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2022-05-28

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Dell Scored a Big Beat, But It Will Get Tougher From Here

2022-05-27

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2021-03-22

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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653712001,"share":"https://ttm.financial/m/news/2238676317?lang=en_US&edition=fundamental","pubTime":"2022-05-28 12:26","market":"us","language":"en","title":"Dell Scored a Big Beat, But It Will Get Tougher From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2238676317","media":"Dow Jones","summary":"The strong April quarter earnings report from Dell Technologies is giving a badly needed boost to te","content":"<html><head></head><body><p>The strong April quarter earnings report from <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.</p><p>But there are some particular elements of the Dell story to keep in mind that don&#39;t necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a> beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company&#39;s guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell&#39;s own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.</p><p>Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.</p><p>Client Solutions Group, Dell&#39;s PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell&#39;s portfolio.</p><p>The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> and the enterprise storage company  Nutanix <a href=\"https://laohu8.com/S/NTNX\">$(NTNX)$</a>.</p><p>And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.</p><p>Dell saved one of the best parts of the story for yesterday afternoon&#39;s conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.</p><p>Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company&#39;s July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.</p><p>There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company&#39;s market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell&#39;s debt load.</p><p>Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.</p><p>Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron&#39;s, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.</p><p>Meanwhile, Sweet said China&#39;s recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.</p><p>Sweet said that the company&#39;s Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.</p><p>As for macroeconomic issues, Sweet says that &#34;there are a lot of conflicting signals.&#34;</p><p>He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be &#34;a significant drag&#34; to margins.</p><p>Dell has raised prices on many products to compensate, he says, while noting that &#34;if you price too high, you slow down demand.&#34; Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.</p><p>The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.</p><p>&#34;It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,&#34; Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. &#34;The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.&#34;</p><p>Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company&#39;s elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.</p><p>The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.</p><p>On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a>, HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, Pure Storage <a href=\"https://laohu8.com/S/PSTG\">$(PSTG)$</a>, and NetApp <a href=\"https://laohu8.com/S/NTAP\">$(NTAP)$</a>, all of which report earnings next week, have all rallied 3%-4% on Friday.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a>, Cisco (CSCO), Western Digital <a href=\"https://laohu8.com/S/WDC.UK\">$(WDC.UK)$</a>, and Seagate <a href=\"https://laohu8.com/S/STX\">$(STX)$</a> are all trading higher as well.</p><p>Dell shares rallied 12.86% on Friday, the stock&#39;s biggest one-day move in more than two years, and the second-biggest in the company&#39;s history as a public company. That move has reduced Dell&#39;s year-to-date decline to 12%.</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>Dell Scored a Big Beat, But It Will Get Tougher From Here</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\">\nDell Scored a Big Beat, But It Will Get Tougher From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-28 12:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The strong April quarter earnings report from <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.</p><p>But there are some particular elements of the Dell story to keep in mind that don&#39;t necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a> beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company&#39;s guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell&#39;s own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.</p><p>Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.</p><p>Client Solutions Group, Dell&#39;s PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell&#39;s portfolio.</p><p>The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> and the enterprise storage company  Nutanix <a href=\"https://laohu8.com/S/NTNX\">$(NTNX)$</a>.</p><p>And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.</p><p>Dell saved one of the best parts of the story for yesterday afternoon&#39;s conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.</p><p>Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company&#39;s July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.</p><p>There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company&#39;s market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell&#39;s debt load.</p><p>Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.</p><p>Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron&#39;s, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.</p><p>Meanwhile, Sweet said China&#39;s recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.</p><p>Sweet said that the company&#39;s Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.</p><p>As for macroeconomic issues, Sweet says that &#34;there are a lot of conflicting signals.&#34;</p><p>He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be &#34;a significant drag&#34; to margins.</p><p>Dell has raised prices on many products to compensate, he says, while noting that &#34;if you price too high, you slow down demand.&#34; Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.</p><p>The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.</p><p>&#34;It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,&#34; Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. &#34;The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.&#34;</p><p>Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company&#39;s elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.</p><p>The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.</p><p>On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a>, HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, Pure Storage <a href=\"https://laohu8.com/S/PSTG\">$(PSTG)$</a>, and NetApp <a href=\"https://laohu8.com/S/NTAP\">$(NTAP)$</a>, all of which report earnings next week, have all rallied 3%-4% on Friday.