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Tkt

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- TktTkt
  ·2024-02-07
  $NVIDIA Corp(NVDA)$ Every day I regret a protective stop order sell back in the $200s. Eventhough that price was double the buy price
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- TktTkt
  ·2023-08-06
  All of that to recommend 3 of the most obvious stocks available?
  3 Stocks For Long Term Capital Appreciation Potential
  That's what the discounted cash-flow model, also known as enterprise valuation, helps solve. Clearly, we’re not interested at all in Kellogg’s shares at this time, nor will we have any interest in its pending breakup into two separate companies--its s
  3 Stocks For Long Term Capital Appreciation Potential
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- TktTkt
  ·2023-05-23
  Is this business news? What does this have to do with investing?
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- TktTkt
  ·2022-04-13
  Opportunity knocks
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- TktTkt
  ·2022-01-28
  Better get in then on this nice little drop
  Why This Analyst Thinks That Nvidia Stock Will Jump 50%
  UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Her
  Why This Analyst Thinks That Nvidia Stock Will Jump 50%
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Eventhough that price was double the buy price","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>Every day I regret a protective stop order sell back in the $200s. Eventhough that price was double the buy price","text":"$NVIDIA Corp(NVDA)$ Every day I regret a protective stop order sell back in the $200s. Eventhough that price was double the buy price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271269152366856","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206084861100208,"gmtCreate":1691323053173,"gmtModify":1691323176065,"author":{"id":"4094096379053380","authorId":"4094096379053380","name":"Tkt","avatar":"https://community-static.tradeup.com/news/0dc63885ea0f9726dd7935a9d387752d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094096379053380","authorIdStr":"4094096379053380"},"themes":[],"htmlText":"All of that to recommend 3 of the most obvious stocks available?","listText":"All of that to recommend 3 of the most obvious stocks available?","text":"All of that to recommend 3 of the most obvious stocks available?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206084861100208","repostId":"2357410147","repostType":2,"repost":{"id":"2357410147","kind":"highlight","pubTimestamp":1691314031,"share":"https://ttm.financial/m/news/2357410147?lang=&edition=fundamental","pubTime":"2023-08-06 17:27","market":"us","language":"en","title":"3 Stocks For Long Term Capital Appreciation Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2357410147","media":"seekingalpha","summary":"That's what the discounted cash-flow model, also known as enterprise valuation, helps solve. Clearly, we’re not interested at all in Kellogg’s shares at this time, nor will we have any interest in its pending breakup into two separate companies--its s","content":"<html><head></head><body><h2 id=\"id_4121458673\" style=\"text-align: left;\">Summary</h2><ul><li><p>Stocks that have grown dividends have underperformed the market-cap weighted S&amp;P 500 in the past decade.</p></li><li><p>Companies with significant net debt positions and high dividend payouts have limited capital appreciation potential.</p></li><li><p>Apple, Alphabet, and Microsoft have strong net cash positions and the potential for upward revisions in future expected free cash flow.</p></li><li><p>We continue to point to these three stocks as a few of our favorites for long-term capital appreciation potential.</p></li><li><p>Big cap tech and the stylistic area of large cap growth remain the places to be, in our view.</p></li></ul><p>Stock prices and returns of a company are a function of its cash-based sources of intrinsic value: net cash on the balance sheet and future expected enterprise free cash flows (and changes in them). A stock price is reduced by the amount of a dividend payment once the company goes ex-dividend. Dividends therefore become capital appreciation that otherwise would have been achieved had the dividend not been paid. As we look over the past decade, stocks that have grown their dividends have underperformed the market-cap weighted S&amp;P 500 (SPY), and we expect this trend to continue this decade.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1c1c74eb584cddda90a67072c9e66b7\" tg-width=\"640\" tg-height=\"385\"/></p><p>Return after Taxes on Distributions and Sale of Fund Shares (10-year) (State Street)</p><p>The last 10 years may not represent an entire investment horizon that could span 30-40 years or more, but the drivers behind dividend and income investing could possibly get disrupted in the next few years. It is the future that matters, not the past. Many dividend-paying companies tend to have significant net debt positions while they pay out a large percentage of their free cash flows as dividends, resulting in relatively modest capital appreciation potential. Net cash is an add-back to the present value of future expected enterprise free cash flows, so we view net cash positively (and net debt negatively) when it comes to long-term capital appreciation potential. Retained cash flow is important, so dividend liabilities tend to be headwinds for capital appreciation potential.