LWayne personal page - To The Moon

LWayne

LWayne

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2022-11-13

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆

2022-09-28

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ what is the reason to go through this name change and how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes

2022-09-26

Have been having trouble everyday trying to earn the coins from giving warm-up comments and likes when so difficult to wait for eligible posts to appear, any advice?

2022-10-31

Ok

Singapore Bourse Expected To Extend Winning Streak

2021-07-05

Come, let's rock

Sorry, the original content has been removed

2021-09-12

Buy Bershire

Got $1,000? 4 Buffett Stocks to Buy and Hold Forever

2021-06-08

Wait a bit longer to see.

Sorry, the original content has been removed

2022-10-24

That means stock movement no clear direction, also means, at the mercy of the market.

Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance

2022-03-15

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$hopeless

2022-02-05

Question, is this a correction or bear market right now?

Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?

2022-09-02

Intel? Now? Hmmm....

3 Dow Stocks That Are Screaming Buys in September

2022-06-12

Ok

Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again

2021-08-21

Bull is over

Sorry, the original content has been removed

2021-07-19

Of course, if not, expecting big banks become smaller and small banks become bigger?

Sorry, the original content has been removed

2021-07-16

Already said... Meme! What can you expect?

Sorry, the original content has been removed

2021-05-21

Is your time horizon a very short time frame?

Sorry, the original content has been removed

2022-11-30

$HAW PAR CORP LTD(H02.SI)$ another manipulated counter

2022-02-04

Investors don't buy his story ?

Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y

2021-08-21

Buy those on uptrend or falling?

