pkcruns personal page - To The Moon

pkcruns

pkcruns

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06-11

$Ping An Ins HK SDR2to1(HPAD.SI)$ sad...want to buy into this 1-2 weeks ago, now the price go up so fast ...why ?? Now still good prices to buy or wait for it to drop a bit first 🤔 thank you

2024-01-08

Gggggoooooo gooooooooo

2024-01-08

Huat happppppppppppyhuat happppppppy

2024-01-04

Any time we change the chance change

2024-01-02

Happpppppppppppppppy new year

2024-01-02

K

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2024-01-02

Nice game gamer to game with you

2023-12-31

Happy new year 2024, may all your dreams come true

2023-12-29

Play with the connection

2023-12-29

Playlist play Playlist with players

2023-12-27

Cool great greatest game forever

2023-12-27

K the one cool game cool game

2023-12-26

K

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-11-06

Fghkyrzfjjkdcvhh tdghhu in ghuu fvj

2023-11-05

Coolest cooler cool cold game

2023-11-04

Fffghjnnbcdetbbbdfccvbbhh

2023-11-03

Greatest greater great game of life and life is a great opportunity to see you

2023-11-02

Let go go go N game games game

2023-11-01

Let go love love the game join

2023-10-31

Great game ttfccffffccdsxxxx

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greater great game of life and life is a great opportunity to see you&nbsp;","listText":"Greatest greater great game of life and life is a great opportunity to see you&nbsp;","text":"Greatest greater great game of life and life is a great opportunity to see you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237638686064728","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237180123242496,"gmtCreate":1698940962665,"gmtModify":1698940966522,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"Let go go go N game games game","listText":"Let go go go N game games 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join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236826542133352","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236475647828008,"gmtCreate":1698768850766,"gmtModify":1698768854870,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"Great game ttfccffffccdsxxxx","listText":"Great game ttfccffffccdsxxxx","text":"Great game ttfccffffccdsxxxx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236475647828008","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9956456140,"gmtCreate":1674166683380,"gmtModify":1676538927178,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956456140","repostId":"1139589293","repostType":4,"repost":{"id":"1139589293","kind":"news","pubTimestamp":1674128095,"share":"https://ttm.financial/m/news/1139589293?lang=&edition=full_marsco","pubTime":"2023-01-19 19:34","market":"us","language":"en","title":"Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139589293","media":"Seeking Alpha","summary":"SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the w","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is facing mounting downward revisions as the most crucial quarter of the year for the world&#39;s largest company approaches.</li><li>The acute nature of supply concerns in China has receded, but I suspect this will be an enduring problem over the next few years.</li><li>Recently, more evidence has been mounting that the company may be facing receding demand across several product lines.</li><li>The company has reduced expectations and goals for two major future products that cast a shadow on future earnings.</li><li>Apple is facing headwinds across multiple divisions going into its crucial first fiscal quarter of 2023, setting the stage for a big earnings miss.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4609d7d788adf6621345b703f796e12\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>chris-mueller</span></p><p>Apple (NASDAQ:AAPL) is the world&#39;s largest company and one of the most successful companies in history. However, I believe it is likely approaching one of its worst quarterly earnings reports in the last decade. Multiple headwinds across Apple&#39;s diverse segments suggest nextquarter could be a big miss, or perhaps there could even be a pre-announcement. In the last eight quarters, Apple has beat expectations every time and met expectations once in October 2021.</p><p>Apple&#39;s multiple has grown recently as it proved its services business could be a true grower. However, the hardware segments still account for 80% of revenue, which is expected to be essentially flat this year. There have been continual problems with the development of future products. Given the company&#39;s massive scale, I believe success here would have to be perfect to contribute to revenue meaningfully.</p><p>Applehas grown from $19.1 billion in annual revenue in 2006 to $394 billion in 2022. The impeccable record of the last decades seems too much to maintain, and while the firm successfully spun a lot of plates to keep delivering during COVID, this is the quarter where a few are likely to fall. Much of the recent behavior of management could suggest that a &#34;mea culpa&#34; quarter is what&#39;s in store.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6101f3ff63661c5f4ea659db1396bc\" tg-width=\"1530\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The other thing is that the Services business is experiencing single-digit growth and has had personnel issues. Due to these issues, the vital segment is undergoing a complete restructuring: another source of risk for a company with no current roadmap to produce genre-defining blockbuster products that have a high chance of living up to the super-human expectations that investors have for this stock. Over the last quarters, Cupertino has beaten expectations by less and less. I suspect this next quarter is when they finally miss, perhaps in a shocking way.</p><h2>Apple&#39;s Performance Lately</h2><p>Last quarter, Apple held the line with record September sales of $90 billion that surpassed analyst estimates while its Tech Titan peers languished amid slowdowns in demand for core revenue drivers, including digital advertising. This quarter, I think Apple&#39;s earnings will be very weak and lead to one of the most significant one-day drops for the stock in recent history. The stock only had one major post-earnings drop in the last eight quarters in FQ2022, and the stock was down almost 9% a day after that report. I suspect this earnings report on February 2nd will result in the stock dropping more than this.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba8d27b1f1d41f1c683fb9b9f145d178\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/><span>Thinkorswim</span></p><p>The uncertainty and obstacles casting a shadow over this coming earnings report are significant for Apple. The first fiscal quarter of the year reflects Apple&#39;s holiday sales, and over the last five years, this quarter has been responsible for around a third of the total revenue for the year. Downward revisions have flurried in.</p><p>As I will argue in this article, the headwinds for Apple are mounting across the entire business, and uncertainty is building. It&#39;s essential also to remember that if a stock has a P/E of 20, that 95% of the value is based on earnings far in the future. Apple has recently set diminished expectations for the two future products that will need to drive a lot of revenue to live up to the high expectations for the stock, the iCarand the AR headset.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49871ba1f61719335227cfce9416e2a4\" tg-width=\"640\" tg-height=\"158\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Over the last year, Technology got hit very hard as the Federal Reserve brought the pain with the second-fastest tightening cycle in history. Some large-cap tech names lost close to most of their market cap, some even more. However, Apple was a relative haven compared to many of its peers. The world&#39;s largest company has done a lot to earn investors&#39; trust. It is perhaps the most successful company in history and the largest company on the planet by market cap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da83cb26ed9e160a73c89edca2b450e0\" tg-width=\"640\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>However, during November and December, alarming developments came out of Apple&#39;s Shenzen manufacturing cluster, where it produces the vast majority of its most important product, the iPhone. First, production was interrupted by a COVID outbreak, and second by a riot and mass worker walk-outs.</p><p>This led to significant production interruptions. While many companies had been relocating operations out of China due to an increasingly challenging operating environment, Apple remained steadfast. However, in December, Apple finally cracked after the unseemly riot and announced plans to accelerate its supply chain diversification out of China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511e06e6a34fade4d811c7b2bc4dda7a\" tg-width=\"918\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>I did an article last month on Apple&#39;s increasing supply chain woes called <i>Apple&#39;s China Curse Has Likely Only Just Begun.</i> In this piece, I detailed why I thought the issues emerging from China were more consequential than a mere hiccup in the headline cycle. The low costs and stability that Apple&#39;s Chinese partners have provided have been critical to the firm&#39;s ability to generate the &#34;super profits&#34; that shareholders so love it for. Here is an excerpt summarizing my thoughts on the supply problem below.</p><blockquote>The production issues in China and the subsequent efforts to diversify them at an accelerated pace means that the only direction for costs over the next couple of years will be up, at the expense of increasingly superior shareholder returns relative to peers. The product cycle depends on new models to sustain demand, so the interruption in the most advanced models is especially concerning and potentially very problematic. Already there are reports that Apple&#39;s next model will require the largest price hike in the history of the iPhone. Apple must avoid losing its high-tempo iPhone product cadence at all costs. And cost it will.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4eb238945faa0ea9fa18c92e1b7d346f\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Since my article was published, Apple has significantly lagged behind its Tech peers, reversing the relative leadership it showed in 2022. Apple was down about 7.5% over the last month, with Microsoft not far behind. However, the rest of the large-cap tech titans did significantly better. Amazon gained over 6%, and Meta gained over 14%.</p><p>Apple dipped to a 52-week low of $124.17 on January 3rd and has since recovered to around $134 as of the writing of this article. Another big part of my bearishness on Apple was that its earnings are forecast to decelerate throughout the first half. It is tough comps off a COVID peak. But earnings are forecast to contract slightly the quarter after as well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4ca4979521c433013659b59e7d3a2d\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/><span>TD Ameritrade</span></p><p>That article was focused on the supply-side issue in China, which has improved since, and the difficulty of moving away from China. However, many other headwinds are coming to roost as Apple approaches its most vital report of the year. As I previously argued, the issues from dependence on the Chinese manufacturing cluster won&#39;t be going away anytime soon despite the improvement in what was an extremely acute situation. There are also other risks vexing Cupertino.</p><h2>A Constellation of Risks Across Apple&#39;s Business Casts a Dark Cloud in 2023</h2><p>Apple is a genuinely excellent business that has changed the human experience profoundly, but it is also the largest business in the world. No matter what it is, the world&#39;s largest business will always have a royal list of problems that defy comprehension. Indeed, it is a miracle that Apple performed so well during the global pandemic and a testament to the excellent management team.</p><p>However, the influx of demand during that period almost necessarily means growth will be subdued in the coming years, given the prodigious scale of the company and dismal economic conditions in key global markets. As you can see, one of the critical things Apple has been demonstrating to the joy of its shareholders over the last years is a diversification of revenue away from the iPhone, mainly from the fast-growing services segment. This is one of the main reasons the multiple expanded beyond its hardware peers, but there has been a weakness in services in past quarters that will likely only be getting worse.</p><p>The iPhone is a pretty mature product dependent on a highly synchronized global dance where thousands of suppliers from dozens of countries ship their wares to Foxconn facilities in China to be assembled. The upcoming quarter is already slated to be impacted significantly because of the supply disruptions in Apple&#39;s core revenue driver.</p><p>Big Tech&#39;s reporting relative to large non-Tech companies is somewhat more opaque, likely to deceive competitors on crucial profit centers, but this also makes it hard for analysts to understand the scale of adverse developments, which is only exacerbated by recency bias. This is not to imply any wrongdoing by the company or Big Tech in general. But, given that the size of their segments is larger than most companies and that Apple and its peers tend to lump a lot of business lines into fewer segments than non-tech peers, it can be challenging to know where potential risks can emerge after three bumper years in a row.</p><p>For example, the Economist reported that the five largest Technology firms have thirty-two reporting segments compared to fifty-six reporting segments for the largest five non-Tech firms. When you have the best of the best aiding in preparing your 10-Ks, there&#39;s some perfectly legal wiggle room in how to present yourself best. You can bet that Big Tech is putting on its best face and not advertising its competitive edge, but this can also produce unwelcome surprises.</p><p>However, other emerging risks across the business make me think that the upcoming report could be even worse than the revised downward momentum in estimates revisions suggest. This is because the emerging constellation of risks goes far beyond the problems in Zhengzhou (iPhone city).</p><p>The first problem is also the most obvious one. You see that spike in iPhone sales, well the one coming next quarter will be severely diminished by the production issues I&#39;ve already thoroughly discussed. What is less considered, though, is the recent reports that Apple is starting to experience reduced demand across several product lines. It is also estimated that up to 10% of Apple&#39;s revenue could be threatened by looming antitrust efforts. One potential shock to investors would be if the multi-billion dollar payment Google pays for the exclusive search were to come under scrutiny. There are many moving parts and potential for unpleasant surprises in 2023.</p><p><b>Slowing Demand, Rising Costs, and Tough Comps:</b> The production problems are well-known, and fears around this issue are probably the primary reason the stock recently hit a 52-week low. Still, rising concerns about demand for Apple products amid a general global electronics slowdown have cropped up recently. One Apple supplier recently told the media that the company has been asking its suppliers to produce fewer critical components because of weak demand&#34;across almost all products.&#34; The bumper demand for Macs and iPads that helped the company achieve record earnings in the wake of COVID is likely to reverse significantly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349ba3bf1702d99e400dff921df9cca7\" tg-width=\"548\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Also, despite being overshadowed by the problems at Zhengzhou and COVID protests, Apple has already cut production targets because of diminishing consumer demand. Remember that Apple is a global company and significant portions of sales come from Europe and China, both experiencing significant and potentially prolonged economic weakness. The economic weakness may be finally making its way to the high-end consumers that Apple largely depends on, and if a &#34;richcession&#34; occurs, the firm&#39;s sales could suffer in an outsized way. It&#39;s not just the products themselves; Apple services revenues depend on a high-spending customer in gaming, for instance. In this subsection of services, 1% of customers (presumably affluent) account for two-thirds of revenue.</p><p>The other thing is that the foregone iPhone demand from production issues won&#39;t necessarily be recovered as in the past. Some expect Apple to revise estimates for the March quarter, but if we&#39;re in the teeth of an economic slowdown, these upward projections might be too optimistic. Some analysts see the demand as increasingly perishable. If this is the case, then estimates for Apple&#39;s earnings are still far too high. Price targets have decreased significantly, which may reach a crescendo after the following report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4c1a53f8325a0416d65003acd9020f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Chinese demand for iPhones is challenging as the country endures a wrenching COVID outbreak after the nation&#39;s leadership ended years of draconian anti-virus measures. The numbers of infected are in closing in on a billion cases. Significantly, the Chinese population may have diminished capacity for purchasing in the wake of such a ubiquitous scourge. Much of China&#39;s population tends to save a high proportion of their income in savings, which may have been exhausted from medical expenses. A hefty proportion of the population has no proper health insurance. CFO Luca Maestri also predicted Mac sales would drop substantially this quarter.</p><p><b>Problems With Services Segment:</b> Wall Street Analysts have long been wary of Apple&#39;s overconcentration in iPhones for revenue. The company&#39;s answer was to create a diversified model that would become increasingly dependent on subscription revenue for Apple Services, including the App Store, Apple TV+, Apple Music, and cloud services.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74d50f4e1538b3cfe95b03dd2d55106f\" tg-width=\"640\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/><span>Macrumor.com</span></p><p>The story of the Services growth has mainly been positive, but the massive influx of new activity seen around stay-at-home restrictions from COVID will be hard to maintain or supersede. Apple&#39;s Services growth has been decelerating. In Apple&#39;s earnings report two quarters ago, Services grew at the slowest pace since 2015.</p><p>There doesn&#39;t seem to be any help on the way, and I suspect continued muted growth rates in the Services segment. Without the high growth in the non-hardware segment, Apple&#39;s multiple will likely come under additional pressure. Rising costs for diminishing returns in areas like Apple&#39;s streaming segment, which are necessary to compete, are not a good sign for those hoping to maintain similar levels of growth and profitability in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b131ed622bfb5af5973c05b23ba0e25d\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><span>Trefis</span></p><p>The growth assumptions for the Services components appear very precarious at this time. While Apple streaming has been a great success, it will require increasing investments with diminishing returns to stay competitive. App store revenue, licensing revenue, and third-party subscriptions could all experience obstacles to realizing expected growth.</p><p>This is crucial because part of the reason Apple had begun to have its multiple expand was that it was seen as delivering on the high-stakes effort to have services be the growth engine. Of course, the high-margin services segment also is essential for profitability to continue at levels investors have become expected. The firm is also facing antitrust issues in Europe, and an antitrust proceeding from the DOJ is rumored to be in the works.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4870a58746ff830d589e58a525942a5\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Remember that the inability to meet iPhone demand because of production problems could also be problematic for bringing new users into the Apple services ecosystem. Apple Services is also leaving a key executive who has shepherded its robust growth over the last years, Peter Stern. This has led to a personnel reshuffling and uncertainty over succession in the vital segment as he was the ordained heir. Succession for critical roles is particularly delicate at Apple, which I believe is an underappreciated headwind to the vital division. Without dazzling investors with Services growth, the P/E seems more likely to be in the range from 2012-2019 than the range seen in the last three years.</p><h2>Other Issues Are Emerging</h2><p>One of the hidden secrets behind Silicon Valley&#39;s awe-inspiring success is that at the heart of the fantastic technology and shiny things the bloc produces is a vicious battle for the talent that makes it happen. Unfortunately, there&#39;s been mounting issues at Apple in this area which should be very disturbing for shareholders. According to Glassdoor, Apple is no longer one of the top places to work for the first time in over a decade. Issues are emerging in some important new initiatives. The company has touted efforts to bring chip design in-house to the benefit of consumers. However, any benefit of this is likely to be erased by the increased costs of hurriedly exiting China for other locales that won&#39;t be able to deliver a fraction of the subsidization that China does. But even more than this, Apple&#39;s internal chip efforts have been beset by personnel problems and a significant engineering error that resulted in an inferior iPhone iteration.</p><p>One of Apple&#39;s key suppliers, TSMC, also reported earnings that suggest a global slowdown in demand for advanced electronics. This and other information suggest that Apple faces more headwinds than many are willing to admit. However, an even bigger problem is that there are growing morale problems amongst Apple&#39;s core employees that are emblematic of a growing malaise. Granted, it&#39;s a growing malaise from one of human history&#39;s most significant commercial achievements. Peak Apple may come back eventually, but it&#39;s likely gone for now. Consistently attracting the highest quality personnel in their field is essential to everything Apple does.</p><h2>Risks to My Bearish Thesis</h2><p>Apple is a fantastic company with a competent management team. But seemingly, the risk is to the downside as we approach Cupertino&#39;s most crucial report of the year. In my estimation, the supply problems in China and the associated effort to diversify it are a secular risk that will pressure Apple&#39;s margins for the foreseeable future. However, I am surprised the company has already got factories back to 90% capacity. So, if the Chinese production issues are less acute and sticky than I thought, then Apple is in a considerably better position than my analysis would suggest.