9% so far this year, as the Dow Jones Industrial Average — which counts Apple among its 30 components — has declined 12.9% and the S&P 500 index has fallen 16.8%.</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>What Is Expected at Apple's \"Far Out\" Fall Event?</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\">\nWhat Is Expected at Apple's \"Far Out\" Fall Event?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-07 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 6 (Reuters) - Apple Inc will likely unveil a new line of iPhones, Watch Series 8 and other products on Wednesday at an event awaited by Wall Street and its legions of customers.</p><p>The event, "Far Out", will begin at 1700 GMT at the Steve Jobs Theater in Apple's headquarters in Cupertino, California. It is the company's first indoor event since the pandemic.</p><p>Based on reports, here are some of the expected announcements:</p><p><b>IPHONE 14</b></p><p>Apple usually launches new iPhones at the September event. The latest device is expected to include updates to the camera, storage and design, as well as satellite network connectivity.</p><p>The "mini" version of the iPhone may be discontinued, according to reports.</p><p>Pricing and bundling options for Apple's flagship product will be watched closely as decades-high inflation batters demand for all, but the most premium smartphones.</p><p>"Apple could choose to increase the price of the Pro models and leave the lower end models unchanged," BofA Securities analyst Wamsi Mohan said.</p><p><b>SATELLITE NETWORK CONNECTIVITY</b></p><p>Satellite network connectivity was one of the test features for iPhone 14 before mass production, said TF International Securities analyst Ming-Chi Kuo, known for his accurate predictions related to Apple's product launches.</p><p>The possible feature would allow users to send emergency text messages in situations where they are without a network.</p><p><b>APPLE WATCH</b></p><p>The Watch Series 8 is expected have a bigger display and more health features, including a body-temperature sensor.</p><p>The company may also launch a Pro version of the Watch.</p><p><b>AIRPODS PRO 2</b></p><p>The new model will likely feature enhanced sound quality and more sensors. Its case is expected to be water and sweat resistant, with support for magsafe wireless charging.</p><p>Some reports suggest the case could have a type-C port.</p><p><b>AUGMENTED REALITY/VIRTUAL REALITY HEADSETS?</b></p><p>There has been curiosity among investors and fans about a mixed reality headset, but analysts do not expect the product to be launched until next year because of ongoing supply chain bottlenecks.</p><p>"There could be some clues around a new AR/VR product although unlikely to be launched before 2023," BofA Securities' Mohan said.</p><p>Here is a list of Apple launches at previous events:</p><table><tbody><tr><td>Past Events</td><td>Date</td><td>Products launched</td></tr><tr><td>Worldwide Developer's Conference</td><td>June 6, 2022</td><td>MacBooks with M2 chip</td></tr><tr><td>"Peak Performance"</td><td>March 8, 2022</td><td>iPhone SE, iPad Air, Mac Studio, Studio Display,</td></tr><tr><td>"Unleashed"</td><td>Oct. 18, 2021</td><td>MacBook Pro with M1 Pro and M1 Max chips, AirPods 3rd Gen</td></tr><tr><td>"California Streaming"</td><td>Sept. 14, 2021</td><td>iPhone 13 series, iPad with A13, iPad Mini with A15, Apple Watch Series 7</td></tr><tr><td>"Spring Loaded"</td><td>April 20, 2021</td><td>iPad Pro with M1, AirTag, iPhone 12 and 12 mini in purple</td></tr></tbody></table><p><b>Also Read:</b> <b>Apple iPhone 14 event: A price hike is expected, but will there be ‘one more thing’?</b> Source: MarketWatch</p><p>Apple Inc.’s coming iPhone 14 lineup might not bring too many new features, but there could be one big change in store.</p><p>After holding steady on iPhone prices a year ago, some analysts expect that Apple will increase the price of its iPhone 14 Pro models this year amid camera, chip, and design enhancements—as well as lingering pressure from supply costs and the strong U.S. dollar. Amid the highest inflation rates in decades, there have been concerns about consumers growing more cost-conscious — especially lower-wage earners — but Apple is expected to keep its standard iPhone models at the same starting price while increasing the base $999 and $1,199 prices on its iPhone Pro and Pro Max.</p><p>“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” Wedbush analyst Daniel Ives wrote in a recent note to clients.</p><p>The company is expected to debut the new iPhone family at a Wednesday event that will kick off at 1 p.m. Eastern time. Apple’s smartphones are its biggest business by far, bringing in more than $162 billion through three quarters of the company’s fiscal year, more than 57% of Apple’s revenue total.