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-07-19

Ya, scared. Please sell all and hold on to your cash

Sorry, the original content has been removed

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

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post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232529962733824","repostId":"2375696163","repostType":2,"repost":{"id":"2375696163","kind":"highlight","pubTimestamp":1697415953,"share":"https://ttm.financial/m/news/2375696163?lang=&edition=full_marsco","pubTime":"2023-10-16 08:25","market":"us","language":"en","title":"The past five years for Thai Beverage (SGX:Y92) investors has not been profitable","url":"https://stock-news.laohu8.com/highlight/detail?id=2375696163","media":"Simply Wall St.","summary":"In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...","content":"<html><body><div><p> In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the losers  At this point some shareholders may be questioning their investment in <strong>Thai Beverage Public Company Limited</strong> (SGX:Y92), since the last five years saw the share price fall 15%.     </p><p> Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.  </p><p><span> See our latest analysis for Thai Beverage </span></p> <p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). </p> <p> During the unfortunate half decade during which the share price slipped, Thai Beverage actually saw its earnings per share (EPS) improve by 0.2% per year.  So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock.  Alternatively, growth expectations may have been unreasonable in the past. </p> <p> Given EPS is up and the share price is down, it's clear the market is more concerned about the business than it was previously.  Generally speaking, though, if the company can keep growing EPS then the share price will eventually follow. </p><p> You can see below how EPS has changed over time (discover the exact values by clicking on the image). </p><figure><img height=\"520\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/27339980-earnings-per-share-growth-1-dark/1697415943851\" width=\"821\"/><figcaption>SGX:Y92 Earnings Per Share Growth October 16th 2023</figcaption></figure><p> We know that Thai Beverage has improved its bottom line lately, but is it going to grow revenue?  Check if analysts think Thai Beverage will grow revenue in the future. </p> <h2>What About Dividends?</h2><p> As well as measuring the share price return, investors should also consider the total shareholder return (TSR).  The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested.  Arguably, the TSR gives a more comprehensive picture of the return generated by a stock.  As it happens, Thai Beverage's TSR for the last 5 years was -2.4%, which exceeds the share price return mentioned earlier.  The dividends paid by the company have thusly boosted the <em>total</em> shareholder return. </p> <h2>A Different Perspective</h2><p> Thai Beverage shareholders are up 0.9% for the year (even including dividends).  But that was short of the market average.    But at least that's still a gain! Over five years the TSR has been a reduction of 0.5% per year, over five years.  It could well be that the business is stabilizing.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   Case in point: We've spotted  <strong> 2 warning signs for Thai Beverage</strong>  you should be aware of, and 1 of them is significant.    </p><p> If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this <strong>free</strong> list of companies that have proven they can grow earnings. </p><p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.</em></p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether Thai Beverage is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The past five years for Thai Beverage (SGX:Y92) investors has not been profitable</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe past five years for Thai Beverage (SGX:Y92) investors has not been profitable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-16 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/5112000-choice1-main-header/1585186807175","relate_stocks":{},"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-y92/thai-beverage-shares/news/the-past-five-years-for-thai-beverage-sgxy92-investors-has-n","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375696163","content_text":"In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund.  But the main game is to find enough winners to more than offset the losers  At this point some shareholders may be questioning their investment in Thai Beverage Public Company Limited (SGX:Y92), since the last five years saw the share price fall 15%.      Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.   See our latest analysis for Thai Beverage   To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine.  One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).   During the unfortunate half decade during which the share price slipped, Thai Beverage actually saw its earnings per share (EPS) improve by 0.2% per year.  So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock.  Alternatively, growth expectations may have been unreasonable in the past.   Given EPS is up and the share price is down, it's clear the market is more concerned about the business than it was previously.  Generally speaking, though, if the company can keep growing EPS then the share price will eventually follow.  You can see below how EPS has changed over time (discover the exact values by clicking on the image). SGX:Y92 Earnings Per Share Growth October 16th 2023 We know that Thai Beverage has improved its bottom line lately, but is it going to grow revenue?  Check if analysts think Thai Beverage will grow revenue in the future.  What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR).  The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested.  Arguably, the TSR gives a more comprehensive picture of the return generated by a stock.  As it happens, Thai Beverage's TSR for the last 5 years was -2.4%, which exceeds the share price return mentioned earlier.  The dividends paid by the company have thusly boosted the total shareholder return.  A Different Perspective Thai Beverage shareholders are up 0.9% for the year (even including dividends).  But that was short of the market average.    But at least that's still a gain! Over five years the TSR has been a reduction of 0.5% per year, over five years.  It could well be that the business is stabilizing.        I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too.   Case in point: We've spotted   2 warning signs for Thai Beverage  you should be aware of, and 1 of them is significant.     If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of companies that have proven they can grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.Valuation is complex, but we're helping make it simple.Find out whether Thai Beverage is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. 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He has accused the company of under performing financially, despite its global scale and collection of powerful entertainment brands.Analysts estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter. Disney hit a 52 week low, the management is not fulfilling its fiduciary responsibility while pushing Trans and social issues. Go Woke, Go Broke.","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a> Investors want to see CEO Iger's revival plan.Iger is under pressure from investor Nelson Peltz to place him on the board. He has accused the company of under performing financially, despite its global scale and collection of powerful entertainment brands.Analysts estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter. Disney hit a 52 week low, the management is not fulfilling its fiduciary responsibility while pushing Trans and social issues. 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Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","listText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","text":"$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ BullishBullishok, now is the time , at least for short term. Looking at current market volatility, lower cpi from expected is not low cpi, anything can heppen anytime, like FED announcement... Etc. Only knows when the time has come. At the moment enjoy the ride. If you intend to buy for long term investment, can check with other post for consideration ya. 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9969045209","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4116249298944432","authorId":"4116249298944432","name":"Vikedios","avatar":"https://community-static.tradeup.com/news/4bb1737c06cd0363ca297f6e14d58a48","crmLevel":9,"crmLevelSwitch":1,"idStr":"4116249298944432","authorIdStr":"4116249298944432"},"content":"really extremely hard to predict the bottom to DCA","text":"really extremely hard to predict the bottom to DCA","html":"really extremely hard to predict the bottom to DCA"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918188775,"gmtCreate":1664334095197,"gmtModify":1676537435660,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> what is the reason to go through this name change and&nbsp;how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> what is the reason to go through this name change and&nbsp;how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ what is the reason to go through this name change and how would this affect the share price? Nothing fundamental has changed.Ascendas REIT (A-REIT), Ascott Residence Trust (ART) and Ascendas India Trust (a-iTrust), which are all owned by CapitaLand Investment, have changed their names with effect from Sept 27.A-REIT will now be known as CapitaLand Ascendas REIT (CLAR) with a new counter name, CapLand Ascendas REIT. The REIT's counter code of A17U remains unchanged.Full report:https://www.theedgesingapore.com/news/reits/ascott-residence-trust-and-ascendas-india-trust-undergo-name-changes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9918188775","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575673754947065","authorId":"3575673754947065","name":"Nana_seven","avatar":"https://static.tigerbbs.com/cbfa864cf0a3b766b4090b0ad3b67e69","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575673754947065","authorIdStr":"3575673754947065"},"content":"I guess capitaland is a more wellknown brand than those individual name themseleves.","text":"I guess capitaland is a more wellknown brand than those individual name themseleves.","html":"I guess capitaland is a more wellknown brand than those individual name themseleves."