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DZL
DZL
·
2024-01-15
1000 days of Tiger 🐯 🎉
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DZL
DZL
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2022-11-11
MSFT for strong buy
Microsoft is Alabama Senator’s Favorite Tech Pick
Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Althoug
Microsoft is Alabama Senator’s Favorite Tech Pick
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DZL
DZL
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2022-10-26
$Microsoft(MSFT)$
brick house in a growing macro storm
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DZL
DZL
·
2022-10-13
Netflix, generate between 9M and 10M new subscribers in 2023
Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier
Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morga
Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier
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DZL
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2022-10-12
PepsiCo, 4% jump with Q3 earnings
Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result
Pepsi jumped nearly 4% in morning trading after showing its financial result.PepsiCo said third-quar
Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result
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DZL
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2022-10-11
Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a "global partner ecosystem upgrade."
Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters
Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 s
Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters
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DZL
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2022-10-11
Nice
Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction
NFLX rose nearly 3% in morning trading after JPMorgan's prediction.JPMorgan Analyst Doug Anmuth esti
Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction
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DZL
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2022-10-07
$Apple(AAPL)$
services-related revenues should continue to advance and represent a strong engine for future growth
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DZL
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2022-10-07
Apple, a high-yield farm is what exactly it is
Apple: Why I Bought More At $140
SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida
Apple: Why I Bought More At $140
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DZL
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2022-10-05
$Apple(AAPL)$
for its AR, Apple Pay and Healthcare
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Althoug","content":"<div>\n<p>Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft is Alabama Senator’s Favorite Tech Pick</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\">\nMicrosoft is Alabama Senator’s Favorite Tech Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 22:03 GMT+8 <a href=https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.tipranks.com/news/article/microsoft-nasdaqmsft-is-alabama-senators-favorite-tech-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157001352","content_text":"Story HighlightsSenator Tommy Tuberville is making opportunistic bets on Microsoft recently. Although politicians’ trades are disclosed fairly late, tracking their trading activities may prove insightful for investors.Alabama Senator Tommy Tuberville has been heavily trading (buying and selling) in the technology behemoth Microsoft Corp. (NASDAQ: MSFT). Notably, Tuberville’s trading history on Capitol Trades shows that the Republican actively trades in the technology sector.In October, Tuberville carried out six trades on Microsoft, including buying and selling options as well as stocks. On October 5, the senator sold MSFT stock in the range of $100K to $250K, and on October 13, he bought MSFT stock in the range of $250K to $500K. He also made a smaller purchase of MSFT stock on October 24, in the range of $15K to $50K. On the other hand, Tuberville sold stock options of MSFT on October 28 in the range of $1,000 to $5,000. The exact amounts of the trade remain unknown, as does the profit or loss on the transactions.Nonetheless, going by Tuberville’s history of perfectly timing trades to earn profits, one may agree that the senator must have surely reaped reasonable gains on the Microsoft trades. In the past month, MSFT stock has gained 7.8%. The Congressman sold three stock options on October 28, just three days after Microsoft reported better-than-expected Q1FY23 results.Is Microsoft Corp. a Buy?Wall Street analysts are highly optimistic about Microsoft Corp. On TipRanks, MSFT stock commands a Strong Buy consensus rating based on 24 Buys and three Holds. The average Microsoft price forecast of $293.46 implies a 20.8% upside potential to current levels. Meanwhile, the stock has lost 26.9% so far this year.Moreover, hedge funds have been adding MSFT stock to their portfolios. TipRanks’ Hedge Fund Trading Activity tool shows that confidence in Microsoft Corp. is currently Very Positive, as a whopping163 hedge funds increased their cumulative holdings of MSFT stock by 12.7 million shares in the last quarter.Ending ThoughtsSenator Tuberville has been an active trader. Interestingly, he has been alleged to have taken undue advantage of his position to make gains on his investments. Irrespective, the senator continues his trading maneuvers, and investors may choose to follow his trades to make reasonable returns on their investable funds.