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c46e9ba762ce823bb350d87d39bf122\" tg-width=\"640\" tg-height=\"227\"/></p><p>Kellogg is representative of many consumer staples equities that have net debt positions. (Kellogg’s second-quarter press release)</p><p>Let&#39;s take Kelllogg Company (K) as an example of a company that could face pressure in the coming years. The firm has total debt liabilities of ~$6.74 billion and just $308 million in cash (resulting in a net debt position of $6.43 billion), while its reported diluted earnings per share has fallen to $1.90 in the year-to-date period ending July 1, 2023, from $2.19 in the same period a year ago. On an adjusted basis, Kellogg&#39;s earnings per share is expected to decline 1%-2% on a currency-neutral basis for the year while free cash flow so far in 2023 has also fallen due to weakening operating cash flow and higher capital spending.</p><p>Yet, despite all of this, shares of Kellogg are trading at 16x current-year’s expected earnings while sporting a forward estimated dividend yield of ~3.6%. If entities like Kellogg can garner a 16x multiple with their comparatively unattractive cash-based characteristics, what type of P/E multiple is then fair for a stock with a huge net cash position, substantial free cash flow generation, and tremendous secular growth prospects? Is it 30, 50, or more? That&#39;s what the discounted cash-flow model, also known as enterprise valuation, helps solve. Clearly, we’re not interested at all in Kellogg’s shares at this time, nor will we have any interest in its pending breakup into two separate companies--its snacking business Kellanova and WK Kellogg Co, its North American Cereal business. We want stocks with better cash-based characteristics.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a604916716b4488caa7206a309018e9\" tg-width=\"640\" tg-height=\"518\"/></p><p>Energy master limited partnerships and mortgage REITs have destroyed the accounts of retirees, necessitating them to chase higher and higher yields as their capital positions have eroded. (Trading View)</p><p>Within the context of the cash-based sources of intrinsic value, net cash is vitally important as it helps to create situations with asymmetric upside potential--and that means little tail risk of bankruptcy or capital-market dependence. Capital-market dependence occurs when a company must continuously access the equity or credit markets in order to keep its business going. If capital becomes more expensive, these companies get squeezed. Some of these beleaguered companies often include REITs (VNQ), master limited partnerships (AMLP) and mortgage REITs (REM), among other companies that have capital expenditures and dividend payments that often exceed what they generate in terms of operating cash flow. Having a net cash position, on the other hand, creates asymmetric upside potential, as with bankruptcy or capital-market dependence risk, the range of fair value outcomes for the company is skewed positively to the upside.</p><p>That covers the important net-cash dynamic. Now let&#39;s talk about the second component of cash-based intrinsic value: future expectations of enterprise free cash flow. For this, we&#39;re looking for asset-light (capital-light) entities with strong secular growth prospects such that the potential for future upward revisions in free cash flow are likely, if not probable. What we don&#39;t want are capital-intensive entities that are cyclical and have to plow back a lot of their free cash flow into their businesses in order to keep growing, or worse, not shrink. If we can find entities that are growing free cash flow considerably and have products tied to catalysts such as artificial intelligence [AI] where the market can continuously revise future expectations of free cash flow higher, then expectations revisions would suggest a higher intrinsic value and therefore a higher stock price (strong capital appreciation potential) for these companies. Let&#39;s now cover three stocks that fit the bill in this article.</p><h2 id=\"id_3260081716\"><a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a></h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65fd51f53aa4e1e395a6cc682847d8a4\" tg-width=\"640\" tg-height=\"353\"/></p><p>Apple continues to lead the market higher. (Trading View)</p><p>When Apple reported its second-quarter report August 4, the company showcased a balance sheet with ~$166.5 billion in cash and marketable securities against term debt of ~$105.3 billion, good for a net cash position of ~$61.2 billion. Though Apple may be working towards a net-neutral balance sheet in coming years, for now, the firm&#39;s net cash position firmly tilts its asymmetric risk-reward scenario to the upside, in our view. For the nine months ended July 1, 2023, net cash from operations came in at ~$88.9 billion while capital spending came in at just ~$8.8 billion, showcasing a company that is not only asset-light, but also one that throws off considerable free cash flow.