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded3773b2e407dc373035f17b0b4baed\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><span>TD Ameritrade</span></p><p>Economic data has been coming suggesting that we may get a mild recession or that the Fed may be able to pivot to an accommodative posture sooner than you would think, taking them at face value. If we get a bullish development there and the Fed begins cutting around mid-2023, then Apple will likely be able to rally because of the pressure being taken off valuations for the whole market.</p><p>There is also a chance that murmurings of weakness in the services segment are overblown. Apple sold many products and brought many people into the ecosystem over the past years. The firm has also been making the ecosystem a better value for consumers, which could prove particularly successful, leading to better performance in the services segment I currently expect. Apple has a lot of resources as the world&#39;s largest company and still has a lot of gravitas to pull strings when needed. However, I am still firmly convinced the risk is to the downside for the earnings report coming in early February.</p><p>Because of these risks, it is my recommendation not to short-sell Apple. One of the benefits of owning a stock like Apple is the deep and liquid derivatives markets. I believe long put options or covered calls are the best way to play my recommendation for those who don&#39;t want to sell their position or expose themselves to the potentially limitless loss that can occur with a short sale.</p><h2>Conclusion</h2><p>I realize that my bearish call on Apple is quite a contrarian one. I also realize it is a very loved company, and I am not trying to diminish the accomplishments of current management teams or past ones. However, Apple&#39;s earnings growth this year will be subdued by tough comps and is subject to more uncertainty than at any time in the recent past. No new products are coming that aren&#39;t in a market with high barriers to entry. For example, if Apple succeeds with its AR headset, it would be a first in the valley. Cars are a tricky business as well.</p><p>This was the case before the acute problems in China and rising concerns about demand across different Apple products. I suspect that the levels of uncertainty will make forecasting more complex than it&#39;s been for years, raising the prospect of an ugly earnings miss on Apple&#39;s next quarterly call.</p><p>Apple is a large company that would be exposed to a global recession. But the signs of problems in the touted chip segment, decelerating growth in the services segment, and reports of growing employee dissatisfaction make me think that this quarter could see some anomalously bad performance from Cupertino.</p><p>China was central to the formula shareholders loved. According to my analysis, the consensus is missing the scale of the costs and risks associated with an accelerated diversification of Apple&#39;s manufacturing capacity. Growing headwinds on the demand side and in the cherished services segment add to my concern. I remain bearish on Apple in the short and medium term and consider it a strong sell. To reiterate, I suggest using long-put options or covered calls rather than exposing yourself to the considerable risk of short-selling. I think March expirations are advantageous here as I suspect there could be some price weakness between the early February earnings and Apple&#39;s coming investor day in March.</p><p><i>This article is written by Christopher Robb for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Upcoming Earnings Report Could Be Their Worst In A Decade?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the world's largest company approaches.The acute nature of supply concerns in China has receded, but I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139589293","content_text":"SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the world's largest company approaches.The acute nature of supply concerns in China has receded, but I suspect this will be an enduring problem over the next few years.Recently, more evidence has been mounting that the company may be facing receding demand across several product lines.The company has reduced expectations and goals for two major future products that cast a shadow on future earnings.Apple is facing headwinds across multiple divisions going into its crucial first fiscal quarter of 2023, setting the stage for a big earnings miss.chris-muellerApple (NASDAQ:AAPL) is the world's largest company and one of the most successful companies in history. However, I believe it is likely approaching one of its worst quarterly earnings reports in the last decade. Multiple headwinds across Apple's diverse segments suggest nextquarter could be a big miss, or perhaps there could even be a pre-announcement. In the last eight quarters, Apple has beat expectations every time and met expectations once in October 2021.Apple's multiple has grown recently as it proved its services business could be a true grower. However, the hardware segments still account for 80% of revenue, which is expected to be essentially flat this year. There have been continual problems with the development of future products. Given the company's massive scale, I believe success here would have to be perfect to contribute to revenue meaningfully.Applehas grown from $19.1 billion in annual revenue in 2006 to $394 billion in 2022. The impeccable record of the last decades seems too much to maintain, and while the firm successfully spun a lot of plates to keep delivering during COVID, this is the quarter where a few are likely to fall. Much of the recent behavior of management could suggest that a \"mea culpa\" quarter is what's in store.Seeking AlphaThe other thing is that the Services business is experiencing single-digit growth and has had personnel issues. Due to these issues, the vital segment is undergoing a complete restructuring: another source of risk for a company with no current roadmap to produce genre-defining blockbuster products that have a high chance of living up to the super-human expectations that investors have for this stock. Over the last quarters, Cupertino has beaten expectations by less and less. I suspect this next quarter is when they finally miss, perhaps in a shocking way.Apple's Performance LatelyLast quarter, Apple held the line with record September sales of $90 billion that surpassed analyst estimates while its Tech Titan peers languished amid slowdowns in demand for core revenue drivers, including digital advertising. This quarter, I think Apple's earnings will be very weak and lead to one of the most significant one-day drops for the stock in recent history. The stock only had one major post-earnings drop in the last eight quarters in FQ2022, and the stock was down almost 9% a day after that report. I suspect this earnings report on February 2nd will result in the stock dropping more than this.ThinkorswimThe uncertainty and obstacles casting a shadow over this coming earnings report are significant for Apple. The first fiscal quarter of the year reflects Apple's holiday sales, and over the last five years, this quarter has been responsible for around a third of the total revenue for the year. Downward revisions have flurried in.As I will argue in this article, the headwinds for Apple are mounting across the entire business, and uncertainty is building. It's essential also to remember that if a stock has a P/E of 20, that 95% of the value is based on earnings far in the future. Apple has recently set diminished expectations for the two future products that will need to drive a lot of revenue to live up to the high expectations for the stock, the iCarand the AR headset.Seeking AlphaOver the last year, Technology got hit very hard as the Federal Reserve brought the pain with the second-fastest tightening cycle in history. Some large-cap tech names lost close to most of their market cap, some even more. However, Apple was a relative haven compared to many of its peers. The world's largest company has done a lot to earn investors' trust. It is perhaps the most successful company in history and the largest company on the planet by market cap.Seeking AlphaHowever, during November and December, alarming developments came out of Apple's Shenzen manufacturing cluster, where it produces the vast majority of its most important product, the iPhone. First, production was interrupted by a COVID outbreak, and second by a riot and mass worker walk-outs.This led to significant production interruptions. While many companies had been relocating operations out of China due to an increasingly challenging operating environment, Apple remained steadfast. However, in December, Apple finally cracked after the unseemly riot and announced plans to accelerate its supply chain diversification out of China.BloombergI did an article last month on Apple's increasing supply chain woes called Apple's China Curse Has Likely Only Just Begun. In this piece, I detailed why I thought the issues emerging from China were more consequential than a mere hiccup in the headline cycle. The low costs and stability that Apple's Chinese partners have provided have been critical to the firm's ability to generate the \"super profits\" that shareholders so love it for. Here is an excerpt summarizing my thoughts on the supply problem below.The production issues in China and the subsequent efforts to diversify them at an accelerated pace means that the only direction for costs over the next couple of years will be up, at the expense of increasingly superior shareholder returns relative to peers. The product cycle depends on new models to sustain demand, so the interruption in the most advanced models is especially concerning and potentially very problematic. Already there are reports that Apple's next model will require the largest price hike in the history of the iPhone. Apple must avoid losing its high-tempo iPhone product cadence at all costs. And cost it will.Seeking AlphaSince my article was published, Apple has significantly lagged behind its Tech peers, reversing the relative leadership it showed in 2022. Apple was down about 7.5% over the last month, with Microsoft not far behind. However, the rest of the large-cap tech titans did significantly better. Amazon gained over 6%, and Meta gained over 14%.Apple dipped to a 52-week low of $124.17 on January 3rd and has since recovered to around $134 as of the writing of this article. Another big part of my bearishness on Apple was that its earnings are forecast to decelerate throughout the first half. It is tough comps off a COVID peak. But earnings are forecast to contract slightly the quarter after as well.TD AmeritradeThat article was focused on the supply-side issue in China, which has improved since, and the difficulty of moving away from China. However, many other headwinds are coming to roost as Apple approaches its most vital report of the year. As I previously argued, the issues from dependence on the Chinese manufacturing cluster won't be going away anytime soon despite the improvement in what was an extremely acute situation. There are also other risks vexing Cupertino.A Constellation of Risks Across Apple's Business Casts a Dark Cloud in 2023Apple is a genuinely excellent business that has changed the human experience profoundly, but it is also the largest business in the world. No matter what it is, the world's largest business will always have a royal list of problems that defy comprehension. Indeed, it is a miracle that Apple performed so well during the global pandemic and a testament to the excellent management team.However, the influx of demand during that period almost necessarily means growth will be subdued in the coming years, given the prodigious scale of the company and dismal economic conditions in key global markets. As you can see, one of the critical things Apple has been demonstrating to the joy of its shareholders over the last years is a diversification of revenue away from the iPhone, mainly from the fast-growing services segment. This is one of the main reasons the multiple expanded beyond its hardware peers, but there has been a weakness in services in past quarters that will likely only be getting worse.The iPhone is a pretty mature product dependent on a highly synchronized global dance where thousands of suppliers from dozens of countries ship their wares to Foxconn facilities in China to be assembled. The upcoming quarter is already slated to be impacted significantly because of the supply disruptions in Apple's core revenue driver.Big Tech's reporting relative to large non-Tech companies is somewhat more opaque, likely to deceive competitors on crucial profit centers, but this also makes it hard for analysts to understand the scale of adverse developments, which is only exacerbated by recency bias. This is not to imply any wrongdoing by the company or Big Tech in general. But, given that the size of their segments is larger than most companies and that Apple and its peers tend to lump a lot of business lines into fewer segments than non-tech peers, it can be challenging to know where potential risks can emerge after three bumper years in a row.For example, the Economist reported that the five largest Technology firms have thirty-two reporting segments compared to fifty-six reporting segments for the largest five non-Tech firms. When you have the best of the best aiding in preparing your 10-Ks, there's some perfectly legal wiggle room in how to present yourself best. You can bet that Big Tech is putting on its best face and not advertising its competitive edge, but this can also produce unwelcome surprises.However, other emerging risks across the business make me think that the upcoming report could be even worse than the revised downward momentum in estimates revisions suggest. This is because the emerging constellation of risks goes far beyond the problems in Zhengzhou (iPhone city).The first problem is also the most obvious one. You see that spike in iPhone sales, well the one coming next quarter will be severely diminished by the production issues I've already thoroughly discussed. What is less considered, though, is the recent reports that Apple is starting to experience reduced demand across several product lines. It is also estimated that up to 10% of Apple's revenue could be threatened by looming antitrust efforts. One potential shock to investors would be if the multi-billion dollar payment Google pays for the exclusive search were to come under scrutiny. There are many moving parts and potential for unpleasant surprises in 2023.Slowing Demand, Rising Costs, and Tough Comps: The production problems are well-known, and fears around this issue are probably the primary reason the stock recently hit a 52-week low. Still, rising concerns about demand for Apple products amid a general global electronics slowdown have cropped up recently. One Apple supplier recently told the media that the company has been asking its suppliers to produce fewer critical components because of weak demand\"across almost all products.\" The bumper demand for Macs and iPads that helped the company achieve record earnings in the wake of COVID is likely to reverse significantly.Seeking AlphaAlso, despite being overshadowed by the problems at Zhengzhou and COVID protests, Apple has already cut production targets because of diminishing consumer demand. Remember that Apple is a global company and significant portions of sales come from Europe and China, both experiencing significant and potentially prolonged economic weakness. The economic weakness may be finally making its way to the high-end consumers that Apple largely depends on, and if a \"richcession\" occurs, the firm's sales could suffer in an outsized way. It's not just the products themselves; Apple services revenues depend on a high-spending customer in gaming, for instance. In this subsection of services, 1% of customers (presumably affluent) account for two-thirds of revenue.The other thing is that the foregone iPhone demand from production issues won't necessarily be recovered as in the past. Some expect Apple to revise estimates for the March quarter, but if we're in the teeth of an economic slowdown, these upward projections might be too optimistic. Some analysts see the demand as increasingly perishable. If this is the case, then estimates for Apple's earnings are still far too high. Price targets have decreased significantly, which may reach a crescendo after the following report.Seeking AlphaChinese demand for iPhones is challenging as the country endures a wrenching COVID outbreak after the nation's leadership ended years of draconian anti-virus measures. The numbers of infected are in closing in on a billion cases. Significantly, the Chinese population may have diminished capacity for purchasing in the wake of such a ubiquitous scourge. Much of China's population tends to save a high proportion of their income in savings, which may have been exhausted from medical expenses. A hefty proportion of the population has no proper health insurance. CFO Luca Maestri also predicted Mac sales would drop substantially this quarter.Problems With Services Segment: Wall Street Analysts have long been wary of Apple's overconcentration in iPhones for revenue. The company's answer was to create a diversified model that would become increasingly dependent on subscription revenue for Apple Services, including the App Store, Apple TV+, Apple Music, and cloud services.Macrumor.comThe story of the Services growth has mainly been positive, but the massive influx of new activity seen around stay-at-home restrictions from COVID will be hard to maintain or supersede. Apple's Services growth has been decelerating. In Apple's earnings report two quarters ago, Services grew at the slowest pace since 2015.There doesn't seem to be any help on the way, and I suspect continued muted growth rates in the Services segment. Without the high growth in the non-hardware segment, Apple's multiple will likely come under additional pressure. Rising costs for diminishing returns in areas like Apple's streaming segment, which are necessary to compete, are not a good sign for those hoping to maintain similar levels of growth and profitability in the future.TrefisThe growth assumptions for the Services components appear very precarious at this time. While Apple streaming has been a great success, it will require increasing investments with diminishing returns to stay competitive. App store revenue, licensing revenue, and third-party subscriptions could all experience obstacles to realizing expected growth.This is crucial because part of the reason Apple had begun to have its multiple expand was that it was seen as delivering on the high-stakes effort to have services be the growth engine. Of course, the high-margin services segment also is essential for profitability to continue at levels investors have become expected. The firm is also facing antitrust issues in Europe, and an antitrust proceeding from the DOJ is rumored to be in the works.Seeking AlphaRemember that the inability to meet iPhone demand because of production problems could also be problematic for bringing new users into the Apple services ecosystem. Apple Services is also leaving a key executive who has shepherded its robust growth over the last years, Peter Stern. This has led to a personnel reshuffling and uncertainty over succession in the vital segment as he was the ordained heir. Succession for critical roles is particularly delicate at Apple, which I believe is an underappreciated headwind to the vital division. Without dazzling investors with Services growth, the P/E seems more likely to be in the range from 2012-2019 than the range seen in the last three years.Other Issues Are EmergingOne of the hidden secrets behind Silicon Valley's awe-inspiring success is that at the heart of the fantastic technology and shiny things the bloc produces is a vicious battle for the talent that makes it happen. Unfortunately, there's been mounting issues at Apple in this area which should be very disturbing for shareholders. According to Glassdoor, Apple is no longer one of the top places to work for the first time in over a decade. Issues are emerging in some important new initiatives. The company has touted efforts to bring chip design in-house to the benefit of consumers. However, any benefit of this is likely to be erased by the increased costs of hurriedly exiting China for other locales that won't be able to deliver a fraction of the subsidization that China does. But even more than this, Apple's internal chip efforts have been beset by personnel problems and a significant engineering error that resulted in an inferior iPhone iteration.One of Apple's key suppliers, TSMC, also reported earnings that suggest a global slowdown in demand for advanced electronics. This and other information suggest that Apple faces more headwinds than many are willing to admit. However, an even bigger problem is that there are growing morale problems amongst Apple's core employees that are emblematic of a growing malaise. Granted, it's a growing malaise from one of human history's most significant commercial achievements. Peak Apple may come back eventually, but it's likely gone for now. Consistently attracting the highest quality personnel in their field is essential to everything Apple does.Risks to My Bearish ThesisApple is a fantastic company with a competent management team. But seemingly, the risk is to the downside as we approach Cupertino's most crucial report of the year. In my estimation, the supply problems in China and the associated effort to diversify it are a secular risk that will pressure Apple's margins for the foreseeable future. However, I am surprised the company has already got factories back to 90% capacity. So, if the Chinese production issues are less acute and sticky than I thought, then Apple is in a considerably better position than my analysis would suggest.TD AmeritradeEconomic data has been coming suggesting that we may get a mild recession or that the Fed may be able to pivot to an accommodative posture sooner than you would think, taking them at face value. If we get a bullish development there and the Fed begins cutting around mid-2023, then Apple will likely be able to rally because of the pressure being taken off valuations for the whole market.There is also a chance that murmurings of weakness in the services segment are overblown. Apple sold many products and brought many people into the ecosystem over the past years. The firm has also been making the ecosystem a better value for consumers, which could prove particularly successful, leading to better performance in the services segment I currently expect. Apple has a lot of resources as the world's largest company and still has a lot of gravitas to pull strings when needed. However, I am still firmly convinced the risk is to the downside for the earnings report coming in early February.Because of these risks, it is my recommendation not to short-sell Apple. One of the benefits of owning a stock like Apple is the deep and liquid derivatives markets. I believe long put options or covered calls are the best way to play my recommendation for those who don't want to sell their position or expose themselves to the potentially limitless loss that can occur with a short sale.ConclusionI realize that my bearish call on Apple is quite a contrarian one. I also realize it is a very loved company, and I am not trying to diminish the accomplishments of current management teams or past ones. However, Apple's earnings growth this year will be subdued by tough comps and is subject to more uncertainty than at any time in the recent past. No new products are coming that aren't in a market with high barriers to entry. For example, if Apple succeeds with its AR headset, it would be a first in the valley. Cars are a tricky business as well.This was the case before the acute problems in China and rising concerns about demand across different Apple products. I suspect that the levels of uncertainty will make forecasting more complex than it's been for years, raising the prospect of an ugly earnings miss on Apple's next quarterly call.Apple is a large company that would be exposed to a global recession. But the signs of problems in the touted chip segment, decelerating growth in the services segment, and reports of growing employee dissatisfaction make me think that this quarter could see some anomalously bad performance from Cupertino.China was central to the formula shareholders loved. According to my analysis, the consensus is missing the scale of the costs and risks associated with an accelerated diversification of Apple's manufacturing capacity. Growing headwinds on the demand side and in the cherished services segment add to my concern. I remain bearish on Apple in the short and medium term and consider it a strong sell. To reiterate, I suggest using long-put options or covered calls rather than exposing yourself to the considerable risk of short-selling. I think March expirations are advantageous here as I suspect there could be some price weakness between the early February earnings and Apple's coming investor day in March.This article is written by Christopher Robb for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906376422,"gmtCreate":1659490986269,"gmtModify":1705980933755,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9906376422","repostId":"2256409604","repostType":4,"repost":{"id":"2256409604","kind":"highlight","pubTimestamp":1659489465,"share":"https://ttm.financial/m/news/2256409604?lang=&edition=full_marsco","pubTime":"2022-08-03 09:17","market":"us","language":"en","title":"Why Are Cannabis Stocks TLRY, CGC, CRON Up Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2256409604","media":"InvestorPlace","summary":"Cannabis stocks are on the move today, including Tilray (TLRY), Canopy Growth (CGC) and Cronos (CRON","content":"<html><head></head><body><ul><li>Cannabis stocks are on the move today, including <b>Tilray</b> (<b><u>TLRY</u></b>), <b>Canopy Growth</b> (<b><u>CGC</u></b>) and <b>Cronos</b> (<b><u>CRON</u></b>), among others.