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KF73

KF73

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2022-01-24

Which one is the best?

Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week

2021-12-23

Good!

Apple iPhone production may surprise to upside, Morgan Stanley says

2021-12-18

Travel recovery play??

Why Airbnb Could Be 1 of the Best Stocks to Own in 2022

2021-12-17

Ok

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2021-12-03

Yes//@CK11:Oh really?

抱歉，原内容已删除

2021-07-03

How high can the stocks go????

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2021-06-26

Depend how long you want to hold..

Is Apple A Better Buy Than Other FAANG Stocks?

2021-06-24

Merger underway?

Singapore's Keppel, Sembcorp Marine request trading halts

2021-06-23

The future is on FED hand...

抱歉，原内容已删除

2021-06-18

//@KF73: Great company..

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2021-06-18

Great company..

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-17

Interest rate rising still so far away.?

Wall Street closes lower as Fed officials project rate hikes for 2023

2021-06-15

To the moon soon?

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2021-06-14

Great company in the making..

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2021-06-12

Like to be an investor, but when share price rise too quickly will become speculator.

Investor, Trader, Speculator: Which One Are You?

2021-06-11

How will Apple EV look like?

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2021-06-10

Interest rate upside cycle waiting?

Hot inflation may have become scorching in May and is expected to hit a 28-year high

2021-06-09

Cloud the future of MSFT?

Where Will Microsoft Stock Be In 5 Years?

2021-06-08

When will tapering happen?

The Fed is in early stages of a campaign to prepare markets for tapering its asset purchases

2021-06-07

Any other options?