</p><p>One of the concerns often expressed about Apple is the company&#39;s price-to-earnings (P/E) ratio. However, it&#39;s important to emphasize that P/E ratios are derived in part by the cash-based sources of intrinsic value of the company, and Apple&#39;s cash-based sources are nothing short of phenomenal. Earnings, the E in the P/E ratio, only consider a snap-shot of the company&#39;s earnings potential and do not factor in the duration of future expected free cash flows. Further, the E in the P/E ratio, ignores the balance sheet, which is a material source of cash-based intrinsic value, as in the case of Apple.</p><p>The high end of our fair value estimate range of Apple currently stands at $200 per share, but there is meaningful potential for upwardly-revised free cash flow expectations in the coming periods, especially as future iterations of the iPhone and the &#39;Vision Pro&#39; are rolled out. The company&#39;s ecosystem lends itself to tremendous upselling and cross-selling opportunities, too, and Apple&#39;s pricing power across its product suite is fantastic. When it comes to Apple, we think the risk-reward remains in long-term investors&#39; favor. The P/E ratio has significant shortcomings and generally should not be relied upon when assessing the valuation of a company.</p><h2 id=\"id_1172966944\"><a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc. </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5be6315e5f0c6cc3e9314d1262712f52\" tg-width=\"640\" tg-height=\"353\"/></p><p>Alphabet has more room to move higher and could once again return to all-time highs. (Trading View)</p><p>At the end of June, Alphabet&#39;s total cash and cash equivalents stood at $118.3 billion, while long-term debt stood at $13.7 billion--a very solid net cash position. Cash flow from operations at Alphabet jumped to $28.7 billion in its second quarter, while capital spending was $6.9 billion, resulting in free cash flow generation during the period of $21.8 billion. As with Apple, Alphabet has a fantastic net cash position--a better one--while the firm is throwing off free cash flow like few other companies. Though there are risks to its concentration in search-related advertising revenue, its recent results coupled with insights from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; (META) quarterly report suggest a continued recovery in advertising spending following some weakness in 2022.</p><p>We estimate Alphabet&#39;s fair value at about $127 per share at this time, but every company has a range of probable fair values that&#39;s created by the uncertainty of key valuation drivers such as future revenue or earnings, for example. After all, if the future were known with certainty, we wouldn&#39;t see much volatility in the markets as stocks would trade precisely at their known fair values. There&#39;d be no need for price discovery, as we&#39;d know precisely what the company would be worth. Because we live in an imperfect world, however, this is why a margin of safety or the fair value range we assign to each stock is an important part of our process. In the graph below, we show this probable range of fair values for Alphabet. For optimistic investors, we point to the high end of the fair value estimate range ($152) as a reasonable valuation for shares, implying considerable upside potential.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1a62744d59e2ab5065b7c8644f4fea4\" tg-width=\"640\" tg-height=\"376\"/></p><p>The high end of our fair value estimate range is $152 for Alphabet. (Valuentum)</p><h2 id=\"id_1088550798\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation </a></h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c84363f42e2d9bfe0d52d5d473fb67de\" tg-width=\"640\" tg-height=\"353\"/></p><p>Microsoft recently reached an all-time high and shares have been consolidating. (Trading View)</p><p>You&#39;re probably getting the main theme of this article at this point: we love net cash on the balance sheet and future expected free cash flow! Let&#39;s now talk about Microsoft&#39;s financials. At the end of June, the company held $111.3 billion in total cash and cash equivalents, exclusive of $9.9 billion in equity investments, and short- and long-term debt of $47.2 billion--good for a very nice net cash position. For the three months ended in June, cash flow from operations at Microsoft surged to $28.8 billion, while capital spending came in at $8.9 billion, good for free cash flow generation in the quarter of $19.8 billion (see image below). Microsoft is yet another great example of a net-cash-rich, free-cash-flow generating, secular-growth powerhouse.