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911630864,"gmtCreate":1664189265158,"gmtModify":1676537406082,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Have been having trouble everyday trying to earn the coins from giving warm-up&nbsp;comments and likes when so difficult to wait for eligible&nbsp;posts to appear, any advice?","listText":"Have been having trouble everyday trying to earn the coins from giving warm-up&nbsp;comments and likes when so difficult to wait for eligible&nbsp;posts to appear, any advice?","text":"Have been having trouble everyday trying to earn the coins from giving warm-up comments and likes when so difficult to wait for eligible posts to appear, any advice?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/9911630864","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577965120664925","authorIdStr":"3577965120664925"},"content":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂","text":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂","html":"I do in morning otw to office or lunch time still have chance if check few hour once, difficult if night time after 9 pm or weekends 🙂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982623323,"gmtCreate":1667176110562,"gmtModify":1676537870486,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982623323","repostId":"1196117566","repostType":4,"repost":{"id":"1196117566","kind":"news","pubTimestamp":1667174885,"share":"https://ttm.financial/m/news/1196117566?lang=&edition=full_marsco","pubTime":"2022-10-31 08:08","market":"us","language":"en","title":"Singapore Bourse Expected To Extend Winning Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1196117566","media":"rtt news","summary":"The Singapore stock market has finished higher in four straight sessions, collecting more than 90 po","content":"<html><head></head><body><p>The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point plateau and it&#39;s tipped to open in the green again on Monday.</p><p>The global forecast for the Asianmarketsis upbeat, fueled by solid earnings news among technology shares. The European markets were mixed and the U.S. bourses were sharply higher and the Asian markets are also tipped to open in the green.</p><p>The STI finished sharply higher on Friday following gains from the financial shares and mixed performances from the property stocks and industrials.</p><p>For the day, the index jumped 43.95 points or 1.46 percent to finish at 3,059.19 after trading between 3,025.93 and 3,071.38. Volume was 1.9 billion shares worth 1.6 billion Singapore dollars. There were 271 decliners and 247 gainers.</p><p>Among the actives, Ascendas REIT added 0.38 percent, while CapitaLand Integrated Commercial Trust tumbled 1.56 percent, CapitaLand Investment plunged 3.19 percent, City Developments and Hongkong Land both dipped 0.26 percent, DBS Group spiked 2.96 percent, Emperador retreated 1.02 percent, Genting Singapore lost 0.63 percent, Keppel Corp surged 4.66 percent, Mapletree Pan Asia Commercial Trust climbed 0.60 percent, Mapletree Industrial Trust skidded 0.89 percent, Mapletree Logistics Trust sank 0.65 percent, Oversea-Chinese Banking Corporation jumped 1.78 percent, SATS declined 1.52 percent, SembCorp Industries rose 0.35 percent, SingTel rallied 1.66 percent, United Overseas Bank soared 4.00 percent, Wilmar International fell 0.55 percent, Yangzijiang Financial plummeted 4.41 percent, Yangzijiang Shipbuilding tanked 2.42 percent and Singapore Technologies Engineering, Thai Beverage, Comfort DelGro and UOL Group were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened slightly higher on Friday but accelerated throughout the day, ending near session highs.</p><p>The Dow surged 828.50 points or 2.59 percent to finish at 32,861.80, while the NASDAQ soared 309.75 points or 2.87 percent to end at 11,102.45 and the S&amp;P 500 jumped 93.76 points or 2.46 percent to close at 3,901.06.</p><p>For the week, the Dow spiked 5.7 percent, the S&amp;P 500 jumped 4.0 percent and the NASDAQ rallied 2.2 percent.</p><p>Traders reacted positively to strong earnings news from the likes of semiconductor giant Intel (INTC), Apple (AAPL) and energy giant Exxon Mobil (XOM).</p><p>Buying interest may also have been generated by a Commerce Department report showing core consumer price growth accelerated less than expected in September - which may encourage the Federal Reserve to slow the pace of its interest rate hikes.</p><p>Oil prices drifted lower on Friday as worries about the outlook for energy demand resurfaced due to increased Covid-19 restrictions in parts of China. West Texas Intermediate Crude oil futures for December slumped $1.18 or 1.3 percent at $87.90 a barrel. WTI crude futures gained more than 3 percent in the week.</p></body></html>","source":"lsy1637539882596","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>Singapore Bourse Expected To Extend Winning Streak</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\">\nSingapore Bourse Expected To Extend Winning Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point ...</p>\n\n<a href=\"https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.rttnews.com/3321277/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196117566","content_text":"The Singapore stock market has finished higher in four straight sessions, collecting more than 90 points or 3 percent along the way. The Straits Times Index now rests just beneath the 3,060-point plateau and it's tipped to open in the green again on Monday.The global forecast for the Asianmarketsis upbeat, fueled by solid earnings news among technology shares. The European markets were mixed and the U.S. bourses were sharply higher and the Asian markets are also tipped to open in the green.The STI finished sharply higher on Friday following gains from the financial shares and mixed performances from the property stocks and industrials.For the day, the index jumped 43.95 points or 1.46 percent to finish at 3,059.19 after trading between 3,025.93 and 3,071.38. Volume was 1.9 billion shares worth 1.6 billion Singapore dollars. There were 271 decliners and 247 gainers.Among the actives, Ascendas REIT added 0.38 percent, while CapitaLand Integrated Commercial Trust tumbled 1.56 percent, CapitaLand Investment plunged 3.19 percent, City Developments and Hongkong Land both dipped 0.26 percent, DBS Group spiked 2.96 percent, Emperador retreated 1.02 percent, Genting Singapore lost 0.63 percent, Keppel Corp surged 4.66 percent, Mapletree Pan Asia Commercial Trust climbed 0.60 percent, Mapletree Industrial Trust skidded 0.89 percent, Mapletree Logistics Trust sank 0.65 percent, Oversea-Chinese Banking Corporation jumped 1.78 percent, SATS declined 1.52 percent, SembCorp Industries rose 0.35 percent, SingTel rallied 1.66 percent, United Overseas Bank soared 4.00 percent, Wilmar International fell 0.55 percent, Yangzijiang Financial plummeted 4.41 percent, Yangzijiang Shipbuilding tanked 2.42 percent and Singapore Technologies Engineering, Thai Beverage, Comfort DelGro and UOL Group were unchanged.The lead from Wall Street is broadly positive as the major averages opened slightly higher on Friday but accelerated throughout the day, ending near session highs.The Dow surged 828.50 points or 2.59 percent to finish at 32,861.80, while the NASDAQ soared 309.75 points or 2.87 percent to end at 11,102.45 and the S&P 500 jumped 93.76 points or 2.46 percent to close at 3,901.06.For the week, the Dow spiked 5.7 percent, the S&P 500 jumped 4.0 percent and the NASDAQ rallied 2.2 percent.Traders reacted positively to strong earnings news from the likes of semiconductor giant Intel (INTC), Apple (AAPL) and energy giant Exxon Mobil (XOM).Buying interest may also have been generated by a Commerce Department report showing core consumer price growth accelerated less than expected in September - which may encourage the Federal Reserve to slow the pace of its interest rate hikes.Oil prices drifted lower on Friday as worries about the outlook for energy demand resurfaced due to increased Covid-19 restrictions in parts of China. West Texas Intermediate Crude oil futures for December slumped $1.18 or 1.3 percent at $87.90 a barrel. WTI crude futures gained more than 3 percent in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155757897,"gmtCreate":1625456255219,"gmtModify":1703742065526,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Come, let's rock","listText":"Come, let's rock","text":"Come, let's rock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/155757897","repostId":"2149381898","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888904366,"gmtCreate":1631419058155,"gmtModify":1676530544984,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Buy Bershire","listText":"Buy Bershire","text":"Buy Bershire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888904366","repostId":"2166377772","repostType":4,"repost":{"id":"2166377772","kind":"highlight","pubTimestamp":1631412043,"share":"https://ttm.financial/m/news/2166377772?lang=&edition=full_marsco","pubTime":"2021-09-12 10:00","market":"us","language":"en","title":"Got $1,000? 4 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377772","media":"Motley Fool","summary":"Strengthen your portfolio by following Warren Buffett's lead on these stocks.","content":"<p>When Warren Buffett took over <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.</p>\n<p>Berkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7e64d08376131e83c6ddb13b24638e8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p>If you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.