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Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. 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The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><b>Tuesday 1/25</b></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson &amp; Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><b>S&amp;P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><b>Wednesday 1/26</b></p><p>Abbott Laboratories, Anthem, AT&amp;T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><b>Thursday 1/27</b></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><b>Friday 1/28</b></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week</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\">\nTesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 06:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSX":"Phillips 66","CAT":"卡特彼勒","JNJ":"强生","INTC":"英特尔","NOW":"ServiceNow","GE":"GE航空航天","T":"美国电话电报","BA":"波音","CVX":"雪佛龙","AAPL":"苹果","MMM":"3M","ADM":"阿彻丹尼尔斯米德兰公司",".DJI":"道琼斯","V":"Visa",".IXIC":"NASDAQ Composite","MCD":"麦当劳","CMCSA":"康卡斯特",".SPX":"S&P 500 Index","HAL":"哈里伯顿","MA":"万事达","IBM":"IBM","MSFT":"微软","VZ":"威瑞森","TSLA":"特斯拉","AXP":"美国运通","LMT":"洛克希德马丁"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International,       MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691221622,"gmtCreate":1640212588373,"gmtModify":1640212862401,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Good!&nbsp;","listText":"Good!&nbsp;","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691221622","repostId":"1122126959","repostType":4,"repost":{"id":"1122126959","kind":"news","pubTimestamp":1640186098,"share":"https://www.laohu8.com/m/news/1122126959?lang=&edition=full","pubTime":"2021-12-22 23:14","market":"us","language":"en","title":"Apple iPhone production may surprise to upside, Morgan Stanley says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122126959","media":"seekingalpha","summary":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analys","content":"<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"</p>\n<p>Citing a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.</p>\n<p>Additionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.</p>\n<p>'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.</p>\n<p>\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"</p>\n<p>Apple (AAPL) shares have&nbsp;gained more than 33% year-to-date.</p>\n<p>Huberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.</p>\n<p>On Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency&nbsp;cited the tech giant's \"exceptional liquidity\" and earnings power.</p>","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>Apple iPhone production may surprise to upside, Morgan Stanley says</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 iPhone production may surprise to upside, Morgan Stanley says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\n...</p>\n\n<a href=\"https://seekingalpha.com/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says\">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/news/3782708-apple-iphone-production-may-surprise-to-upside-morgan-stanley-says","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122126959","content_text":"Apple(NASDAQ:AAPL)iPhone production could surprise to the upside this quarter, Morgan Stanley analyst Katy Huberty wrote in a note to clients, as lead times are declining to \"more normalized levels.\"\nCiting a \"handful\" of data points that the firm has seen over the past month, Huberty notes that the supply of semi-related components are improving and iPhone builds in the December quarter are \"stable\" at 82 million units. In addition, Apple (AAPL) is seeing improved supply for power management integrated circuits and world-facing camera modules, all of which suggests that iPhone builds in December are likely to be flat or slightly down month-over-month, compared to a significant month-over-month decline in previous years.\nAdditionally, Huberty notes that lead times for Apple's (AAPL) high-end iPhone 13 models, the Pro and Pro Max are at 2 days as of December 21, down from 20 days a month ago.\n'[W]hile some investors may view this lead time contraction as a sign of slowing demand, we'd note that major end markets like China are posting iPhone shipment growth of +46% [year-over-year] [quarter-to-date] through the end of November,\" Huberty wrote.\n\"While we don't have enough data to definitively say that iPhone will exit the December quarter in supply/demand balance, we do believe that iPhone production is surprising to the upside, which supports our 7% above consensus December quarter iPhone revenue forecast.\"\nApple (AAPL) shares have gained more than 33% year-to-date.\nHuberty added that she is keeping an eye on Apple (AAPL) retail stores that are closing as a result of increasing COVID-19 cases in North America.\nOn Tuesday, Apple (AAPL) was upgraded at Moody's, as the credit-ratings agency cited the tech giant's \"exceptional liquidity\" and earnings power.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699693451,"gmtCreate":1639788452679,"gmtModify":1639788453663,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Travel recovery play??&nbsp;","listText":"Travel recovery play??&nbsp;","text":"Travel recovery play??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/699693451","repostId":"2192973639","repostType":4,"repost":{"id":"2192973639","kind":"highlight","pubTimestamp":1639750838,"share":"https://www.laohu8.com/m/news/2192973639?lang=&edition=full","pubTime":"2021-12-17 22:20","market":"us","language":"en","title":"Why Airbnb Could Be 1 of the Best Stocks to Own in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2192973639","media":"Motley Fool","summary":"The company is gaining market share in an industry growing by hundreds of billions of dollars this year.","content":"<p><b>Airbnb</b> (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus reduces the appetite for travel, it will harm Airbnb's business.</p>\n<p>While the virus is still widely circulating, more and more people are feeling better about traveling and booking more trips. That's partly due to the development of several effective vaccines against COVID-19. Indeed, more than 8.5 billion doses of such vaccines have been administered worldwide as of this writing.</p>\n<p>That partial return to travel has helped Airbnb recover from revenue losses caused by the pandemic. Here's why it could be one of the best stocks to own in 2022.</p>\n<h2>Airbnb is gaining market share</h2>\n<p>Interestingly, Airbnb's revenue is already ahead of the levels it achieved before the outbreak. In its most recent quarter ended Sept. 30, Airbnb's reported revenue of $2.2 billion was 36% higher than in the same quarter in 2019.</p>\n<p>Airbnb does not generate revenue by renting out its own locations. Instead, it brings together travelers and hosts and charges fees to each to use its service. The $2.2 billion in revenue it earned came from $11.9 billion in gross booking value on its platform.</p>\n<p>Airbnb is gaining traction with consumers because of its platform's convenience and selection. On Airbnb, folks can find small rooms or large homes, places to stay in large cities or small towns, and the lengths of stay vary from a couple of days to a couple of months. That's all in stark contrast to hotels, which usually offer only a few room options in far fewer locations.</p>\n<p>Airbnb gaining market share in the massive hotel and resort industry is great news for investors. In 2019, before the outbreak, Statista estimated the sector was worth $1.5 trillion in annual revenue. Of course, the pandemic slashed that overall market potential in 2020 to $610 billion, and it's only estimated to recover to $950 billion in 2021. That means there is plenty of room for travel to return to full strength, but Airbnb has already eclipsed its revenue total before the outbreak.</p>\n<p>Moreover, Airbnb's quarterly booking value of $11.9 billion highlights plenty of room for it to grow by gaining market share, in addition to the overall industry rebounding to levels from before the outbreak.</p>\n<h2>Airbnb is an excellent stock trading cheaply</h2>\n<p>Airbnb undoubtedly has excellent prospects over the next several years as the travel industry rebounds and Airbnb takes a larger share of the market. Its stock is currently trading at 52-week lows, which makes it more appealing as an investment. Looking at its price-to-free-cash-flow ratio of 62, it's at the lowest of the year. Moreover, looking at its price-to-sales ratio of 19.7, it's very near the year's lowest price.</p>\n<p>For those reasons and others, Airbnb could be one of the best stocks to own now as we head into 2022 and as the world recovers from COVID-19.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Airbnb Could Be 1 of the Best Stocks to Own in 2022</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 Airbnb Could Be 1 of the Best Stocks to Own in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192973639","content_text":"Airbnb (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus reduces the appetite for travel, it will harm Airbnb's business.\nWhile the virus is still widely circulating, more and more people are feeling better about traveling and booking more trips. That's partly due to the development of several effective vaccines against COVID-19. Indeed, more than 8.5 billion doses of such vaccines have been administered worldwide as of this writing.\nThat partial return to travel has helped Airbnb recover from revenue losses caused by the pandemic. Here's why it could be one of the best stocks to own in 2022.\nAirbnb is gaining market share\nInterestingly, Airbnb's revenue is already ahead of the levels it achieved before the outbreak. In its most recent quarter ended Sept. 30, Airbnb's reported revenue of $2.2 billion was 36% higher than in the same quarter in 2019.\nAirbnb does not generate revenue by renting out its own locations. Instead, it brings together travelers and hosts and charges fees to each to use its service. The $2.2 billion in revenue it earned came from $11.9 billion in gross booking value on its platform.\nAirbnb is gaining traction with consumers because of its platform's convenience and selection. On Airbnb, folks can find small rooms or large homes, places to stay in large cities or small towns, and the lengths of stay vary from a couple of days to a couple of months. That's all in stark contrast to hotels, which usually offer only a few room options in far fewer locations.