</li><li>Tilray delivered some encouraging news for its fiscal year 2022 results amid a rough outing for the industry.</li><li>Growing international legalization momentum also fundamentally support cannabis stocks.<img src=\"https://static.tigerbbs.com/54622a5e690d654992a438adc0feb663\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></li></ul><p>Following a rough first half of the year, cannabis stocks are finally enjoying some positive momentum. Key players <b>Tilray</b> (NASDAQ:<b><u>TLRY</u></b>), <b>Canopy Growth</b> (NASDAQ:<b><u>CGC</u></b>) and <b>Cronos</b> (NASDAQ:<b><u>CRON</u></b>) are finally gaining significant ground. Though the news cycle for the botanical sector was light, Tilray last week released its financial results for its fiscal year 2022, featuring some positive dynamics. Combined with legalization news from Switzerland, the industry may be rising in sympathy.</p><p>On July 28, Tilray reported that FY 2022 net revenue increased 22% to $628 million compared to the prior year. When adjusted for currency fluctuations, net revenue increased by 29%. Additionally, net sales in the fiscal fourth quarter (ended May 31, 2022) amounted to $153 million, representing year-over-year growth of 8%. On a constant currency basis, Q4 sales increased by 14% to $163 million.</p><p>In addition, management disclosed that it expects to generate $70 million to $80 million of adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). As well, it anticipates to be free cash flow positive in its operating business units in FY 2023. Thus, the leadership team believes it has a foundation set for profitable and sustainable growth.</p><p>On the international front, cannabis stocks may be responding to a <i>Forbes</i> article, which reported that Switzerland has now fully legalized medical cannabis and allows for exporting the historically maligned plant. Notably, from Aug. 1, Swiss patients can get medical cannabis through a prescription.</p><p>Interestingly, Tilray tweeted a link to the <i>Forbes</i> article, presumably because the company specializes in medicinal cannabis. In 2018, Tilray inked a research deal with the University of California School of Medicine.</p><h2>Cannabis Stocks Still Have a Challenging Road Ahead</h2><p>Jefferies analysts weighed in on Tilray’s results for FY 2022, particularly noting that they see “signs of Canadian improvement” in the disclosure. Despite this glimmer of hope, Jefferies trimmed its price target by 23%, aiming now for a $9.30 per share. To be fair, the analysts reaffirmed their “buy” rating for TLRY stock.</p><p>This somewhat mixed messaging generally reflects the overriding mood for cannabis stocks. Though the increase in Tilray’s revenue combined with the Switzerland news are encouraging news items, it’s important to note that this “green” sector remains embattled. For instance, while TLRY stock is up 14% in the afternoon session, on a year-to-date (YTD) basis, it’s down 47%.</p><p>A similar narrative haunts Canopy Growth and Cronos. Although both firms are enjoying a resurgent swing this afternoon, they’re down 69% YTD and 21% YTD, respectively.</p><p>Moreover, investors should recognize that not every item within Tilray’s FY 2022 report was heartening. Specifically, net loss in fiscal Q4 was $457.8 million, comparing very unfavorably to net income of $33.6 million in the year-ago quarter. The aforementioned net loss included a non-cash impairment of $395 million.</p><p>Management stated on its disclosure that the “impact was related to changes in market opportunities causing a shift in our strategic priorities, and market conditions inclusive of higher rates of borrowing and lower foreign exchange rates.”</p><p>In other words, the Federal Reserve’s policy of attacking the soaring inflation rate through higher interest rates is affecting Tilray to some degree, posing concerns for cannabis stocks broadly.</p><h2>Why It Matters</h2><p>Although beleaguered stakeholders of cannabis stocks will take whatever positive catalyst roll their way, they also face stern risks from the black market. As higher borrowing costs weigh down the market — as Tilray’s FY 2022 disclosure admitted — the temptation for consumers to seek illicit (and therefore cheaper) botanical products will likely rise. Therefore, cannabis investors are still not out of the woods.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are Cannabis Stocks TLRY, CGC, CRON Up Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Cannabis Stocks TLRY, CGC, CRON Up Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/why-are-cannabis-stocks-tlry-cgc-cron-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cannabis stocks are on the move today, including Tilray (TLRY), Canopy Growth (CGC) and Cronos (CRON), among others.Tilray delivered some encouraging news for its fiscal year 2022 results amid a rough...</p>\n\n<a href=\"https://investorplace.com/2022/08/why-are-cannabis-stocks-tlry-cgc-cron-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc.","BK4007":"制药","CGC":"Canopy Growth Corporation","BK4547":"WSB热门概念","BK4557":"大麻股","CRON":"Cronos Group Inc."},"source_url":"https://investorplace.com/2022/08/why-are-cannabis-stocks-tlry-cgc-cron-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256409604","content_text":"Cannabis stocks are on the move today, including Tilray (TLRY), Canopy Growth (CGC) and Cronos (CRON), among others.Tilray delivered some encouraging news for its fiscal year 2022 results amid a rough outing for the industry.Growing international legalization momentum also fundamentally support cannabis stocks.Following a rough first half of the year, cannabis stocks are finally enjoying some positive momentum. Key players Tilray (NASDAQ:TLRY), Canopy Growth (NASDAQ:CGC) and Cronos (NASDAQ:CRON) are finally gaining significant ground. Though the news cycle for the botanical sector was light, Tilray last week released its financial results for its fiscal year 2022, featuring some positive dynamics. Combined with legalization news from Switzerland, the industry may be rising in sympathy.On July 28, Tilray reported that FY 2022 net revenue increased 22% to $628 million compared to the prior year. When adjusted for currency fluctuations, net revenue increased by 29%. Additionally, net sales in the fiscal fourth quarter (ended May 31, 2022) amounted to $153 million, representing year-over-year growth of 8%. On a constant currency basis, Q4 sales increased by 14% to $163 million.In addition, management disclosed that it expects to generate $70 million to $80 million of adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization). As well, it anticipates to be free cash flow positive in its operating business units in FY 2023. Thus, the leadership team believes it has a foundation set for profitable and sustainable growth.On the international front, cannabis stocks may be responding to a Forbes article, which reported that Switzerland has now fully legalized medical cannabis and allows for exporting the historically maligned plant. Notably, from Aug. 1, Swiss patients can get medical cannabis through a prescription.Interestingly, Tilray tweeted a link to the Forbes article, presumably because the company specializes in medicinal cannabis. In 2018, Tilray inked a research deal with the University of California School of Medicine.Cannabis Stocks Still Have a Challenging Road AheadJefferies analysts weighed in on Tilray’s results for FY 2022, particularly noting that they see “signs of Canadian improvement” in the disclosure. Despite this glimmer of hope, Jefferies trimmed its price target by 23%, aiming now for a $9.30 per share. To be fair, the analysts reaffirmed their “buy” rating for TLRY stock.This somewhat mixed messaging generally reflects the overriding mood for cannabis stocks. Though the increase in Tilray’s revenue combined with the Switzerland news are encouraging news items, it’s important to note that this “green” sector remains embattled. For instance, while TLRY stock is up 14% in the afternoon session, on a year-to-date (YTD) basis, it’s down 47%.A similar narrative haunts Canopy Growth and Cronos. Although both firms are enjoying a resurgent swing this afternoon, they’re down 69% YTD and 21% YTD, respectively.Moreover, investors should recognize that not every item within Tilray’s FY 2022 report was heartening. Specifically, net loss in fiscal Q4 was $457.8 million, comparing very unfavorably to net income of $33.6 million in the year-ago quarter. The aforementioned net loss included a non-cash impairment of $395 million.Management stated on its disclosure that the “impact was related to changes in market opportunities causing a shift in our strategic priorities, and market conditions inclusive of higher rates of borrowing and lower foreign exchange rates.”In other words, the Federal Reserve’s policy of attacking the soaring inflation rate through higher interest rates is affecting Tilray to some degree, posing concerns for cannabis stocks broadly.Why It MattersAlthough beleaguered stakeholders of cannabis stocks will take whatever positive catalyst roll their way, they also face stern risks from the black market. As higher borrowing costs weigh down the market — as Tilray’s FY 2022 disclosure admitted — the temptation for consumers to seek illicit (and therefore cheaper) botanical products will likely rise. Therefore, cannabis investors are still not out of the woods.","news_type":1,"symbols_score_info":{"CGC":1,"CRON":1,"TLRY":1}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005053363,"gmtCreate":1642123852966,"gmtModify":1676533684075,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9005053363","repostId":"2203761497","repostType":4,"repost":{"id":"2203761497","kind":"highlight","pubTimestamp":1642122004,"share":"https://ttm.financial/m/news/2203761497?lang=&edition=full_marsco","pubTime":"2022-01-14 09:00","market":"us","language":"en","title":"These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2203761497","media":"Motley Fool","summary":"And they're built to remain among the world's fastest-growing companies as well.","content":"<html><head></head><body><p>Are you looking for raw rapid growth in your investments, even if that means dealing with (more than) a little extra volatility? It&#39;s understandable if you are.</p><p>If you&#39;ve got the time and intestinal fortitude to deal with a stock&#39;s big ups and downs, a big potential payoff awaits. The trick is simply finding picks with high-growth staying power.</p><p>Here are five such large-cap stocks to consider adding to your portfolio and sitting on for the next several years.</p><h2>1. Advanced Micro Devices</h2><p>If you think <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) is always behind <b>Nvidia</b> in the graphics card market while at the same time perpetually playing second fiddle to <b>Intel</b> within the computer processor arena, you&#39;re right.</p><p>But don&#39;t let AMD&#39;s lack of leadership of its two target markets distract you from the fact that AMD&#39;s smaller size can be a growth-driving advantage. Namely, Advanced Micro Devices&#39; hardware is a favorite among hardcore video gamers because it&#39;s affordable without sacrificing performance. Even though it&#39;s the second-biggest name in its two chief businesses, analysts are modeling top-line growth of 19% this year, which should drive 2021&#39;s expected per-share earnings of $2.63 up to $3.34 per share -- a 27% increase.</p><h2>2. Freeport-McMoRan</h2><p>Mining any sort of natural resource is a messy business, literally as well as figuratively. Permits and licensing are subject to social and political trends, and ongoing changes in the prices of hydrocarbons and metals can turn a profitable mining venture into an unprofitable <a href=\"https://laohu8.com/S/AONE.U\">one</a> at the drop of a hat.</p><p>If you can take a step back and look at the long-term picture, though, you&#39;ll likely see that the world&#39;s need for copper is never going to go away. If anything, it&#39;s only going to continue growing as we embrace more and more technologies like clean/green energy. CRU Group estimates the clean energy sector&#39;s need for the electricity-friendly metal will quintuple between 2020 and 2030, for instance.</p><p>Enter <b>Freeport-McMoRan</b> (NYSE:FCX). While it&#39;s a gold and molybdenum miner, the company is first and foremost a copper miner, selling a little over 1 billion pounds of the stuff during the third quarter of 2021 alone. Yet Freeport and its peers still can&#39;t keep up with demand.</p><p>Investors that have kept close tabs on Freeport-McMoRan -- and the copper industry as a whole -- will know that extreme price fluctuations have made things tough at times. In multi-year timeframes, though, copper prices have firmly improved, from less than $0.50 per pound in the 1980s and &#39;90s to more than $4 per pound now. <b>Goldman Sachs</b> forecasts its price will be near $7 per pound by 2025, boding very well for the biggest name in the business.</p><h2>3. Tesla</h2><p>To say last year was a good one for the electric vehicle (EV) market would be an understatement. Although 2020&#39;s pandemic-prompted lull helped statistically, year-over-year growth estimates for the worldwide sales of electric vehicles ranging from 80% to more than 100% (depending on the source) still carried the business to record-breaking unit deliveries of around 7 million, according to Rystad Energy.</p><p><b>Tesla</b> (NASDAQ:TSLA) carried more of that weight than any other EV maker, delivering 936,172 EVs in 2021, almost tripling its pre-pandemic 2019 output of 367,500 battery-powered vehicles. Look for more of the same sort of growth going forward, too, now that the global EV movement has developed some momentum. Analysts are calling for this year&#39;s sales to improve by $21 billion to reach $73 billion, driving a 40% profit increase as a result.</p><p>Astute investors may realize that Tesla is now losing market share to competitors that have finally started to manufacture rival EVs en masse. But it may not matter. The U.S. Energy Information Administration believes the world&#39;s total number of light-duty electric vehicles will swell from only a few million now to more than 670 million by 2050. Even capturing less than its fair share of that growth will be a boon for Tesla.</p><h2>4. The Trade Desk</h2><p><b>The Trade Desk</b> (NASDAQ:TTD) may not be a household name, but there&#39;s a good chance you or someone in your household has been affected by its service.</p><p>In simplest terms, The Trade Desk helps advertisers buy room, space, and time to present ads to consumers. The description doesn&#39;t quite do the company justice, though. In an arena that&#39;s increasingly distracting, The Trade Desk helps companies use digital data to deliver highly targeted advertisements without wasting money on ads that would do little good. Its Solimar software platform even makes it possible for an advertiser to use its own first-party data about a group of prospective customers.</p><p>This year&#39;s expected 30% sales growth is impressive. But even more impressive is that this pace of revenue growth merely extends a well-established and reliable growth streak that took root in 2016. It&#39;s a testament to how the marketing business has become more and more complicated as it&#39;s evolving into a technology-based endeavor.</p><h2>5. Repligen</h2><p>Finally, add <b>Repligen</b> (NASDAQ:RGEN) to your list of the market&#39;s fastest-growing large-cap stocks.</p><p>Repligen is a healthcare company, although it&#39;s not one most investors (or even patients) have heard of. It&#39;s more of a behind-the-scenes organization, supplying the industry with everything from dialysis solutions to gene therapy manufacturing tech to protein ligand resins used in the manufacturing of monoclonal antibodies. And yes, these resins are being used by drug companies making monoclonal antibodies to treat COVID-19 infections.</p><p>That&#39;s not necessarily the reason a growth-minded investor might want to step into this admittedly expensive stock, however; the COVID-19 pandemic should eventually come under control. Rather, Repligen&#39;s has some strong long-term growth prospects that could make this year&#39;s projected 20% sales growth the norm. That&#39;s because the coronavirus contagion is likely to have forever changed the pharmaceutical business&#39;s landscape. The bioprocessing of biologic drugs has been shown to do what vaccines can&#39;t, playing right into the hand Repligen is holding. Mordor Intelligence says the bioprocessing market will grow at an annualized clip of more than 11% through 2026. With minimal competition to deal with, though, Repligen is poised to win more than its fair share of this growth.</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>These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/13/5-fastest-growing-large-cap-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are you looking for raw rapid growth in your investments, even if that means dealing with (more than) a little extra volatility? It's understandable if you are.If you've got the time and intestinal ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/5-fastest-growing-large-cap-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4099":"汽车制造商","BK4121":"生命科学工具和服务","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4555":"新能源车","BK4529":"IDC概念","FCX":"麦克莫兰铜金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4528":"SaaS概念","BK4015":"铜","RGEN":"Repligen Corporation","BK4550":"红杉资本持仓","AMD":"美国超微公司","TTD":"Trade Desk Inc.","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/01/13/5-fastest-growing-large-cap-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203761497","content_text":"Are you looking for raw rapid growth in your investments, even if that means dealing with (more than) a little extra volatility? It's understandable if you are.If you've got the time and intestinal fortitude to deal with a stock's big ups and downs, a big potential payoff awaits. The trick is simply finding picks with high-growth staying power.Here are five such large-cap stocks to consider adding to your portfolio and sitting on for the next several years.1. Advanced Micro DevicesIf you think Advanced Micro Devices (NASDAQ:AMD) is always behind Nvidia in the graphics card market while at the same time perpetually playing second fiddle to Intel within the computer processor arena, you're right.But don't let AMD's lack of leadership of its two target markets distract you from the fact that AMD's smaller size can be a growth-driving advantage. Namely, Advanced Micro Devices' hardware is a favorite among hardcore video gamers because it's affordable without sacrificing performance. Even though it's the second-biggest name in its two chief businesses, analysts are modeling top-line growth of 19% this year, which should drive 2021's expected per-share earnings of $2.63 up to $3.34 per share -- a 27% increase.2. Freeport-McMoRanMining any sort of natural resource is a messy business, literally as well as figuratively. Permits and licensing are subject to social and political trends, and ongoing changes in the prices of hydrocarbons and metals can turn a profitable mining venture into an unprofitable one at the drop of a hat.If you can take a step back and look at the long-term picture, though, you'll likely see that the world's need for copper is never going to go away. If anything, it's only going to continue growing as we embrace more and more technologies like clean/green energy. CRU Group estimates the clean energy sector's need for the electricity-friendly metal will quintuple between 2020 and 2030, for instance.Enter Freeport-McMoRan (NYSE:FCX). While it's a gold and molybdenum miner, the company is first and foremost a copper miner, selling a little over 1 billion pounds of the stuff during the third quarter of 2021 alone. Yet Freeport and its peers still can't keep up with demand.Investors that have kept close tabs on Freeport-McMoRan -- and the copper industry as a whole -- will know that extreme price fluctuations have made things tough at times. In multi-year timeframes, though, copper prices have firmly improved, from less than $0.50 per pound in the 1980s and '90s to more than $4 per pound now. Goldman Sachs forecasts its price will be near $7 per pound by 