</p>\n<p>Berkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.</p>\n<p>In addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including <b>Coca-Cola</b>, <b>Bank of America</b>, <b>American Express</b>, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.</p>\n<h2>2. Apple</h2>\n<p><b>Apple</b> (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.</p>\n<p>Apple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.</p>\n<h2>3. Verizon</h2>\n<p>Buffett is known for liking businesses that have strong brand strength, and <b>Verizon</b> (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.</p>\n<p>And when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.</p>\n<h2>4. Amazon</h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.</p>\n<p>The e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.</p>","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>Got $1,000? 4 Buffett Stocks to Buy 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\">\nGot $1,000? 4 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","BRK.A":"伯克希尔","AMZN":"亚马逊","BRK.B":"伯克希尔B","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377772","content_text":"When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.\nBerkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nIf you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.\nBerkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.\nIn addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including Coca-Cola, Bank of America, American Express, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.\n2. Apple\nApple (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.\nApple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.\n3. Verizon\nBuffett is known for liking businesses that have strong brand strength, and Verizon (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.\nAnd when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.\n4. Amazon\nAmazon (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.\nThe e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581685293736736","authorId":"3581685293736736","name":"quantarize","avatar":"https://static.tigerbbs.com/7da82037240258b6b430aae255936693","crmLevel":6,"crmLevelSwitch":1,"idStr":"3581685293736736","authorIdStr":"3581685293736736"},"content":"wish i have that money ?","text":"wish i have that money ?","html":"wish i have that money ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180013705,"gmtCreate":1623163939807,"gmtModify":1704197504009,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Wait a bit longer to&nbsp;see.","listText":"Wait a bit longer to&nbsp;see.","text":"Wait a bit longer to see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180013705","repostId":"1180364832","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981794908,"gmtCreate":1666592467204,"gmtModify":1676537774085,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"That means stock movement no clear direction, also means, at the mercy of the market.&nbsp;","listText":"That means stock movement no clear direction, also means, at the mercy of the market.&nbsp;","text":"That means stock movement no clear direction, also means, at the mercy of the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981794908","repostId":"1196848810","repostType":2,"repost":{"id":"1196848810","kind":"news","pubTimestamp":1666591187,"share":"https://ttm.financial/m/news/1196848810?lang=&edition=full_marsco","pubTime":"2022-10-24 13:59","market":"us","language":"en","title":"Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1196848810","media":"Seeking Alpha","summary":"Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5%","content":"<html><head></head><body><ul><li>Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.</li><li>Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.</li><li>Comparable order intake decreased 6% on the back of 47% growth in Q3 2021.</li><li>Adjusted EBITA of €209M, or 4.8% of sales, compared to €512M, or 12.3% of sales, in Q3 2021.</li><li>Operating cash flow was an outflow of €180M, compared to an inflow of €256M in Q3 2021.</li><li>The book-to-bill ratio was 1.18, and the equipment order book grew further in the quarter.</li><li>Looking ahead, the company sees prolonged operational and supply challenges, a worsening macro-economic environment and continued uncertainty related to COVID-19 measures in China, which will be partly offset by Philips’ productivity and pricing actions.</li><li>Consequently, Philips now expects a mid-single-digit comparable sales decline for the fourth quarter of 2022, with a high-single-to double-digit Adjusted EBITA margin range.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Philips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPhilips Reports Q3 Mixed Earnings; Issues Q4 Soft Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.Comparable order ...</p>\n\n<a href=\"https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHG":"飞利浦"},"source_url":"https://seekingalpha.com/news/3893934-philips-reports-q3-mixed-earnings-issues-q4-soft-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196848810","content_text":"Philips Q3 Non-GAAP EPS of €0.25beats by €0.16.Revenue of €4.3B (+3.4% Y/Y)misses by €60M, with a 5% comparable sales decline, in line with the update provided on October 12, 2022.Comparable order intake decreased 6% on the back of 47% growth in Q3 2021.Adjusted EBITA of €209M, or 4.8% of sales, compared to €512M, or 12.3% of sales, in Q3 2021.Operating cash flow was an outflow of €180M, compared to an inflow of €256M in Q3 2021.The book-to-bill ratio was 1.18, and the equipment order book grew further in the quarter.Looking ahead, the company sees prolonged operational and supply challenges, a worsening macro-economic environment and continued uncertainty related to COVID-19 measures in China, which will be partly offset by Philips’ productivity and pricing actions.Consequently, Philips now expects a mid-single-digit comparable sales decline for the fourth quarter of 2022, with a high-single-to double-digit Adjusted EBITA margin range.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032856975,"gmtCreate":1647336332952,"gmtModify":1676534217997,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>hopeless","listText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>hopeless","text":"$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$hopeless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9032856975","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098358896,"gmtCreate":1644029361218,"gmtModify":1676533883907,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Question, is this a correction or bear market right now?","listText":"Question, is this a correction or bear market right now?","text":"Question, is this a correction or bear market right now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9098358896","repostId":"2208456317","repostType":4,"repost":{"id":"2208456317","kind":"highlight","pubTimestamp":1644028874,"share":"https://ttm.financial/m/news/2208456317?lang=&edition=full_marsco","pubTime":"2022-02-05 10:41","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2208456317","media":"Motley Fool","summary":"Even with the broad market index down so far this year, this quartet is doing even worse.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Corrections and bear markets are good times to buy stocks, but caution is still needed.</li><li>Sometimes a badly beaten down stock is cheap for a reason.</li></ul><p>After looking like it was about to plunge into correction territory, the S&amp;P 500 has pared its losses for the new year by almost half after notching several days of gains. It&#39;s still quite likely that a stock market crash will happen sooner rather than later, as there have been 27 separate times since the end of World War II when the benchmark index has plunged 10% or more.</p><p>Even though 80% of corrections do not turn into bear markets, according to data from the Schwab Center for Financial Research, it&#39;s always good to prepare for a collapse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b112ec2a42dbca26b645c75db3169a50\" tg-width=\"2000\" tg-height=\"1280\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>But some stocks are already in the midst of their own bear markets, having tumbled by more than 20%, and the year is only just a month old. I&#39;ve argued elsewhere that a market correction is not to be feared, and in fact should be celebrated, because one of the benefits a downturn brings is that good stocks become cheap, giving savvy investors a chance to swoop in and pick up shares at a discount.</p><p>The four stocks below are the biggest losers in the S&amp;P 500 in 2022, so it&#39;s worth considering whether they are buys. Now, not every stock that craters is worth purchasing, as sometimes there could be something amiss in their operations that warrants the lower valuation. So with this quartet down between 28% and 33% from where they started the year, let&#39;s see if these index miscreants are opportunities -- or if you should stay away.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f381feb55b2db575d6449bdf4cf8dc70\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Etsy (down 28.3%)</h2><p><b>Etsy</b> (NASDAQ:ETSY) was a high-flying stock during the pandemic, particularly during the early days of the COVID outbreak when everyone wanted to know where to buy a face mask since they were in short supply. CEO Josh Silverman told <i>Fortune</i> at the time that traffic to the site spiked, with people specifically searching for &#34;face masks&#34; -- searches for the term hit nine per second.</p><p>You might think, with the urgency surrounding the pandemic having died down for most people, business would have slowed down for Etsy. Not so. The handcrafted and artistic goods e-commerce platform continues to post higher revenue, and is still adding more users each quarter. At the end of the third quarter, Etsy reported that gross merchandise sales (GMS) jumped 18% over last year, and were more than 2.5 times greater than the same period in 2019.