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a>, Cisco (CSCO), Western Digital <a href=\"https://laohu8.com/S/WDC.UK\">$(WDC.UK)$</a>, and Seagate <a href=\"https://laohu8.com/S/STX\">$(STX)$</a> are all trading higher as well.</p><p>Dell shares rallied 12.86% on Friday, the stock&#39;s biggest one-day move in more than two years, and the second-biggest in the company&#39;s history as a public company. That move has reduced Dell&#39;s year-to-date decline to 12%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","BK1511":"疑似财技股","DELL":"戴尔","DVMT":"Dell Technologies Inc. Class V","BK1117":"系统软件","NTNX":"Nutanix Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238676317","content_text":"The strong April quarter earnings report from Dell Technologies is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.But there are some particular elements of the Dell story to keep in mind that don't necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.Dell beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company's guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell's own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.Client Solutions Group, Dell's PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell's portfolio.The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco $(CSCO)$ and the enterprise storage company  Nutanix $(NTNX)$.And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.Dell saved one of the best parts of the story for yesterday afternoon's conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company's July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company's market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell's debt load.Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron's, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.Meanwhile, Sweet said China's recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.Sweet said that the company's Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.As for macroeconomic issues, Sweet says that \"there are a lot of conflicting signals.\"He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be \"a significant drag\" to margins.Dell has raised prices on many products to compensate, he says, while noting that \"if you price too high, you slow down demand.\" Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.\"It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,\" Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. \"The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.\"Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company's elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise $(HPE)$, HP Inc. $(HPQ)$, Pure Storage $(PSTG)$, and NetApp $(NTAP)$, all of which report earnings next week, have all rallied 3%-4% on Friday.Apple $(AAPL)$, IBM $(IBM)$, Arista Networks $(ANET)$, Cisco (CSCO), Western Digital $(WDC.UK)$, and Seagate $(STX)$ are all trading higher as well.Dell shares rallied 12.86% on Friday, the stock's biggest one-day move in more than two years, and the second-biggest in the company's history as a public company. That move has reduced Dell's year-to-date decline to 12%.","news_type":1,"symbols_score_info":{"DVMT":1,"NTNX":0.9,"HPQ":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022726558,"gmtCreate":1653587393974,"gmtModify":1676535308941,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022726558","repostId":"2238856736","repostType":4,"repost":{"id":"2238856736","kind":"highlight","pubTimestamp":1653579019,"share":"https://ttm.financial/m/news/2238856736?lang=en_US&edition=fundamental","pubTime":"2022-05-26 23:30","market":"us","language":"en","title":"Bear Market Playbook: Cash, Patience And Vigilance","url":"https://stock-news.laohu8.com/highlight/detail?id=2238856736","media":"MoneyShow","summary":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.</li><li>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.</li><li>As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</li><li>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec9c220bfd36f42efd9859baf1d5a2\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Adam Gault/OJO Images via Getty Images By Monty Guild</span></p><p>The damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.</p><p>There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.</p><p>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).</p><p>As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dfb7c5fd7b17a296ba44bd22eca7c5b\" tg-width=\"1168\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 NTM P/E (Author)</span></p><p>The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline <i>below</i> those sane levels, presenting particularly appealing opportunities.</p><p>What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/820584a96aa27afaa500c78ed0fd92b6\" tg-width=\"1280\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/><span>Money Supply YoY Growth (M2) (Morgan Stanley Research)</span></p><p>Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word <i>beginning.</i> Our firm has an institutional memory of the inflation-driven bear market of the 1970s.</p><p>We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to <i>approach</i>making good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.</p><p><b>A Bear Market Strategy</b></p><p>Patience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.</p><p>The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.</p><p>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.</p><p><b>Innovation and Mean-Reversion</b></p><p>The current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.</p><p>Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa712dc92eeb3f8a56d1e7eb63ef2636\" tg-width=\"1280\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>SPY, ARKK (Morgan Stanley Research)</span></p><p>That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.</p><p>Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.</p><p>Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.</p><p>As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.</p><p><b>Investment implications</b></p><p>Multiple contraction alone on the basis of rising rates suggests a 3800 target for the S&amp;P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”</p><p>We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.</p><p>The reason you have to maintain some optimism is that the movement of fear and negative sentiment from <i>high</i> to <i>neutral</i> can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.</p><p>However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.</p><p>We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.</p><p>When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.</p><p>Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.</p><p>We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.</p></body></html>","source":"lsy1653567943406","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>Bear Market Playbook: Cash, Patience And Vigilance</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\">\nBear Market Playbook: Cash, Patience And Vigilance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063><strong>MoneyShow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving...</p>\n\n<a href=\"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238856736","content_text":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.Adam Gault/OJO Images via Getty Images By Monty GuildThe damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.S&P 500 NTM P/E (Author)The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline below those sane levels, presenting particularly appealing opportunities.What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.Money Supply YoY Growth (M2) (Morgan Stanley Research)Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word beginning. Our firm has an institutional memory of the inflation-driven bear market of the 1970s.We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to approachmaking good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.A Bear Market StrategyPatience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.Innovation and Mean-ReversionThe current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&P 500.SPY, ARKK (Morgan Stanley Research)That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.Investment implicationsMultiple contraction alone on the basis of rising rates suggests a 3800 target for the S&P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.The reason you have to maintain some optimism is that the movement of fear and negative sentiment from high to neutral can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.6,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022726627,"gmtCreate":1653587351969,"gmtModify":1676535308940,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022726627","repostId":"2238689001","repostType":4,"repost":{"id":"2238689001","kind":"highlight","pubTimestamp":1653571115,"share":"https://ttm.financial/m/news/2238689001?lang=en_US&edition=fundamental","pubTime":"2022-05-26 21:18","market":"us","language":"en","title":"Palantir Is Getting Into Garbage in Partnership With Rubicon Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=2238689001","media":"Barrons","summary":"The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (t","content":"<html><head></head><body><p>The data analytics giant Palantir Technologies is moving into crunching numbers on trash.</p><p>Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software and solutions provider to the waste and recycling industry.</p><p>Rubicon wants to be the operating system for the waste industry, providing haulers with software and connectivity solutions to help make them more efficient, as well as data-collection solutions for cities and companies generating garbage.</p><p>Rubicon believes the waste industry has too much, well, waste and is ripe for disruption. The relationship with Palantir enhances Rubicon&#39;s data analytics capabilities, which eventually will help save waste generators and haulers money, it said. Palantir will also help Rubicon commercialize some of its products.</p><p>&#34;Data has been at the center of the Rubicon story since our company&#39;s founding, and the application of data to business processes is what has enabled us to consistently drive environmental innovation in the waste and recycling category,&#34; said Rubicon CEO Nate Morris in the companies&#39; news release.</p><p>Rubicon isn&#39;t a public company yet. It is merging with the special-purpose acquisition company <a href=\"https://laohu8.com/S/FOUN\">Founder SPAC</a> (FOUN) to raise additional capital. When the merger is complete, the combined company will trade under the stock symbol &#34;RBT.&#34; The deal will raise about $350 million in cash for Rubicon.</p><p>The transaction values Rubicon stock at about $2 billion based on about 199 million shares outstanding when the deal closes. That is expected to happen in the second quarter of 2022 .</p><p>Since the merger was announced in mid-December, Founder stock, which will become Rubicon, is up about 1%. That isn&#39;t bad, given that the S&amp;P 500 and Nasdaq Composite are down about 15% and 25%, respectively, over the same span. The Defiance Next Gen SPAC Derived ETF has fallen 32%.</p><p>Founder stock may have held up better than other stocks and SPAC shares because Rubicon has sales and is more modestly valued than other software companies. The company generated $583 million in 2021 and expects to generate about $736 million in 2022. That&#39;s about 26% year over year growth. The company generates gross profits, but not operating profit just yet.</p><p>Shares of Founder trade for, very roughly, three times Rubicon&#39;s sales. Software companies in the S&amp;P 500 trade for closer to nine times sales, although those in the market benchmark have a better mix of growth and profit margins.</p><p>The software components of the S&amp;P 500 have been growing sales at roughly 14% a year on average for the past three years. Operating profit margins are about 34% for the group. Of course, software companies in the S&amp;P 500 are mature and include companies such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> that generate tens of billions in annual sales.</p><p>The Palantir relationship is designed to enhance Rubicon&#39;s offerings. That could mean even faster sales growth for investors.</p><p>Coming into Wednesday trading, Palantir stock was off about 56% year to date.</p></body></html>","source":"lsy1601382232898","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>Palantir Is Getting Into Garbage in Partnership With Rubicon Technologies</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\">\nPalantir Is Getting Into Garbage in Partnership With Rubicon Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 21:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238689001","content_text":"The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software and solutions provider to the waste and recycling industry.Rubicon wants to be the operating system for the waste industry, providing haulers with software and connectivity solutions to help make them more efficient, as well as data-collection solutions for cities and companies generating garbage.Rubicon believes the waste industry has too much, well, waste and is ripe for disruption. The relationship with Palantir enhances Rubicon's data analytics capabilities, which eventually will help save waste generators and haulers money, it said. Palantir will also help Rubicon commercialize some of its products.\"Data has been at the center of the Rubicon story since our company's founding, and the application of data to business processes is what has enabled us to consistently drive environmental innovation in the waste and recycling category,\" said Rubicon CEO Nate Morris in the companies' news release.Rubicon isn't a public company yet. It is merging with the special-purpose acquisition company Founder SPAC (FOUN) to raise additional capital. When the merger is complete, the combined company will trade under the stock symbol \"RBT.