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13016bcb17e3231656c3e2a0b6976925\" tg-width=\"640\" tg-height=\"251\"/></p><p>Microsoft&#39;s free cash flow has been phenomenal! (Microsoft)</p><p>The company continues to work toward wrapping up its deal with Activision Blizzard (ATVI), a combination that we&#39;re not too excited about. Though that deal will eat into Microsoft’s net cash position, we’re still huge fans of its future expected free cash flow generation, which remains very impressive. As it relates to potential for upward future free cash flow revisions, we point to AI as a big catalyst. Not only should AI bolster the attractiveness of Microsoft&#39;s search engine Bing (without threatening Google too much), but the company has already rolled out 365 Copilot, which puts to use its advancements in AI within its software suite at a much higher price. The high end of our fair value estimate range for Microsoft stands at $368 per share, and it&#39;s hard not to like everything that&#39;s going right for the company.</p><h2 id=\"id_4078573035\">Concluding Thoughts</h2><p>When it comes to long-term capital appreciation potential, we like stocks that have strong net cash positions on the balance sheet, are asset-light with secular growth prospects, are currently generating robust free cash flow, and have the prospect for upward revisions in future expected free cash flow. These dynamics create an asymmetric risk-reward scenario where their fair value estimate distributions are skewed positively with the potential for further upside. All things considered, we continue to be big fans of big cap tech and large cap growth, and point to Apple, Alphabet, and Microsoft as three of our favorites.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks For Long Term Capital Appreciation Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks For Long Term Capital Appreciation Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-06 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4624472-3-stocks-long-term-capital-appreciation-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks that have grown dividends have underperformed the market-cap weighted S&P 500 in the past decade.Companies with significant net debt positions and high dividend payouts have limited ...</p>\n\n<a href=\"https://seekingalpha.com/article/4624472-3-stocks-long-term-capital-appreciation-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4624472-3-stocks-long-term-capital-appreciation-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2357410147","content_text":"SummaryStocks that have grown dividends have underperformed the market-cap weighted S&P 500 in the past decade.Companies with significant net debt positions and high dividend payouts have limited capital appreciation potential.Apple, Alphabet, and Microsoft have strong net cash positions and the potential for upward revisions in future expected free cash flow.We continue to point to these three stocks as a few of our favorites for long-term capital appreciation potential.Big cap tech and the stylistic area of large cap growth remain the places to be, in our view.Stock prices and returns of a company are a function of its cash-based sources of intrinsic value: net cash on the balance sheet and future expected enterprise free cash flows (and changes in them). A stock price is reduced by the amount of a dividend payment once the company goes ex-dividend. Dividends therefore become capital appreciation that otherwise would have been achieved had the dividend not been paid. As we look over the past decade, stocks that have grown their dividends have underperformed the market-cap weighted S&P 500 (SPY), and we expect this trend to continue this decade.Return after Taxes on Distributions and Sale of Fund Shares (10-year) (State Street)The last 10 years may not represent an entire investment horizon that could span 30-40 years or more, but the drivers behind dividend and income investing could possibly get disrupted in the next few years. It is the future that matters, not the past. Many dividend-paying companies tend to have significant net debt positions while they pay out a large percentage of their free cash flows as dividends, resulting in relatively modest capital appreciation potential. Net cash is an add-back to the present value of future expected enterprise free cash flows, so we view net cash positively (and net debt negatively) when it comes to long-term capital appreciation potential. Retained cash flow is important, so dividend liabilities tend to be headwinds for capital appreciation potential.Kellogg is representative of many consumer staples equities that have net debt positions. (Kellogg’s second-quarter press release)Let's take Kelllogg Company (K) as an example of a company that could face pressure in the coming years. The firm has total debt liabilities of ~$6.74 billion and just $308 million in cash (resulting in a net debt position of $6.43 billion), while its reported diluted earnings per share has fallen to $1.90 in the year-to-date period ending July 1, 2023, from $2.19 in the same period a year ago. On an adjusted basis, Kellogg's earnings per share is expected to decline 1%-2% on a currency-neutral basis for the year while free cash flow so far in 2023 has also fallen due to weakening operating cash flow and higher capital spending.Yet, despite all of this, shares of Kellogg are trading at 16x current-year’s expected earnings while sporting a forward estimated dividend yield of ~3.6%. If entities like Kellogg can garner a 16x multiple