</p><p>As Silverman noted in relation to Etsy&#39;s strong first-quarter results, &#34;Last year the world took notice of Etsy&#39;s highly differentiated value proposition, and that incredible momentum has continued.&#34;</p><p>So why is Etsy&#39;s stock down? It seems mostly related to a sector rotation by the market transitioning away from previous high-flying tech stocks and those companies that benefited from the pandemic. Etsy ticked both those boxes, but its business remains strong and growing. It looks like a good candidate to pick up at a significant discount.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2ec446e599a234893ed9a7b9409e12\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>EPAM Systems (down 28.8%)</h2><p>IT consultant <b>EPAM Systems</b> (NYSE:EPAM) is also mostly a victim of the stock market shunning growth tech stocks. It got socked by the pandemic as business slowed to a crawl because customers were leery about spending any money during lockdowns, but last year business turned up again with a vengeance.</p><p>Revenue was up 53% in the third quarter, almost breaching the $1 billion threshold, and the company is on track to post $1.1 billion in sales in the fourth quarter. Efficiency is critical for companies now, and EPAM helps businesses identify problems and create and implement solutions. Its deep pool of 47,000 engineers, designers, and consultants helps optimize business processes.</p><p>It has potential for even more growth, as analysts at IDC estimate enterprises will spend $6.5 trillion dollars on digital transformation initiatives over the next two years. The biggest risk facing EPA Systems seems to be if a recession hit, as it could cause companies to rein in their IT expenditures once again. Still, that would be just another short-term hiccup, and investors should have a much longer outlook for their investments. That makes EPAM&#39;s stock look like a good value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6583454f9e78c97fe7a0644cc25b0b44\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Netflix (down 29.1%)</h2><p>Yet another stock hammered by the world moving further away from the pandemic, <b>Netflix</b> (NASDAQ:NFLX) was already trending lower since November. But the bottom fell out of its stock when the movie streamer reported fourth-quarter earnings.</p><p>Netflix fell short not only of analyst expectations for new subscriber additions, but its own guidance as well, and then warned it won&#39;t be adding many in the first quarter either. Profits also plunged 34% from the year-ago period. It was hardly the stellar performance the market had come to expect from the streaming service, but there&#39;s an argument to be made that the beating the stock took was a bit excessive.</p><p>Netflix is actually still growing. It now has 222 million subscribers, and it just imposed a new price increase in North America to help offset the slowing growth in this very mature market. International markets still offer enormous potential for bigger gains.</p><p>The streamer isn&#39;t the only one slowing down after a monstrous period of expansion during the lockdown portion of the pandemic. <b>Disney</b> (NYSE: DIS) also took a hit after Disney+ growth underwhelmed Wall Street.</p><p>As the leading streaming service, and one that&#39;s still growing and still has a lot of potential overseas, Netflix ought to be considered a buy at this new lower price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afbb47b9bd04a8f08c3bf6e5bdfb78fe\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Moderna (down 33.3%)</h2><p>Hey, what do you know? Another pandemic favorite now down on its luck. <b>Moderna</b> (NASDAQ:MRNA) needs no introduction, as there&#39;s a chance you&#39;ve been stuck by its vaccine for COVID-19, and maybe its booster shot, too. And both it and fellow vaccine maker <b>Pfizer</b> (NYSE: PFE) want to convince you an annual booster may be needed, too.</p><p>Should that become a reality, Moderna will be set for a steady flow of revenue. Its vaccine just got full authorization from the Food &amp; Drug Administration, which eases concerns some held about a vaccine that was only brought to market under emergency-use authorization.</p><p>While the influx of cash and profits has been the result of its vaccine, the proceeds will help Moderna finance its pipeline of other drug candidates and develop its mRNA technology to apply to other possible breakthroughs.</p><p>Moderna stock is not only cheap price-wise, but across numerous metrics too. It trades at just 10 times trailing earnings, 6 times next year&#39;s estimates, at a fraction of its sales, and at only 5 times the free cash flow it produces. A biotech can be volatile, and just because one drug succeeded doesn&#39;t mean others will -- but its stock looks like a buy at these prices.</p></body></html>","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>Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the S&P 500's 4 Worst-Performing Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsCorrections and bear markets are good times to buy stocks, but caution is still needed.Sometimes a badly beaten down stock is cheap for a reason.After looking like it was about to plunge ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ETSY":"Etsy, Inc.","EPAM":"Epam Systems","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/02/04/is-it-time-to-buy-the-sp-500s-4-worst-performing-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208456317","content_text":"Key PointsCorrections and bear markets are good times to buy stocks, but caution is still needed.Sometimes a badly beaten down stock is cheap for a reason.After looking like it was about to plunge into correction territory, the S&P 500 has pared its losses for the new year by almost half after notching several days of gains. It's still quite likely that a stock market crash will happen sooner rather than later, as there have been 27 separate times since the end of World War II when the benchmark index has plunged 10% or more.Even though 80% of corrections do not turn into bear markets, according to data from the Schwab Center for Financial Research, it's always good to prepare for a collapse.IMAGE SOURCE: GETTY IMAGES.But some stocks are already in the midst of their own bear markets, having tumbled by more than 20%, and the year is only just a month old. I've argued elsewhere that a market correction is not to be feared, and in fact should be celebrated, because one of the benefits a downturn brings is that good stocks become cheap, giving savvy investors a chance to swoop in and pick up shares at a discount.The four stocks below are the biggest losers in the S&P 500 in 2022, so it's worth considering whether they are buys. Now, not every stock that craters is worth purchasing, as sometimes there could be something amiss in their operations that warrants the lower valuation. So with this quartet down between 28% and 33% from where they started the year, let's see if these index miscreants are opportunities -- or if you should stay away.IMAGE SOURCE: GETTY IMAGES.Etsy (down 28.3%)Etsy (NASDAQ:ETSY) was a high-flying stock during the pandemic, particularly during the early days of the COVID outbreak when everyone wanted to know where to buy a face mask since they were in short supply. CEO Josh Silverman told Fortune at the time that traffic to the site spiked, with people specifically searching for \"face masks\" -- searches for the term hit nine per second.You might think, with the urgency surrounding the pandemic having died down for most people, business would have slowed down for Etsy. Not so. The handcrafted and artistic goods e-commerce platform continues to post higher revenue, and is still adding more users each quarter. At the end of the third quarter, Etsy reported that gross merchandise sales (GMS) jumped 18% over last year, and were more than 2.5 times greater than the same period in 2019.As Silverman noted in relation to Etsy's strong first-quarter results, \"Last year the world took notice of Etsy's highly differentiated value proposition, and that incredible momentum has continued.\"So why is Etsy's stock down? It seems mostly related to a sector rotation by the market transitioning away from previous high-flying tech stocks and those companies that benefited from the pandemic. Etsy ticked both those boxes, but its business remains strong and growing. It looks like a good candidate to pick up at a significant discount.IMAGE SOURCE: GETTY IMAGES.EPAM Systems (down 28.8%)IT consultant EPAM Systems (NYSE:EPAM) is also mostly a victim of the stock market shunning growth tech stocks. It got socked by the pandemic as business slowed to a crawl because customers were leery about spending any money during lockdowns, but last year business turned up again with a vengeance.Revenue was up 53% in the third quarter, almost breaching the $1 billion threshold, and the company is on track to post $1.1 billion in sales in the fourth quarter. Efficiency is critical for companies now, and EPAM helps businesses identify problems and create and implement solutions. Its deep pool of 47,000 engineers, designers, and consultants helps optimize business processes.It has potential for even more growth, as analysts at IDC estimate enterprises will spend $6.5 trillion dollars on digital transformation initiatives over the next two years. The biggest risk facing EPA Systems seems to be if a recession hit, as it could cause companies to rein in their IT expenditures once again. Still, that would be just another short-term hiccup, and investors should have a much longer outlook for their investments. That makes EPAM's stock look like a good value.IMAGE SOURCE: GETTY IMAGES.Netflix (down 29.1%)Yet another stock hammered by the world moving further away from the pandemic, Netflix (NASDAQ:NFLX) was already trending lower since November. But the bottom fell out of its stock when the movie streamer reported fourth-quarter