</p><p>But The planned iPhone 14 debut comes amid uncertainty about how smartphone demand will hold up in the macroeconomic climate. IDC recently projected a 6.5% decline in global smartphone shipments this year, after shipments underperformed their estimates while declining for four quarters in a row. iPhone demand seems to have held up better than the overall market, however, and Apple Chief Executive Tim Cook said on the company’s last earnings call that he hadn’t noticed “obvious evidence of macroeconomic impact” on the iPhone.</p><p>Other than the price, the biggest news out of Apple’s event could be what isn’t mentioned, or gets taken away. Few observers expect Apple to show off its highly anticipated next product category, a headset, and Apple could be saying goodbye to the iPhone Mini and the infamous “notch.”</p><p>Apple is expected to do away with the mini version of its base iPhone, and it could add a 6.7-inch configuration for the first time, according to Bloomberg News. Also, five years after Apple introduced a “notch” at the top of its iPhone X model that wasn’t exactly a fan favorite, Bloomberg reports it could finally be going away with the iPhone 14 update in favor of “hole-punch and pill-shaped cutouts for the front camera and Face ID sensors.”</p><p>A Steve Jobs-worthy “One More Thing” that details Apple’s next big invention has long been absent from iPhone events, but his successor might have something up his sleeve that fits the bill. Apple has been developing a headset that is expected to integrate long-gestating mixed-reality technology, which Cook has long called “a big idea like the smartphone.” Experts expect it to reach consumers in 2023 at the earliest, but few analysts believe its first appearance will be at Wednesday’s event, even as Meta Platforms Inc. prepares to reveal its next-generation VR tech.</p><p>Given a lack of chatter about the device more recently, it’s perhaps unlikely that Apple is ready to trot the product out for viewing in September—or else the silence means that Apple has done a good job of keeping the wraps on its “one more thing.” Bloomberg reported in May that the company “aimed to unveil the headset as early as the end of this year or sometime next year, with a consumer release planned for 2023.”</p><p>Those holding out for foldable and flip phones like the models Samsung Electronics Co. Ltd. debuted a few weeks back will likely have to keep waiting for that sort of launch at Apple, but iPhone fans should expect a faster processor and the end of a much-mocked design element.</p><p>There could be a long awaited announcement of satellite connection technology for iPhones, which would allow people to communicate even while far off the beaten path. The move was expected last year and was not announced, and a similar setup is happening into this year, with analyst Ming-Chi Kuo writing this week that “Apple had completed hardware tests for this feature,” but “whether iPhone 14 will offer satellite communication service depends on whether Apple and operators can settle the business model.”</p><p>The iPhone Pro models are expected to get the majority of the upgrades, relative to the regular iPhone models. Bloomberg News has reported that Apple plans to introduce a 48-megapixel camera, a faster chip, and better battery life for the iPhone 14 Pro and iPhone 14 Pro Max. MacRumors notes that the enhanced camera would let more light pass through the lens, something that could allow for better image quality, including when shooting with the company’s Portrait Mode feature.</p><p>The iPhone 14 Pro could also feature the new A16 chip, which MacRumors has said may help the company power the new camera, as well as the always-on display that some Apple watchers are expecting to finally see on the latest model. While Apple is thought to be planning chip upgrades for the Pro models, 9to5Mac expects that the company could stick with the same A15 chip for the base iPhone 14 line that was used in the iPhone 13 family.</p><p>Also expected at the Wednesday event is an update to the Apple Watch lineup. Bloomberg reports that Apple is planning to introduce an Apple Watch SE featuring a faster chip, an Apple Watch Series 8 containing a body-temperature sensor, and a pro-level model. Evercore ISI analyst Amit Daryanani said that the hypothetical Apple Watch Pro could bring “more battery life, a larger screen, and new fitness features.”</p><p>Apple’s iPhone event comes a week earlier in September than its one last year, suggesting to Evercore’s Daryanani that the company might also make the phones available for purchase sooner. For investors, that means Apple’s September quarter could feature an extra week of iPhone sales relative to last year’s.