2025, boding very well for the biggest name in the business.3. TeslaTo say last year was a good one for the electric vehicle (EV) market would be an understatement. Although 2020's pandemic-prompted lull helped statistically, year-over-year growth estimates for the worldwide sales of electric vehicles ranging from 80% to more than 100% (depending on the source) still carried the business to record-breaking unit deliveries of around 7 million, according to Rystad Energy.Tesla (NASDAQ:TSLA) carried more of that weight than any other EV maker, delivering 936,172 EVs in 2021, almost tripling its pre-pandemic 2019 output of 367,500 battery-powered vehicles. Look for more of the same sort of growth going forward, too, now that the global EV movement has developed some momentum. Analysts are calling for this year's sales to improve by $21 billion to reach $73 billion, driving a 40% profit increase as a result.Astute investors may realize that Tesla is now losing market share to competitors that have finally started to manufacture rival EVs en masse. But it may not matter. The U.S. Energy Information Administration believes the world's total number of light-duty electric vehicles will swell from only a few million now to more than 670 million by 2050. Even capturing less than its fair share of that growth will be a boon for Tesla.4. The Trade DeskThe Trade Desk (NASDAQ:TTD) may not be a household name, but there's a good chance you or someone in your household has been affected by its service.In simplest terms, The Trade Desk helps advertisers buy room, space, and time to present ads to consumers. The description doesn't quite do the company justice, though. In an arena that's increasingly distracting, The Trade Desk helps companies use digital data to deliver highly targeted advertisements without wasting money on ads that would do little good. Its Solimar software platform even makes it possible for an advertiser to use its own first-party data about a group of prospective customers.This year's expected 30% sales growth is impressive. But even more impressive is that this pace of revenue growth merely extends a well-established and reliable growth streak that took root in 2016. It's a testament to how the marketing business has become more and more complicated as it's evolving into a technology-based endeavor.5. RepligenFinally, add Repligen (NASDAQ:RGEN) to your list of the market's fastest-growing large-cap stocks.Repligen is a healthcare company, although it's not one most investors (or even patients) have heard of. It's more of a behind-the-scenes organization, supplying the industry with everything from dialysis solutions to gene therapy manufacturing tech to protein ligand resins used in the manufacturing of monoclonal antibodies. And yes, these resins are being used by drug companies making monoclonal antibodies to treat COVID-19 infections.That's not necessarily the reason a growth-minded investor might want to step into this admittedly expensive stock, however; the COVID-19 pandemic should eventually come under control. Rather, Repligen's has some strong long-term growth prospects that could make this year's projected 20% sales growth the norm. That's because the coronavirus contagion is likely to have forever changed the pharmaceutical business's landscape. The bioprocessing of biologic drugs has been shown to do what vaccines can't, playing right into the hand Repligen is holding. Mordor Intelligence says the bioprocessing market will grow at an annualized clip of more than 11% through 2026. With minimal competition to deal with, though, Repligen is poised to win more than its fair share of this growth.","news_type":1,"symbols_score_info":{"AMD":1,"FCX":1,"RGEN":1,"TSLA":1,"TTD":1}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008223341,"gmtCreate":1641463189405,"gmtModify":1676533617763,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9008223341","repostId":"1184096604","repostType":4,"repost":{"id":"1184096604","kind":"news","pubTimestamp":1641461319,"share":"https://ttm.financial/m/news/1184096604?lang=&edition=full_marsco","pubTime":"2022-01-06 17:28","market":"us","language":"en","title":"Economic Data Scheduled for Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1184096604","media":"Benzinga","summary":"The Challenger job-cut report for December is scheduled for release at 7:30 a.m. ET..Data on interna","content":"<html><head></head><body><ul><li>The Challenger job-cut report for December is scheduled for release at 7:30 a.m. ET..</li><li>Data on international trade in goods and services for the latest week will be released at 8:30 a.m. ET. Analysts expect a deficit of $71.6 billion for total goods and services trade in November, versus a $67.1 billion gap in the previous month.</li><li>Data on initial jobless claims for the latest week will be released at 8:30 a.m. ET. Analysts expect jobless claims rising to 205,000 for the January 1 week, compared to 198,000 in the previous week.</li><li>Data on factory orders for November will be released at 10:00 a.m. ET. Factory orders are projected to increase 1.3% in November.</li><li>The ISM&#39;s services index for December is scheduled for release at 10:00 a.m. ET. The services index is likely to decline to 67.0 in December from 69.1 in November.</li><li>The Energy Information Administration’s weekly report on natural gas stocks in underground storage is scheduled for release at 10:30 a.m. ET.</li><li>The Treasury is set to auction 4-and 8-week bills at 11:30 a.m. ET.</li></ul></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>Economic Data Scheduled for Thursday</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\">\nEconomic Data Scheduled for Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/01/24923171/economic-data-scheduled-for-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Challenger job-cut report for December is scheduled for release at 7:30 a.m. ET..Data on international trade in goods and services for the latest week will be released at 8:30 a.m. ET. Analysts ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/24923171/economic-data-scheduled-for-thursday\">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/22/01/24923171/economic-data-scheduled-for-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184096604","content_text":"The Challenger job-cut report for December is scheduled for release at 7:30 a.m. ET..Data on international trade in goods and services for the latest week will be released at 8:30 a.m. ET. Analysts expect a deficit of $71.6 billion for total goods and services trade in November, versus a $67.1 billion gap in the previous month.Data on initial jobless claims for the latest week will be released at 8:30 a.m. ET. Analysts expect jobless claims rising to 205,000 for the January 1 week, compared to 198,000 in the previous week.Data on factory orders for November will be released at 10:00 a.m. ET. Factory orders are projected to increase 1.3% in November.The ISM's services index for December is scheduled for release at 10:00 a.m. ET. The services index is likely to decline to 67.0 in December from 69.1 in November.The Energy Information Administration’s weekly report on natural gas stocks in underground storage is scheduled for release at 10:30 a.m. ET.The Treasury is set to auction 4-and 8-week bills at 11:30 a.m. ET.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986345288,"gmtCreate":1666907822144,"gmtModify":1676537826534,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986345288","repostId":"1108902681","repostType":4,"repost":{"id":"1108902681","kind":"news","pubTimestamp":1666883457,"share":"https://ttm.financial/m/news/1108902681?lang=&edition=full_marsco","pubTime":"2022-10-27 23:10","market":"us","language":"en","title":"Qualcomm Fights Back Against Arm in Dispute Over Chip Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=1108902681","media":"Bloomberg","summary":"UK firm’s suit intended to “strong-arm” Qualcomm, suit saysLegal fight centers on technology acquire","content":"<html><head></head><body><ul><li>UK firm’s suit intended to “strong-arm” Qualcomm, suit says</li><li>Legal fight centers on technology acquired in Nuvia buyout</li></ul><p>Qualcomm Inc. countersued Arm Ltd. over claims the chipmaker violated its licensing agreements and trademarks tied to a 2021 acquisition, saying the UK-based tech firm doesn’t have a legitimate basis for its allegations.</p><p>San Diego-based Qualcomm wants a federal judge in Delaware to conclude it didn’t trample on Arm’s licensing contracts as part of Qualcomm’s $1.4 billion buyout of chip startupNuvia Inc., according to a court filing Wednesday.</p><p>The dispute focuses on Arm’s licenses with Nuvia for technology used in chip designs. Arm, owned by SoftBank Group Corp., sued Qualcomm for breach of contract and trademark infringement in September, accusing the firm of using the proprietary innovations without permission. In the past, Qualcomm had been one of Arm’s biggest customers.</p><p>Qualcomm’s lawyers allege Arm’s goal is to “strong-arm Qualcomm into renegotiating the financial terms of the parties’ longstanding license agreements, using this baseless lawsuit as leverage.”</p><p>Since Qualcomm and Arm are two of the world’s most influential chip companies, the case has drawn attention in the tech industry. Qualcomm is the biggest maker of the processors and modems used in smartphones.</p><p>Representatives of Arm didn’t immediately respond to a request for comment.</p><p>Qualcomm acquired Nuvia last year to beef up its technology and allow it to field more powerful chips. It’s part of a broader strategy by Qualcomm chief executive officer, Cristiano Amon, to decrease his company’s reliance on the smartphone industry and grab a share of the laptop chip market and the lucrative server processor business.</p><p>Arm’s suit is designed to hamper Qualcomm’s plans, the US company’s attorneys argued.</p><p>“With this lawsuit, Arm makes clear to the marketplace it will act recklessly and opportunistically, threatening the development of new and innovative products as a negotiating tactic, not because it has valid license and trademark claims,” according to the filing.</p><p>The case is Arm Ltd v. Qualcomm Inc., No. 22-1146, US District Court for the District of Delaware (Wilmington)</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm Fights Back Against Arm in Dispute Over Chip Technology</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\">\nQualcomm Fights Back Against Arm in Dispute Over Chip Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-27/qualcomm-fights-back-at-arm-in-dispute-over-chip-technology?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UK firm’s suit intended to “strong-arm” Qualcomm, suit saysLegal fight centers on technology acquired in Nuvia buyoutQualcomm Inc. countersued Arm Ltd. over claims the chipmaker violated its licensing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-27/qualcomm-fights-back-at-arm-in-dispute-over-chip-technology?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-27/qualcomm-fights-back-at-arm-in-dispute-over-chip-technology?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108902681","content_text":"UK firm’s suit intended to “strong-arm” Qualcomm, suit saysLegal fight centers on technology acquired in Nuvia buyoutQualcomm Inc. countersued Arm Ltd. over claims the chipmaker violated its licensing agreements and trademarks tied to a 2021 acquisition, saying the UK-based tech firm doesn’t have a legitimate basis for its allegations.San Diego-based Qualcomm wants a federal judge in Delaware to conclude it didn’t trample on Arm’s licensing contracts as part of Qualcomm’s $1.4 billion buyout of chip startupNuvia Inc., according to a court filing Wednesday.The dispute focuses on Arm’s licenses with Nuvia for technology used in chip designs. Arm, owned by SoftBank Group Corp., sued Qualcomm for breach of contract and trademark infringement in September, accusing the firm of using the proprietary innovations without permission. In the past, Qualcomm had been one of Arm’s biggest customers.Qualcomm’s lawyers allege Arm’s goal is to “strong-arm Qualcomm into renegotiating the financial terms of the parties’ longstanding license agreements, using this baseless lawsuit as leverage.”Since Qualcomm and Arm are two of the world’s most influential chip companies, the case has drawn attention in the tech industry. Qualcomm is the biggest maker of the processors and modems used in smartphones.Representatives of Arm didn’t immediately respond to a request for comment.Qualcomm acquired Nuvia last year to beef up its technology and allow it to field more powerful chips. It’s part of a broader strategy by Qualcomm chief executive officer, Cristiano Amon, to decrease his company’s reliance on the smartphone industry and grab a share of the laptop chip market and the lucrative server processor business.Arm’s suit is designed to hamper Qualcomm’s plans, the US company’s attorneys argued.“With this lawsuit, Arm makes clear to the marketplace it will act recklessly and opportunistically, threatening the development of new and innovative products as a negotiating tactic, not because it has valid license and trademark claims,” according to the filing.The case is Arm Ltd v. Qualcomm Inc., No. 22-1146, US District Court for the District of Delaware (Wilmington)","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988480120,"gmtCreate":1666822632360,"gmtModify":1676537809894,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988480120","repostId":"2278672309","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860708714,"gmtCreate":1632206708438,"gmtModify":1676530725356,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"Great opportunity","listText":"Great opportunity","text":"Great opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860708714","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986345342,"gmtCreate":1666907803286,"gmtModify":1676537826526,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986345342","repostId":"1138377606","repostType":4,"repost":{"id":"1138377606","kind":"news","pubTimestamp":1666884643,"share":"https://ttm.financial/m/news/1138377606?lang=&edition=full_marsco","pubTime":"2022-10-27 23:30","market":"us","language":"en","title":"Here's What Wall St. Experts Are Saying About Amazon Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1138377606","media":"The Fly","summary":"JPMorgan analyst Doug Anmuth remains confident Amazon can re-accelerate revenue growth and expand ma","content":"<html><head></head><body><p>JPMorgan analyst Doug Anmuth remains confident Amazon can re-accelerate revenue growth and expand margins into 2023</p><p>Amazon (AMZN) is scheduled to report results of its third fiscal quarter after the market close on Thursday, October 27, with a conference call scheduled for 5:30 pm ET. What to watch for:</p><p><b>BEST INTERNET IDEA INTO RESULTS:</b> In a research note on Wednesday, JPMorgan analyst Doug Anmuth kept an Overweight rating on Amazon.com with a $175 price target into the company&#39;s third quarter results on October 27. Since the Q2 earnings report, the shares have traded down 28% as concerns have mounted around slower consumer spending and the macro impact on cloud, Anmuth told investors in a research note. However, he remains confident that Amazon can re-accelerate revenue growth and expand margins into 2023, largely driven by retail improvement and &#34;still solid&#34; Web Services growth. Amazon remains Anmuth&#39;s best idea in internet.</p><p>Last week, the analyst lowered the firm&#39;s price target on Amazon to $175 from $185 saying sentiment remained cautious across the internet sector with secular growth slowing, competition increasing, and macro concerns weighing.</p><p><b>TARGET CUTS AHEAD OF EARNINGS:</b> On Monday, MKM Partners analyst Rohit Kulkarni lowered the firm&#39;s price target on Amazon.com to $165 from $170 but maintained a Buy rating on the shares. The analyst is cutting his full year 2022 earnings per share estimates to 10c from 22c due to recent events, FX and macro factors, and his updated thoughts on the pandemic lapping effect on various Amazon segments. The stock remains his preferred Mega Cap as he expects the company to gain market share amidst soft e-commerce industry growth and CapEx trends softening, which should drive its 2023 free cash flow acceleration, Kulkarni told investors in a research note.</p><p>Meanwhile, Credit Suisse analyst Stephen Ju lowered the firm&#39;s price target on Amazon.com to $159 from $170, keeping an Outperform rating on the shares. The analyst expects Q3 results to provide another data point for Amazon&#39;s entry into a harvest period following aggressive investments since the onset of the pandemic. Amazon should move past peak OpEx as well as peak CapEx dollar increases as of Q3, which Ju expects to translate into the resumption of free cash flow growth in the same quarter as well as operating margin expansion starting in Q4. He believes Amazon can deliver margin expansion even as he factors in a stepdown in his gross merchandise value growth assumption for 2023 as well as AWS, which the analyst expects to grow revenue dollars by $14.5B.</p><p><b>EARLY ACCESS SALE:</b> Amazon announced it &#34;kicked off holiday celebrations earlier than ever during Prime Early Access Sale&#34; and that Prime members around the world purchased items across toys, home, beauty and personal care, apparel, and electronics. &#34; &#34;Our Prime Early Access Sale was a great kickoff to the holidays, and the best part is that it&#39;s only the beginning. Customers will find millions of must-have deals throughout the season that will help them continue to save money on gifts for loved ones. We know our employees, vendors, and selling partners show incredible dedication to delivering a great experience during the holidays, and we are grateful for their continued commitment to serving customers during this special time of the year,&#34; added Doug Herrington, CEO of Amazon Worldwide Stores. Amazon noted that &#34;some of the best-selling categories worldwide were Apparel, Home, Toys, and Amazon devices&#34; and that Prime members &#34;ordered more than 100 million items from Amazon&#39;s selling partners, most of which are small businesses and medium-sized businesses.&#34;</p><p>After Amazon announced some data points from its Prime Early Access sale held Oct. 13-14, including disclosing that &#34;tens of millions&#34; of Prime members &#34;ordered more than 100 million items&#34; from third-party vendors, BofA analyst Justin Post noted that the press release for its July event stated over 100M &#34;small business items&#34; and the latest release did not say this event was the &#34;biggest Prime Day ever,&#34; as July&#39;s did. Data service Numerator reported that Amazon&#39;s Prime Early Access sales results were lower than typical Prime Day sales, which he thinks makes sense given the recent Prime Day in July, Post added. He estimates $8B in gross merchandise value, or GMV, for the latest two-day event, down 25% from $10.7B in GMV for the July event, Post noted.</p><p><b>OUTLOOK:</b> During the company’s last earnings call, Amazon said it saw third quarter revenue $125B-$130B, with consensus at $127.5B, and net sales between $125.0B-$130.0B, or to grow between 13% and 17% compared with third quarter 2021. This guidance anticipates an unfavorable impact of approximately 390 basis points from foreign exchange rates. Operating income was also expected to be between 0c and $3.5B, compared with $4.9B in third quarter 2021. This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded, Amazon said.</p></body></html>","source":"lsy1649979459173","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>Here's What Wall St. Experts Are Saying About Amazon Ahead of Earnings</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\">\nHere's What Wall St. Experts Are Saying About Amazon Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3604247&headline=AMZN-Heres-what-Wall-St-experts-are-saying-about-Amazon-ahead-of-earnings><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan analyst Doug Anmuth remains confident Amazon can re-accelerate revenue growth and expand margins into 2023Amazon (AMZN) is scheduled to report results of its third fiscal quarter after the ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3604247&headline=AMZN-Heres-what-Wall-St-experts-are-saying-about-Amazon-ahead-of-earnings\">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"},"source_url":"https://thefly.com/landingPageNews.php?id=3604247&headline=AMZN-Heres-what-Wall-St-experts-are-saying-about-Amazon-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138377606","content_text":"JPMorgan analyst Doug Anmuth remains confident Amazon can re-accelerate revenue growth and expand margins into 2023Amazon (AMZN) is scheduled to report results of its third fiscal quarter after the market close on Thursday, October 27, with a conference call scheduled for 5:30 pm ET. What to watch for:BEST INTERNET IDEA INTO RESULTS: In a research note on Wednesday, JPMorgan analyst Doug Anmuth kept an Overweight rating on Amazon.com with a $175 price target into the company's third quarter results on October 27. Since the Q2 earnings report, the shares have traded down 28% as concerns have mounted around slower consumer spending and the macro impact on cloud, Anmuth told investors in a research note. However, he remains confident that Amazon can re-accelerate revenue growth and expand margins into 2023, largely driven by retail improvement and \"still solid\" Web Services growth. Amazon remains Anmuth's best idea in internet.Last week, the analyst lowered the firm's price target on Amazon to $175 from $185 saying sentiment remained cautious across the internet sector with secular growth slowing, competition increasing, and macro concerns weighing.TARGET CUTS AHEAD OF EARNINGS: On Monday, MKM Partners analyst Rohit Kulkarni lowered the firm's price target on Amazon.com to $165 from $170 but maintained a Buy rating on the shares. The analyst is cutting his full year 2022 earnings per share estimates to 10c from 22c due to recent events, FX and macro factors, and his updated thoughts on the pandemic lapping effect on various Amazon segments. The stock remains his preferred Mega Cap as he expects the company to gain market share amidst soft e-commerce industry growth and CapEx trends softening, which should drive its 2023 free cash flow acceleration, Kulkarni told investors in a research note.Meanwhile, Credit Suisse analyst Stephen Ju lowered the firm's price target on Amazon.com to $159 from $170, keeping an Outperform rating on the shares. The analyst expects Q3 results to provide another data point for Amazon's entry into a harvest period following aggressive investments since the onset of the pandemic. Amazon should move past peak OpEx as well as peak CapEx dollar increases as of Q3, which Ju expects to translate into the resumption of free cash flow growth in the same quarter as well as operating margin expansion starting in Q4. He believes Amazon can deliver margin expansion even as he factors in a stepdown in his gross merchandise value growth assumption for 2023 as well as AWS, which the analyst expects to grow revenue dollars by $14.5B.EARLY ACCESS SALE: Amazon announced it \"kicked off holiday celebrations earlier than ever during Prime Early Access Sale\" and that Prime members around the world purchased items across toys, home, beauty and personal care, apparel, and electronics. \" \"Our Prime Early Access Sale was a great kickoff to the holidays, and the best part is that it's only the beginning. Customers will find millions of must-have deals throughout the season that will help them continue to save money on gifts for loved ones. We know our employees, vendors, and selling partners show incredible dedication to delivering a great experience during the holidays, and we are grateful for their continued commitment to serving customers during this special time of the year,\" added Doug Herrington, CEO of Amazon Worldwide Stores. Amazon noted that \"some of the best-selling categories worldwide were Apparel, Home, Toys, and Amazon devices\" and that Prime members \"ordered more than 100 million items from Amazon's selling partners, most of which are small businesses and medium-sized businesses.