earnings.Netflix fell short not only of analyst expectations for new subscriber additions, but its own guidance as well, and then warned it won't be adding many in the first quarter either. Profits also plunged 34% from the year-ago period. It was hardly the stellar performance the market had come to expect from the streaming service, but there's an argument to be made that the beating the stock took was a bit excessive.Netflix is actually still growing. It now has 222 million subscribers, and it just imposed a new price increase in North America to help offset the slowing growth in this very mature market. International markets still offer enormous potential for bigger gains.The streamer isn't the only one slowing down after a monstrous period of expansion during the lockdown portion of the pandemic. Disney (NYSE: DIS) also took a hit after Disney+ growth underwhelmed Wall Street.As the leading streaming service, and one that's still growing and still has a lot of potential overseas, Netflix ought to be considered a buy at this new lower price.IMAGE SOURCE: GETTY IMAGES.Moderna (down 33.3%)Hey, what do you know? Another pandemic favorite now down on its luck. Moderna (NASDAQ:MRNA) needs no introduction, as there's a chance you've been stuck by its vaccine for COVID-19, and maybe its booster shot, too. And both it and fellow vaccine maker Pfizer (NYSE: PFE) want to convince you an annual booster may be needed, too.Should that become a reality, Moderna will be set for a steady flow of revenue. Its vaccine just got full authorization from the Food & Drug Administration, which eases concerns some held about a vaccine that was only brought to market under emergency-use authorization.While the influx of cash and profits has been the result of its vaccine, the proceeds will help Moderna finance its pipeline of other drug candidates and develop its mRNA technology to apply to other possible breakthroughs.Moderna stock is not only cheap price-wise, but across numerous metrics too. It trades at just 10 times trailing earnings, 6 times next year's estimates, at a fraction of its sales, and at only 5 times the free cash flow it produces. A biotech can be volatile, and just because one drug succeeded doesn't mean others will -- but its stock looks like a buy at these prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939432843,"gmtCreate":1662159395882,"gmtModify":1676537007673,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Intel? Now? Hmmm....","listText":"Intel? Now? Hmmm....","text":"Intel? Now? Hmmm....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9939432843","repostId":"2264267800","repostType":4,"repost":{"id":"2264267800","kind":"highlight","pubTimestamp":1662132274,"share":"https://ttm.financial/m/news/2264267800?lang=&edition=full_marsco","pubTime":"2022-09-02 23:24","market":"us","language":"en","title":"3 Dow Stocks That Are Screaming Buys in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2264267800","media":"Motley Fool","summary":"The Dow Jones Industrial Average is housing three amazing deals in plain sight.","content":"<html><head></head><body><p>This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. inflation rate is hitting a more than four-decade high, and Russia&#39;s invasion of Ukraine throws an even bigger monkey wrench into an already-damaged global energy supply chain. Perhaps it&#39;s no surprise that the benchmark <b>S&amp;P 500</b> and growth-driven <b>Nasdaq Composite</b> entered bear market territory.</p><p>However, the iconic <b>Dow Jones Industrial Average</b> has avoided this fate. The Dow Jones, which is comprised of 30 multinational companies, has likely outperformed the other major indexes because it&#39;s packed with profitable, time-tested businesses. In other words, sometimes it pays to invest in mature stocks that just keep winning over time.</p><p>With the broader market taking it on the chin, now is as good a time as any for opportunistic investors to put their money to work. What follows are three Dow stocks that are nothing short of screaming buys in September.</p><h2>1. <a href=\"https://laohu8.com/S/INTC\">Intel</a></h2><p>The first Dow stock that&#39;s begging to be bought by long-term investors in September is semiconductor stock <b>Intel</b>.</p><p>Shares of Intel have been halved over the past 18 months. This looks to be due to a combination of the U.S. and global economy weakening, demand for personal computers declining as workers get back to the office, and supply chain concerns continuing to weigh on production. It also hasn&#39;t helped that rival <b>Advanced Micro Devices</b> has been chipping away at Intel&#39;s market share in its computing and data center segments.</p><p>Yet, in spite of these challenges, buying Intel at its current share price looks like an absolute steal for investors who can exercise patience -- and who want to receive a 4.4% annual dividend yield while they wait for Intel&#39;s catalysts to carry shares notably higher.</p><p>Before writing Intel&#39;s eulogy, skeptics should take a closer look at desktop, mobile, and server market share among central processing unit (CPU) developers and manufacturers. As of the end of the first quarter of 2022, Intel respectively controlled almost 82% of desktop CPUs, close to 78% of mobile CPU share, and just over 88% of server CPU share (excluding Internet of Things devices).  It doesn&#39;t appear that Intel will be losing its high-margin, cash-rich crown anytime soon.</p><p>Another reason to be optimistic about Intel is the expected spinoff of autonomous vehicle company <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>, which Intel purchased for $15.3 billion in 2017. Mobileye generated record sales of $460 million during the June-ended quarter, which represents an increase of 41% from the prior-year period.  With innovation being the name of the game in the auto industry, it&#39;s possible Intel&#39;s stake in Mobileye could create a nice windfall for the company.</p><p>The $52 billion CHIPS Act, which President Joe Biden signed into law less than a month ago, is an additional catalyst that favors Intel&#39;s growth prospects.  With subsidies likely on the way to promote manufacturing expansion, Intel is a good bet to reignite its growth engine sooner than later.</p><h2>2. <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>The second Dow Jones Industrial Average stock that presents as a screaming buy in September is payment processor <b>Visa</b>.</p><p>Virtually all financial stocks, including Visa, are cyclical. This is a fancy way of saying that they ebb and flow with the U.S. and/or global economy. If the economy is firing on all cylinders and growing, Visa&#39;s top line should expand as consumers and businesses increase their spending. Conversely, when economic contractions and recessions arise, spending tends to decline, which can adversely impact Visa&#39;s revenue and profits.</p><p>However, it&#39;s important to realize that this is a simple numbers game that strongly favors Visa and its patient shareholders. Even though recessions are an inevitable part of the economic cycle, periods of expansion last substantially longer. Simply buying and holding Visa stock should allow investors to take advantage of these disproportionately long periods of expansion.</p><p>On a more company-specific level, Visa finds itself as the leading payment processor in the No. 1 market for consumption in the world: the United States. As of 2020, based on filings with the Securities and Exchange Commission among the four biggest payment processors, Visa controlled a 54% share of credit card network payment volume in the United States.  Further, no payment processor grew its share of credit card network payment volume more following the Great Recession (2007-2009) than Visa.</p><p>Then again, there&#39;s plenty of opportunity beyond domestic borders. Visa has demonstrated a willingness to grow inorganically (e.g., the company acquired Visa Europe in 2016) and has plenty of runway to push its payment infrastructure into chronically underbanked regions, such as the Middle East, Africa, and Southeastern Asia.</p><p>Lastly, investors should note that Visa strictly acts as a payment processor and completely avoids lending. Though it wouldn&#39;t have any issue generating net-interest income and fees as a lender, Visa&#39;s management realizes that lending would expose the company to potential loan delinquencies and charge-offs during recessions. Not having to set aside capital to cover loan losses is a big advantage for Visa that allows it to maintain a profit margin above 50%, as well as bounce back from recessions faster than other financial stocks.</p><h2>3. <a href=\"https://laohu8.com/S/V\">Verizon Communications</a></h2><p>The third Dow Jones stock that&#39;s a screaming buy in September is telecom giant <b>Verizon Communications</b>. Whereas Intel is hitting fresh five-year lows, Verizon&#39;s share price is flirting with its lowest point over the trailing decade.</p><p>A number of factors are weighing on Verizon, including increased promotional activity from its peers, the aforementioned weakening U.S. economic outlook, and rapidly rising interest rates. Verizon, which is known to finance infrastructure upgrades and purchases with debt, will have to pay more to finance future deals and projects. Yet even with these plain-as-day headwinds, Verizon looks like an incredible bargain.</p><p>Following years without a true catalyst, Verizon should benefit nicely from the 5G revolution. Although the company will spend billions of dollars to upgrade its wireless infrastructure to support 5G download speeds, it&#39;ll be well worth it. Consumers and businesses are expected to upgrade their devices to take advantage of faster download speeds through at least the midpoint of the decade. Since data consumption is what fuels the juiciest margins for Verizon&#39;s wireless segment, 5G should steadily move its profit needle higher.