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":4132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988570973,"gmtCreate":1666797919292,"gmtModify":1676537808065,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>brick house in a growing macro storm","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>brick house in a growing macro storm","text":"$Microsoft(MSFT)$brick house in a growing macro storm","images":[{"img":"https://community-static.tradeup.com/news/2dddfef5bf04ab45fbdccc85091088bc","width":"750","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988570973","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980342001,"gmtCreate":1665664776703,"gmtModify":1676537645018,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Netflix, generate between 9M and 10M new subscribers in 2023","listText":"Netflix, generate between 9M and 10M new subscribers in 2023","text":"Netflix, generate between 9M and 10M new subscribers in 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980342001","repostId":"1192352107","repostType":4,"repost":{"id":"1192352107","kind":"news","pubTimestamp":1665662953,"share":"https://ttm.financial/m/news/1192352107?lang=&edition=fundamental","pubTime":"2022-10-13 20:09","market":"us","language":"en","title":"Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier","url":"https://stock-news.laohu8.com/highlight/detail?id=1192352107","media":"Seeking Alpha","summary":"Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morga","content":"<html><head></head><body><p>Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be opportunities thanks to its upcoming advertising-supported tier.</p><p>Analyst Benjamin Swinburne, who also has a $230 price target on Netflix (NFLX), noted that the ad-supported tier could help Netflix (NFLX) not only expand its total addressable market, but also grow its average revenue per user in developed markets.</p><p>"As a result, we raise our [U.S. and Canada] net adds outlook from modestly shrinking to modestly growing over time but remain at or modestly below consensus," Swinburne wrote.</p><p>The firm now believes the region could generate between 9M and 10M new subscribers in 2023, but noted there is a "wide range of outcomes," pointing out the fact that every 10 basis points of monthly churn is the equivalent of 2 to 3M net subscribers.</p><p>The analyst also raised his estimates for paid net additions between 2023 and 2025, with expectations now for Netflix (NFLX) to add between 9M and 10M new subscribers per year, up from a prior view of 8M.</p><p>Swinburne also said that Netflix (NFLX) could see a "modest lift" to average revenue per user as it institutes its paid-sharing initiatives, with a "minority" of the 100M password shared accounts monetized over the next two to three years.</p><p>The analyst noted that if there is just a $3 to $5 per month benefit from paid sharing, average revenue per user could rise between 100 and 900 basis points compared to 2022 levels.</p><p>However, any benefit from higher net subscribers is likely to be offset by continued strength in the U.S. dollar, creating foreign exchange headwinds to both revenue and margins, along with near-term earnings per share.</p><p>And while Swinburne noted that Netflix (NFLX) is the "clear market leader in streaming," shares have re-rated a bit in the past few months, trading at 23 times estimated 2023 earnings per share and 18 times EBITDA estimates.</p><p>"For the first time in years, consensus estimates for Netflix have been moving higher and shares have seen multiple expansion," Swinburne penned.</p><p>"We acknowledge a high degree of uncertainty in the impact on growth from both the ad-supported tier and paid sharing, but we do believe some degree of success has been reflected in the stock," Swinburne continued, adding that the risk-reward in shares is now "fairly balanced."</p><p>On Wednesday, it was reported that Netflix (NFLX)was close to taking over a former military base in New Jersey for a new production complex.</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>Netflix Rises As Morgan Stanley Sees Benefits From Advertising Tier</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Rises As Morgan Stanley Sees Benefits From Advertising Tier\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 20:09 GMT+8 <a href=https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be ...</p>\n\n<a href=\"https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3891034-netflix-rises-as-morgan-stanley-sees-benefits-from-advertising-tier","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192352107","content_text":"Netflix (NASDAQ:NFLX) shares rose slightly in premarket trading on Thursday as investment firm Morgan Stanley reiterated its equal-weight rating on the streaming giant, but said there would be opportunities thanks to its upcoming advertising-supported tier.Analyst Benjamin Swinburne, who also has a $230 price target on Netflix (NFLX), noted that the ad-supported tier could help Netflix (NFLX) not only expand its total addressable market, but also grow its average revenue per user in developed markets.