\"After Amazon announced some data points from its Prime Early Access sale held Oct. 13-14, including disclosing that \"tens of millions\" of Prime members \"ordered more than 100 million items\" from third-party vendors, BofA analyst Justin Post noted that the press release for its July event stated over 100M \"small business items\" and the latest release did not say this event was the \"biggest Prime Day ever,\" as July's did. Data service Numerator reported that Amazon's Prime Early Access sales results were lower than typical Prime Day sales, which he thinks makes sense given the recent Prime Day in July, Post added. He estimates $8B in gross merchandise value, or GMV, for the latest two-day event, down 25% from $10.7B in GMV for the July event, Post noted.OUTLOOK: During the company’s last earnings call, Amazon said it saw third quarter revenue $125B-$130B, with consensus at $127.5B, and net sales between $125.0B-$130.0B, or to grow between 13% and 17% compared with third quarter 2021. This guidance anticipates an unfavorable impact of approximately 390 basis points from foreign exchange rates. Operating income was also expected to be between 0c and $3.5B, compared with $4.9B in third quarter 2021. This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded, Amazon said.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069444175,"gmtCreate":1651358672560,"gmtModify":1676534892741,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9069444175","repostId":"1191701836","repostType":4,"repost":{"id":"1191701836","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651332063,"share":"https://ttm.financial/m/news/1191701836?lang=&edition=full_marsco","pubTime":"2022-04-30 23:21","market":"us","language":"en","title":"Warren Buffett: We Didn't Repurchase Any Berkshire Stock in April","url":"https://stock-news.laohu8.com/highlight/detail?id=1191701836","media":"Tiger Newspress","summary":"Warren Buffett hasn't used the market pullback in April to repurchase any shares of Berkshire Hathaw","content":"<html><head></head><body><p>Warren Buffett hasn&#39;t used the market pullback in April to repurchase any shares of Berkshire Hathaway, perhaps a signal he expects more volatility ahead amid rising interest rates and nagging inflationary pressures.</p><p>&#34;We haven&#39;t repurchased any shares at all in April,&#34; Buffett said at the Berkshire Hathaway annual meeting on Saturday. &#34;We&#39;re back somewhat to our more lethargic mood, but anything could change for sure.&#34;</p><p>Berkshire has made massive repurchases of Berkshire stock in the past but has also taken years-long breaks from the practice The company repurchased $3.2 billion of its own stock in the first quarter.</p><p>More recently, Berkshire shares haven&#39;t been immune to the broader market pullback.</p><p>Shares of Berkshire&#39;s class A and class B shares are down about 6.2% so far in the month, outperforming the 8% drop in the S&amp;P 500.</p><p>While Buffett has temporarily stopped buying Berkshire shares, he continues to bet big elsewhere.</p><p>Buffett bought $51 billion in stock in the first quarter, according to the company&#39;s latest earnings release.</p><p>The billionaire investor&#39;s empire upped stakes in oil giants <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> while also investing $4.2 billion to become the largest investor in computing leader <a href=\"https://laohu8.com/S/HPQ\">HP Inc.</a>.</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>Warren Buffett: We Didn't Repurchase Any Berkshire Stock in April</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\">\nWarren Buffett: We Didn't Repurchase Any Berkshire Stock in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-30 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett hasn&#39;t used the market pullback in April to repurchase any shares of Berkshire Hathaway, perhaps a signal he expects more volatility ahead amid rising interest rates and nagging inflationary pressures.</p><p>&#34;We haven&#39;t repurchased any shares at all in April,&#34; Buffett said at the Berkshire Hathaway annual meeting on Saturday. &#34;We&#39;re back somewhat to our more lethargic mood, but anything could change for sure.&#34;</p><p>Berkshire has made massive repurchases of Berkshire stock in the past but has also taken years-long breaks from the practice The company repurchased $3.2 billion of its own stock in the first quarter.</p><p>More recently, Berkshire shares haven&#39;t been immune to the broader market pullback.</p><p>Shares of Berkshire&#39;s class A and class B shares are down about 6.2% so far in the month, outperforming the 8% drop in the S&amp;P 500.</p><p>While Buffett has temporarily stopped buying Berkshire shares, he continues to bet big elsewhere.</p><p>Buffett bought $51 billion in stock in the first quarter, according to the company&#39;s latest earnings release.</p><p>The billionaire investor&#39;s empire upped stakes in oil giants <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> while also investing $4.2 billion to become the largest investor in computing leader <a href=\"https://laohu8.com/S/HPQ\">HP Inc.</a>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191701836","content_text":"Warren Buffett hasn't used the market pullback in April to repurchase any shares of Berkshire Hathaway, perhaps a signal he expects more volatility ahead amid rising interest rates and nagging inflationary pressures.\"We haven't repurchased any shares at all in April,\" Buffett said at the Berkshire Hathaway annual meeting on Saturday. \"We're back somewhat to our more lethargic mood, but anything could change for sure.\"Berkshire has made massive repurchases of Berkshire stock in the past but has also taken years-long breaks from the practice The company repurchased $3.2 billion of its own stock in the first quarter.More recently, Berkshire shares haven't been immune to the broader market pullback.Shares of Berkshire's class A and class B shares are down about 6.2% so far in the month, outperforming the 8% drop in the S&P 500.While Buffett has temporarily stopped buying Berkshire shares, he continues to bet big elsewhere.Buffett bought $51 billion in stock in the first quarter, according to the company's latest earnings release.The billionaire investor's empire upped stakes in oil giants Occidental Petroleum and Chevron while also investing $4.2 billion to become the largest investor in computing leader HP Inc..","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988480641,"gmtCreate":1666822658984,"gmtModify":1676537809897,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988480641","repostId":"2278754775","repostType":4,"repost":{"id":"2278754775","kind":"highlight","pubTimestamp":1666773101,"share":"https://ttm.financial/m/news/2278754775?lang=&edition=full_marsco","pubTime":"2022-10-26 16:31","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 257% to 379% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2278754775","media":"Motley Fool","summary":"Select analysts believe these industry game changers can skyrocket over the next year.","content":"<html><head></head><body><p>Wall Street has taken investors on quite the ride in 2022. Through the first half of the year, the benchmark <b>S&amp;P 500</b> delivered its worst first-half return since 1970. Meanwhile, the bond market is working on its worst return <i>in history</i>. There have been few ways to escape the onslaught.</p><p>However, double-digit-percentage declines in the stock market aren&#39;t known for lasting long. Historically, bull markets last substantially longer than corrections and bear markets. What&#39;s more, every crash, correction, and bear market throughout history has eventually been cleared away by a long-term rally. In other words, buying during the dips makes a lot of sense -- and Wall Street analysts know it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a0495df10ebed00eaabaed4e739600\" tg-width=\"700\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Most price targets placed on publicly traded companies by Wall Street reflect this long-term optimism. But for some companies, truly great things are expected. According to the price targets of a select few analysts, Wall Street foresees the following three supercharged growth stocks gaining between 257% and 379% over the next year.</p><h2>Nio: Implied upside of 257%</h2><p>Electric vehicle (EV) manufacturer <b>Nio</b> has had a miserable year, with its shares down 65% through this past weekend. Semiconductor chip shortages, China&#39;s zero-COVID strategy (which has led to production disruptions), and historically high inflation are all headwinds working against the company.</p><p>Despite these challenges, <b>Mizuho</b> analyst Vijay Rakesh believes Nio is worth $40 a share, which would represent upside of 257% from where shares of the company closed on Oct. 21. While acknowledging Nio&#39;s supply chain and logistical challenges in a recent research note, Rakesh believes demand for Nio&#39;s EV is strong and that China&#39;s push toward greener transportation will be a positive for the company.</p><p>The thesis offered by Rakesh certainly holds water if you take a closer look at Nio&#39;s production totals. Though it&#39;s been hampered by persistent supply chain issues, the company has delivered four consecutive months with deliveries topping 10,000 EVs. Management has previously opined that it would have been able to ramp up to 50,000 EVs produced each month by as early as the end of 2022 if supply chain problems weren&#39;t a concern.</p><p>Nio has done a phenomenal job of letting its products do the talking. The company has been rolling out at least one new EV each year, with both of its new sedans (the ET7 and the ET5) offering a roughly 621-mile range with the top battery pack upgrade. That&#39;s considerably more range than the electric sedans Nio is competing with in China.</p><p>It also shouldn&#39;t be overlooked that Nio is based in the No. 1 auto market in the world -- China. By 2035, roughly half of all new vehicles sold in China are expected to run on some form of alternative energy. This gives Nio an opportunity to sustain double-digit growth amid a multidecade vehicle replacement cycle.</p><p>Although Nio does appear to have the tools and innovation capable of reaching $40 a share, supply chain issues make it unlikely that Mizuho&#39;s aggressive price target will be achieved within the next 12 months.</p><h2>Vaxart: Implied upside of 379%</h2><p>Another supercharged growth stock that Wall Street believes offers immense upside potential is clinical-stage biotech stock <b>Vaxart</b>.</p><p>Though shares of Vaxart have plummeted 73% on a year-to-date basis, it hasn&#39;t changed the optimistic tune of analyst Charles Duncan of Cantor Fitzgerald. Duncan&#39;s $8 price target suggests that Vaxart could come close to quintupling its current value. Duncan has cited the company&#39;s interim phase 2 results of an oral COVID-19 vaccine as the reason for his and his firm&#39;s lofty price target.</p><p>Logistically speaking, COVID-19 vaccines have their challenges. Properly storing and transporting approved COVID-19 vaccines can be challenging, as can the burden of having a medical professional administer a shot to a patient. An oral COVID-19 vaccine would be considerably easier to distribute and administer, which is why Vaxart&#39;s approach has been raising eyebrows.</p><p>At the beginning of September, the company announced the results of the first part of a two-part phase 2 study involving VXA-CoV2-1.1-S (don&#39;t these drug names just roll off the tongue?). This experimental pill specifically targets the S protein, with data showing that it met its primary safety endpoint, as well as its secondary immunogenicity endpoint.</p><p>While this initial data is encouraging, it&#39;s important to note that the company&#39;s previous candidate, VXA-CoV2-1, which targeted both the S and N proteins, didn&#39;t have the same success.</p><p>Furthermore, most COVID-focused vaccine developers have pivoted to omicron-specific solutions. Vaxart is still in the data-culling phase of its existence and is unlikely to conduct a large-scale omicron variant-focused trial until the latter half of 2023. This means it&#39;s going to be years before an omicron-specific oral vaccine has any chance of hitting pharmacy shelves.</p><p>In short, Cantor Fitzgerald&#39;s astronomical $8 price target for Vaxart is almost certainly out of reach.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d35e5e3f94aad2bbab176de04084b36\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Plug Power: Implied upside of 373%</h2><p>The third supercharged growth stock with abundant upside, at least according to one Wall Street analyst, is hydrogen fuel cell solutions developer <b>Plug Power</b>.</p><p>Like most growth stocks, Plug has had a difficult year, with its shares tumbling 42%. But this hasn&#39;t stopped H.C. Wainwright analyst Amit Dayal from being the company&#39;s biggest cheerleader. Dayal has stuck by his firm&#39;s sky-high price target of $78 for a while, which would represent an increase of 373% from where shares ended this past week. Dayal is counting on the company&#39;s ever-expanding green hydrogen network to drive big gains.</p><p>Similar to Nio, Plug Power is poised to benefit from developed countries wanting to reduce their respective carbon footprints. The company&#39;s burgeoning green hydrogen ecosystem can produce and store hydrogen for personal or commercial use with fuel cells. The expectation is for increased green hydrogen availability to push down prices and make hydrogen-fueled vehicles an attractive option -- especially for public transportation and enterprise fleets.</p><p>The other significant catalyst for Plug Power is its numerous partnerships and joint ventures. In January 2021, it put itself on the map by forging two major partnerships in the span of a week, with SK Group and <b>Renault</b>. Just last week, it struck another joint venture -- this time with <b>Olin</b> -- to construct a hydrogen plant in Louisiana capable of producing 15 tons of green hydrogen per day. These joint ventures continue to validate Plug&#39;s technology and its push to $3 billion in targeted annual revenue by 2025. For context, full-year sales in 2021 were just over $502 million.</p><p>But even what seem like surefire opportunities face challenges. A little over a week ago, the company announced its previous sales forecast for 2022 would likely come in 5% to 10% light due to supply chain issues and the timing of certain projects.</p><p>It&#39;s also unclear how the company&#39;s expansion could be adversely impacted by rapidly rising interest rates. Getting green hydrogen infrastructure in place won&#39;t be cheap, and financing that green-energy future is becoming costlier by the day. With Plug Power still at least two years away from turning a recurring profit, it seems increasingly unlikely that Dayal&#39;s $78 price target will be reached.</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 Supercharged Growth Stocks With 257% to 379% Upside, According to Wall Street</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 Supercharged Growth Stocks With 257% to 379% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/25/3-growth-stocks-with-257-to-379-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has taken investors on quite the ride in 2022. Through the first half of the year, the benchmark S&P 500 delivered its worst first-half return since 1970. Meanwhile, the bond market is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/25/3-growth-stocks-with-257-to-379-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","NIO":"蔚来","VXRT":"Vaxart, Inc."},"source_url":"https://www.fool.com/investing/2022/10/25/3-growth-stocks-with-257-to-379-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278754775","content_text":"Wall Street has taken investors on quite the ride in 2022. Through the first half of the year, the benchmark S&P 500 delivered its worst first-half return since 1970. Meanwhile, the bond market is working on its worst return in history. There have been few ways to escape the onslaught.However, double-digit-percentage declines in the stock market aren't known for lasting long. Historically, bull markets last substantially longer than corrections and bear markets. What's more, every crash, correction, and bear market throughout history has eventually been cleared away by a long-term rally. In other words, buying during the dips makes a lot of sense -- and Wall Street analysts know it.Image source: Getty Images.Most price targets placed on publicly traded companies by Wall Street reflect this long-term optimism. But for some companies, truly great things are expected. According to the price targets of a select few analysts, Wall Street foresees the following three supercharged growth stocks gaining between 257% and 379% over the next year.Nio: Implied upside of 257%Electric vehicle (EV) manufacturer Nio has had a miserable year, with its shares down 65% through this past weekend. Semiconductor chip shortages, China's zero-COVID strategy (which has led to production disruptions), and historically high inflation are all headwinds working against the company.Despite these challenges, Mizuho analyst Vijay Rakesh believes Nio is worth $40 a share, which would represent upside of 257% from where shares of the company closed on Oct. 21. While acknowledging Nio's supply chain and logistical challenges in a recent research note, Rakesh believes demand for Nio's EV is strong and that China's push toward greener transportation will be a positive for the company.The thesis offered by Rakesh certainly holds water if you take a closer look at Nio's production totals. Though it's been hampered by persistent supply chain issues, the company has delivered four consecutive months with deliveries topping 10,000 EVs. Management has previously opined that it would have been able to ramp up to 50,000 EVs produced each month by as early as the end of 2022 if supply chain problems weren't a concern.Nio has done a phenomenal job of letting its products do the talking. The company has been rolling out at least one new EV each year, with both of its new sedans (the ET7 and the ET5) offering a roughly 621-mile range with the top battery pack upgrade. That's considerably more range than the electric sedans Nio is competing with in China.It also shouldn't be overlooked that Nio is based in the No. 1 auto market in the world -- China. By 2035, roughly half of all new vehicles sold in China are expected to run on some form of alternative energy. This gives Nio an opportunity to sustain double-digit growth amid a multidecade vehicle replacement cycle.Although Nio does appear to have the tools and innovation capable of reaching $40 a share, supply chain issues make it unlikely that Mizuho's aggressive price target will be achieved within the next 12 months.Vaxart: Implied upside of 379%Another supercharged growth stock that Wall Street believes offers immense upside potential is clinical-stage biotech stock Vaxart.Though shares of Vaxart have plummeted 73% on a year-to-date basis, it hasn't changed the optimistic tune of analyst Charles Duncan of Cantor Fitzgerald. Duncan's $8 price target suggests that Vaxart could come close to quintupling its current value. Duncan has cited the company's interim phase 2 results of an oral COVID-19 vaccine as the reason for his and his firm's lofty price target.Logistically speaking, COVID-19 vaccines have their challenges. Properly storing and transporting approved COVID-19 vaccines can be challenging, as can the burden of having a medical professional administer a shot to a patient. An oral COVID-19 vaccine would be considerably easier to distribute and administer, which is why Vaxart's approach has been raising eyebrows.At the beginning of September, the company announced the results of the first part of a two-part phase 2 study involving VXA-CoV2-1.1-S (don't these drug names just roll off the tongue?). This experimental pill specifically targets the S protein, with data showing that it met its primary safety endpoint, as well as its secondary immunogenicity endpoint.While this initial data is encouraging, it's important to note that the company's previous candidate, VXA-CoV2-1, which targeted both the S and N proteins, didn't have the same success.Furthermore, most COVID-focused vaccine developers have pivoted to omicron-specific solutions. Vaxart is still in the data-culling phase of its existence and is unlikely to conduct a large-scale omicron variant-focused trial until the latter half of 2023. This means it's going to be years before an omicron-specific oral vaccine has any chance of hitting pharmacy shelves.In short, Cantor Fitzgerald's astronomical $8 price target for Vaxart is almost certainly out of reach.Image source: Getty Images.Plug Power: Implied upside of 373%The third supercharged growth stock with abundant upside, at least according to one Wall Street analyst, is hydrogen fuel cell solutions developer Plug Power.Like most growth stocks, Plug has had a difficult year, with its shares tumbling 42%. But this hasn't stopped H.C. Wainwright analyst Amit Dayal from being the company's biggest cheerleader. Dayal has stuck by his firm's sky-high price target of $78 for a while, which would represent an increase of 373% from where shares ended this past week. Dayal is counting on the company's ever-expanding green hydrogen network to drive big gains.Similar to Nio, Plug Power is poised to benefit from developed countries wanting to reduce their respective carbon footprints. The company's burgeoning green hydrogen ecosystem can produce and store hydrogen for personal or commercial use with fuel cells. The expectation is for increased green hydrogen availability to push down prices and make hydrogen-fueled vehicles an attractive option -- especially for public transportation and enterprise fleets.The other significant catalyst for Plug Power is its numerous partnerships and joint ventures. In January 2021, it put itself on the map by forging two major partnerships in the span of a week, with SK Group and Renault. Just last week, it struck another joint venture -- this time with Olin -- to construct a hydrogen plant in Louisiana capable of producing 15 tons of green hydrogen per day. These joint ventures continue to validate Plug's technology and its push to $3 billion in targeted annual revenue by 2025. For context, full-year sales in 2021 were just over $502 million.But even what seem like surefire opportunities face challenges. A little over a week ago, the company announced its previous sales forecast for 2022 would likely come in 5% to 10% light due to supply chain issues and the timing of certain projects.It's also unclear how the company's expansion could be adversely impacted by rapidly rising interest rates. Getting green hydrogen infrastructure in place won't be cheap, and financing that green-energy future is becoming costlier by the day. With Plug Power still at least two years away from turning a recurring profit, it seems increasingly unlikely that Dayal's $78 price target will be reached.","news_type":1,"symbols_score_info":{"NIO":0.9,"PLUG":0.9,"VXRT":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917145440,"gmtCreate":1665458589681,"gmtModify":1676537610242,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917145440","repostId":"2274402596","repostType":4,"repost":{"id":"2274402596","kind":"highlight","pubTimestamp":1665439233,"share":"https://ttm.financial/m/news/2274402596?lang=&edition=full_marsco","pubTime":"2022-10-11 06:00","market":"us","language":"en","title":"These Stock-Market Sectors Tend to Do Best Before the Fed Delivers a Final Rate Hike, Says RBC","url":"https://stock-news.laohu8.com/highlight/detail?id=2274402596","media":"MarketWatch","summary":"Defensive sectors tend to perform the best before final rate hikes, along with energy and financials","content":"<html><head></head><body><p>Defensive sectors tend to perform the best before final rate hikes, along with energy and financials, says RBC Capital Markets</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3714c6b347b02a7ac1af6b7d06e177d\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/><span>GETTY IMAGES/ISTOCKPHOTO</span></p><p>While hopes for a pivot by Federal Reserve policy makers away from aggressive rate increases appeared to once again be a mirage, investors remain eager to know which stock-market sectors tend to perform best in the period leading up to the final increase of a rate-hike cycle, according to a top strategist at RBC Capital Markets.