</p><p>Apple stock has declined 10.9% so far this year, as the Dow Jones Industrial Average — which counts Apple among its 30 components — has declined 12.9% and the S&P 500 index has fallen 16.8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265403013","content_text":"Sept 6 (Reuters) - Apple Inc will likely unveil a new line of iPhones, Watch Series 8 and other products on Wednesday at an event awaited by Wall Street and its legions of customers.The event, \"Far Out\", will begin at 1700 GMT at the Steve Jobs Theater in Apple's headquarters in Cupertino, California. It is the company's first indoor event since the pandemic.Based on reports, here are some of the expected announcements:IPHONE 14Apple usually launches new iPhones at the September event. The latest device is expected to include updates to the camera, storage and design, as well as satellite network connectivity.The \"mini\" version of the iPhone may be discontinued, according to reports.Pricing and bundling options for Apple's flagship product will be watched closely as decades-high inflation batters demand for all, but the most premium smartphones.\"Apple could choose to increase the price of the Pro models and leave the lower end models unchanged,\" BofA Securities analyst Wamsi Mohan said.SATELLITE NETWORK CONNECTIVITYSatellite network connectivity was one of the test features for iPhone 14 before mass production, said TF International Securities analyst Ming-Chi Kuo, known for his accurate predictions related to Apple's product launches.The possible feature would allow users to send emergency text messages in situations where they are without a network.APPLE WATCHThe Watch Series 8 is expected have a bigger display and more health features, including a body-temperature sensor.The company may also launch a Pro version of the Watch.AIRPODS PRO 2The new model will likely feature enhanced sound quality and more sensors. Its case is expected to be water and sweat resistant, with support for magsafe wireless charging.Some reports suggest the case could have a type-C port.AUGMENTED REALITY/VIRTUAL REALITY HEADSETS?There has been curiosity among investors and fans about a mixed reality headset, but analysts do not expect the product to be launched until next year because of ongoing supply chain bottlenecks.\"There could be some clues around a new AR/VR product although unlikely to be launched before 2023,\" BofA Securities' Mohan said.Here is a list of Apple launches at previous events:Past EventsDateProducts launchedWorldwide Developer's ConferenceJune 6, 2022MacBooks with M2 chip\"Peak Performance\"March 8, 2022iPhone SE, iPad Air, Mac Studio, Studio Display,\"Unleashed\"Oct. 18, 2021MacBook Pro with M1 Pro and M1 Max chips, AirPods 3rd Gen\"California Streaming\"Sept. 14, 2021iPhone 13 series, iPad with A13, iPad Mini with A15, Apple Watch Series 7\"Spring Loaded\"April 20, 2021iPad Pro with M1, AirTag, iPhone 12 and 12 mini in purpleAlso Read: Apple iPhone 14 event: A price hike is expected, but will there be ‘one more thing’? Source: MarketWatchApple Inc.’s coming iPhone 14 lineup might not bring too many new features, but there could be one big change in store.After holding steady on iPhone prices a year ago, some analysts expect that Apple will increase the price of its iPhone 14 Pro models this year amid camera, chip, and design enhancements—as well as lingering pressure from supply costs and the strong U.S. dollar. Amid the highest inflation rates in decades, there have been concerns about consumers growing more cost-conscious — especially lower-wage earners — but Apple is expected to keep its standard iPhone models at the same starting price while increasing the base $999 and $1,199 prices on its iPhone Pro and Pro Max.“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” Wedbush analyst Daniel Ives wrote in a recent note to clients.The company is expected to debut the new iPhone family at a Wednesday event that will kick off at 1 p.m. Eastern time. Apple’s smartphones are its biggest business by far, bringing in more than $162 billion through three quarters of the company’s fiscal year, more than 57% of Apple’s revenue total.But The planned iPhone 14 debut comes amid uncertainty about how smartphone demand will hold up in the macroeconomic climate. IDC recently projected a 6.5% decline in global smartphone shipments this year, after shipments underperformed their estimates while declining for four quarters in a row. iPhone demand seems to have held up better than the overall market, however, and Apple Chief Executive Tim Cook said on the company’s last earnings call that he hadn’t noticed “obvious evidence of macroeconomic impact” on the iPhone.Other than the price, the biggest news out of Apple’s event could be what isn’t mentioned, or gets taken away. Few observers expect Apple to show off its highly anticipated next product category, a headset, and Apple could be saying goodbye to the iPhone Mini and the infamous “notch.”Apple is expected to do away with the mini version of its base iPhone, and it could add a 6.7-inch configuration for the first time, according to Bloomberg News. Also, five years after Apple introduced a “notch” at the top of its iPhone X model that wasn’t exactly a fan favorite, Bloomberg reports it could finally be going away with the iPhone 14 update in favor of “hole-punch and pill-shaped cutouts for the front camera and Face ID sensors.”A Steve Jobs-worthy “One More Thing” that details Apple’s next big invention has long been absent from iPhone events, but his successor might have something up his sleeve that fits