\" The deal will raise about $350 million in cash for Rubicon.The transaction values Rubicon stock at about $2 billion based on about 199 million shares outstanding when the deal closes. That is expected to happen in the second quarter of 2022 .Since the merger was announced in mid-December, Founder stock, which will become Rubicon, is up about 1%. That isn't bad, given that the S&P 500 and Nasdaq Composite are down about 15% and 25%, respectively, over the same span. The Defiance Next Gen SPAC Derived ETF has fallen 32%.Founder stock may have held up better than other stocks and SPAC shares because Rubicon has sales and is more modestly valued than other software companies. The company generated $583 million in 2021 and expects to generate about $736 million in 2022. That's about 26% year over year growth. The company generates gross profits, but not operating profit just yet.Shares of Founder trade for, very roughly, three times Rubicon's sales. Software companies in the S&P 500 trade for closer to nine times sales, although those in the market benchmark have a better mix of growth and profit margins.The software components of the S&P 500 have been growing sales at roughly 14% a year on average for the past three years. Operating profit margins are about 34% for the group. Of course, software companies in the S&P 500 are mature and include companies such as Salesforce that generate tens of billions in annual sales.The Palantir relationship is designed to enhance Rubicon's offerings. That could mean even faster sales growth for investors.Coming into Wednesday trading, Palantir stock was off about 56% year to date.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359874843,"gmtCreate":1616387760182,"gmtModify":1704793358556,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359874843","repostId":"1103756496","repostType":4,"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322054948,"gmtCreate":1615747825184,"gmtModify":1704786074930,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322054948","repostId":"1164162618","repostType":4,"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322054010,"gmtCreate":1615747796730,"gmtModify":1704786074768,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322054010","repostId":"2118950916","repostType":4,"isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9025499920,"gmtCreate":1653712722360,"gmtModify":1676535332199,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025499920","repostId":"2238676317","repostType":4,"repost":{"id":"2238676317","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653712001,"share":"https://ttm.financial/m/news/2238676317?lang=en_US&edition=fundamental","pubTime":"2022-05-28 12:26","market":"us","language":"en","title":"Dell Scored a Big Beat, But It Will Get Tougher From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2238676317","media":"Dow Jones","summary":"The strong April quarter earnings report from Dell Technologies is giving a badly needed boost to te","content":"<html><head></head><body><p>The strong April quarter earnings report from <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.</p><p>But there are some particular elements of the Dell story to keep in mind that don&#39;t necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a> beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company&#39;s guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell&#39;s own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.</p><p>Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.</p><p>Client Solutions Group, Dell&#39;s PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell&#39;s portfolio.</p><p>The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> and the enterprise storage company  Nutanix <a href=\"https://laohu8.com/S/NTNX\">$(NTNX)$</a>.</p><p>And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.</p><p>Dell saved one of the best parts of the story for yesterday afternoon&#39;s conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.</p><p>Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company&#39;s July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.</p><p>There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company&#39;s market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell&#39;s debt load.</p><p>Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.</p><p>Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron&#39;s, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.</p><p>Meanwhile, Sweet said China&#39;s recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.</p><p>Sweet said that the company&#39;s Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.</p><p>As for macroeconomic issues, Sweet says that &#34;there are a lot of conflicting signals.&#34;</p><p>He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be &#34;a significant drag&#34; to margins.</p><p>Dell has raised prices on many products to compensate, he says, while noting that &#34;if you price too high, you slow down demand.&#34; Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.</p><p>The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.</p><p>&#34;It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,&#34; Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. &#34;The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.&#34;</p><p>Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company&#39;s elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.</p><p>The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.</p><p>On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a>, HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, Pure Storage <a href=\"https://laohu8.com/S/PSTG\">$(PSTG)$</a>, and NetApp <a href=\"https://laohu8.com/S/NTAP\">$(NTAP)$</a>, all of which report earnings next week, have all rallied 3%-4% on Friday.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a>, Cisco (CSCO), Western Digital <a href=\"https://laohu8.com/S/WDC.UK\">$(WDC.UK)$</a>, and Seagate <a href=\"https://laohu8.com/S/STX\">$(STX)$</a> are all trading higher as well.</p><p>Dell shares rallied 12.86% on Friday, the stock&#39;s biggest one-day move in more than two years, and the second-biggest in the company&#39;s history as a public company. That move has reduced Dell&#39;s year-to-date decline to 12%.</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>Dell Scored a Big Beat, But It Will Get Tougher From Here</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\">\nDell Scored a Big Beat, But It Will Get Tougher From Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-28 12:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The strong April quarter earnings report from <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.</p><p>But there are some particular elements of the Dell story to keep in mind that don&#39;t necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a> beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company&#39;s guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell&#39;s own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.</p><p>Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.</p><p>Client Solutions Group, Dell&#39;s PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell&#39;s portfolio.</p><p>The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> and the enterprise storage company  Nutanix <a href=\"https://laohu8.com/S/NTNX\">$(NTNX)$</a>.</p><p>And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.</p><p>Dell saved one of the best parts of the story for yesterday afternoon&#39;s conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.</p><p>Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company&#39;s July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.