\nAirbnb gaining market share in the massive hotel and resort industry is great news for investors. In 2019, before the outbreak, Statista estimated the sector was worth $1.5 trillion in annual revenue. Of course, the pandemic slashed that overall market potential in 2020 to $610 billion, and it's only estimated to recover to $950 billion in 2021. That means there is plenty of room for travel to return to full strength, but Airbnb has already eclipsed its revenue total before the outbreak.\nMoreover, Airbnb's quarterly booking value of $11.9 billion highlights plenty of room for it to grow by gaining market share, in addition to the overall industry rebounding to levels from before the outbreak.\nAirbnb is an excellent stock trading cheaply\nAirbnb undoubtedly has excellent prospects over the next several years as the travel industry rebounds and Airbnb takes a larger share of the market. Its stock is currently trading at 52-week lows, which makes it more appealing as an investment. Looking at its price-to-free-cash-flow ratio of 62, it's at the lowest of the year. Moreover, looking at its price-to-sales ratio of 19.7, it's very near the year's lowest price.\nFor those reasons and others, Airbnb could be one of the best stocks to own now as we head into 2022 and as the world recovers from COVID-19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690776483,"gmtCreate":1639715056092,"gmtModify":1639715069407,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/690776483","repostId":"1136590194","repostType":4,"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601362187,"gmtCreate":1638492808849,"gmtModify":1638492809249,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Yes//<a href=\"https://laohu8.com/U/3581899057268262\">@CK11</a>:Oh really?&nbsp;","listText":"Yes//<a href=\"https://laohu8.com/U/3581899057268262\">@CK11</a>:Oh really?&nbsp;","text":"Yes//@CK11:Oh really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/601362187","repostId":"1142443814","repostType":4,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152241856,"gmtCreate":1625302095075,"gmtModify":1633941592421,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"How high can the stocks go????&nbsp;","listText":"How high can the stocks go????&nbsp;","text":"How high can the stocks go????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/152241856","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125698760,"gmtCreate":1624670512050,"gmtModify":1633949850959,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Depend how long you want to hold..&nbsp;","listText":"Depend how long you want to hold..&nbsp;","text":"Depend how long you want to hold..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/125698760","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","kind":"news","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from&nbsp;Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate&nbsp;in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&amp;T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Better Buy Than Other FAANG Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">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/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128079647,"gmtCreate":1624496649889,"gmtModify":1634005298960,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Merger underway?&nbsp;","listText":"Merger underway?&nbsp;","text":"Merger underway?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/128079647","repostId":"1129538803","repostType":4,"repost":{"id":"1129538803","kind":"news","pubTimestamp":1624494525,"share":"https://www.laohu8.com/m/news/1129538803?lang=&edition=full","pubTime":"2021-06-24 08:28","market":"sg","language":"en","title":"Singapore's Keppel, Sembcorp Marine request trading halts","url":"https://stock-news.laohu8.com/highlight/detail?id=1129538803","media":"Reuters","summary":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu","content":"<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.</p>\n<p>Keppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.</p>\n<p>Singapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.</p>\n<p>Markets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.</p>\n<p>Earlier this year, Keppel said its struggling offshore and marine (O&amp;M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&amp;M business.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Keppel, Sembcorp Marine request trading halts</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Keppel, Sembcorp Marine request trading halts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts ...</p>\n\n<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129538803","content_text":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.\nKeppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.\nSingapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.\nMarkets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.\nEarlier this year, Keppel said its struggling offshore and marine (O&M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&M business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123101300,"gmtCreate":1624410966100,"gmtModify":1634006541942,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"The future is on FED hand...&nbsp;","listText":"The future is on FED hand...&nbsp;","text":"The future is on FED hand...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/123101300","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168711611,"gmtCreate":1623983644133,"gmtModify":1634024726757,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3579568649549102\">@KF73</a>: Great company..&nbsp;","listText":"//<a href=\"https://laohu8.com/U/3579568649549102\">@KF73</a>: Great company..&nbsp;","text":"//@KF73: Great company..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/168711611","repostId":"1175693382","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168559848,"gmtCreate":1623979170684,"gmtModify":1634024859444,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Great company..&nbsp;","listText":"Great company..&nbsp;","text":"Great company..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/168559848","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","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 Stock: The Bottoming Process Looks To Be Forming Already</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 Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163209797,"gmtCreate":1623885162519,"gmtModify":1634026592446,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Interest rate rising still so&nbsp;far away.?","listText":"Interest rate rising still so&nbsp;far away.?","text":"Interest rate rising still so far away.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/163209797","repostId":"2144713861","repostType":4,"repost":{"id":"2144713861","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623883569,"share":"https://www.laohu8.com/m/news/2144713861?lang=&edition=full","pubTime":"2021-06-17 06:46","market":"us","language":"en","title":"Wall Street closes lower as Fed officials project rate hikes for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2144713861","media":"Reuters","summary":"June 16  - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.The Fed cited an impr","content":"<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&amp;P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&amp;P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</p>","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>Wall Street closes lower as Fed officials project rate hikes for 2023</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\">\nWall Street closes lower as Fed officials project rate hikes for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&amp;P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&amp;P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","DOG":"道指反向ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","OEX":"标普100","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144713861","content_text":"June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.\nNew projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.\nThe Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.\n\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at BNP Paribas.\nThe benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.\nWith inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.\nThe Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.\n\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.\nThe Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.\nOnly two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.\nThe decliners were led by utilities, materials, and consumer staples.\nVolume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.\nThe S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184423728,"gmtCreate":1623722210764,"gmtModify":1634029573167,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"To the moon soon?&nbsp;","listText":"To the moon soon?&nbsp;","text":"To the moon soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/184423728","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185016043,"gmtCreate":1623626948682,"gmtModify":1634031136813,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Great company in the making..&nbsp;","listText":"Great company in the making..&nbsp;","text":"Great company in the making..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185016043","repostId":"1128243947","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186323538,"gmtCreate":1623474521924,"gmtModify":1634032629650,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Like to be an investor, but when share price rise too quickly will&nbsp;become speculator.&nbsp;","listText":"Like to be an investor, but when share price rise too quickly will&nbsp;become speculator.&nbsp;","text":"Like to be an investor, but when share price rise too quickly will become speculator.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/186323538","repostId":"1147474880","repostType":4,"repost":{"id":"1147474880","kind":"news","pubTimestamp":1623470168,"share":"https://www.laohu8.com/m/news/1147474880?lang=&edition=full","pubTime":"2021-06-12 11:56","market":"us","language":"en","title":"Investor, Trader, Speculator: Which One Are You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147474880","media":"The Wall Street Journal","summary":"Understanding the difference between speculation and investing is essential to avoiding reckless ris","content":"<blockquote>\n Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n</blockquote>\n<p>I’ve had it.</p>\n<p>The Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.</p>\n<p>If you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.</p>\n<p>Whenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.</p>\n<p>You’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.