</p><p>To add to the above, increased competition isn&#39;t having a notably adverse impact on the company&#39;s core operating segment. The June-ended quarter saw retail postpaid wireless churn hit 1.03%, which is historically low.  What this figure tells investors is that Verizon&#39;s operating cash flow remains highly predictable, and the company&#39;s customers are generally loyal to the brand.</p><p>Investors would be wise not to overlook Verizon&#39;s 5G at-home broadband push, either. Verizon spared no expense to scoop up 5G mid-band spectrum that it plans to use to reach 50 million households and 14 million businesses with its broadband services by the end of 2025. While broadband isn&#39;t the growth story it once was, it can help Verizon boost its operating cash flow and lead to higher-margin media bundles at the consumer level.</p><p>With Verizon valued at just eight times Wall Street&#39;s forecast earnings for 2023 and doling out a nearly 6% yield, there looks to be a very favorable risk-versus-reward ratio for income-and-value-seeking investors.</p></body></html>","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 Dow Stocks That Are Screaming Buys in September</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 Dow Stocks That Are Screaming Buys in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4529":"IDC概念","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4559":"巴菲特持仓","BK4515":"5G概念","INTC":"英特尔","BK4535":"淡马锡持仓","V":"Visa","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2022/09/01/3-dow-stocks-that-are-screaming-buys-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264267800","content_text":"This has been one of the most difficult years on record for Wall Street and the investing community. The U.S. economy has delivered back-to-back quarters of gross domestic product declines, the U.S. inflation rate is hitting a more than four-decade high, and Russia's invasion of Ukraine throws an even bigger monkey wrench into an already-damaged global energy supply chain. Perhaps it's no surprise that the benchmark S&P 500 and growth-driven Nasdaq Composite entered bear market territory.However, the iconic Dow Jones Industrial Average has avoided this fate. The Dow Jones, which is comprised of 30 multinational companies, has likely outperformed the other major indexes because it's packed with profitable, time-tested businesses. In other words, sometimes it pays to invest in mature stocks that just keep winning over time.With the broader market taking it on the chin, now is as good a time as any for opportunistic investors to put their money to work. What follows are three Dow stocks that are nothing short of screaming buys in September.1. IntelThe first Dow stock that's begging to be bought by long-term investors in September is semiconductor stock Intel.Shares of Intel have been halved over the past 18 months. This looks to be due to a combination of the U.S. and global economy weakening, demand for personal computers declining as workers get back to the office, and supply chain concerns continuing to weigh on production. It also hasn't helped that rival Advanced Micro Devices has been chipping away at Intel's market share in its computing and data center segments.Yet, in spite of these challenges, buying Intel at its current share price looks like an absolute steal for investors who can exercise patience -- and who want to receive a 4.4% annual dividend yield while they wait for Intel's catalysts to carry shares notably higher.Before writing Intel's eulogy, skeptics should take a closer look at desktop, mobile, and server market share among central processing unit (CPU) developers and manufacturers. As of the end of the first quarter of 2022, Intel respectively controlled almost 82% of desktop CPUs, close to 78% of mobile CPU share, and just over 88% of server CPU share (excluding Internet of Things devices).  It doesn't appear that Intel will be losing its high-margin, cash-rich crown anytime soon.Another reason to be optimistic about Intel is the expected spinoff of autonomous vehicle company Mobileye, which Intel purchased for $15.3 billion in 2017. Mobileye generated record sales of $460 million during the June-ended quarter, which represents an increase of 41% from the prior-year period.  With innovation being the name of the game in the auto industry, it's possible Intel's stake in Mobileye could create a nice windfall for the company.The $52 billion CHIPS Act, which President Joe Biden signed into law less than a month ago, is an additional catalyst that favors Intel's growth prospects.  With subsidies likely on the way to promote manufacturing expansion, Intel is a good bet to reignite its growth engine sooner than later.2. VisaThe second Dow Jones Industrial Average stock that presents as a screaming buy in September is payment processor Visa.Virtually all financial stocks, including Visa, are cyclical. This is a fancy way of saying that they ebb and flow with the U.S. and/or global economy. If the economy is firing on all cylinders and growing, Visa's top line should expand as consumers and businesses increase their spending. Conversely, when economic contractions and recessions arise, spending tends to decline, which can adversely impact Visa's revenue and profits.However, it's important to realize that this is a simple numbers game that strongly favors Visa and its patient shareholders. Even though recessions are an inevitable part of the economic cycle, periods of expansion last substantially longer. Simply buying and holding Visa stock should allow investors to take advantage of these disproportionately long periods of expansion.On a more company-specific level, Visa finds itself as the leading payment processor in the No. 1 market for consumption in the world: the United States. As of 2020, based on filings with the Securities and Exchange Commission among the four biggest payment processors, Visa controlled a 54% share of credit card network payment volume in the United States.  Further, no payment processor grew its share of credit card network payment volume more following the Great Recession (2007-2009) than Visa.Then again, there's plenty of opportunity beyond domestic borders. Visa has demonstrated a willingness to grow inorganically (e.g., the company acquired Visa Europe in 2016) and has plenty of runway to push its payment infrastructure into chronically underbanked regions, such as the Middle East, Africa, and Southeastern Asia.Lastly, investors should note that Visa strictly acts as a payment processor and completely avoids lending. Though it wouldn't have any issue generating net-interest income and fees as a lender, Visa's management realizes that lending would expose the company to potential loan delinquencies and charge-offs during recessions. Not having to set aside capital to cover loan losses is a big advantage for Visa that allows it to maintain a profit margin above 50%, as well as bounce back from recessions faster than other financial stocks.3. Verizon CommunicationsThe third Dow Jones stock that's a screaming buy in September is telecom giant Verizon Communications. Whereas Intel is hitting fresh five-year lows, Verizon's share price is flirting with its lowest point over the trailing decade.A number of factors are weighing on Verizon, including increased promotional activity from its peers, the aforementioned weakening U.S. economic outlook, and rapidly rising interest rates. Verizon, which is known to finance infrastructure upgrades and purchases with debt, will have to pay more to finance future deals and projects. Yet even with these plain-as-day headwinds, Verizon looks like an incredible bargain.Following years without a true catalyst, Verizon should benefit nicely from the 5G revolution. Although the company will spend billions of dollars to upgrade its wireless infrastructure to support 5G download speeds, it'll be well worth it. Consumers and businesses are expected to upgrade their devices to take advantage of faster download speeds through at least the midpoint of the decade. Since data consumption is what fuels the juiciest margins for Verizon's wireless segment, 5G should steadily move its profit needle higher.To add to the above, increased competition isn't having a notably adverse impact on the company's core operating segment. The June-ended quarter saw retail postpaid wireless churn hit 1.03%, which is historically low.  What this figure tells investors is that Verizon's operating cash flow remains highly predictable, and the company's customers are generally loyal to the brand.Investors would be wise not to overlook Verizon's 5G at-home broadband push, either. Verizon spared no expense to scoop up 5G mid-band spectrum that it plans to use to reach 50 million households and 14 million businesses with its broadband services by the end of 2025. While broadband isn't the growth story it once was, it can help Verizon boost its operating cash flow and lead to higher-margin media bundles at the consumer level.With Verizon valued at just eight times Wall Street's forecast earnings for 2023 and doling out a nearly 6% yield, there looks to be a very favorable risk-versus-reward ratio for income-and-value-seeking investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056292407,"gmtCreate":1655013956209,"gmtModify":1676535548822,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9056292407","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=full_marsco","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832032875,"gmtCreate":1629537221097,"gmtModify":1676530067779,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Bull is over","listText":"Bull is over","text":"Bull is over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832032875","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173520695,"gmtCreate":1626671447517,"gmtModify":1703763089467,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Of course, if not, expecting big banks become smaller and small banks become bigger?","listText":"Of course, if not, expecting big banks become smaller and small banks become bigger?","text":"Of course, if not, expecting big banks become smaller and small banks become bigger?