</p><p>There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company&#39;s market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell&#39;s debt load.</p><p>Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.</p><p>Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron&#39;s, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.</p><p>Meanwhile, Sweet said China&#39;s recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.</p><p>Sweet said that the company&#39;s Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.</p><p>As for macroeconomic issues, Sweet says that &#34;there are a lot of conflicting signals.&#34;</p><p>He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be &#34;a significant drag&#34; to margins.</p><p>Dell has raised prices on many products to compensate, he says, while noting that &#34;if you price too high, you slow down demand.&#34; Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.</p><p>The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.</p><p>&#34;It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,&#34; Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. &#34;The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.&#34;</p><p>Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company&#39;s elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.</p><p>The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.</p><p>On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a>, HP Inc. <a href=\"https://laohu8.com/S/HPQ\">$(HPQ)$</a>, Pure Storage <a href=\"https://laohu8.com/S/PSTG\">$(PSTG)$</a>, and NetApp <a href=\"https://laohu8.com/S/NTAP\">$(NTAP)$</a>, all of which report earnings next week, have all rallied 3%-4% on Friday.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, Arista Networks <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a>, Cisco (CSCO), Western Digital <a href=\"https://laohu8.com/S/WDC.UK\">$(WDC.UK)$</a>, and Seagate <a href=\"https://laohu8.com/S/STX\">$(STX)$</a> are all trading higher as well.</p><p>Dell shares rallied 12.86% on Friday, the stock&#39;s biggest one-day move in more than two years, and the second-biggest in the company&#39;s history as a public company. That move has reduced Dell&#39;s year-to-date decline to 12%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","BK1511":"疑似财技股","DELL":"戴尔","DVMT":"Dell Technologies Inc. Class V","BK1117":"系统软件","NTNX":"Nutanix Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238676317","content_text":"The strong April quarter earnings report from Dell Technologies is giving a badly needed boost to technology shares generally, and to enterprise hardware stocks in particular.But there are some particular elements of the Dell story to keep in mind that don't necessarily translate to other players -- and Dell investors should be aware that the road gets tougher from here.Dell beat Street expectations for the quarter on every measure. Revenue was $26.1 billion, up 16% from a year ago, and well ahead of both the company's guidance range of $24.5 billion to $25.7 billion, and the Street consensus at $25 billion. Likewise, non-GAAP profits of $1.84 a share blew past both Dell's own forecast of $1.25 to $1.50 a share, and Street consensus at $1.39.Things looked even better under the surface. Infrastructure Solutions Group, which sells storage, servers, and networking gear to enterprise customers, had 16% revenue growth, a big beat over the Street consensus forecast for 5% growth. That was driven by 9% growth in storage, and 22% growth in servers and networking, both above expectations.Client Solutions Group, Dell's PC business, grew 17%, with 22% in commercial PCs partially offset by just 3% growth in consumer PCs, a relatively small part of Dell's portfolio.The strong results in enterprise hardware were a nice contrast with disappointing recent earnings points from both networking giant  Cisco $(CSCO)$ and the enterprise storage company  Nutanix $(NTNX)$.And the strength in PCs came despite widely acknowledged slowing in the overall PC market, as Dell takes market share with its focus on PCs for the business market.Dell saved one of the best parts of the story for yesterday afternoon's conference call with analysts, substantially increasing its outlook for the January 2023 fiscal year.Dell now sees revenue growth for the year of 6%, with non-GAAP earnings growth of 12% -- that is well above its previous forecast of 3% to 4% revenue growth and 6% profit growth. And the company's July quarter guidance -- which calls for 10% revenue growth and profits of $1.55 to $1.70 a share -- beat Street estimates on both measures.There were other positives. Dell bought back $1.5 billion of stock in the quarter, close to 5% of the company's market cap. Dell had instituted a $5 billion repurchase plan two quarters ago, following the recent spinout of its stake in VMware. As part of that transaction, VMware issued a special dividend to its largest holders, i.e., mostly to Dell itself, with most of the cash targeted at reducing Dell's debt load.Dell also got a chunk of cash from the recent $4 billion sale of its former Boomi Technologies software unit to private-equity investors. CFO Tom Sweet said Dell will continue to buy back shares, but the pace will slow.Dell spent almost no time on the earnings call talking about Russia and Ukraine. In an interview with Barron's, Sweet noted that the company has stopped doing business in both countries, where Dell had been generating about $1 billion a year in revenue combined.Meanwhile, Sweet said China's recent Covid-related shutdowns of manufacturing sites in Shanghai was an issue, with backlog running at higher-than-normal levels for both the PC and enterprise hardware businesses.Sweet said that the company's Latitude notebook PC line is manufactured in that area, and components used in those products and others are produced there as well. But Dell appears to have navigated the supply-chain issues more nimbly than some other enterprise hardware players.As for macroeconomic issues, Sweet says that \"there are a lot of conflicting signals.\"He notes that input costs are rising, with logistics and transportation costs a particular issue, and component shortages remain a problem. He expects those elements to continue to be \"a significant drag\" to margins.Dell has raised prices on many products to compensate, he says, while noting that \"if you price too high, you slow down demand.\" Sweet sees some margin compression ahead, as well as headwinds from unfavorable currency exchange rates.The Street was pleased with the numbers, particularly given recent stumbles by other hardware players.\"It is very clear Dell is gaining share and executing a challenging supply chain environment in a very impressive manner,\" Barclays analyst Jim Suva writes in a research note, while repeating his Buy rating and $65 target price. \"The handoff from consumer IT spending to corporate IT spending helps Dell and we are at the early innings of this handoff.