the bill. Apple has been developing a headset that is expected to integrate long-gestating mixed-reality technology, which Cook has long called “a big idea like the smartphone.” Experts expect it to reach consumers in 2023 at the earliest, but few analysts believe its first appearance will be at Wednesday’s event, even as Meta Platforms Inc. prepares to reveal its next-generation VR tech.Given a lack of chatter about the device more recently, it’s perhaps unlikely that Apple is ready to trot the product out for viewing in September—or else the silence means that Apple has done a good job of keeping the wraps on its “one more thing.” Bloomberg reported in May that the company “aimed to unveil the headset as early as the end of this year or sometime next year, with a consumer release planned for 2023.”Those holding out for foldable and flip phones like the models Samsung Electronics Co. Ltd. debuted a few weeks back will likely have to keep waiting for that sort of launch at Apple, but iPhone fans should expect a faster processor and the end of a much-mocked design element.There could be a long awaited announcement of satellite connection technology for iPhones, which would allow people to communicate even while far off the beaten path. The move was expected last year and was not announced, and a similar setup is happening into this year, with analyst Ming-Chi Kuo writing this week that “Apple had completed hardware tests for this feature,” but “whether iPhone 14 will offer satellite communication service depends on whether Apple and operators can settle the business model.”The iPhone Pro models are expected to get the majority of the upgrades, relative to the regular iPhone models. Bloomberg News has reported that Apple plans to introduce a 48-megapixel camera, a faster chip, and better battery life for the iPhone 14 Pro and iPhone 14 Pro Max. MacRumors notes that the enhanced camera would let more light pass through the lens, something that could allow for better image quality, including when shooting with the company’s Portrait Mode feature.The iPhone 14 Pro could also feature the new A16 chip, which MacRumors has said may help the company power the new camera, as well as the always-on display that some Apple watchers are expecting to finally see on the latest model. While Apple is thought to be planning chip upgrades for the Pro models, 9to5Mac expects that the company could stick with the same A15 chip for the base iPhone 14 line that was used in the iPhone 13 family.Also expected at the Wednesday event is an update to the Apple Watch lineup. Bloomberg reports that Apple is planning to introduce an Apple Watch SE featuring a faster chip, an Apple Watch Series 8 containing a body-temperature sensor, and a pro-level model. Evercore ISI analyst Amit Daryanani said that the hypothetical Apple Watch Pro could bring “more battery life, a larger screen, and new fitness features.”Apple’s iPhone event comes a week earlier in September than its one last year, suggesting to Evercore’s Daryanani that the company might also make the phones available for purchase sooner. For investors, that means Apple’s September quarter could feature an extra week of iPhone sales relative to last year’s.Apple stock has declined 10.9% so far this year, as the Dow Jones Industrial Average — which counts Apple among its 30 components — has declined 12.9% and the S&P 500 index has fallen 16.8%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930212748,"gmtCreate":1661966584089,"gmtModify":1676536613500,"author":{"id":"3584332891434953","authorId":"3584332891434953","name":"holypigs","avatar":"https://static.tigerbbs.com/f02890993c798b70726327f525fc4f3f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584332891434953","idStr":"3584332891434953"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930212748","repostId":"1175758634","repostType":4,"repost":{"id":"1175758634","kind":"news","pubTimestamp":1661959764,"share":"https://ttm.financial/m/news/1175758634?lang=&edition=fundamental","pubTime":"2022-08-31 23:29","market":"us","language":"en","title":"Apple: Buy Now And Think Outside The Box","url":"https://stock-news.laohu8.com/highlight/detail?id=1175758634","media":"Seeking Alpha","summary":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T","content":"<html><head></head><body><p>Summary</p><ul><li>Apple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.</li><li>The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.</li><li>Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.</li><li>Apple's lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.</li><li>I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.</p><p>In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.</p><p><b>Apple's September 7 Event - Earlier Than Usual A Positive With No Supply Chain Problems</b></p><p>Apple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.</p><p><img src=\"https://static.tigerbbs.com/451e6dca9b021a86a3b3e6149c2fc333\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Apple</p><p><i>This suggests that Apple’s supply chain is under control and can deliver on time.