</p>\n<p>Of course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%<i>are</i>investors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.</p>\n<p>An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.</p>\n<p>The word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.</p>\n<p>Nevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”</p>\n<p>He wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)</p>\n<p>“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”</p>\n<p>Graham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.</p>\n<p>In that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”</p>\n<p>However, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”</p>\n<p>Most investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.</p>\n<p>If you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.</p>\n<p>Take speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.</p>\n<p>I think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.</p>\n<p>“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”</p>\n<p>I hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.</p>\n<p>Calling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.</p>\n<p>Ina recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”</p>\n<p>In her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.</p>\n<p>The currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)</p>\n<p>PAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.</p>\n<p>Ms. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”</p>\n<p>In Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.</p>","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>Investor, Trader, Speculator: Which One Are You?</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\">\nInvestor, Trader, Speculator: Which One Are You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of ...</p>\n\n<a href=\"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147474880","content_text":"Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.\nIf you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.\nWhenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.\nYou’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.\nOf course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%areinvestors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.\nAn investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.\nThe word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.\nNevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”\nHe wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)\n“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”\nGraham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.\nIn that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”\nHowever, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”\nMost investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.\nIf you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.\nTake speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.\nI think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.\n“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”\nI hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.\nCalling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.\nIna recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”\nIn her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.\nThe currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)\nPAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.\nMs. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”\nIn Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181110808,"gmtCreate":1623377905404,"gmtModify":1634033995794,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"How will Apple EV look like?&nbsp;","listText":"How will Apple EV look like?&nbsp;","text":"How will Apple EV look like?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/181110808","repostId":"1147547408","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189556022,"gmtCreate":1623282849766,"gmtModify":1634035068357,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Interest rate upside cycle waiting?&nbsp;","listText":"Interest rate upside cycle waiting?&nbsp;","text":"Interest rate upside cycle waiting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/189556022","repostId":"1193607718","repostType":4,"repost":{"id":"1193607718","kind":"news","pubTimestamp":1623282335,"share":"https://www.laohu8.com/m/news/1193607718?lang=&edition=full","pubTime":"2021-06-10 07:45","market":"us","language":"en","title":"Hot inflation may have become scorching in May and is expected to hit a 28-year high","url":"https://stock-news.laohu8.com/highlight/detail?id=1193607718","media":"cnbc","summary":"Inflation has been warming up this spring, and it's expected to hit historical levels for the month ","content":"<div>\n<p>Inflation has been warming up this spring, and it's expected to hit historical levels for the month of May.\nThe consensus forecast for the core consumer price index, which excludes food and energy, is...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/hot-inflation-became-scorching-in-may-and-is-expected-to-hit-a-28-year-high.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot inflation may have become scorching in May and is expected to hit a 28-year high</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; 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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\">\nHot inflation may have become scorching in May and is expected to hit a 28-year high\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/hot-inflation-became-scorching-in-may-and-is-expected-to-hit-a-28-year-high.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation has been warming up this spring, and it's expected to hit historical levels for the month of May.\nThe consensus forecast for the core consumer price index, which excludes food and energy, is...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/hot-inflation-became-scorching-in-may-and-is-expected-to-hit-a-28-year-high.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/09/hot-inflation-became-scorching-in-may-and-is-expected-to-hit-a-28-year-high.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193607718","content_text":"Inflation has been warming up this spring, and it's expected to hit historical levels for the month of May.\nThe consensus forecast for the core consumer price index, which excludes food and energy, is 3.5% on a year-over-year basis, according to Dow Jones. That's the fastest annual pace in 28 years.\nEconomists expect both core and headline CPI rose by 0.5% in May. Headline CPI is expected to jump 4.7% year-over-year, the highest rate since sky high energy prices spiked inflation readings in the fall of 2008.\n\"It will be hot. It could be up to 5%,\" said Diane Swonk, chief economist at Grant Thornton. \"The worst of the heat is going to be the second quarter in terms of headline. It will be interesting to see what it looks like when you strip out the extremes. I think we're still going to have a warm summer when you have surge pricing kicking in for everything from airfares to hotels.\"\nA customer wearing a protective mask loads lumber onto a cart at a Home Depot store in Pleasanton, California, on Monday, Feb. 22, 2021.David Paul Morris | Bloomberg | Getty Images\nMay CPI is expected at 8:30 a.m. ET Thursday and comes as investors are debating whether the period of rising prices is transient, as the Fed believes, or more pervasive and persistent. If it's the latter, the concern is the central bank would then be forced to back away from its easy policies that have helped keep interest rates low, boosted liquidity and provided fuel for the stock market's gains.\nGreater expectations\nMark Zandi, chief economist at Moody's Analytics, said he expects a 0.6% jump in May core CPI. \"The year-over-year growth rate would be 3.65%,\" he said. \"The last time it was this high was July 1992.\"\nThe last time the core CPI was above the consensus expectation of 3.5% was February 1993.\nSwonk expects headline inflation to reach 4.9% year-over-year. That compares to a4.2% headline pace in April.Core inflation was 3% year-over-year in April, a level it has only occasionally reached in the past two decades.\n\"I am worried about rent and owners' equivalent rent because it should go up. It had decelerated,\" she said. Shelter is more than 30% of CPI, and rent costs have bottomed in some cities, Swonk added. \"The issue is it could have longer legs and keep overall inflation measures buoyed more than people expect.\"\n\nThe Fed has said it would begin the first phase of easing when it believes the economy and labor market is strong enough. Central bank officials have said they will tolerate inflation in an average range around their 2% target.\nSome strategists expect the Fed to begin talking about tapering its $120 billion a month in late August when it meets at theJackson Hole Economic Symposium. It is then expected to wait several months and begin to pare back purchases in December or early next year.\nThat would then lead to a long period of the Fed slowly reducing its bond purchases before it actually moves to raise interest rates. Most market pros do not expect the Fed to hike interest rates before 2023.\nGoing beyond the expected price increases\nWells Fargo bond strategists say they will be looking at the data for trends that go beyond the obvious price hikes associated with the economic reopening.\n\"Airfares, hotels and event admissions all registered big price increases and contributed to the spike in CPI inflation in April,\" they wrote in a report. \"But these categories are merely recovering declines seen last year, and the Fed is unlikely to be swayed if their prices continue to accelerate. Rent, owners' equivalent rent and medical care services (collectively 50% of the core CPI basket) inflation are muted.\"\nGrant Thornton's Swonk said the surge of inflation is being driven by pent-up demand, with consumers rushing to return to normal.\n\"The biggest thing I worry about longer term is whether or not what we're seeing a reaction to friction upon re-entry, before you hit the cold waters and reach splashdown, it gets hot,\" she said.\nEconomists are carefully eyeing wages, which have been rising. They do not expect the picture to become clear for several months as workers are expected to come back to the labor force. The559,000 jobs added in Maywas lower than expected, but the pace of hiring is expected to pick up as September approaches when federal unemployment benefits run out and schools reopen, allowing parents to return to work.