</p><p>Stocks in classic defensive sectors such as consumer staples, healthcare, and utilities, tend to outperform ahead of the final rate hikes, along with energy and financials, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, in a Monday note.</p><p>All five of these areas have outperformed the S&amp;P 500  in 2022 on a year to date basis. They tended to perform the best within the major index in the six, three and one month periods before the final hikes in the past four Fed tightening cycles (see chart below), Calvasina wrote.</p><p>&#34;However, consumer staples and utilities have faded recently with utilities lagging over the past month and staples underperforming since late September,&#34; she said. &#34;Healthcare has been the strongest performer of late among the classic defensives over the past month, lagging only energy whose performance has far outstripped the benchmark. Financials has also outperformed a bit.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fbcc13eabcf3a7955e41ecdd645d09\" tg-width=\"700\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>SOURCE: RBC US EQUITY STRATEGY, BLOOMBERG</span></p><p>The S&amp;P 500 is down 24.2% year to date, according to Dow Jones Market Data. Except the energy sector, which had jumped 45.8% year over year, all other sectors are trading deep in the red so far in 2022.</p><p>Stocks in consumer staples and utilities have been &#34;extremely expensive&#34; based on RBC&#39;s valuation, with their median price-earnings ratio close to historical peaks relative to the S&amp;P 500 earlier this year. Meanwhile, healthcare has been the only defensive sector that is &#34;reasonably valued&#34; on their valuation model, and as of Friday&#39;s close, energy and financials sectors looked &#34;deeply undervalued,&#34; according to Calvasina.</p><p>&#34;To the extent that the narrative in the equity community swings back towards the idea that an end to the hiking cycle can be expected in the not so distant future, we think energy and financials are the most interesting ways to position for that idea,&#34; said Calvasina.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb77d2a14baf79524be0a1977b4dfe60\" tg-width=\"700\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/><span>SOURCE: RBC US EQUITY STRATEGY, BLOOMBERG</span></p><p>Despite the recent turmoil in the large-cap equity market, small-caps remain stable in terms of performance. Calvasina pointed out the stability in small-cap performance has been present since January and they are still in a narrow trading range in comparison to large-caps.</p><p>&#34;While this doesn&#39;t necessarily tell us that a bottom in the broader U.S. equity market is imminent, it does tell us that the equity market is behaving rationally,&#34; said Calvasina. &#34;It has been our view for quite some time that small-caps, which underperformed large-cap dramatically in 2021, have already been de-risked and are baking in a recession.&#34;</p><p>The U.S. stock indexes extended losses on Monday as investors still digested September jobs data while eagerly await key earnings, Fed minutes and inflation reports this week. The S&amp;P 500 finished 0.7% lower, while the Dow Jones Industrial Average  declined 0.3%. The Nasdaq Composite  closed at the lowest level in over two years, dragged down by a slump in semiconductor stocks.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Stock-Market Sectors Tend to Do Best Before the Fed Delivers a Final Rate Hike, Says RBC</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Stock-Market Sectors Tend to Do Best Before the Fed Delivers a Final Rate Hike, Says RBC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-stock-market-sectors-tend-to-do-best-before-the-fed-delivers-a-final-rate-hike-says-rbc-11665427115?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Defensive sectors tend to perform the best before final rate hikes, along with energy and financials, says RBC Capital MarketsGETTY IMAGES/ISTOCKPHOTOWhile hopes for a pivot by Federal Reserve policy ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-stock-market-sectors-tend-to-do-best-before-the-fed-delivers-a-final-rate-hike-says-rbc-11665427115?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/these-stock-market-sectors-tend-to-do-best-before-the-fed-delivers-a-final-rate-hike-says-rbc-11665427115?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274402596","content_text":"Defensive sectors tend to perform the best before final rate hikes, along with energy and financials, says RBC Capital MarketsGETTY IMAGES/ISTOCKPHOTOWhile hopes for a pivot by Federal Reserve policy makers away from aggressive rate increases appeared to once again be a mirage, investors remain eager to know which stock-market sectors tend to perform best in the period leading up to the final increase of a rate-hike cycle, according to a top strategist at RBC Capital Markets.Stocks in classic defensive sectors such as consumer staples, healthcare, and utilities, tend to outperform ahead of the final rate hikes, along with energy and financials, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, in a Monday note.All five of these areas have outperformed the S&P 500  in 2022 on a year to date basis. They tended to perform the best within the major index in the six, three and one month periods before the final hikes in the past four Fed tightening cycles (see chart below), Calvasina wrote.\"However, consumer staples and utilities have faded recently with utilities lagging over the past month and staples underperforming since late September,\" she said. \"Healthcare has been the strongest performer of late among the classic defensives over the past month, lagging only energy whose performance has far outstripped the benchmark. Financials has also outperformed a bit.\"SOURCE: RBC US EQUITY STRATEGY, BLOOMBERGThe S&P 500 is down 24.2% year to date, according to Dow Jones Market Data. Except the energy sector, which had jumped 45.8% year over year, all other sectors are trading deep in the red so far in 2022.Stocks in consumer staples and utilities have been \"extremely expensive\" based on RBC's valuation, with their median price-earnings ratio close to historical peaks relative to the S&P 500 earlier this year. Meanwhile, healthcare has been the only defensive sector that is \"reasonably valued\" on their valuation model, and as of Friday's close, energy and financials sectors looked \"deeply undervalued,\" according to Calvasina.\"To the extent that the narrative in the equity community swings back towards the idea that an end to the hiking cycle can be expected in the not so distant future, we think energy and financials are the most interesting ways to position for that idea,\" said Calvasina.SOURCE: RBC US EQUITY STRATEGY, BLOOMBERGDespite the recent turmoil in the large-cap equity market, small-caps remain stable in terms of performance. Calvasina pointed out the stability in small-cap performance has been present since January and they are still in a narrow trading range in comparison to large-caps.\"While this doesn't necessarily tell us that a bottom in the broader U.S. equity market is imminent, it does tell us that the equity market is behaving rationally,\" said Calvasina. \"It has been our view for quite some time that small-caps, which underperformed large-cap dramatically in 2021, have already been de-risked and are baking in a recession.\"The U.S. stock indexes extended losses on Monday as investors still digested September jobs data while eagerly await key earnings, Fed minutes and inflation reports this week. The S&P 500 finished 0.7% lower, while the Dow Jones Industrial Average  declined 0.3%. The Nasdaq Composite  closed at the lowest level in over two years, dragged down by a slump in semiconductor stocks.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910621079,"gmtCreate":1663627673592,"gmtModify":1676537301837,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910621079","repostId":"1158905038","repostType":4,"repost":{"id":"1158905038","kind":"news","pubTimestamp":1663591588,"share":"https://ttm.financial/m/news/1158905038?lang=&edition=full_marsco","pubTime":"2022-09-19 20:46","market":"us","language":"en","title":"QQQ: Summer Glory To Fade Off In Fall Obscurity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158905038","media":"Seeking Alpha","summary":"SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factor","content":"<html><head></head><body><p>Summary</p><ul><li>In this note, we will discuss recent price action in Invesco&#39;s QQQ ETF, along with the factors driving this action.</li><li>Furthermore, I share a fresh outlook for the QQQ now that my call for a retest of June lows is looking nailed on to materialize.</li><li>I rate QQQ &#39;Neutral&#39; at $290.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53444cd062deb64dcc2310c4eee26ce0\" tg-width=\"1080\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><span>Dilok Klaisataporn</span></p><p>Introduction: Where Do We Stand?</p><p>Invesco&#39;s QQQ (NASDAQ:QQQ) is an exchange-traded fund that tracks the tech-heavy Nasdaq-100 index. After a scintillating summer rally off of June lows, tech stocks and equity markets, in general, have resumed their downtrend. The lasttime I wrote on QQQ was back in early June, and here&#39;s what I said at the time:</p><blockquote>In the near term, I see QQQ running up to the $320-330 range, but over the medium term, we are likely to decline to $250-260. These targets are based on fundamental, quantitative, and technical analysis shared in today&#39;s note. With a near-term upside of 3-8% and a medium-term downside of ~20-25%, I&#39;m not too fond of QQQ&#39;s risk/reward here. Therefore, I am neutral on QQQ at current levels.</blockquote><blockquote><i>Source:Is QQQ A Buy Or Sell During The Dip? It&#39;s Complicated</i></blockquote><p>After initially dipping to ~$270 by mid-June, the QQQ went on a smashing rally to reach the $335 level by mid-August. On 15th August 2022, I wrote the following in my newsletter:</p><blockquote>A series of higher highs and higher lows seem to reflect a strong bullish reversal; however, below-average trading volumes are unnerving. We are close to a resistance zone in the $335-345 range, and on the weekly chart, QQQ is testing the top end of the falling wedge pattern we have traded in for the last nine months. A rejection from this zone could quite easily trigger a retest of June lows.</blockquote><blockquote><i>Source:TQI Weekly - Issue #5: A New Bull Market Or Just Another Bear Market Rally</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159a6c2ed14077cf70319e8af4b8ccfb\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>QQQ&#39;s chart as of mid-August (WeBull Desktop)</span></p><p>Now, I am not sharing this history to showcase some extraordinary ability to predict the stock market. Instead, I strongly believe that nobody knows where the market is going in the near term. All we can do is analyze the fundamental, quantitative, and technical data to get a better understanding of what could happen in the market. And then orient our investing operations to benefit from this probabilistic understanding of the market environment.</p><p>Sticky inflation, rising interest rates, hawkish monetary policy, and slowing economic activity do not portend strong equity market returns for the foreseeable future. On Tuesday, the CPI inflation print came in hotter-than-expected at 8.3%, surprising market participants betting on a drop off in inflation. However, on the ground, inflation is slowing down [e.g., prices at the gas station are down significantly in recent weeks, home prices are declining, used auto prices are way off their peak, and there are many other instances]. Now, the lagging rents data (~30-40% of CPI) is set to make the headline inflation numbers look bad for some time to come.</p><p>While renowned investors like Ray Dalio and Jeff Gundlach called out the rising probability of a recession during this week (and predicted another 20-25% decline in S&amp;P500), the Fed seems to be focusing on countering inflation - moving full steam ahead with its quantitative tightening program. The expectations for the Fed&#39;s September meeting (on 21st and 22nd) are now pointing toward a 75-100 bps hike in the federal funds rate, and the bond market seems to be pricing in more hawkishness from Fed chair Jay Powell, as treasury rates continue to shift up rapidly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6d4fb12a3da252cd53a6b5e96f4a380\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>Legendary investor Warren Buffett&#39;s quote comes to mind:</p><blockquote>Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices. The most important item over time in valuation is obviously interest rates.</blockquote><p>As interest rates have shot up in 2022, equities have been getting re-rated lower, and after a 28% YTD decline, the P/E ratio for Invesco&#39;s QQQ ETF (QQQ) [an ETF tracking Nasdaq-100 index] has come down to ~22-23x. Looking at historical data from the past ten years, the QQQ seems like a no-brainer buy at around 20x earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a4da36ad357f2be93d1e18fbcb5edbc\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>GuruFocus</span></p><p>However, persistently-high inflation, rising interest rates, and slowing economic activity (amidst waning consumer confidence) are significant threats to corporate earnings and the valuation multiples attached to these earnings. Honestly, earnings may be the next shoe to drop in this market cycle, and Q3 &amp; Q4 could bring a lot more volatility to the equity markets.</p><p>A Look At Some Recent Market Action</p><p>Broad market indices [S&amp;P500 (SPX), Nasdaq-100 (NDX), and Dow Jones Industrial Average (DIA)] got off to a strong start in September; however, volatility returned to Wall Street last week. On Tuesday, stocks took a tumble (SPY down ~4%, QQQ down ~5%) as inflation data came in hotter-than-expected - raising expectations of a 75-100 bps rate hike by the Fed at its September meeting and even more hawkishness from the Fed. After a couple of benign days on Wednesday and Thursday, the sell-off resumed on Friday, with all major indices closing in the red. With the Fed tightening into a slowing economy, the fears of an economic recession are growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0576618c7710bd346a4a0f9d24e86a0\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>At my recently launched marketplace service, The Quantamental Investor, we saw our GARP &amp; Buyback-Dividend portfolios experience a negative ROIC of -1.42% and -1.54% over the last two weeks, with a big chunk of weakness coming from a sell-off in large to mega-cap tech stocks. Interestingly, the performance of small to mid-cap (higher growth) companies was superior to that of their larger counterparts. As of the close on Friday, TQI&#39;s Moonshot Growth portfolio had an ROIC of +3.76%, which was better than iShares Russell 1000 Growth ETF&#39;s (IWF) return of -1.86%.</p><p><img src=\"https://static.tigerbbs.com/8806662e5af57a7b54a1a3e62a249693\" tg-width=\"905\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>At TQI, our playbook for this bear market is -</p><blockquote>Build long positions slowly and manage risk proactively.</blockquote><p>If equity prices continue to fall over the coming weeks and months, then our dollar cost averaging plan will prove to be an effective risk management strategy. At TQI, we started our core portfolios with a 50% cash position, which we intend to deploy in a staggered way over the next ten months.</p><p>Where Is The Market Headed Next?</p><p>I don&#39;t know where the market will be a week, a month, or a quarter from now. However, considering valuations and technical charts, I think a retest of QQQ&#39;s June lows of ~$270 is very likely in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a46914a4f61975720b899626da4c4047\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/><span>WeBull Desktop</span></p><p>If we fail to hold these levels, QQQ may be in for a decline to the $215-235 range. And I say this because the tech generals (largest components) in QQQ - Apple and Microsoft - have a potential downside of ~30-40% each. Read my latest articles on this subject to understand my reasoning for this call:</p><ul><li>Microsoft: Insider Selling, Frothy Valuation, Worsening Fundamentals, And More [September 15th, 2022]</li><li>Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens Round-2 [August 25th, 2022]</li><li>Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens [April 20th, 2022]</li></ul><p>We are getting closer to the Q3 (fall) earnings season, and that&#39;s when we could see a resolution on either side of the ~$270 level. With rising interest rates, the P/E trading multiples on QQQ are unlikely to expand in the foreseeable future (unless the earnings drop off, in which case the price will likely follow). Overall, I am not too fond of QQQ&#39;s medium-term risk-reward from current levels.</p><p>Final Thoughts</p><p>The Fed is hawkish as ever, and its balance sheet roll-off has just started. At some point, the Fed will break something in the economy, and then we will see yet another pivot. However, investors may have to undergo a lot more pain in equity markets before this happens. As the old adage goes -</p><blockquote><b>Don&#39;t Fight The Fed.</b></blockquote><p>And we are abiding by this rule in all of TQI&#39;s core portfolios by running our investing operations with ~50% in cash and deploying this cash slowly in a staggered fashion over a long period of time.</p><p>Over the near term, the QQQ is likely headed to June lows of ~$270, which is a downside of -7%. With the near and medium-term risk/reward being unattractive, I continue to rate QQQ &#39;Neutral&#39; at ~$290.</p><p>While broad market [QQQ] is not enticing, there are loads of individual stocks offering asymmetric risk/reward opportunities. Being selective, contrarian, and right could yield spectacular returns for investors buying during periods of heightened volatility like the one we are experiencing today. I&#39;ll leave you with this thought - &#34;Invest actively and manage risk proactively.&#34;</p><p><b>Key Takeaway:</b> I am neutral on QQQ at current levels.</p><p>Thank you for reading, and happy investing. Please feel free to share any questions, thoughts, or concerns in the comments section below.</p><p><i>This article was written by Ahan Vashi, </i><i>for reference only.</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>QQQ: Summer Glory To Fade Off In Fall Obscurity?</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\">\nQQQ: Summer Glory To Fade Off In Fall Obscurity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factors driving this action.Furthermore, I share a fresh outlook for the QQQ now that my call for a retest...