</i> In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.</p><p>Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).</p><p>Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.</p><p><b>Smartphone Shipments May Be Down, But Apple is Up – A Positive</b></p><p>Much of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.</p><p>Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.</p><p>On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35ce09c08e448a2b3f6e63ee6c14e875\" tg-width=\"296\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>Strategy Analytics</span></p><p>Chart 1</p><h3>Will Dour Economy Influence iPhone 14 Sales?</h3><p>Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.</p><p>I see the move as an opportunity for Apple to<i>jump start</i>its supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.</p><p>In the past two weeks on thepositive economic side:</p><ul><li>Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.</li><li>Producer prices fell 0.5% in July from the month before.</li><li>Home prices jumped to a record high in the second quarter</li><li>U.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.</li><li>U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.</li><li>Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.</li><li>Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.</li><li>U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.</li></ul><p>On the not-so-positive side:</p><ul><li>Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li><li>Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.</li><li>New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.</li><li>Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.</li><li>U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.</li><li>Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li></ul><p>Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.</p><p>Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.</p><p>The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.</p><h3><b>Investor Takeaway</b></h3><p>Apple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.</p><p>At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:</p><blockquote>“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”</blockquote><p>Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.</p><p>Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.</p><p>Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb1c84c3fdbe6c680c06f4b5ddd9064\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Chart 2</span></p><p>My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”</p><p>Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687b5eefc5a181794d19e62d3abe4c8f\" tg-width=\"634\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Chart 3</span></p><p>While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab5a850395d356059c7c5ab760570b\" tg-width=\"634\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Chart 4</span></p><p>An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.</p><p>There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.</p><p>Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.</p><p>My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.</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: Buy Now And Think Outside The Box</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Buy Now And Think Outside The Box\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:29 GMT+8 <a href=https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175758634","content_text":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.Apple's lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.Apple stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.Apple's September 7 Event - Earlier Than Usual A Positive With No Supply Chain ProblemsApple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.AppleThis suggests that Apple’s supply chain is under control and can deliver on time. In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.Smartphone Shipments May Be Down, But Apple is Up – A PositiveMuch of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.Strategy AnalyticsChart 1Will Dour Economy Influence iPhone 14 Sales?Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.I see the move as an opportunity for Apple tojump startits supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.In the past two weeks on thepositive economic side:Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.Producer prices fell 0.5% in July from the month before.Home prices jumped to a record high in the second quarterU.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.On the not-so-positive side:Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.Investor TakeawayApple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.Chart 2My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.Chart 3While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.Chart 4An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}