\nInflation: Good to some degree\nFor the stock market, some inflation is good, especially for those companies that can meet rising costs with higher prices for goods. Inflation becomes negative when it gets too hot and erodes margins.\n\"These near-term readings are not going to tell us anything about whether the inflation readings are going to be anything but transitory,\" said Ron Temple, head of U.S. equities and co-head of multi-asset investing at Lazard Asset Management. He said it will be several more months before it's clear whether the period of higher prices is temporary.\nTemple said a hot CPI reading — one that's much higher than expected — would be a negative for stocks and bonds. Bond yields rise when prices fall.\n\"I think inflation is the thing people want to be afraid of … I think it's a misplaced fear. I think the worst thing we could have is deflation,\" he said.\nTemple said he does not expect a few months of rising inflation to destabilize the stock market, but he said there are bond market pros who think the Fed could move sooner on unwinding its bond program.\n\"I think the Fed will keep its nerve. They've made it clear. There's been a consistency of commentary. I think [Fed Chairman] Jay Powell's done a good job discussing 'transitory,'\" he said.\nMarket-based inflation expectations have been falling recently, and the 10-year Treasury yield fell below the key 1.5% Wednesday.\nGeorge Goncalves, head of U.S. macro strategy at MUFG, said investors were looking for an explanation for the surprise drop in yields, but he said it could simply be that the market is not looking for the pace of inflation or economic growth to stay at current levels.\n\"It's got to be short-covering. I think what we're experiencing is a rethinking of the narrative at the same time,\" he said. \"We're living through the peak of the activity, the peak of the inflation and markets are supposed to be forward looking.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180115747,"gmtCreate":1623194657789,"gmtModify":1634036045811,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Cloud the future of MSFT?&nbsp;","listText":"Cloud the future of MSFT?&nbsp;","text":"Cloud the future of MSFT?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/180115747","repostId":"1193765977","repostType":4,"repost":{"id":"1193765977","kind":"news","pubTimestamp":1623168925,"share":"https://www.laohu8.com/m/news/1193765977?lang=&edition=full","pubTime":"2021-06-09 00:15","market":"us","language":"en","title":"Where Will Microsoft Stock Be In 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193765977","media":"Seekingalpha","summary":"Microsoft is great business trading for a premium price. The high valuation is likely to cap the upside for new buyers of MSFT stock.Microsoft does have strong growth prospects in cloud computing that can help earn out your purchase price of 32x FY 2021 earnings.10 years ago, it wasn't entirely clear where Microsoft was going to get growth from. Then Microsoft reinvented itself in thecloud computing businesswith Azure and hit a slow-motion home run. Azure completely changed Microsoft's business ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft is great business trading for a premium price. The high valuation is likely to cap the upside for new buyers of MSFT stock.</li>\n <li>Microsoft does have strong growth prospects in cloud computing that can help earn out your purchase price of 32x FY 2021 earnings.</li>\n <li>My stock forecast for Microsoft for the next 5 years.</li>\n</ul>\n<p><b>Is Microsoft Stock A Buy?</b></p>\n<p>Microsoft (MSFT) transformed itself from a technological backwater in the 2000s to a cloud computing growth machine in the 2010s. Additionally, Microsoft makes steady money from their other lines of business, including Windows, Microsoft Office, and gaming. Along the way, the stock has increased more than 10x plus dividends. It doesn't take a genius to know that today's Microsoft runs a great business. After the run-up in the stock, the question now is whether the valuation makes sense and whether MSFT's future growth prospects offer enough compensation to forego other investment opportunities. On the balance, I think that Microsoft stock is likely to be a good investment at current prices, but not a great one.</p>\n<p><img src=\"https://static.tigerbbs.com/e018b111998393ef270c5b852e8b8e49\" tg-width=\"635\" tg-height=\"435\">Microsoft's earnings have grown steadily, but the share price has risen faster than earnings as investors have priced future growth into the stock. This becomes apparent when you look at Microsoft's P/E ratio over time.</p>\n<p><b>MSFT Stock Price, Earnings, and Valuation</b></p>\n<p><img src=\"https://static.tigerbbs.com/b3dbf619f017f02826d72bd4fc3aa231\" tg-width=\"640\" tg-height=\"503\"><i>Source:Macrotrends</i></p>\n<p>As you can see here, Microsoft's earnings have been up and down a bit but mostly up over the past decade. Microsoft's earnings trend is actually smoother than it looks because of someone-time tax charges, in 2018 for the repatriation tax, for example.</p>\n<p>If you look at the P/E ratio, you can pretty much draw a trendline from 2011 to 2021 and see that the market is willing to pay an increasing amount for each dollar of Microsoft's earnings. Back in 2011, Wall Street hated Microsoft stock. As time went on, however, the P/E trendline went from under 10x to 15x, then to 20x, then to 25x, and now after COVID, to over 30x earnings. For what it's worth, Apple saw a similar rise in valuation over the last 10 years. The question that you should always ask as an investor when you see this is whether this makes sense. In Microsoft's case, the rise in the P/E ratio does make some sense. MSFT used to make basically all of its money from Windows, Microsoft Office, and Xbox. Today, expectations have never been higher for MSFT's earnings growth, and the reason is that Microsoft is making an increasing amount of its income from cloud computing.</p>\n<p><b>How Much Is Microsoft Expected To Grow?</b></p>\n<p>10 years ago, it wasn't entirely clear where Microsoft was going to get growth from. Then Microsoft reinvented itself in thecloud computing businesswith Azure and hit a slow-motion home run. Azure completely changed Microsoft's business model, and Microsoft's management followed when Satya Nadella (who led Microsoft's cloud operation) was promoted to CEO in 2014. Incidentally, with Jeff Bezos departing Amazon in 2021, AMZN took a page out of Microsoft's playbook by promoting their head of cloud computing (Andy Jassy) to CEO.</p>\n<p>Like a utility, cloud computing providers make investments in infrastructure and then sell their product (computing) to customers. The investment in infrastructure is mostly fixed, while customers can pay for as much as they need. With costs mostly fixed, ongoing growth in data needs for businesses has made a killing for the successful cloud businesses like Amazon AWS(NASDAQ:AMZN)and Microsoft Azure. For example, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)is now competing in the cloud computing market andis still losing billions in its effortto get its cloud business up to speed. Cloud computing is typically a win-win for customers and providers, as both parties are better off sharing computing power than investing in it individually. Economies of scale and network effects ensured that the profits accrue to the early entrants in a winner-take-all type of market. Today, Wall Street analysts give Microsoft plenty of love for its new growth trajectory, with MSFT expected to earn $7.77 per share in 2021, $8.28 in 2022, and $9.53 in 2023.</p>\n<p>Microsoft has a few different lines of business that they discussed during theirmost recent earnings conference call, but the growth in cloud computing is what will likely make or break the stock. The numbers so far have been great, with $6.43 billion in operating income in the last quarter alone and rapid growth (roughly 1/3 of Microsoft's total revenue and profit).</p>\n<p><img src=\"https://static.tigerbbs.com/cbcf88a63e7094f74eada7fc87db11a9\" tg-width=\"640\" tg-height=\"361\"><i>Source:Microsoft FY 2021 Q3 Earnings Presentation</i></p>\n<p>As a general rule, no business can grow at 30 percent annually forever. This makes investing in growth stocks tricky when you pay a high multiple for them, you have to do a substantial amount of handicapping to determine whether you're overpaying or not.</p>\n<p>Microsoft is no exception, its cloud segment won't be able to grow at 30 percent annually forever. The question is how big it can grow before slowing down. My intuition is that the pandemic pulled cloud adoption by businesses forward in time, as work from home forced companies to invest in their tech infrastructure. The faster a business is growing, the trickier it generally is to value, but I'll assume that Azure can grow at 20 percent annually over the next 5 years, and then 5 percent after that.</p>\n<p>Let's round Azure/Cloud's operating profits last quarter to $6.4 billion. Microsoft typicallyconverts about 75 percent of its operating income into net income, with the rest going to items like stock compensation (absolutely a necessary expense), depreciation &amp; amortization (I'll assume these are equal to Azure's capex in the long run), and a bunch of other miscellaneous items. That gets us to an estimate of $19.2 billion for Microsoft's cloud segment's current annual profit, or about $2.56 per share. According to analyst estimates, Microsoft will earn another $5.21 from all other sources this year. Let's say the cloud income grows 20 percent over the next 5 years, which gets us $6.37 per share in income from the cloud. Now, let's assume the rest of their income grows at 5 percent annually, which I think is fair for a long-run estimate. The rest of Microsoft's business would earn about $6.65 per share in 2026. Add them together, and Microsoft should be able to earn about $13.02 per share over the next 5 years before accounting for buybacks. MSFT bought back about1 percent of their outstanding shareslast year, if we assume they buy back 5 percent of shares over the next 5 years, then we boost earnings per share to ~$13.70.</p>\n<p><b>MSFT Stock Forecast</b></p>\n<p>I believe MSFT should come close to doubling earnings per share over the next 5 years. However, as I noted before, the cloud business won't grow at this rate forever, and the share price has risen much faster than earnings have over the last decade, essentially baking some of this growth into the stock.