with their comparatively unattractive cash-based characteristics, what type of P/E multiple is then fair for a stock with a huge net cash position, substantial free cash flow generation, and tremendous secular growth prospects? Is it 30, 50, or more? That's what the discounted cash-flow model, also known as enterprise valuation, helps solve. Clearly, we’re not interested at all in Kellogg’s shares at this time, nor will we have any interest in its pending breakup into two separate companies--its snacking business Kellanova and WK Kellogg Co, its North American Cereal business. We want stocks with better cash-based characteristics.Energy master limited partnerships and mortgage REITs have destroyed the accounts of retirees, necessitating them to chase higher and higher yields as their capital positions have eroded. (Trading View)Within the context of the cash-based sources of intrinsic value, net cash is vitally important as it helps to create situations with asymmetric upside potential--and that means little tail risk of bankruptcy or capital-market dependence. Capital-market dependence occurs when a company must continuously access the equity or credit markets in order to keep its business going. If capital becomes more expensive, these companies get squeezed. Some of these beleaguered companies often include REITs (VNQ), master limited partnerships (AMLP) and mortgage REITs (REM), among other companies that have capital expenditures and dividend payments that often exceed what they generate in terms of operating cash flow. Having a net cash position, on the other hand, creates asymmetric upside potential, as with bankruptcy or capital-market dependence risk, the range of fair value outcomes for the company is skewed positively to the upside.That covers the important net-cash dynamic. Now let's talk about the second component of cash-based intrinsic value: future expectations of enterprise free cash flow. For this, we're looking for asset-light (capital-light) entities with strong secular growth prospects such that the potential for future upward revisions in free cash flow are likely, if not probable. What we don't want are capital-intensive entities that are cyclical and have to plow back a lot of their free cash flow into their businesses in order to keep growing, or worse, not shrink. If we can find entities that are growing free cash flow considerably and have products tied to catalysts such as artificial intelligence [AI] where the market can continuously revise future expectations of free cash flow higher, then expectations revisions would suggest a higher intrinsic value and therefore a higher stock price (strong capital appreciation potential) for these companies. Let's now cover three stocks that fit the bill in this article.Apple Inc. Apple continues to lead the market higher. (Trading View)When Apple reported its second-quarter report August 4, the company showcased a balance sheet with ~$166.5 billion in cash and marketable securities against term debt of ~$105.3 billion, good for a net cash position of ~$61.2 billion. Though Apple may be working towards a net-neutral balance sheet in coming years, for now, the firm's net cash position firmly tilts its asymmetric risk-reward scenario to the upside, in our view. For the nine months ended July 1, 2023, net cash from operations came in at ~$88.9 billion while capital spending came in at just ~$8.8 billion, showcasing a company that is not only asset-light, but also one that throws off considerable free cash flow.One of the concerns often expressed about Apple is the company's price-to-earnings (P/E) ratio. However, it's important to emphasize that P/E ratios are derived in part by the cash-based sources of intrinsic value of the company, and Apple's cash-based sources are nothing short of phenomenal. Earnings, the E in the P/E ratio, only consider a snap-shot of the company's earnings potential and do not factor in the duration of future expected free cash flows. Further, the E in the P/E ratio, ignores the balance sheet, which is a material source of cash-based intrinsic value, as in the case of Apple.The high end of our fair value estimate range of Apple currently stands at $200 per share, but there is meaningful potential for upwardly-revised free cash flow expectations in the coming periods, especially as future iterations of the iPhone and the 'Vision Pro' are rolled out. The company's ecosystem lends itself to tremendous upselling and cross-selling opportunities, too, and Apple's pricing power across its product suite is fantastic. When it comes to Apple, we think the risk-reward remains in long-term investors' favor. The P/E ratio has significant shortcomings and generally should not be relied upon when assessing the valuation of a company.Alphabet Inc. Alphabet has more room to move higher and could once again return to all-time highs. (Trading View)At the end of June, Alphabet's total cash and cash equivalents stood at $118.3 billion, while long-term debt stood at $13.7 billion--a very solid net cash position. Cash flow from operations at Alphabet jumped to $28.7 billion in its second quarter, while capital spending was $6.9 billion, resulting