\"As a result, we raise our [U.S. and Canada] net adds outlook from modestly shrinking to modestly growing over time but remain at or modestly below consensus,\" Swinburne wrote.The firm now believes the region could generate between 9M and 10M new subscribers in 2023, but noted there is a \"wide range of outcomes,\" pointing out the fact that every 10 basis points of monthly churn is the equivalent of 2 to 3M net subscribers.The analyst also raised his estimates for paid net additions between 2023 and 2025, with expectations now for Netflix (NFLX) to add between 9M and 10M new subscribers per year, up from a prior view of 8M.Swinburne also said that Netflix (NFLX) could see a \"modest lift\" to average revenue per user as it institutes its paid-sharing initiatives, with a \"minority\" of the 100M password shared accounts monetized over the next two to three years.The analyst noted that if there is just a $3 to $5 per month benefit from paid sharing, average revenue per user could rise between 100 and 900 basis points compared to 2022 levels.However, any benefit from higher net subscribers is likely to be offset by continued strength in the U.S. dollar, creating foreign exchange headwinds to both revenue and margins, along with near-term earnings per share.And while Swinburne noted that Netflix (NFLX) is the \"clear market leader in streaming,\" shares have re-rated a bit in the past few months, trading at 23 times estimated 2023 earnings per share and 18 times EBITDA estimates.\"For the first time in years, consensus estimates for Netflix have been moving higher and shares have seen multiple expansion,\" Swinburne penned.\"We acknowledge a high degree of uncertainty in the impact on growth from both the ad-supported tier and paid sharing, but we do believe some degree of success has been reflected in the stock,\" Swinburne continued, adding that the risk-reward in shares is now \"fairly balanced.\"On Wednesday, it was reported that Netflix (NFLX)was close to taking over a former military base in New Jersey for a new production complex.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917711886,"gmtCreate":1665585649146,"gmtModify":1676537631828,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"PepsiCo, 4% jump with Q3 earnings","listText":"PepsiCo, 4% jump with Q3 earnings","text":"PepsiCo, 4% jump with Q3 earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917711886","repostId":"1117309089","repostType":4,"repost":{"id":"1117309089","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1665582649,"share":"https://ttm.financial/m/news/1117309089?lang=&edition=fundamental","pubTime":"2022-10-12 21:50","market":"us","language":"en","title":"Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1117309089","media":"Tiger Newspress","summary":"Pepsi jumped nearly 4% in morning trading after showing its financial result.PepsiCo said third-quar","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PEP\">Pepsi</a> jumped nearly 4% in morning trading after showing its financial result.<img src=\"https://static.tigerbbs.com/3694ad9aa40a7c028e6bb80aff756c8d\" tg-width=\"669\" tg-height=\"512\" width=\"100%\" height=\"auto\"/>PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.</p><p>It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.</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>Pepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result</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\">\nPepsi Jumped Nearly 4% in Morning Trading After Showing Its Financial Result\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-12 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PEP\">Pepsi</a> jumped nearly 4% in morning trading after showing its financial result.<img src=\"https://static.tigerbbs.com/3694ad9aa40a7c028e6bb80aff756c8d\" tg-width=\"669\" tg-height=\"512\" width=\"100%\" height=\"auto\"/>PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.</p><p>It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117309089","content_text":"Pepsi jumped nearly 4% in morning trading after showing its financial result.PepsiCo said third-quarter revenue increased 8.8% year-over-year to $21.97 billion. The company reported quarterly earnings of $1.97 per share.It raised its full-year 2022 organic revenue growth outlook from 10% to 12%. The company also raised its adjusted earnings guidance from $6.63 per share to approximately $6.73 per share versus the estimate of $6.69 per share.","news_type":1,"symbols_score_info":{"PEP":0.9}},"isVote":1,"tweetType":1,"viewCount":3596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917695834,"gmtCreate":1665495326828,"gmtModify":1676537616052,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","listText":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","text":"Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917695834","repostId":"1166783680","repostType":4,"repost":{"id":"1166783680","kind":"news","pubTimestamp":1665490570,"share":"https://ttm.financial/m/news/1166783680?lang=&edition=fundamental","pubTime":"2022-10-11 20:16","market":"hk","language":"en","title":"Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters","url":"https://stock-news.laohu8.com/highlight/detail?id=1166783680","media":"Benzinga","summary":"Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 s","content":"<div>\n<p>Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.Alibaba Cloud's new 10-building campus...</p>\n\n<a href=\"https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cloud Steps Up Rivalry With Latest Move, Launches Data Center Equivalent To Google's Silicon Valley Headquarters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 20:16 GMT+8 <a href=https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.Alibaba Cloud's new 10-building campus...