</p>\n<p>For 2026, I find it only fair to assume that the multiple for MSFT shrinks to 25x earnings from 32x, while earnings growth eventually slows down. This gets us to a stock forecast of $342 for Microsoft in 2026, plus dividends. Some readers might think I'm being too harsh on Microsoft. I've found that valuations are fairly high for large-cap tech after 2020, and these high valuations are taking away from future upside. All-in including dividends, my price target means I'm projecting about a 7 percent annual return for Microsoft shareholders. I'm projecting similar returns for Apple (AAPL), Amazon, and other popular large-cap tech names. It's possible I'm being too conservative in my projections, but you can't deny that most of the increase in the value of popular tech stocks has come from increases in valuation and one-time increases in earnings from corporate tax cuts. For the future, NASDAQ returns are likely to be materially lower than they have been in the past, and this includes Microsoft.</p>\n<p>I'll close this article by listing the top 10 NASDAQ stocks bymarket capitalization in 1999.</p>\n<ol>\n <li>Microsoft</li>\n <li>Cisco(NASDAQ:CSCO)</li>\n <li>Qualcomm(NASDAQ:QCOM)</li>\n <li>Intel(NASDAQ:INTC)</li>\n <li>WorldCom</li>\n <li>Oracle(NYSE:ORCL)</li>\n <li>Dell(NYSE:DELL)</li>\n <li>Sun Microsystems</li>\n <li>Yahoo</li>\n <li>JDS Uniphase</li>\n</ol>\n<p>While I expect Microsoft to continue to do well as a business, the current valuation, while not as crazy as the one in 1999, is constraining the prospects for its stock. The ghosts of the NASDAQ past also loom large in my projections, and I think that a 7 percent annual return for Microsoft shareholders sounds about right going forward given its growth prospects, valuation, and competitive position in the marketplace. Microsoft stock could do substantially better or worse than my projection, but my projections combined withlong-running research about popular stockshaving slightly lower returns than average suggest that MSFT's upside is not quite as good as the most optimistic shareholders think.</p>","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>Where Will Microsoft Stock Be In 5 Years?</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\">\nWhere Will Microsoft Stock Be In 5 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 00:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433653-microsoft-stock-5-years><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft is great business trading for a premium price. The high valuation is likely to cap the upside for new buyers of MSFT stock.\nMicrosoft does have strong growth prospects in cloud ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433653-microsoft-stock-5-years\">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://seekingalpha.com/article/4433653-microsoft-stock-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193765977","content_text":"Summary\n\nMicrosoft is great business trading for a premium price. The high valuation is likely to cap the upside for new buyers of MSFT stock.\nMicrosoft does have strong growth prospects in cloud computing that can help earn out your purchase price of 32x FY 2021 earnings.\nMy stock forecast for Microsoft for the next 5 years.\n\nIs Microsoft Stock A Buy?\nMicrosoft (MSFT) transformed itself from a technological backwater in the 2000s to a cloud computing growth machine in the 2010s. Additionally, Microsoft makes steady money from their other lines of business, including Windows, Microsoft Office, and gaming. Along the way, the stock has increased more than 10x plus dividends. It doesn't take a genius to know that today's Microsoft runs a great business. After the run-up in the stock, the question now is whether the valuation makes sense and whether MSFT's future growth prospects offer enough compensation to forego other investment opportunities. On the balance, I think that Microsoft stock is likely to be a good investment at current prices, but not a great one.\nMicrosoft's earnings have grown steadily, but the share price has risen faster than earnings as investors have priced future growth into the stock. This becomes apparent when you look at Microsoft's P/E ratio over time.\nMSFT Stock Price, Earnings, and Valuation\nSource:Macrotrends\nAs you can see here, Microsoft's earnings have been up and down a bit but mostly up over the past decade. Microsoft's earnings trend is actually smoother than it looks because of someone-time tax charges, in 2018 for the repatriation tax, for example.\nIf you look at the P/E ratio, you can pretty much draw a trendline from 2011 to 2021 and see that the market is willing to pay an increasing amount for each dollar of Microsoft's earnings. Back in 2011, Wall Street hated Microsoft stock. As time went on, however, the P/E trendline went from under 10x to 15x, then to 20x, then to 25x, and now after COVID, to over 30x earnings. For what it's worth, Apple saw a similar rise in valuation over the last 10 years. The question that you should always ask as an investor when you see this is whether this makes sense. In Microsoft's case, the rise in the P/E ratio does make some sense. MSFT used to make basically all of its money from Windows, Microsoft Office, and Xbox. Today, expectations have never been higher for MSFT's earnings growth, and the reason is that Microsoft is making an increasing amount of its income from cloud computing.\nHow Much Is Microsoft Expected To Grow?\n10 years ago, it wasn't entirely clear where Microsoft was going to get growth from. Then Microsoft reinvented itself in thecloud computing businesswith Azure and hit a slow-motion home run. Azure completely changed Microsoft's business model, and Microsoft's management followed when Satya Nadella (who led Microsoft's cloud operation) was promoted to CEO in 2014. Incidentally, with Jeff Bezos departing Amazon in 2021, AMZN took a page out of Microsoft's playbook by promoting their head of cloud computing (Andy Jassy) to CEO.\nLike a utility, cloud computing providers make investments in infrastructure and then sell their product (computing) to customers. The investment in infrastructure is mostly fixed, while customers can pay for as much as they need. With costs mostly fixed, ongoing growth in data needs for businesses has made a killing for the successful cloud businesses like Amazon AWS(NASDAQ:AMZN)and Microsoft Azure. For example, Google(NASDAQ:GOOG)(NASDAQ:GOOGL)is now competing in the cloud computing market andis still losing billions in its effortto get its cloud business up to speed. Cloud computing is typically a win-win for customers and providers, as both parties are better off sharing computing power than investing in it individually. Economies of scale and network effects ensured that the profits accrue to the early entrants in a winner-take-all type of market. Today, Wall Street analysts give Microsoft plenty of love for its new growth trajectory, with MSFT expected to earn $7.77 per share in 2021, $8.28 in 2022, and $9.53 in 2023.\nMicrosoft has a few different lines of business that they discussed during theirmost recent earnings conference call, but the growth in cloud computing is what will likely make or break the stock. The numbers so far have been great, with $6.43 billion in operating income in the last quarter alone and rapid growth (roughly 1/3 of Microsoft's total revenue and profit).\nSource:Microsoft FY 2021 Q3 Earnings Presentation\nAs a general rule, no business can grow at 30 percent annually forever. This makes investing in growth stocks tricky when you pay a high multiple for them, you have to do a substantial amount of handicapping to determine whether you're overpaying or not.\nMicrosoft is no exception, its cloud segment won't be able to grow at 30 percent annually forever. The question is how big it can grow before slowing down. My intuition is that the pandemic pulled cloud adoption by businesses forward in time, as work from home forced companies to invest in their tech infrastructure. The faster a business is growing, the trickier it generally is to value, but I'll assume that Azure can grow at 20 percent annually over the next 5 years, and then 5 percent after that.\nLet's round Azure/Cloud's operating profits last quarter to $6.4 billion. Microsoft typicallyconverts about 75 percent of its operating income into net income, with the rest going to items like stock compensation (absolutely a necessary expense), depreciation & amortization (I'll assume these are equal to Azure's capex in the long run), and a bunch of other miscellaneous items. That gets us to an estimate of $19.2 billion for Microsoft's cloud segment's current annual profit, or about $2.56 per share. According to analyst estimates, Microsoft will earn another $5.21 from all other sources this year. Let's say the cloud income grows 20 percent over the next 5 years, which gets us $6.37 per share in income from the cloud. Now, let's assume the rest of their income grows at 5 percent annually, which I think is fair for a long-run estimate. The rest of Microsoft's business would earn about $6.65 per share in 2026. Add them together, and Microsoft should be able to earn about $13.02 per share over the next 5 years before accounting for buybacks. MSFT bought back about1 percent of their outstanding shareslast year, if we assume they buy back 5 percent of shares over the next 5 years, then we boost earnings per share to ~$13.70.\nMSFT Stock Forecast\nI believe MSFT should come close to doubling earnings per share over the next 5 years. However, as I noted before, the cloud business won't grow at this rate forever, and the share price has risen much faster than earnings have over the last decade, essentially baking some of this growth into the stock.\nFor 2026, I find it only fair to assume that the multiple for MSFT shrinks to 25x earnings from 32x, while earnings growth eventually slows down. This gets us to a stock forecast of $342 for Microsoft in 2026, plus dividends. Some readers might think I'm being too harsh on Microsoft. I've found that valuations are fairly high for large-cap tech after 2020, and these high valuations are taking away from future upside. All-in including dividends, my price target means I'm projecting about a 7 percent annual return for Microsoft shareholders. I'm projecting similar returns for Apple (AAPL), Amazon, and other popular large-cap tech names. It's possible I'm being too conservative in my projections, but you can't deny that most of the increase in the value of popular tech stocks has come from increases in valuation and one-time increases in earnings from corporate tax cuts. For the future, NASDAQ returns are likely to be materially lower than they have been in the past, and this includes Microsoft.\nI'll close this article by listing the top 10 NASDAQ stocks bymarket capitalization in 1999.