</p>\n\n<a href=\"https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158905038","content_text":"SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factors driving this action.Furthermore, I share a fresh outlook for the QQQ now that my call for a retest of June lows is looking nailed on to materialize.I rate QQQ 'Neutral' at $290.Dilok KlaisatapornIntroduction: Where Do We Stand?Invesco's QQQ (NASDAQ:QQQ) is an exchange-traded fund that tracks the tech-heavy Nasdaq-100 index. After a scintillating summer rally off of June lows, tech stocks and equity markets, in general, have resumed their downtrend. The lasttime I wrote on QQQ was back in early June, and here's what I said at the time:In the near term, I see QQQ running up to the $320-330 range, but over the medium term, we are likely to decline to $250-260. These targets are based on fundamental, quantitative, and technical analysis shared in today's note. With a near-term upside of 3-8% and a medium-term downside of ~20-25%, I'm not too fond of QQQ's risk/reward here. Therefore, I am neutral on QQQ at current levels.Source:Is QQQ A Buy Or Sell During The Dip? It's ComplicatedAfter initially dipping to ~$270 by mid-June, the QQQ went on a smashing rally to reach the $335 level by mid-August. On 15th August 2022, I wrote the following in my newsletter:A series of higher highs and higher lows seem to reflect a strong bullish reversal; however, below-average trading volumes are unnerving. We are close to a resistance zone in the $335-345 range, and on the weekly chart, QQQ is testing the top end of the falling wedge pattern we have traded in for the last nine months. A rejection from this zone could quite easily trigger a retest of June lows.Source:TQI Weekly - Issue #5: A New Bull Market Or Just Another Bear Market RallyQQQ's chart as of mid-August (WeBull Desktop)Now, I am not sharing this history to showcase some extraordinary ability to predict the stock market. Instead, I strongly believe that nobody knows where the market is going in the near term. All we can do is analyze the fundamental, quantitative, and technical data to get a better understanding of what could happen in the market. And then orient our investing operations to benefit from this probabilistic understanding of the market environment.Sticky inflation, rising interest rates, hawkish monetary policy, and slowing economic activity do not portend strong equity market returns for the foreseeable future. On Tuesday, the CPI inflation print came in hotter-than-expected at 8.3%, surprising market participants betting on a drop off in inflation. However, on the ground, inflation is slowing down [e.g., prices at the gas station are down significantly in recent weeks, home prices are declining, used auto prices are way off their peak, and there are many other instances]. Now, the lagging rents data (~30-40% of CPI) is set to make the headline inflation numbers look bad for some time to come.While renowned investors like Ray Dalio and Jeff Gundlach called out the rising probability of a recession during this week (and predicted another 20-25% decline in S&P500), the Fed seems to be focusing on countering inflation - moving full steam ahead with its quantitative tightening program. The expectations for the Fed's September meeting (on 21st and 22nd) are now pointing toward a 75-100 bps hike in the federal funds rate, and the bond market seems to be pricing in more hawkishness from Fed chair Jay Powell, as treasury rates continue to shift up rapidly.YChartsLegendary investor Warren Buffett's quote comes to mind:Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices. The most important item over time in valuation is obviously interest rates.As interest rates have shot up in 2022, equities have been getting re-rated lower, and after a 28% YTD decline, the P/E ratio for Invesco's QQQ ETF (QQQ) [an ETF tracking Nasdaq-100 index] has come down to ~22-23x. Looking at historical data from the past ten years, the QQQ seems like a no-brainer buy at around 20x earnings.GuruFocusHowever, persistently-high inflation, rising interest rates, and slowing economic activity (amidst waning consumer confidence) are significant threats to corporate earnings and the valuation multiples attached to these earnings. Honestly, earnings may be the next shoe to drop in this market cycle, and Q3 & Q4 could bring a lot more volatility to the equity markets.A Look At Some Recent Market ActionBroad market indices [S&P500 (SPX), Nasdaq-100 (NDX), and Dow Jones Industrial Average (DIA)] got off to a strong start in September; however, volatility returned to Wall Street last week. On Tuesday, stocks took a tumble (SPY down ~4%, QQQ down ~5%) as inflation data came in hotter-than-expected - raising expectations of a 75-100 bps rate hike by the Fed at its September meeting and even more hawkishness from the Fed. After a couple of benign days on Wednesday and Thursday, the sell-off resumed on Friday, with all major indices closing in the red. With the Fed tightening into a slowing economy, the fears of an economic recession are growing.YChartsAt my recently launched marketplace service, The Quantamental Investor, we saw our GARP & Buyback-Dividend portfolios experience a negative ROIC of -1.42% and -1.54% over the last two weeks, with a big chunk of weakness coming from a sell-off in large to mega-cap tech stocks. Interestingly, the performance of small to mid-cap (higher growth) companies was superior to that of their larger counterparts. As of the close on Friday, TQI's Moonshot Growth portfolio had an ROIC of +3.76%, which was better than iShares Russell 1000 Growth ETF's (IWF) return of -1.86%.At TQI, our playbook for this bear market is -Build long positions slowly and manage risk proactively.If equity prices continue to fall over the coming weeks and months, then our dollar cost averaging plan will prove to be an effective risk management strategy. At TQI, we started our core portfolios with a 50% cash position, which we intend to deploy in a staggered way over the next ten months.Where Is The Market Headed Next?I don't know where the market will be a week, a month, or a quarter from now. However, considering valuations and technical charts, I think a retest of QQQ's June lows of ~$270 is very likely in the near term.WeBull DesktopIf we fail to hold these levels, QQQ may be in for a decline to the $215-235 range. And I say this because the tech generals (largest components) in QQQ - Apple and Microsoft - have a potential downside of ~30-40% each. Read my latest articles on this subject to understand my reasoning for this call:Microsoft: Insider Selling, Frothy Valuation, Worsening Fundamentals, And More [September 15th, 2022]Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens Round-2 [August 25th, 2022]Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens [April 20th, 2022]We are getting closer to the Q3 (fall) earnings season, and that's when we could see a resolution on either side of the ~$270 level. With rising interest rates, the P/E trading multiples on QQQ are unlikely to expand in the foreseeable future (unless the earnings drop off, in which case the price will likely follow). Overall, I am not too fond of QQQ's medium-term risk-reward from current levels.Final ThoughtsThe Fed is hawkish as ever, and its balance sheet roll-off has just started. At some point, the Fed will break something in the economy, and then we will see yet another pivot. However, investors may have to undergo a lot more pain in equity markets before this happens. As the old adage goes -Don't Fight The Fed.And we are abiding by this rule in all of TQI's core portfolios by running our investing operations with ~50% in cash and deploying this cash slowly in a staggered fashion over a long period of time.Over the near term, the QQQ is likely headed to June lows of ~$270, which is a downside of -7%. With the near and medium-term risk/reward being unattractive, I continue to rate QQQ 'Neutral' at ~$290.While broad market [QQQ] is not enticing, there are loads of individual stocks offering asymmetric risk/reward opportunities. Being selective, contrarian, and right could yield spectacular returns for investors buying during periods of heightened volatility like the one we are experiencing today. I'll leave you with this thought - \"Invest actively and manage risk proactively.\"Key Takeaway: I am neutral on QQQ at current levels.Thank you for reading, and happy investing. Please feel free to share any questions, thoughts, or concerns in the comments section below.This article was written by Ahan Vashi, for reference only.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NDX":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937335861,"gmtCreate":1663370168754,"gmtModify":1676537258771,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937335861","repostId":"2268610718","repostType":4,"repost":{"id":"2268610718","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663369158,"share":"https://ttm.financial/m/news/2268610718?lang=&edition=full_marsco","pubTime":"2022-09-17 06:59","market":"us","language":"en","title":"US STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2268610718","media":"Reuters","summary":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Re","content":"<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</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>US STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-17 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4527":"明星科技股","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","BK4534":"瑞士信贷持仓","DJX":"1/100道琼斯","SDS":"两倍做空标普500ETF","XPO":"XPO Logistics","BK4503":"景林资产持仓","BK4581":"高盛持仓","OEX":"标普100","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4022":"陆运","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","BK4535":"淡马锡持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4538":"云计算","CPI":"IQ Real Return ETF","BK4579":"人工智能",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","FDX":"联邦快递","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4131":"航空货运与物流",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","AMZN":"亚马逊","SPY":"标普500ETF","BK4551":"寇图资本持仓","OEF":"标普100指数ETF-iShares","UPS":"联合包裹","BK4561":"索罗斯持仓","SH":"标普500反向ETF","DOG":"道指反向ETF","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","DDM":"道指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268610718","content_text":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors' flight to safety at the conclusion of a tumultuous week.All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&P 500 closing below 3,900, a closely watched support level.Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.\"It’s been a tough week. It feels Halloween came early\" said David Carter, managing director at JPMorgan in New York. \"We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.\"Risk-off sentiment went from simmer to boil in the wake of FedEx Corp's withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.FedEx's move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed's monetary policy meeting next week.\"While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,\" Carter added. \"The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.\"Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME's FedWatch tool.   The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.Nine of the 11 major sectors of the S&P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&P 500.Peers United Parcel Service and XPO Logistics slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.The CBOE Market Volatility index, often called \"the fear index,\" touched a two-month high, breezing past a level associated with heightened investor anxiety.Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AMZN":0.9,"CPI":1,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"FDX":0.9,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SSO":0.6,"UDOW":0.6,"UPRO":0.6,"UPS":0.9,"XPO":0.9}},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063173471,"gmtCreate":1651448902556,"gmtModify":1676534906058,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9063173471","repostId":"9069787942","repostType":1,"repost":{"id":9069787942,"gmtCreate":1651364879052,"gmtModify":1676534894340,"author":{"id":"4096861291958630","authorId":"4096861291958630","name":"StarLuck","avatar":"https://static.tigerbbs.com/68dadbe13922423705b61d7955659ae4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096861291958630","authorIdStr":"4096861291958630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Grab-Singtel and <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Sea Group consortia bag Malaysia digital bank licencesTWO Singapore-based consortia are among the 5 winners of Malaysia’s digital bank licences announced by Bank Negara Malaysia on Friday (Apr 29) – a consortium led by GXS Bank and Kuok Brothers, and another led by Sea Limited and YTL Digital Capital.GXS Bank is a Grab-Singtel joint venture, and the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.Before Malaysia's central bank unveiled the winners, these two consortia were already regard","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Grab-Singtel and <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Sea Group consortia bag Malaysia digital bank licencesTWO Singapore-based consortia are among the 5 winners of Malaysia’s digital bank licences announced by Bank Negara Malaysia on Friday (Apr 29) – a consortium led by GXS Bank and Kuok Brothers, and another led by Sea Limited and YTL Digital Capital.GXS Bank is a Grab-Singtel joint venture, and the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.Before Malaysia's central bank unveiled the winners, these two consortia were already regard","text":"$Grab Holdings(GRAB)$$SINGTEL(Z74.SI)$Grab-Singtel and $Sea Ltd(SE)$Sea Group consortia bag Malaysia digital bank licencesTWO Singapore-based consortia are among the 5 winners of Malaysia’s digital bank licences announced by Bank Negara Malaysia on Friday (Apr 29) – a consortium led by GXS Bank and Kuok Brothers, and another led by Sea Limited and YTL Digital Capital.GXS Bank is a Grab-Singtel joint venture, and the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.Before Malaysia's central bank unveiled the winners, these two consortia were already regard","images":[{"img":"https://community-static.tradeup.com/news/e2e1e142befc7fce7dfaded388dbaf34","width":"310","height":"163"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069787942","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093871592,"gmtCreate":1643597863459,"gmtModify":1676533834677,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093871592","repostId":"1101065601","repostType":4,"repost":{"id":"1101065601","kind":"news","pubTimestamp":1643588754,"share":"https://ttm.financial/m/news/1101065601?lang=&edition=full_marsco","pubTime":"2022-01-31 08:25","market":"us","language":"en","title":"SoFi Stock Has Dropped 27% in Price This Year, But Analysts Still Love It","url":"https://stock-news.laohu8.com/highlight/detail?id=1101065601","media":"investorplace","summary":"SoFi Technologies (NASDAQ:SOFI), the financial technology company, is still falling. I wrote about t","content":"<html><head></head><body><p>SoFi Technologies (NASDAQ:SOFI), the financial technology company, is still falling. I wrote about this last month when it was at $14.85. But since then, SOFI stock has tumbled again, and by mid-day Jan. 27, 2022, it was down to $11.56 per share.</p><p>That represents another 22% drop, and in fact, since the end of the year SOFI stock is actually down $4.25 from $15.81 as of Dec. 31. This means it was down 26.9% year-to-date (YTD) when it hit that price. This drop really seems unsustainable, especially since its underlying value is significantly higher.</p><p>So what is going on here? Let’s look into SoFi Technologies’ situation more closely.</p><p><b>Where Things Stand With SoFi</b></p><p>I wrote last month that SOFI stock is worth at least $19 per share based on analysts’ base target prices. Moreover, SoFi reported stellar earnings on Nov. 10, with the release of its third-quarter financial results.</p><p>In addition, SoFi now has 2.9 million members, up 96% year-over-year. This gives it a huge base to whom it can sell high numbers of financial products.</p><p>SoFi provided guidance of $272 million to $282 million for Q4. This is significantly higher than last year but represents only slightly higher than its Q3 revenue of $277.19 million on a non-GAAP basis.</p><p>That could be one reason why the stock has been so weak lately. Analysts and investors typically want to see good quarterly consecutive top-line growth. This implies that going forward its year-over-year growth will not decelerate, which is what seems to be happening here.</p><p><b>Where Analysts Stand on SoFi Stock</b></p><p>Nevertheless, analysts’ projections for the stock still seem quite ebullient. For example, Seeking Alpha now shows that the average of 12 analysts is now $20.23. This is higher than the $19 per share price target last month.</p><p>So, here we have a situation where analysts are turning more positive on the stock but it keeps falling. I don’t see that continuing for much longer.</p><p>In fact, TipRanks.com reports that 10 analysts who have written on the stock in the last 3 months have an average target price of $20.30. This represents an upside of over 75.3% over today’s price.</p><p>One of the problems with SoFi’s financials is that so far it is not EBITDA (earnings before interest, taxation, depreciation and amortization) profitable and cash flow positive. That could also be a reason why the stock has been so weak lately.</p><p>In fact, some investors might want to wait for the company to get to this point before investing in SOFI stock. On the other hand, analysts now project the company to make $1.46 billion in revenue in 2022. This implies a 46% potential upside from estimates of 2021 revenue by analysts.</p><p>Since SoFi has a $10.3 billion market cap now, this implies that the price-to-sales (P/S) multiple for 2022 is just 7.1 times. That does not seem very expensive. For example, Morningstar.com reports that the average P/S multiple during 2021 was 14.6 times.</p><p><b>What to Do With SoFi Stock</b></p><p>Recently, analysts have been taking note of the stock’s weakness and its higher underlying value. On Jan. 21, Wedbush initiated coverage on SOFI stock with an “outperform” rating and a $20 price target.</p><p>The analyst’s thesis was based on a five-year revenue compound annual growth rate of 28% through 2026. In addition, the analyst pointed out that the company’s clients will have an average FICO score of 750, which will allow it to have high profits and low write-off expenses.</p><p>In addition, SoFi recently received a bank charter, which also allows it to have lower funding expenses. It also gives them a competitive advantage over some of their peers.</p><p>As a result, investors might want to piggyback on this analyst’s recommendation and average down into the stock. This will allow them to significantly lower their average costs, which is good for long-term profits for the long-term investor.</p></body></html>","source":"lsy1606302653667","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>SoFi Stock Has Dropped 27% in Price This Year, But Analysts Still Love It</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\">\nSoFi Stock Has Dropped 27% in Price This Year, But Analysts Still Love It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/sofi-stock-could-rise-to-20-or-more-based-on-analysts-projections-for-revenue-growth-over-the-long-term/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies (NASDAQ:SOFI), the financial technology company, is still falling. I wrote about this last month when it was at $14.85. But since then, SOFI stock has tumbled again, and by mid-day ...</p>\n\n<a href=\"https://investorplace.com/2022/01/sofi-stock-could-rise-to-20-or-more-based-on-analysts-projections-for-revenue-growth-over-the-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/01/sofi-stock-could-rise-to-20-or-more-based-on-analysts-projections-for-revenue-growth-over-the-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101065601","content_text":"SoFi Technologies (NASDAQ:SOFI), the financial technology company, is still falling. I wrote about this last month when it was at $14.85. But since then, SOFI stock has tumbled again, and by mid-day Jan. 27, 2022, it was down to $11.56 per share.That represents another 22% drop, and in fact, since the end of the year SOFI stock is actually down $4.25 from $15.81 as of Dec. 31. This means it was down 26.9% year-to-date (YTD) when it hit that price. This drop really seems unsustainable, especially since its underlying value is significantly higher.So what is going on here? Let’s look into SoFi Technologies’ situation more closely.Where Things Stand With SoFiI wrote last month that SOFI stock is worth at least $19 per share based on analysts’ base target prices. Moreover, SoFi reported stellar earnings on Nov. 10, with the release of its third-quarter financial results.In addition, SoFi now has 2.9 million members, up 96% year-over-year. This gives it a huge base to whom it can sell high numbers of financial products.SoFi provided guidance of $272 million to $282 million for Q4. This is significantly higher than last year but represents only slightly higher than its Q3 revenue of $277.19 million on a non-GAAP basis.That could be one reason why the stock has been so weak lately. Analysts and investors typically want to see good quarterly consecutive top-line growth. This implies that going forward its year-over-year growth will not decelerate, which is what seems to be happening here.Where Analysts Stand on SoFi StockNevertheless, analysts’ projections for the stock still seem quite ebullient. For example, Seeking Alpha now shows that the average of 12 analysts is now $20.23. This is higher than the $19 per share price target last month.So, here we have a situation where analysts are turning more positive on the stock but it keeps falling. I don’t see that continuing for much longer.In fact, TipRanks.com reports that 10 analysts who have written on the stock in the last 3 months have an average target price of $20.30. This represents an upside of over 75.3% over today’s price.One of the problems with SoFi’s financials is that so far it is not EBITDA (earnings before interest, taxation, depreciation and amortization) profitable and cash flow positive. That could also be a reason why the stock has been so weak lately.In fact, some investors might want to wait for the company to get to this point before investing in SOFI stock. On the other hand, analysts now project the company to make $1.46 billion in revenue in 2022. This implies a 46% potential upside from estimates of 2021 revenue by analysts.Since SoFi has a $10.3 billion market cap now, this implies that the price-to-sales (P/S) multiple for 2022 is just 7.1 times. That does not seem very expensive. For example, Morningstar.com reports that the average P/S multiple during 2021 was 14.6 times.What to Do With SoFi StockRecently, analysts have been taking note of the stock’s weakness and its higher underlying value. On Jan. 21, Wedbush initiated coverage on SOFI stock with an “outperform” rating and a $20 price target.The analyst’s thesis was based on a five-year revenue compound annual growth rate of 28% through 2026. In addition, the analyst pointed out that the company’s clients will have an average FICO score of 750, which will allow it to have high profits and low write-off expenses.In addition, SoFi recently received a bank charter, which also allows it to have lower funding expenses. It also gives them a competitive advantage over some of their peers.As a result, investors might want to piggyback on this analyst’s recommendation and average down into the stock. This will allow them to significantly lower their average costs, which is good for long-term profits for the long-term investor.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099641683,"gmtCreate":1643353110106,"gmtModify":1676533809725,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9099641683","repostId":"1142997892","repostType":4,"repost":{"id":"1142997892","kind":"news","pubTimestamp":1643342367,"share":"https://ttm.financial/m/news/1142997892?lang=&edition=full_marsco","pubTime":"2022-01-28 11:59","market":"us","language":"en","title":"Apple’s Supply Chain Is Its Strongest Link","url":"https://stock-news.laohu8.com/highlight/detail?id=1142997892","media":"The Wall Street Journal","summary":"The tech giant mostly avoided getting clipped by shortages, as iPhone, Mac and wearable sales surpri","content":"<html><head></head><body><p>The tech giant mostly avoided getting clipped by shortages, as iPhone, Mac and wearable sales surprise</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1d5de5f3be661bcca8ae1bc684b3a78\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>Apple sold 6% more iPhones than Wall Street projected in the latest fiscal quarter; shoppers waited at an Apple store in New York City late last year.</span></p><p>Apple Inc.’s latest results prove the old adage about an 800-pound gorilla sitting wherever he wants—even if there doesn’t seem to be a chair.