</p>\n\n<a href=\"https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.benzinga.com/news/22/10/29213079/alibaba-clouds-latest-hangzhou-campus-is-equivalent-to-googles-silicon-valley-headquarters","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166783680","content_text":"Alibaba Group Holding Limited cloud computing unit opened a new campus covering an area of 198,200 square meters (2.1 million sq ft) in its home city of Hangzhou.Alibaba Cloud's new 10-building campus has a total floor area of 450,000 square meters, SCMP reports.It is roughly the size of the campus for Alphabet Inc Google's Silicon Valley headquarters, which covers about 2 million sq ft in Mountain View, California.Alibaba Cloud highlighted eco-friendly designs across the campus, including a photovoltaic power generation system, flowerpots made from recycled plastic, and high-efficiency, low-energy devices in the on-site coffee shop.Alibaba Cloud had the fastest growth among all of Alibaba's business segments in the second quarter, making up 9% of total revenue.Still, growth fell from 20% in the fourth quarter to 12% in the first.In September, Alibaba Cloud shared plans to double down on its overseas presence, including a $1 billion investment in a \"global partner ecosystem upgrade.\"It enjoyed a 9.5% market share in 2021, trailing Microsoft Corp(21%) and Amazon.com Inc(39%).Alibaba Cloud remains the market leader in China's cloud services market.Alibaba Cloud continued to do well with its overseas expansion plans this quarter, launching four data centers in three countries, namely Germany, Thailand, and Saudi Arabia.Price Action: BABA shares traded lower by 2.07% at $77.60 in the premarket on the last check Tuesday.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917979267,"gmtCreate":1665430768559,"gmtModify":1676537603727,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917979267","repostId":"1159526768","repostType":4,"repost":{"id":"1159526768","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1665410037,"share":"https://ttm.financial/m/news/1159526768?lang=&edition=fundamental","pubTime":"2022-10-10 21:53","market":"us","language":"en","title":"Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction","url":"https://stock-news.laohu8.com/highlight/detail?id=1159526768","media":"Tiger Newspress","summary":"NFLX rose nearly 3% in morning trading after JPMorgan's prediction.JPMorgan Analyst Doug Anmuth esti","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">NFLX</a> rose nearly 3% in morning trading after JPMorgan's prediction.<img src=\"https://static.tigerbbs.com/3ef0ce203cb934a5d352340734be242b\" tg-width=\"670\" tg-height=\"506\" width=\"100%\" height=\"auto\"/>JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that <b><a href=\"https://laohu8.com/S/NFLX\">NFLX</a></b> could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix's execution on selling ads improves.</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>Netflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Rose Nearly 3% in Morning Trading After JPMorgan's Prediction\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-10 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">NFLX</a> rose nearly 3% in morning trading after JPMorgan's prediction.<img src=\"https://static.tigerbbs.com/3ef0ce203cb934a5d352340734be242b\" tg-width=\"670\" tg-height=\"506\" width=\"100%\" height=\"auto\"/>JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that <b><a href=\"https://laohu8.com/S/NFLX\">NFLX</a></b> could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix's execution on selling ads improves.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159526768","content_text":"NFLX rose nearly 3% in morning trading after JPMorgan's prediction.JPMorgan Analyst Doug Anmuth estimated in a new note on Monday that NFLX could drive 7.5 million subscribers to its ad-supported tier in its US/Canada segment in 2023. That alone will help drive $600 million in advertising sales in 2023 for the segment. Anmuth expects those numbers to swell by 2026 as Netflix's execution on selling ads improves.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914916550,"gmtCreate":1665155219770,"gmtModify":1676537565854,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>services-related revenues should continue to advance and represent a strong engine for future growth","text":"$Apple(AAPL)$services-related revenues should continue to advance and represent a strong engine for future growth","images":[{"img":"https://community-static.tradeup.com/news/d68c7add6eb6b6fa4b5843647f841c54","width":"750","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/9914916550","isVote":1,"tweetType":1,"viewCount":4283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914918691,"gmtCreate":1665155102914,"gmtModify":1676537565823,"author":{"id":"3582006183410147","authorId":"3582006183410147","name":"DZL","avatar":"https://static.tigerbbs.com/640ac3ae648fded99146300a53c24a5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582006183410147","authorIdStr":"3582006183410147"},"themes":[],"htmlText":"Apple, a high-yield farm is what exactly it is","listText":"Apple, a high-yield farm is what exactly it is","text":"Apple, a high-yield farm is what exactly it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914918691","repostId":"2273803113","repostType":4,"repost":{"id":"2273803113","kind":"news","pubTimestamp":1665131530,"share":"https://ttm.financial/m/news/2273803113?lang=&edition=fundamental","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more "standard" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why I Bought More At $140</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8 <a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. 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