\"Evercore ISI analyst Amit Daryanani, who had recommended buying Dell shares heading into the report, writes in a research note that while the guidance was better than the Street had feared, it still looks conservative, implying flat year-over-year sales growth in the second half of the year. He thinks that the company's elevated backlog and continued tailwinds in the form of strong infrastructure demand should provide further upside from here. He keeps his Outperform rating, and lifts his target price to $63, from $60.The stock is hardly risk-free, with growth certain to slow measurably from here. But statistically, Dell remains one of the cheapest tech stocks, trading for 7 times expected current year profits and roughly 0.3 times projected sales -- and the company has a 3.3% dividend yield.On Friday, the strong Dell results triggered healthy gains across the hardware sector. Hewlett Packard Enterprise $(HPE)$, HP Inc. $(HPQ)$, Pure Storage $(PSTG)$, and NetApp $(NTAP)$, all of which report earnings next week, have all rallied 3%-4% on Friday.Apple $(AAPL)$, IBM $(IBM)$, Arista Networks $(ANET)$, Cisco (CSCO), Western Digital $(WDC.UK)$, and Seagate $(STX)$ are all trading higher as well.Dell shares rallied 12.86% on Friday, the stock's biggest one-day move in more than two years, and the second-biggest in the company's history as a public company. That move has reduced Dell's year-to-date decline to 12%.","news_type":1,"symbols_score_info":{"DVMT":1,"NTNX":0.9,"HPQ":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022726558,"gmtCreate":1653587393974,"gmtModify":1676535308941,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022726558","repostId":"2238856736","repostType":4,"repost":{"id":"2238856736","kind":"highlight","pubTimestamp":1653579019,"share":"https://ttm.financial/m/news/2238856736?lang=en_US&edition=fundamental","pubTime":"2022-05-26 23:30","market":"us","language":"en","title":"Bear Market Playbook: Cash, Patience And Vigilance","url":"https://stock-news.laohu8.com/highlight/detail?id=2238856736","media":"MoneyShow","summary":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.</li><li>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.</li><li>As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</li><li>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec9c220bfd36f42efd9859baf1d5a2\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Adam Gault/OJO Images via Getty Images By Monty Guild</span></p><p>The damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&amp;P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.</p><p>There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.</p><p>The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).</p><p>As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dfb7c5fd7b17a296ba44bd22eca7c5b\" tg-width=\"1168\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 NTM P/E (Author)</span></p><p>The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline <i>below</i> those sane levels, presenting particularly appealing opportunities.</p><p>What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/820584a96aa27afaa500c78ed0fd92b6\" tg-width=\"1280\" tg-height=\"776\" referrerpolicy=\"no-referrer\"/><span>Money Supply YoY Growth (M2) (Morgan Stanley Research)</span></p><p>Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word <i>beginning.</i> Our firm has an institutional memory of the inflation-driven bear market of the 1970s.</p><p>We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to <i>approach</i>making good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.</p><p><b>A Bear Market Strategy</b></p><p>Patience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.</p><p>The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.</p><p>After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.</p><p><b>Innovation and Mean-Reversion</b></p><p>The current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.</p><p>Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa712dc92eeb3f8a56d1e7eb63ef2636\" tg-width=\"1280\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>SPY, ARKK (Morgan Stanley Research)</span></p><p>That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.</p><p>Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.</p><p>Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.</p><p>As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.</p><p><b>Investment implications</b></p><p>Multiple contraction alone on the basis of rising rates suggests a 3800 target for the S&amp;P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”</p><p>We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.</p><p>The reason you have to maintain some optimism is that the movement of fear and negative sentiment from <i>high</i> to <i>neutral</i> can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.</p><p>However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.</p><p>We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.</p><p>When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.</p><p>Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.</p><p>We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.</p></body></html>","source":"lsy1653567943406","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>Bear Market Playbook: Cash, Patience And Vigilance</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\">\nBear Market Playbook: Cash, Patience And Vigilance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063><strong>MoneyShow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving...</p>\n\n<a href=\"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.moneyshow.com/articles/dailyguru-58807/bear-market-playbook-cash-patience-and-vigilance/?scode=044063","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238856736","content_text":"SummaryOn the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings.As interest rates rise, that number, for the stock market taken as a whole, will fall. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety.Adam Gault/OJO Images via Getty Images By Monty GuildThe damage to stocks is more evident internally than externally. On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. A lot of pain has already happened.There are some external factors at work here, and these may be ushering in some structural changes to global finance and economics. But still, what is happening right now is altogether simpler, and in a way, that’s comforting.The Fed is raising rates and reducing liquidity by allowing assets on its balance sheet to roll off. Interest rates - the “cost of money” - are the fundamental market-wide variable governing how much investors are willing to pay for a company on the basis of its earnings (that is, the P/E ratio, or price-to-earnings multiple).As interest rates rise, that number, for the stock market taken as a whole, will fall. We believe it will fall back towards historical norms; indeed, it already is doing so. Layer in the anticipation of decelerating earnings or a potential recession, and the price contraction is even sharper.S&P 500 NTM P/E (Author)The central message to investors is this: what is happening is not outlandish; it is normal and expected. Indeed, it is actually creating opportunities to buy high-quality assets when their prices have declined to sane levels in accord with historical norms and prevailing industry conditions. Many high-quality assets will see their prices decline below those sane levels, presenting particularly appealing opportunities.What’s