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173520695","repostId":"1101408121","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581586523786578","authorId":"3581586523786578","name":"ckww","avatar":"https://static.tigerbbs.com/bc2cc1ef6533d547201ce880e7c04b9c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581586523786578","authorIdStr":"3581586523786578"},"content":"Hahaha... You got a point there.","text":"Hahaha... You got a point there.","html":"Hahaha... You got a point there."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170659610,"gmtCreate":1626428835330,"gmtModify":1703760003325,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Already said... Meme! What can you expect?","listText":"Already said... Meme! What can you expect?","text":"Already said... Meme! What can you expect?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/170659610","repostId":"1130012448","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139698978,"gmtCreate":1621610788594,"gmtModify":1704360578728,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Is your time horizon a very short time frame?","listText":"Is your time horizon a very short time frame?","text":"Is your time horizon a very short time frame?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/139698978","repostId":"1108503848","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962536574,"gmtCreate":1669802225298,"gmtModify":1676538246361,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H02.SI\">$HAW PAR CORP LTD(H02.SI)$ &nbsp;</a> another manipulated counter","listText":"<a href=\"https://ttm.financial/S/H02.SI\">$HAW PAR CORP LTD(H02.SI)$ &nbsp;</a> another manipulated counter","text":"$HAW PAR CORP LTD(H02.SI)$ another manipulated counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962536574","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":5,"crmLevelSwitch":0,"idStr":"3548734971517314","authorIdStr":"3548734971517314"},"content":"why would you say so?","text":"why would you say so?","html":"why would you say so?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098004138,"gmtCreate":1643957298009,"gmtModify":1676533876338,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Investors don't buy his story ?","listText":"Investors don't buy his story ?","text":"Investors don't buy his story ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9098004138","repostId":"2208660319","repostType":4,"repost":{"id":"2208660319","kind":"highlight","pubTimestamp":1643956887,"share":"https://ttm.financial/m/news/2208660319?lang=&edition=full_marsco","pubTime":"2022-02-04 14:41","market":"us","language":"en","title":"Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2208660319","media":"Benzinga","summary":"Ford Motor Co (NYSE: F) CEO Jim Farley said on Thursday the company&#39;s hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s (NASDAQ: ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/F\"><b>Ford Motor Co</b> </a> CEO <b>Jim</b> <b>Farley</b> said on Thursday the company&#39;s hotly-anticipated electric pickup truck <b>F-150 Lightning</b> has enough demand to match that of <a href=\"https://laohu8.com/S/TSLA\"><b>Tesla Inc’s</b> </a> mid-size electric sports utility vehicle <b>Model</b> <b>Y</b>.</p><p><b>What Happened:</b> Farley said that, based on the current demand, the legacy automaker could easily rival the Tesla vehicle if it had a full production available.</p><p>“...if we had full production today to meet our current demand we would rival the Model Y as the leading BEV nameplate in the U.S. market,” Farley told investors in a post earnings call.</p><p>Farley did not provide an individual breakup but said Ford has secured 275,000 reservations for the all-electric Mustang Mach-E SUVs, F-150 Lightning pickups and E-Transit commercial vehicles.</p><p>The Dearborn, Michigan-based company&#39;s CEO said the automaker plans to take full advantage of the “first-mover position” in the fully electric pickup truck market, starting with Lightning.</p><p>“We are well on our way to achieve at least a 40% mix of battery-electric vehicles by 2030 with strong margins and equal to our higher market share in the key high-profit high-volume segments we compete in.”</p><p>Ford had in January said it plans to ramp up Lightning production to about 80,000 units for the 2023 model year and then to a run-rate of 150,000 units per year by mid-2023.</p><p>Deliveries for the F-150 Lightning are scheduled to begin this spring. The full-size electric pickup is priced at $39,974 for the base model with a range of 230 miles for the standard range.</p><p>The automaker had last month said it will double electric vehicle production to 600,000 units by 2023 to meet high demand.</p><p><b>Q4 Earnings: </b>Ford reported adjusted earnings of 26 cents for the fourth quarter, significantly lower than the analyst of 45 cents a share. Automotive revenue was $35.3 billion during the quarter, below the estimate of $35.5 billion.</p><p>Ford said it expects global vehicle deliveries to increase by a range of 10% to 15% this year. It forecast pretax profit to rise 15% to 25% to a range of $11.5 billion to $12.5 billion in 2022.</p><p>The automaker said it expects to hit 8% pretax profit margin in 2022, a year ahead of schedule.</p><p><b>Why It Matters:</b> Tesla sold nearly a million electric vehicles globally in 2021. The Elon Musk-led company delivered and produced a total of 911,208 and 906,032 Model 3 and Model Y vehicles, respectively.</p><p>Tesla does not break down individual delivery or production volumes; the Model 3 is the most affordable electric vehicle in its lineup.</p><p><b>Price Action:</b> Ford shares closed 3.6% lower at $19.9 a share on Thursday and were down 4.2% after hours.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y</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\">\nFord CEO Jim Farley Touts F-150 Lightning's Readiness To Rival Tesla Model Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Co  CEO Jim Farley said on Thursday the company's hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s  mid-size electric sports utility ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/22/02/25414940/ford-ceo-jim-farley-touts-f-150-lightnings-readiness-to-rival-tesla-model-y-as-soon-as-production-r","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208660319","content_text":"Ford Motor Co  CEO Jim Farley said on Thursday the company's hotly-anticipated electric pickup truck F-150 Lightning has enough demand to match that of Tesla Inc’s  mid-size electric sports utility vehicle Model Y.What Happened: Farley said that, based on the current demand, the legacy automaker could easily rival the Tesla vehicle if it had a full production available.“...if we had full production today to meet our current demand we would rival the Model Y as the leading BEV nameplate in the U.S. market,” Farley told investors in a post earnings call.Farley did not provide an individual breakup but said Ford has secured 275,000 reservations for the all-electric Mustang Mach-E SUVs, F-150 Lightning pickups and E-Transit commercial vehicles.The Dearborn, Michigan-based company's CEO said the automaker plans to take full advantage of the “first-mover position” in the fully electric pickup truck market, starting with Lightning.“We are well on our way to achieve at least a 40% mix of battery-electric vehicles by 2030 with strong margins and equal to our higher market share in the key high-profit high-volume segments we compete in.”Ford had in January said it plans to ramp up Lightning production to about 80,000 units for the 2023 model year and then to a run-rate of 150,000 units per year by mid-2023.Deliveries for the F-150 Lightning are scheduled to begin this spring. The full-size electric pickup is priced at $39,974 for the base model with a range of 230 miles for the standard range.The automaker had last month said it will double electric vehicle production to 600,000 units by 2023 to meet high demand.Q4 Earnings: Ford reported adjusted earnings of 26 cents for the fourth quarter, significantly lower than the analyst of 45 cents a share. Automotive revenue was $35.3 billion during the quarter, below the estimate of $35.5 billion.Ford said it expects global vehicle deliveries to increase by a range of 10% to 15% this year. It forecast pretax profit to rise 15% to 25% to a range of $11.5 billion to $12.5 billion in 2022.The automaker said it expects to hit 8% pretax profit margin in 2022, a year ahead of schedule.Why It Matters: Tesla sold nearly a million electric vehicles globally in 2021. The Elon Musk-led company delivered and produced a total of 911,208 and 906,032 Model 3 and Model Y vehicles, respectively.Tesla does not break down individual delivery or production volumes; the Model 3 is the most affordable electric vehicle in its lineup.Price Action: Ford shares closed 3.6% lower at $19.9 a share on Thursday and were down 4.2% after hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832032373,"gmtCreate":1629537169892,"gmtModify":1676530067787,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Buy those on uptrend or falling?","listText":"Buy those on uptrend or falling?","text":"Buy those on uptrend or falling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832032373","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=full_marsco","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌","TSM":"台积电","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","AAPL":"苹果","NVDA":"英伟达","SSNLF":"三星电子","GOOGL":"谷歌A","CDNS":"铿腾电子","SNPS":"新思科技","ASML":"阿斯麦","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173523143,"gmtCreate":1626671632782,"gmtModify":1703763091907,"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"themes":[],"htmlText":"Ya, scared. Please sell all and hold&nbsp;on to your cash","listText":"Ya, scared. Please sell all and hold&nbsp;on to your cash","text":"Ya, scared. Please sell all and hold on to your cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173523143","repostId":"1131628595","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}