</p><p>In a market where even chip equipment makers can’t get enough chips, the world’s largest maker of consumer electronics found plenty. Enough, at least, to turn out better-than-expected sales across most of its product lines for its fiscal first quarter ended December. That helped Apple’s total revenue for the period rise 11% year over year to $123.9 billion. Analysts were expecting a gain of only 7% for the quarter. Apple’s share price rose 5% following its results Thursday afternoon.</p><p>The company conceded that it did experience supply constraints during the quarter—more so than in the previous period. But no other company in the technology hardware business has Apple’s combination of financial and operational might. Hence, the company acquired enough components to sell $71.6 billion of iPhones during the quarter—6% more than Wall Street had projected. That is up only 9% year over year, but it still represents a strong surprise given belief that the record cycle sparked by the iPhone 12 would peter out. The iPhone 13, introduced during the fall,added some pricier new models with higher memory configurations.</p><p><img src=\"https://static.tigerbbs.com/33afeb96c9691de1656b4ec794adfa50\" tg-width=\"484\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Apple’s operational heft also allowed the company to manage its bottom line well at a time when many of its peers are spending extra to secure supply and transportation. Apple’s operating income jumped 24% year over year to $41.5 billion. That resulted in operating margins of 33.6%—the highest in nearly a decade.</p><p>The company expects supply constraints to ease in the current quarter ending in March. But it still injected a note of caution, projecting a deceleration from the revenue growth seen in the most recent period. That is roughly in line with what Wall Street already expected for the quarter. And the strong Mac sales, driven by Apple’s new line of in-house processors, likely has momentum; sales in that segment surged 25% year over year to pass the $10 billion mark for the first time ever in the December quarter.</p><p>But the 5G promotional bursts that helped drive the last iPhone cycle won’t repeat, leaving Apple’s largest product still likely to revert to low single-digit growth this year.</p><p>The bright side is that Apple’s procurement prowess is unlikely to leave many sales unfilled.</p><p>Read:<a href=\"https://ttm.financial/NW/2206784037\" target=\"_blank\">Apple teases metaverse AR plans</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Supply Chain Is Its Strongest Link</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Supply Chain Is Its Strongest Link\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apples-supply-chain-is-its-strongest-link-11643326241><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant mostly avoided getting clipped by shortages, as iPhone, Mac and wearable sales surpriseApple sold 6% more iPhones than Wall Street projected in the latest fiscal quarter; shoppers ...</p>\n\n<a href=\"https://www.wsj.com/articles/apples-supply-chain-is-its-strongest-link-11643326241\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apples-supply-chain-is-its-strongest-link-11643326241","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142997892","content_text":"The tech giant mostly avoided getting clipped by shortages, as iPhone, Mac and wearable sales surpriseApple sold 6% more iPhones than Wall Street projected in the latest fiscal quarter; shoppers waited at an Apple store in New York City late last year.Apple Inc.’s latest results prove the old adage about an 800-pound gorilla sitting wherever he wants—even if there doesn’t seem to be a chair.In a market where even chip equipment makers can’t get enough chips, the world’s largest maker of consumer electronics found plenty. Enough, at least, to turn out better-than-expected sales across most of its product lines for its fiscal first quarter ended December. That helped Apple’s total revenue for the period rise 11% year over year to $123.9 billion. Analysts were expecting a gain of only 7% for the quarter. Apple’s share price rose 5% following its results Thursday afternoon.The company conceded that it did experience supply constraints during the quarter—more so than in the previous period. But no other company in the technology hardware business has Apple’s combination of financial and operational might. Hence, the company acquired enough components to sell $71.6 billion of iPhones during the quarter—6% more than Wall Street had projected. That is up only 9% year over year, but it still represents a strong surprise given belief that the record cycle sparked by the iPhone 12 would peter out. The iPhone 13, introduced during the fall,added some pricier new models with higher memory configurations.Apple’s operational heft also allowed the company to manage its bottom line well at a time when many of its peers are spending extra to secure supply and transportation. Apple’s operating income jumped 24% year over year to $41.5 billion. That resulted in operating margins of 33.6%—the highest in nearly a decade.The company expects supply constraints to ease in the current quarter ending in March. But it still injected a note of caution, projecting a deceleration from the revenue growth seen in the most recent period. That is roughly in line with what Wall Street already expected for the quarter. And the strong Mac sales, driven by Apple’s new line of in-house processors, likely has momentum; sales in that segment surged 25% year over year to pass the $10 billion mark for the first time ever in the December quarter.But the 5G promotional bursts that helped drive the last iPhone cycle won’t repeat, leaving Apple’s largest product still likely to revert to low single-digit growth this year.The bright side is that Apple’s procurement prowess is unlikely to leave many sales unfilled.Read:Apple teases metaverse AR plans","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090999175,"gmtCreate":1643063425041,"gmtModify":1676533769130,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"okie","listText":"okie","text":"okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9090999175","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://ttm.financial/m/news/1153487783?lang=&edition=full_marsco","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</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>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">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"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001257614,"gmtCreate":1641261269774,"gmtModify":1676533590224,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9001257614","repostId":"2200796420","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950989115,"gmtCreate":1672639119438,"gmtModify":1676538714862,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950989115","repostId":"1133603183","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986345927,"gmtCreate":1666907790169,"gmtModify":1676537826526,"author":{"id":"3568929142732138","authorId":"3568929142732138","name":"pkcruns","avatar":"https://static.tigerbbs.com/7e60c6b4c459f970f04a7674c89a4e2c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568929142732138","authorIdStr":"3568929142732138"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986345927","repostId":"2278722957","repostType":4,"repost":{"id":"2278722957","kind":"highlight","pubTimestamp":1666862660,"share":"https://ttm.financial/m/news/2278722957?lang=&edition=full_marsco","pubTime":"2022-10-27 17:24","market":"us","language":"en","title":"3 Extremely Safe Stocks That Can Double Your Money by 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2278722957","media":"Motley Fool","summary":"These highly profitable and time-tested stocks can deliver triple-digit total returns for patient investors over the next six years.","content":"<html><head></head><body><p>It&#39;s been quite some time since investors have contended with such a volatile year on Wall Street. According to data provided by Charlie Bilello, the CEO of Compound Capital Advisors, there have been 53 trading sessions where the <b>S&amp;P 500</b> has lost at least 1% of its value in 2022, through this past weekend. That&#39;s the highest annual total since the Great Recession in 2009, and we still have more than two months left in the year.</p><p>If this isn&#39;t enough proof that it&#39;s been a trying year, all three major U.S. stock indexes have fallen into a bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e07802bf5572ecd9d24f2bca421a1fdb\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>But just because equities are volatile, it doesn&#39;t mean investors have to head to the sideline. On the contrary, bear markets have historically been an excellent time to put your money to work.</p><p>What&#39;s more, investors have options for putting their cash to work. Those folks who don&#39;t have a stomach for heightened volatility or risk can buy safe stocks to weather the short-term storm and steadily grow their wealth over time. What follows are three extremely safe stocks with long histories of profitability, and they can double your money, including dividends paid, by 2028.</p><h2>AT&amp;T</h2><p>The first exceptionally safe stock that has the potential to double your money, including dividends paid, by 2028 is telecom giant <b>AT&amp;T</b>. As of this past weekend, it was yielding 6.49%. Over the next six years, this would equate to a 39% return from dividends alone.</p><p>In terms of volatility, AT&amp;T has a beta of 0.65. This means it&#39;s about 65% as volatile as the benchmark S&amp;P 500. For instance, if the S&amp;P 500 fell 1%, we would expect the stock to decline by just 0.65%. This lack of volatility is a reflection of wireless services and smartphones evolving into basic necessities over the past two decades. No matter how poorly the U.S. economy or stock markets perform, churn rates for AT&amp;T&#39;s wireless services remain relatively low.</p><p>Although AT&amp;T&#39;s faster-growth days are now firmly in the rearview mirror, it does have two catalysts that can move the needle in the years to come. Without question, its biggest catalyst is the 5G revolution. It&#39;s been roughly a decade since wireless download speeds were significantly improved. While it will cost a pretty penny for AT&amp;T to upgrade its infrastructure, the expectation is for consumers and businesses to respond by using more data, which happens to be where the company generates its beefiest margins.</p><p>To add to this point, AT&amp;T&#39;s third-quarter results featured 5.6% revenue growth in wireless service over the prior-year period. That&#39;s the fastest rate of wireless growth for the company in over a decade, which provides tangible evidence that its investments in 5G infrastructure are paying off.</p><p>The other notable driver for AT&amp;T is the spinoff of WarnerMedia in April, which subsequently merged with Discovery to create <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>. When the deal closed, AT&amp;T received $40.4 billion in cash, as well as the retention of select debt by Warner Bros. Discovery. The point being that AT&amp;T&#39;s debt-burdened balance sheet gained meaningful flexibility following this spinoff, which means its market-topping dividend should continue being paid out.</p><h2>Visa</h2><p>Whereas AT&amp;T&#39;s dividend should play a key role in helping investors possibly double their money by 2028, payment processor <b>Visa</b>&#39;s dividend yield of 0.79% is merely icing on the cake. Share price appreciation should do virtually all of the heavy lifting over the next six years.</p><p>One of the primary reasons Visa&#39;s volatility clocks in below that of the S&amp;P 500 is its predictable cyclical nature. Cyclical stocks tend to ebb and flow with the U.S. economy. Even though downturns are an inevitable part of the economic cycle, they don&#39;t last very long. So Visa&#39;s outperformance reflects that the U.S. and global economies spend a considerably longer amount of time expanding than contracting.</p><p>Something else working in Visa&#39;s favor is its domestic and international opportunities. Within the U.S., it held the lion&#39;s share of credit card network purchase volume (54%), as of 2020. In fact, it was the only one of the four major credit card networks in the U.S. to demonstrably expand its market share following the Great Recession.</p><p>As for its international prowess, Visa can benefit from the fact that most global transactions are still being conducted with cash. It will likely take decades to penetrate some of the most underbanked regions of the globe, which is a fancy way of saying that Visa has decades left to sustain a double-digit growth runway.</p><p>Also, as I&#39;ve previously pointed out, Visa&#39;s conservative operating approach is a positive. Its purposeful avoidance of lending means it isn&#39;t exposed to potential loan losses when recessions arise. By strictly focusing on payment processing, Visa is ensuring that it bounces back from recessions faster than its peers, as well as maintaining a profit margin above 50%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fb93210832b899df3daa20d3335535d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><h2>Berkshire Hathaway</h2><p>The third extremely safe stock that can double your money by 2028 is none other than conglomerate <b>Berkshire Hathaway</b>. Although Berkshire doesn&#39;t pay a dividend, it continues the theme of the companies on this list offering lower volatility than the S&amp;P 500.</p><p>While Berkshire Hathaway might not be a household name, its billionaire leader certainly is. Warren Buffett has been CEO of Berkshire since 1965, and in that time has overseen the creation of more than $620 billion in shareholder value. Perhaps more important, he&#39;s delivered an average annual return of 20.1% for his shareholders. Even though past performance is no indication of future results, a 57-year track record is sufficient evidence that Buffett has a knack for outperforming the broader market.</p><p>One of the most overlooked reasons for Berkshire Hathaway&#39;s success is its investment portfolio, which is packed with dividend stocks. Companies that pay a regular dividend are usually profitable, and history shows they tend to vastly outperform stocks that don&#39;t pay a dividend. Over the coming 12 months, Buffett&#39;s company is on pace to collect more than $6 billion in dividend income.</p><p>Warren Buffett happens to be a big fan of leaning on cyclical business as well. Rather than trying to foolishly time when a recession will occur, the Oracle of Omaha has packed his company&#39;s portfolio with businesses that&#39;ll thrive from the natural expansion of the U.S. and global economies over time, such as bank stocks.</p><p>Berkshire Hathaway&#39;s capital-return program is another reason for investors to be excited. Though Berkshire doesn&#39;t pay a dividend, there isn&#39;t a stock Buffett and his right-hand man Charlie Munger love buying more than shares of their own company. Over a four-year stretch, Buffett and Munger have repurchased $62.1 billion worth of Berkshire Hathaway Class A and Class B stock.</p><p>For businesses with steady or growing net income, stock repurchases can have a positive impact on earnings per share. This can make an already reasonably priced stock like Berkshire Hathaway appear all the more attractive.</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 Extremely Safe Stocks That Can Double Your Money by 2028</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 Extremely Safe Stocks That Can Double Your Money by 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/26/3-extremely-safe-stocks-double-your-money-by-2028/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite some time since investors have contended with such a volatile year on Wall Street. According to data provided by Charlie Bilello, the CEO of Compound Capital Advisors, there have been ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/26/3-extremely-safe-stocks-double-your-money-by-2028/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","BRK.B":"伯克希尔B","V":"Visa","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/10/26/3-extremely-safe-stocks-double-your-money-by-2028/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278722957","content_text":"It's been quite some time since investors have contended with such a volatile year on Wall Street. According to data provided by Charlie Bilello, the CEO of Compound Capital Advisors, there have been 53 trading sessions where the S&P 500 has lost at least 1% of its value in 2022, through this past weekend. That's the highest annual total since the Great Recession in 2009, and we still have more than two months left in the year.If this isn't enough proof that it's been a trying year, all three major U.S. stock indexes have fallen into a bear market.Image source: Getty Images.But just because equities are volatile, it doesn't mean investors have to head to the sideline. On the contrary, bear markets have historically been an excellent time to put your money to work.What's more, investors have options for putting their cash to work. Those folks who don't have a stomach for heightened volatility or risk can buy safe stocks to weather the short-term storm and steadily grow their wealth over time. What follows are three extremely safe stocks with long histories of profitability, and they can double your money, including dividends paid, by 2028.AT&TThe first exceptionally safe stock that has the potential to double your money, including dividends paid, by 2028 is telecom giant AT&T. As of this past weekend, it was yielding 6.49%. Over the next six years, this would equate to a 39% return from dividends alone.In terms of volatility, AT&T has a beta of 0.65. This means it's about 65% as volatile as the benchmark S&P 500. For instance, if the S&P 500 fell 1%, we would expect the stock to decline by just 0.65%. This lack of volatility is a reflection of wireless services and smartphones evolving into basic necessities over the past two decades. No matter how poorly the U.S. economy or stock markets perform, churn rates for AT&T's wireless services remain relatively low.Although AT&T's faster-growth days are now firmly in the rearview mirror, it does have two catalysts that can move the needle in the years to come. Without question, its biggest catalyst is the 5G revolution. It's been roughly a decade since wireless download speeds were significantly improved. While it will cost a pretty penny for AT&T to upgrade its infrastructure, the expectation is for consumers and businesses to respond by using more data, which happens to be where the company generates its beefiest margins.To add to this point, AT&T's third-quarter results featured 5.6% revenue growth in wireless service over the prior-year period. That's the fastest rate of wireless growth for the company in over a decade, which provides tangible evidence that its investments in 5G infrastructure are paying off.The other notable driver for AT&T is the spinoff of WarnerMedia in April, which subsequently merged with Discovery to create Warner Bros. Discovery. When the deal closed, AT&T received $40.4 billion in cash, as well as the retention of select debt by Warner Bros. Discovery. The point being that AT&T's debt-burdened balance sheet gained meaningful flexibility following this spinoff, which means its market-topping dividend should continue being paid out.VisaWhereas AT&T's dividend should play a key role in helping investors possibly double their money by 2028, payment processor Visa's dividend yield of 0.79% is merely icing on the cake. Share price appreciation should do virtually all of the heavy lifting over the next six years.One of the primary reasons Visa's volatility clocks in below that of the S&P 500 is its predictable cyclical nature. Cyclical stocks tend to ebb and flow with the U.S. economy. Even though downturns are an inevitable part of the economic cycle, they don't last very long. So Visa's outperformance reflects that the U.S. and global economies spend a considerably longer amount of time expanding than contracting.Something else working in Visa's favor is its domestic and international opportunities. Within the U.S., it held the lion's share of credit card network purchase volume (54%), as of 2020. In fact, it was the only one of the four major credit card networks in the U.S. to demonstrably expand its market share following the Great Recession.As for its international prowess, Visa can benefit from the fact that most global transactions are still being conducted with cash. It will likely take decades to penetrate some of the most underbanked regions of the globe, which is a fancy way of saying that Visa has decades left to sustain a double-digit growth runway.Also, as I've previously pointed out, Visa's conservative operating approach is a positive. Its purposeful avoidance of lending means it isn't exposed to potential loan losses when recessions arise. By strictly focusing on payment processing, Visa is ensuring that it bounces back from recessions faster than its peers, as well as maintaining a profit margin above 50%.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire HathawayThe third extremely safe stock that can double your money by 2028 is none other than conglomerate Berkshire Hathaway. Although Berkshire doesn't pay a dividend, it continues the theme of the companies on this list offering lower volatility than the S&P 500.While Berkshire Hathaway might not be a household name, its billionaire leader certainly is. Warren Buffett has been CEO of Berkshire since 1965, and in that time has overseen the creation of more than $620 billion in shareholder value. Perhaps more important, he's delivered an average annual return of 20.1% for his shareholders. Even though past performance is no indication of future results, a 57-year track record is sufficient evidence that Buffett has a knack for outperforming the broader market.One of the most overlooked reasons for Berkshire Hathaway's success is its investment portfolio, which is packed with dividend stocks. Companies that pay a regular dividend are usually profitable, and history shows they tend to vastly outperform stocks that don't pay a dividend. Over the coming 12 months, Buffett's company is on pace to collect more than $6 billion in dividend income.Warren Buffett happens to be a big fan of leaning on cyclical business as well. Rather than trying to foolishly time when a recession will occur, the Oracle of Omaha has packed his company's portfolio with businesses that'll thrive from the natural expansion of the U.S. and global economies over time, such as bank stocks.Berkshire Hathaway's capital-return program is another reason for investors to be excited. Though Berkshire doesn't pay a dividend, there isn't a stock Buffett and his right-hand man Charlie Munger love buying more than shares of their own company. Over a four-year stretch, Buffett and Munger have repurchased $62.1 billion worth of Berkshire Hathaway Class A and Class B stock.For businesses with steady or growing net income, stock repurchases can have a positive impact on earnings per share. This can make an already reasonably priced stock like Berkshire Hathaway appear all the more attractive.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"T":0.9,"V":0.9}},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}