in free cash flow generation during the period of $21.8 billion. As with Apple, Alphabet has a fantastic net cash position--a better one--while the firm is throwing off free cash flow like few other companies. Though there are risks to its concentration in search-related advertising revenue, its recent results coupled with insights from Meta Platforms' (META) quarterly report suggest a continued recovery in advertising spending following some weakness in 2022.We estimate Alphabet's fair value at about $127 per share at this time, but every company has a range of probable fair values that's created by the uncertainty of key valuation drivers such as future revenue or earnings, for example. After all, if the future were known with certainty, we wouldn't see much volatility in the markets as stocks would trade precisely at their known fair values. There'd be no need for price discovery, as we'd know precisely what the company would be worth. Because we live in an imperfect world, however, this is why a margin of safety or the fair value range we assign to each stock is an important part of our process. In the graph below, we show this probable range of fair values for Alphabet. For optimistic investors, we point to the high end of the fair value estimate range ($152) as a reasonable valuation for shares, implying considerable upside potential.The high end of our fair value estimate range is $152 for Alphabet. (Valuentum)Microsoft Corporation Microsoft recently reached an all-time high and shares have been consolidating. (Trading View)You're probably getting the main theme of this article at this point: we love net cash on the balance sheet and future expected free cash flow! Let's now talk about Microsoft's financials. At the end of June, the company held $111.3 billion in total cash and cash equivalents, exclusive of $9.9 billion in equity investments, and short- and long-term debt of $47.2 billion--good for a very nice net cash position. For the three months ended in June, cash flow from operations at Microsoft surged to $28.8 billion, while capital spending came in at $8.9 billion, good for free cash flow generation in the quarter of $19.8 billion (see image below). Microsoft is yet another great example of a net-cash-rich, free-cash-flow generating, secular-growth powerhouse.Microsoft's free cash flow has been phenomenal! (Microsoft)The company continues to work toward wrapping up its deal with Activision Blizzard (ATVI), a combination that we're not too excited about. Though that deal will eat into Microsoft’s net cash position, we’re still huge fans of its future expected free cash flow generation, which remains very impressive. As it relates to potential for upward future free cash flow revisions, we point to AI as a big catalyst. Not only should AI bolster the attractiveness of Microsoft's search engine Bing (without threatening Google too much), but the company has already rolled out 365 Copilot, which puts to use its advancements in AI within its software suite at a much higher price. The high end of our fair value estimate range for Microsoft stands at $368 per share, and it's hard not to like everything that's going right for the company.Concluding ThoughtsWhen it comes to long-term capital appreciation potential, we like stocks that have strong net cash positions on the balance sheet, are asset-light with secular growth prospects, are currently generating robust free cash flow, and have the prospect for upward revisions in future expected free cash flow. These dynamics create an asymmetric risk-reward scenario where their fair value estimate distributions are skewed positively with the potential for further upside. All things considered, we continue to be big fans of big cap tech and large cap growth, and point to Apple, Alphabet, and Microsoft as three of our favorites.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970468491,"gmtCreate":1684836088713,"gmtModify":1684836209377,"author":{"id":"4094096379053380","authorId":"4094096379053380","name":"Tkt","avatar":"https://community-static.tradeup.com/news/0dc63885ea0f9726dd7935a9d387752d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094096379053380","authorIdStr":"4094096379053380"},"themes":[],"htmlText":"Is this business news? What does this have to do with investing?","listText":"Is this business news? What does this have to do with investing?","text":"Is this business news? What does this have to do with investing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970468491","repostId":"1180566617","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017735734,"gmtCreate":1649810688837,"gmtModify":1676534580507,"author":{"id":"4094096379053380","authorId":"4094096379053380","name":"Tkt","avatar":"https://community-static.tradeup.com/news/0dc63885ea0f9726dd7935a9d387752d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094096379053380","authorIdStr":"4094096379053380"},"themes":[],"htmlText":"Opportunity knocks","listText":"Opportunity knocks","text":"Opportunity knocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017735734","repostId":"2227662612","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099672615,"gmtCreate":1643356385402,"gmtModify":1676533810295,"author":{"id":"4094096379053380","authorId":"4094096379053380","name":"Tkt","avatar":"https://community-static.tradeup.com/news/0dc63885ea0f9726dd7935a9d387752d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094096379053380","authorIdStr":"4094096379053380"},"themes":[],"htmlText":"Better get in then on this nice little drop","listText":"Better get in then on this nice little drop","text":"Better get in then on this nice little drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099672615","repostId":"1143068589","repostType":4,"repost":{"id":"1143068589","kind":"news","pubTimestamp":1643329662,"share":"https://ttm.financial/m/news/1143068589?lang=&edition=fundamental","pubTime":"2022-01-28 08:27","market":"us","language":"en","title":"Why This Analyst Thinks That Nvidia Stock Will Jump 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143068589","media":"TheStreet","summary":"UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Her","content":"<html><head></head><body><p>UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.</p><p>With its shares down nearly 30% since reaching their all-time high in late-November last year, Nvidia had been suffering from bearishness towards tech and growth stocks, which has in turn been prompted by macroeconomic fears, increasing interest rates, and high inflation.</p><p>At its all-time high, Nvidia achieved a market cap that exceeded $800 billion. It seemed poised to join the elite group companies sporting $1T+ market caps. While it’s market cap fallen since then, it may be given another bite at the apple soon.</p><p>Indeed, despite NVDA’s dreary performance to start the year, Wall Street remains optimistic on Nvidia for 2022. Soon after Nvidia wrapped up its participation in CES 2022 (often considered to be the most influential tech event in the world), the Swiss bank UBS recently reiterated its “buy” recommendation on the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/799499267308bc46b2a625d950dd6f11\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: NVIDIA Omniverse™ Platform</span></p><p><b>Nvidia stock is a top UBS pick for 2022</b></p><p>In late December of 2021, UBS named Nvidia as its top pick for the year 2022. According to the Swiss bank, Nvidia had achieved the status of “semiconductor titan” and was quickly establishing itself as a powerful force within the rapidly-growing GPU market.</p><p>With Nvidia poised to benefit from the rise of markets such as gaming and data centers, the company is likely to continue growing at an impressive clip, at least in the near future. UBS has a $350 price target for NVDA, which implies a 50% upside over current levels and a 23% upside above NVDA&#39;s historical peak.</p><p>The market reacted positively to UBS&#39;s nomination of Nvidia as its top pick for 2022 - NVDA shares rose almost 5% the day after the announcement was made.</p><p><b>Omniverse opportunities in the Metaverse</b></p><p>The latest and most recent rating from UBS comes from analyst Timothy Arcuri. He reiterated his bullishness on Nvidia shares, citing the monetization potentials and value opportunities of the company’s Omniverse platform. His opinion was informed by discussions with some of Nvidia’s customers and channel partners as well as industry experts in the emerging 3D/VR/AR content market.</p><p>While stating that it may take a while for momentum to build, Arcuri estimates that, &#34;ultimately,&#34; Omniverse has $100 billion in total available market potential for Nvidia. It is worth pointing out that,according to third-party research firms, the Metaverse’s market size reached $44.69 billion in 2020 and is predicted to reach $596.47 billion by 2027 at an impressive CAGR of 44%.</p><p>During CES 2022, NVIDIA Enterprise Division Director for Latin America, Marcio Aguiar, reinforced the company’s commitment to joining the new era of simulation designs.</p><blockquote><i>&#34;In recent years, NVIDIA has been expanding the applicabilities of the Omniverse and bringing a number of benefits to different areas that need the technology for their demands. By 2022 we will enter a new era of collaboration and simulation designs, and these new features are just a sample of what&#39;s to come,&#34;</i></blockquote><p><b>Consensus is also bullish on NVDA</b></p><p>Despite its shares dropping more than 30% since their peak at the end of November, Wall Street experts continue to forecast a generous upside in the near future for NVDA. The consensus rating on the stock is a “strong buy,” and the average price target is $359.17, implying 52% upside over the next twelve months.</p><p>Below, we list the most recent ratings provided by Wall Street firms:</p><p>Citigroup added the chipmaker to the firm&#39;s “catalyst watch list” on January 6, having been encouraged by management&#39;s virtual address at CES 2022. The bank also expects an upside within 90 days and has a $350 price target on NVDA.</p><p>Truist Financial has also a $350 price target on Nvidia, which itreiteratedrecently after the company’s announcement of new products and partnerships across the gaming, professional visualization, and automotive markets. Truist sees all of these developments as reinforcing Nvidia’s long-term upside potential.