happening is simply the result of a hangover. Extraordinary monetary policy made the financial system flush with liquidity, which was used to bid up stock prices - and in the last stages of this process, all sense of proportion, caution, and historical norms was cast aside.Money Supply YoY Growth (M2) (Morgan Stanley Research)Now the punch bowl is being taken away from the party, sirens can be heard faintly in the background, and sobriety is beginning to set in. Note the word beginning. Our firm has an institutional memory of the inflation-driven bear market of the 1970s.We believe that a market-level bottom still needs to be found - simply because more pain remains to be inflicted on some industries by rising rates if the Fed is even going to approachmaking good on its stated intention to deal with inflation. And while inflation is likely peaking now, we believe, as we have said for some time, that it will not return to the pre-pandemic 1-2% norm for many years.A Bear Market StrategyPatience is the watch word. The P/E chart above shows the extent to which valuations have already declined. However, it’s important to bear in mind that this is a market-wide chart, concealing wide variation among industries and individual companies about what constitutes an attractive valuation.The sharp decline in market-level valuations points out a notable characteristic of contemporary markets: the prominence of passive investing, which now comprises most of market flows, means that in a period of liquidation such as we are now experiencing, good companies will get sold off indiscriminately with bad.After the dust settles, Mr. Market will get sober and realize that certain companies were pushed down with the broad market to valuation levels too low for their fundamentals. Our job is to find these opportunities before Mr. Market’s moment of sobriety, and we are already identifying them.Innovation and Mean-ReversionThe current swoon may be setting up a once-in-a-decade opportunity. We have seen this movie before, and it is not fun to watch - but value is being created. We do not favor moving portfolios totally to cash, because we believe that there will still be tactical opportunities and worthwhile long-term defensible holds even in the midst of a general liquidation. Further, in an inflationary environment, holding cash is in itself risky and costly.Reversion to the mean is a reality. We mean no disrespect to ARK Invest and its management when we point out that on a five-year basis, the performance of the ARK Innovation Fund (ARKK), a flagship of the most prominent tech innovators and disruptors, has now fallen below the S&P 500.SPY, ARKK (Morgan Stanley Research)That chart is itself a perfect visual representation of mean reversion. However, it’s important to remember that the market is not the economy; and the economy is not the current stage of the economic cycle.Just as in the dot com bust - perhaps even more so - among the present-day stock market wreckage of decimated innovators, there remain companies that are at the forefront of the technological transformation of the world through networking, digitization, automation, and artificial intelligence.Many of these are components of ARK’s funds, and will become new Amazons and Googles in their respective industries - but not before they’ve endured more exile in the wilderness.As a quick note on crypto, we have watched the implosion of LUNA (LUNA-USD) and UST (UST-USD) with interest. To us, the takeaway is simple: the wild west days of crypto are ending, and the regulators are coming. As we have said for years, we believe this is a good thing. Regulators aren’t perfect, but they are necessary, and financial history shows the disasters that can unfold in their absence.Investment implicationsMultiple contraction alone on the basis of rising rates suggests a 3800 target for the S&P 500. However, should earnings disappoint or more signs of recession appear, a deeper market-wide decline would likely be in the cards. It is not yet time to sound the “all clear.”We could have a choppy or lower market with some rallies and declines until later this year, when the market has had a chance to see how much corporate profits will be impacted by the ongoing inflation, and which industries will be hurt and helped by inflation. It will gradually become clear whether we’re entering a multi-year bear market or simply enduring a deep correction within the market’s many-decade upward trajectory.The reason you have to maintain some optimism is that the movement of fear and negative sentiment from high to neutral can see markets rally a lot, long before sentiment is actually bullish. On the positive side, as we have noted, some real bargains are starting to appear and we are refining our buy list of companies that we believe have strong long-term prospects.However, the coming bull market, when it emerges, is unlikely to be a QE-driven bull market like what prevailed from 2009 to 2021. Because it will be based more on economic, revenue, and earnings growth, it will be choppier, more volatile, and more company-, sector-, and industry-specific than the previous bull market.We believe elements of the commodity complex, such as food and battery minerals, will be attractive. Future growth areas - all under the rubric of “growth at a reasonable price” - will include software, disruptive technologies, semiconductors, fintech and defi, and cybersecurity, among others.When investing in innovation, focus on influential, substantive innovations - innovations that most deeply affect standards of living, and are important to further real-world technological and economic progress. In short, not mere novelty items; this is where patience might be required.Moving forward, strong margins and balance sheets are likely to draw more attention than they did in an era where investors focused somewhat myopically on revenue growth.We believe high inflation in food, clothing, shelter, fuel, and other consumer necessities, combined with wages not keeping pace with inflation, will weaken discretionary consumer spending. Supply chains will remain a point of difficulty and concern, and the process of reshoring and the transition will continue for years.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.6,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022726627,"gmtCreate":1653587351969,"gmtModify":1676535308940,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022726627","repostId":"2238689001","repostType":4,"repost":{"id":"2238689001","kind":"highlight","pubTimestamp":1653571115,"share":"https://ttm.financial/m/news/2238689001?lang=en_US&edition=fundamental","pubTime":"2022-05-26 21:18","market":"us","language":"en","title":"Palantir Is Getting Into Garbage in Partnership With Rubicon Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=2238689001","media":"Barrons","summary":"The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (t","content":"<html><head></head><body><p>The data analytics giant Palantir Technologies is moving into crunching numbers on trash.</p><p>Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software and solutions provider to the waste and recycling industry.