</p><p>Finally, Bank of America, with a $375 price target – implying a 60% upside – is optimistic about NVDA’s sales growth for 2022. The bank sees 25 to 30% year-over-year growth as possible - that’s against a consensus estimate of 19% and Nvidia’s own estimate of 21%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why This Analyst Thinks That Nvidia Stock Will Jump 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Analyst Thinks That Nvidia Stock Will Jump 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.With its shares down nearly 30% since reaching their all-time high in late-November last ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/why-this-analyst-thinks-that-nvidia-stock-will-jump-50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143068589","content_text":"UBS analyst Timothy Arcuri believes that NVDA will hit $350 per share in the next twelve months. Here is why.With its shares down nearly 30% since reaching their all-time high in late-November last year, Nvidia had been suffering from bearishness towards tech and growth stocks, which has in turn been prompted by macroeconomic fears, increasing interest rates, and high inflation.At its all-time high, Nvidia achieved a market cap that exceeded $800 billion. It seemed poised to join the elite group companies sporting $1T+ market caps. While it’s market cap fallen since then, it may be given another bite at the apple soon.Indeed, despite NVDA’s dreary performance to start the year, Wall Street remains optimistic on Nvidia for 2022. Soon after Nvidia wrapped up its participation in CES 2022 (often considered to be the most influential tech event in the world), the Swiss bank UBS recently reiterated its “buy” recommendation on the company.Figure 1: NVIDIA Omniverse™ PlatformNvidia stock is a top UBS pick for 2022In late December of 2021, UBS named Nvidia as its top pick for the year 2022. According to the Swiss bank, Nvidia had achieved the status of “semiconductor titan” and was quickly establishing itself as a powerful force within the rapidly-growing GPU market.With Nvidia poised to benefit from the rise of markets such as gaming and data centers, the company is likely to continue growing at an impressive clip, at least in the near future. UBS has a $350 price target for NVDA, which implies a 50% upside over current levels and a 23% upside above NVDA's historical peak.The market reacted positively to UBS's nomination of Nvidia as its top pick for 2022 - NVDA shares rose almost 5% the day after the announcement was made.Omniverse opportunities in the MetaverseThe latest and most recent rating from UBS comes from analyst Timothy Arcuri. He reiterated his bullishness on Nvidia shares, citing the monetization potentials and value opportunities of the company’s Omniverse platform. His opinion was informed by discussions with some of Nvidia’s customers and channel partners as well as industry experts in the emerging 3D/VR/AR content market.While stating that it may take a while for momentum to build, Arcuri estimates that, \"ultimately,\" Omniverse has $100 billion in total available market potential for Nvidia. It is worth pointing out that,according to third-party research firms, the Metaverse’s market size reached $44.69 billion in 2020 and is predicted to reach $596.47 billion by 2027 at an impressive CAGR of 44%.During CES 2022, NVIDIA Enterprise Division Director for Latin America, Marcio Aguiar, reinforced the company’s commitment to joining the new era of simulation designs.\"In recent years, NVIDIA has been expanding the applicabilities of the Omniverse and bringing a number of benefits to different areas that need the technology for their demands. By 2022 we will enter a new era of collaboration and simulation designs, and these new features are just a sample of what's to come,\"Consensus is also bullish on NVDADespite its shares dropping more than 30% since their peak at the end of November, Wall Street experts continue to forecast a generous upside in the near future for NVDA. The consensus rating on the stock is a “strong buy,” and the average price target is $359.17, implying 52% upside over the next twelve months.Below, we list the most recent ratings provided by Wall Street firms:Citigroup added the chipmaker to the firm's “catalyst watch list” on January 6, having been encouraged by management's virtual address at CES 2022. The bank also expects an upside within 90 days and has a $350 price target on NVDA.Truist Financial has also a $350 price target on Nvidia, which itreiteratedrecently after the company’s announcement of new products and partnerships across the gaming, professional visualization, and automotive markets. Truist sees all of these developments as reinforcing Nvidia’s long-term upside potential.Finally, Bank of America, with a $375 price target – implying a 60% upside – is optimistic about NVDA’s sales growth for 2022. The bank sees 25 to 30% year-over-year growth as possible - that’s against a consensus estimate of 19% and Nvidia’s own estimate of 21%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}