</p><p>Rubicon wants to be the operating system for the waste industry, providing haulers with software and connectivity solutions to help make them more efficient, as well as data-collection solutions for cities and companies generating garbage.</p><p>Rubicon believes the waste industry has too much, well, waste and is ripe for disruption. The relationship with Palantir enhances Rubicon&#39;s data analytics capabilities, which eventually will help save waste generators and haulers money, it said. Palantir will also help Rubicon commercialize some of its products.</p><p>&#34;Data has been at the center of the Rubicon story since our company&#39;s founding, and the application of data to business processes is what has enabled us to consistently drive environmental innovation in the waste and recycling category,&#34; said Rubicon CEO Nate Morris in the companies&#39; news release.</p><p>Rubicon isn&#39;t a public company yet. It is merging with the special-purpose acquisition company <a href=\"https://laohu8.com/S/FOUN\">Founder SPAC</a> (FOUN) to raise additional capital. When the merger is complete, the combined company will trade under the stock symbol &#34;RBT.&#34; The deal will raise about $350 million in cash for Rubicon.</p><p>The transaction values Rubicon stock at about $2 billion based on about 199 million shares outstanding when the deal closes. That is expected to happen in the second quarter of 2022 .</p><p>Since the merger was announced in mid-December, Founder stock, which will become Rubicon, is up about 1%. That isn&#39;t bad, given that the S&amp;P 500 and Nasdaq Composite are down about 15% and 25%, respectively, over the same span. The Defiance Next Gen SPAC Derived ETF has fallen 32%.</p><p>Founder stock may have held up better than other stocks and SPAC shares because Rubicon has sales and is more modestly valued than other software companies. The company generated $583 million in 2021 and expects to generate about $736 million in 2022. That&#39;s about 26% year over year growth. The company generates gross profits, but not operating profit just yet.</p><p>Shares of Founder trade for, very roughly, three times Rubicon&#39;s sales. Software companies in the S&amp;P 500 trade for closer to nine times sales, although those in the market benchmark have a better mix of growth and profit margins.</p><p>The software components of the S&amp;P 500 have been growing sales at roughly 14% a year on average for the past three years. Operating profit margins are about 34% for the group. Of course, software companies in the S&amp;P 500 are mature and include companies such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> that generate tens of billions in annual sales.</p><p>The Palantir relationship is designed to enhance Rubicon&#39;s offerings. That could mean even faster sales growth for investors.</p><p>Coming into Wednesday trading, Palantir stock was off about 56% year to date.</p></body></html>","source":"lsy1601382232898","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>Palantir Is Getting Into Garbage in Partnership With Rubicon Technologies</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\">\nPalantir Is Getting Into Garbage in Partnership With Rubicon Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 21:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-rubicon-waste-data-analytics-51653568935?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238689001","content_text":"The data analytics giant Palantir Technologies is moving into crunching numbers on trash.Palantir (ticker: PLTR) announced a partnership Thursday with Rubicon Technologies, a relatively new software and solutions provider to the waste and recycling industry.Rubicon wants to be the operating system for the waste industry, providing haulers with software and connectivity solutions to help make them more efficient, as well as data-collection solutions for cities and companies generating garbage.Rubicon believes the waste industry has too much, well, waste and is ripe for disruption. The relationship with Palantir enhances Rubicon's data analytics capabilities, which eventually will help save waste generators and haulers money, it said. Palantir will also help Rubicon commercialize some of its products.\"Data has been at the center of the Rubicon story since our company's founding, and the application of data to business processes is what has enabled us to consistently drive environmental innovation in the waste and recycling category,\" said Rubicon CEO Nate Morris in the companies' news release.Rubicon isn't a public company yet. It is merging with the special-purpose acquisition company Founder SPAC (FOUN) to raise additional capital. When the merger is complete, the combined company will trade under the stock symbol \"RBT.\" The deal will raise about $350 million in cash for Rubicon.The transaction values Rubicon stock at about $2 billion based on about 199 million shares outstanding when the deal closes. That is expected to happen in the second quarter of 2022 .Since the merger was announced in mid-December, Founder stock, which will become Rubicon, is up about 1%. That isn't bad, given that the S&P 500 and Nasdaq Composite are down about 15% and 25%, respectively, over the same span. The Defiance Next Gen SPAC Derived ETF has fallen 32%.Founder stock may have held up better than other stocks and SPAC shares because Rubicon has sales and is more modestly valued than other software companies. The company generated $583 million in 2021 and expects to generate about $736 million in 2022. That's about 26% year over year growth. The company generates gross profits, but not operating profit just yet.Shares of Founder trade for, very roughly, three times Rubicon's sales. Software companies in the S&P 500 trade for closer to nine times sales, although those in the market benchmark have a better mix of growth and profit margins.The software components of the S&P 500 have been growing sales at roughly 14% a year on average for the past three years. Operating profit margins are about 34% for the group. Of course, software companies in the S&P 500 are mature and include companies such as Salesforce that generate tens of billions in annual sales.The Palantir relationship is designed to enhance Rubicon's offerings. That could mean even faster sales growth for investors.Coming into Wednesday trading, Palantir stock was off about 56% year to date.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359874843,"gmtCreate":1616387760182,"gmtModify":1704793358556,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359874843","repostId":"1103756496","repostType":4,"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322054948,"gmtCreate":1615747825184,"gmtModify":1704786074930,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322054948","repostId":"1164162618","repostType":4,"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322054010,"gmtCreate":1615747796730,"gmtModify":1704786074768,"author":{"id":"3574915032906549","authorId":"3574915032906549","name":"Drannek","avatar":"https://static.tigerbbs.com/a43a109f2acd3580907a53160ba1f98f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574915032906549","idStr":"3574915032906549"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322054010","repostId":"2118950916","repostType":4,"isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}