\n\nMicrosoft\nCisco(NASDAQ:CSCO)\nQualcomm(NASDAQ:QCOM)\nIntel(NASDAQ:INTC)\nWorldCom\nOracle(NYSE:ORCL)\nDell(NYSE:DELL)\nSun Microsystems\nYahoo\nJDS Uniphase\n\nWhile I expect Microsoft to continue to do well as a business, the current valuation, while not as crazy as the one in 1999, is constraining the prospects for its stock. The ghosts of the NASDAQ past also loom large in my projections, and I think that a 7 percent annual return for Microsoft shareholders sounds about right going forward given its growth prospects, valuation, and competitive position in the marketplace. Microsoft stock could do substantially better or worse than my projection, but my projections combined withlong-running research about popular stockshaving slightly lower returns than average suggest that MSFT's upside is not quite as good as the most optimistic shareholders think.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117369945,"gmtCreate":1623117461687,"gmtModify":1634036756899,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"When will tapering happen?&nbsp;","listText":"When will tapering happen?&nbsp;","text":"When will tapering happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/117369945","repostId":"1113815269","repostType":4,"repost":{"id":"1113815269","kind":"news","pubTimestamp":1623109439,"share":"https://www.laohu8.com/m/news/1113815269?lang=&edition=full","pubTime":"2021-06-08 07:43","market":"us","language":"en","title":"The Fed is in early stages of a campaign to prepare markets for tapering its asset purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=1113815269","media":"cnbc","summary":"The Federal Reserve is in the early stages of a campaign to ready markets for reducing its $120 bill","content":"<div>\n<p>The Federal Reserve is in the early stages of a campaign to ready markets for reducing its $120 billion in monthly asset purchases to stimulate the economy.Comments by Fed officials in the past ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/the-fed-is-in-the-early-stages-of-a-campaign-to-prepare-markets-for-tapering-its-asset-purchases.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed is in early stages of a campaign to prepare markets for tapering its asset purchases</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed is in early stages of a campaign to prepare markets for tapering its asset purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/the-fed-is-in-the-early-stages-of-a-campaign-to-prepare-markets-for-tapering-its-asset-purchases.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is in the early stages of a campaign to ready markets for reducing its $120 billion in monthly asset purchases to stimulate the economy.Comments by Fed officials in the past ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/the-fed-is-in-the-early-stages-of-a-campaign-to-prepare-markets-for-tapering-its-asset-purchases.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/07/the-fed-is-in-the-early-stages-of-a-campaign-to-prepare-markets-for-tapering-its-asset-purchases.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1113815269","content_text":"The Federal Reserve is in the early stages of a campaign to ready markets for reducing its $120 billion in monthly asset purchases to stimulate the economy.Comments by Fed officials in the past several weeks suggest the issue of tapering looks likely to be discussed as soon as the Federal Open Markets Committee meeting next week, and the Fed may be on track to begin asset reductions later this year or early next year.At least five Fed officials have publicly commented on the likelihood of those discussions in recent weeks, including Patrick Harker, president of the of the Federal Reserve Bank of Philadelphia, Robert Kaplan of Dallas, Fed Vice Chair for bank supervision Randal Quarles and Cleveland Fed President Loretta Mester, whose comments to CNBC came after Friday’s monthly jobs report.“As the economy continues to improve, and we see it in the data, and we get closer to our goals … we’re going to have discussions about our stance of policy overall, including our asset purchase programs and including our interest rates,” Mester said Friday.While the discussion may take place, an announcement of a decision to actually taper would be several months later, perhaps in late summer or early fall. That announcement would then put the beginning of the asset reduction further out, perhaps by year-end or early next year. Since the Fed will taper its purchases, that is, reduce the amount it buys by some amount each month, that timeline would still see the Fed purchasing billions of dollars of assets well into 2022, though at an increasingly slower pace.All of that is contingent on how the economy rebounds from the pandemic. The recent pace of new job growth, averaging 541,000 payrolls over the past three months, and the recent decline in the unemployment rate look to be more or less in line with Fed expectations. Most Fed officials continue to believe that the recent spurt of inflation will prove temporary, so even big monthly gains are unlikely to speed up the plan, at least for a time.Avoiding a tantrumWhile the decision to taper is based on economic data, it eventually will be converted by Fed officials to calendar dates, though, as the Fed has done in the past, still linked to the data.Behind the glacial pace of reducing asset purchases is a deliberate attempt to avoid another so-called taper tantrum, the sharp spike in bond yields in 2013 that came after Fed Chairman Ben Bernanke hinted asset purchases could wind down.One view inside the Fed is that the taper tantrum occurred because it failed to adequately separate in the market’s mind the timelines for hiking interest rates and for reducing asset purchases. This time, the Fed is creating a long runway for tapering, making clear that rate increases only come after this process. It also has set a higher standard of economic improvement required for rate increases than it has for asset purchase reductions.Quarles late last month made that separation clear, saying: “It will become important for the FOMC to begin discussing our plans to adjust the pace of asset purchases at upcoming meetings.” But, he added,  “in contrast, the time for discussing a change in the federal funds rate remains far in the future.”At the moment, fixed income markets appear to be giving the Fed leeway to follow a gradual timeline. The 10-year note yield has been anchored around 1.60 percent for nearly four months, and the 2-year note rate has hovered around 15 basis points (0.15%). Fed Funds futures do not fully price in a 25-basis point rate hike from the Fed until early 2023.Fed officials expected volatility around any announcement that it will reduce asset purchases. And it’s clear yields could rise as a result. It’s possible markets may become more aggressive in pricing in rate hikes. The measure of success for the Fed’s current efforts will come if policymakers can move toward reducing asset purchases but see only modest changes in expectations for rate increases.The key risk now is that the Fed, in trying to avoid a taper tantrum, maintains easy monetary policy too long, allowing inflation to become a permanent, rather than temporary, problem.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115511695,"gmtCreate":1623022378017,"gmtModify":1634096253899,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Any other options?&nbsp;","listText":"Any other options?&nbsp;","text":"Any other options?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115511695","repostId":"1102972710","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":152241856,"gmtCreate":1625302095075,"gmtModify":1633941592421,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"How high can the stocks go????&nbsp;","listText":"How high can the stocks go????&nbsp;","text":"How high can the stocks go????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/152241856","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125698760,"gmtCreate":1624670512050,"gmtModify":1633949850959,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Depend how long you want to hold..&nbsp;","listText":"Depend how long you want to hold..&nbsp;","text":"Depend how long you want to hold..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/125698760","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","kind":"news","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from&nbsp;Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate&nbsp;in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&amp;T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Better Buy Than Other FAANG Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">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/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181110808,"gmtCreate":1623377905404,"gmtModify":1634033995794,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"How will Apple EV look like?&nbsp;","listText":"How will Apple EV look like?&nbsp;","text":"How will Apple EV look like?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":29,"repostSize":0,"link":"https://laohu8.com/post/181110808","repostId":"1147547408","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123101300,"gmtCreate":1624410966100,"gmtModify":1634006541942,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"The future is on FED hand...&nbsp;","listText":"The future is on FED hand...&nbsp;","text":"The future is on FED hand...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/123101300","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128079647,"gmtCreate":1624496649889,"gmtModify":1634005298960,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Merger underway?&nbsp;","listText":"Merger underway?&nbsp;","text":"Merger underway?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/128079647","repostId":"1129538803","repostType":4,"repost":{"id":"1129538803","kind":"news","pubTimestamp":1624494525,"share":"https://www.laohu8.com/m/news/1129538803?lang=&edition=full","pubTime":"2021-06-24 08:28","market":"sg","language":"en","title":"Singapore's Keppel, Sembcorp Marine request trading halts","url":"https://stock-news.laohu8.com/highlight/detail?id=1129538803","media":"Reuters","summary":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thu","content":"<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.</p>\n<p>Keppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.</p>\n<p>Singapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.</p>\n<p>Markets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.</p>\n<p>Earlier this year, Keppel said its struggling offshore and marine (O&amp;M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&amp;M business.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Keppel, Sembcorp Marine request trading halts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Keppel, Sembcorp Marine request trading halts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts ...</p>\n\n<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-1-singapores-keppel-sembcorp-marine-request-trading-halts-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129538803","content_text":"June 24 (Reuters) - Singapore-listed conglomerate Keppel Corp and rig builder Sembcorp Marine on Thursday requested the stock exchange in separate filings that their shares be placed on trading halts pending announcements.\nKeppel and Sembcorp Marine were among the world’s biggest oil rig-builders, but a prolonged drop in oil prices and an oversupply of rigs have hit their businesses hard for several years.\nSingapore state investor Temasek Holdings, which is the biggest shareholder in both companies, had scrapped its plans last year to take majority stake in Keppel, following the company’s poor financial results.\nMarkets had expected Temasek to lead a much-needed consolidation in the rig-building sector after a deal.\nEarlier this year, Keppel said its struggling offshore and marine (O&M) segment will exit rig-building services, and that the company was also exploring inorganic options for the O&M business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168711611,"gmtCreate":1623983644133,"gmtModify":1634024726757,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3579568649549102\">@KF73</a>: Great company..&nbsp;","listText":"//<a href=\"https://laohu8.com/U/3579568649549102\">@KF73</a>: Great company..&nbsp;","text":"//@KF73: Great company..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/168711611","repostId":"1175693382","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601362187,"gmtCreate":1638492808849,"gmtModify":1638492809249,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Yes//<a href=\"https://laohu8.com/U/3581899057268262\">@CK11</a>:Oh really?&nbsp;","listText":"Yes//<a href=\"https://laohu8.com/U/3581899057268262\">@CK11</a>:Oh really?&nbsp;","text":"Yes//@CK11:Oh really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/601362187","repostId":"1142443814","repostType":4,"repost":{"id":"1142443814","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1623802730,"share":"https://www.laohu8.com/m/news/1142443814?lang=&edition=full","pubTime":"2021-06-16 08:18","market":"us","language":"en","title":"3 Reasons Tech Stocks May Continue To Struggle","url":"https://stock-news.laohu8.com/highlight/detail?id=1142443814","media":"Benzinga","summary":"So far in 2021, the Vanguard Value Index Fund ETF is up 17.4% nearly double the year-to-date return ","content":"<p>So far in 2021, the&nbsp;<b>Vanguard Value Index Fund ETF</b>&nbsp;is up 17.4% nearly double the year-to-date return of the<b>Technology Select Sector SPDR Fund</b>.</p>\n<p>Over the past decade, periods of time in which tech stocks have lagged value stocks have been short and sweet, but LPL Financial said there are at least three reasons why tech may no longer be leading the market higher for the foreseeable future.</p>\n<ul>\n <li>First, many tech stocks that thrived during the period of social distancing and remote working will face extremely difficult comps and report growth slowdowns in the next several quarters. At the same time, value stocks in the industrials, materials and energy sectors that struggled during the shutdowns will experience the tailwinds of pent-up demand from the reopening.</li>\n <li>Second, the tech sector’s current forward earnings multiple of 25 is relatively high compared to its historical average. In addition, the Russell 1,000 Growth Index is currently valued at a 60% premium to the Russell 1,000 Value Index, its highest premium in the past 20 years.</li>\n <li>Third, the technology sector appears to be rolling over from a technical standpoint. The sector has lagged the S&amp;P 500 since the beginning of September, suggesting technology’s momentum has stalled out.</li>\n</ul>\n<p>“It’s tough not to like technology given the strong fundamentals and rapid pace of innovation from many tech companies,” LPL Equity Strategist Jeffrey Buchbindersaid Tuesday.“But we expect cyclical value sectors like financials, industrials, and materials to fare better the rest of the year as the economy gets a reopening jolt.”</p>\n<p><b>Benzinga’s Take:</b>Just because tech stocks are no longer leading the market higher doesn’t mean investors should dump all their tech holdings for value stocks. There will still certainly be outperformers within the tech sector that are among the largest gainers in the market in 2021, but the easy money that has come from investing in the sector as a whole in the past decade may be much harder to come by in the next several quarters.</p>","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 Reasons Tech Stocks May Continue To Struggle</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 Reasons Tech Stocks May Continue To Struggle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-16 08:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>So far in 2021, the&nbsp;<b>Vanguard Value Index Fund ETF</b>&nbsp;is up 17.4% nearly double the year-to-date return of the<b>Technology Select Sector SPDR Fund</b>.</p>\n<p>Over the past decade, periods of time in which tech stocks have lagged value stocks have been short and sweet, but LPL Financial said there are at least three reasons why tech may no longer be leading the market higher for the foreseeable future.</p>\n<ul>\n <li>First, many tech stocks that thrived during the period of social distancing and remote working will face extremely difficult comps and report growth slowdowns in the next several quarters. At the same time, value stocks in the industrials, materials and energy sectors that struggled during the shutdowns will experience the tailwinds of pent-up demand from the reopening.</li>\n <li>Second, the tech sector’s current forward earnings multiple of 25 is relatively high compared to its historical average. In addition, the Russell 1,000 Growth Index is currently valued at a 60% premium to the Russell 1,000 Value Index, its highest premium in the past 20 years.</li>\n <li>Third, the technology sector appears to be rolling over from a technical standpoint. The sector has lagged the S&amp;P 500 since the beginning of September, suggesting technology’s momentum has stalled out.</li>\n</ul>\n<p>“It’s tough not to like technology given the strong fundamentals and rapid pace of innovation from many tech companies,” LPL Equity Strategist Jeffrey Buchbindersaid Tuesday.“But we expect cyclical value sectors like financials, industrials, and materials to fare better the rest of the year as the economy gets a reopening jolt.”</p>\n<p><b>Benzinga’s Take:</b>Just because tech stocks are no longer leading the market higher doesn’t mean investors should dump all their tech holdings for value stocks. There will still certainly be outperformers within the tech sector that are among the largest gainers in the market in 2021, but the easy money that has come from investing in the sector as a whole in the past decade may be much harder to come by in the next several quarters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142443814","content_text":"So far in 2021, the Vanguard Value Index Fund ETF is up 17.4% nearly double the year-to-date return of theTechnology Select Sector SPDR Fund.\nOver the past decade, periods of time in which tech stocks have lagged value stocks have been short and sweet, but LPL Financial said there are at least three reasons why tech may no longer be leading the market higher for the foreseeable future.\n\nFirst, many tech stocks that thrived during the period of social distancing and remote working will face extremely difficult comps and report growth slowdowns in the next several quarters. At the same time, value stocks in the industrials, materials and energy sectors that struggled during the shutdowns will experience the tailwinds of pent-up demand from the reopening.\nSecond, the tech sector’s current forward earnings multiple of 25 is relatively high compared to its historical average. In addition, the Russell 1,000 Growth Index is currently valued at a 60% premium to the Russell 1,000 Value Index, its highest premium in the past 20 years.\nThird, the technology sector appears to be rolling over from a technical standpoint. The sector has lagged the S&P 500 since the beginning of September, suggesting technology’s momentum has stalled out.\n\n“It’s tough not to like technology given the strong fundamentals and rapid pace of innovation from many tech companies,” LPL Equity Strategist Jeffrey Buchbindersaid Tuesday.“But we expect cyclical value sectors like financials, industrials, and materials to fare better the rest of the year as the economy gets a reopening jolt.”\nBenzinga’s Take:Just because tech stocks are no longer leading the market higher doesn’t mean investors should dump all their tech holdings for value stocks. There will still certainly be outperformers within the tech sector that are among the largest gainers in the market in 2021, but the easy money that has come from investing in the sector as a whole in the past decade may be much harder to come by in the next several quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347458840,"gmtCreate":1618526936280,"gmtModify":1634292388913,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"PE:150times wor!! GROWN story!!&nbsp;","listText":"PE:150times wor!! GROWN story!!&nbsp;","text":"PE:150times wor!! GROWN story!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/347458840","repostId":"1181372898","repostType":4,"repost":{"id":"1181372898","kind":"news","pubTimestamp":1618501265,"share":"https://www.laohu8.com/m/news/1181372898?lang=&edition=full","pubTime":"2021-04-15 23:41","market":"us","language":"en","title":"Is Palantir Actually Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181372898","media":"seekingalpha","summary":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive","content":"<p>(April 15)&nbsp;Palantir fell nearlr 3%&nbsp;in Thursday&nbsp;morning  trading.</p><p><img src=\"https://static.tigerbbs.com/48094c753cf8466f8f6f524a7349fba1\" tg-width=\"658\" tg-height=\"395\"></p><p><b>Summary</b></p><ul><li>Palantir looks very expensive at first sight. But could that be justified?</li><li>The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.</li><li>We showcase ways to enter a position in Palantir at a more attractive price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/534db15a589a6170b395a97ae7d469e8\" tg-width=\"768\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><span>Photo by wildpixel/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Palantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.</p><p><b>Palantir Is Not A Typical Stock I Like</b></p><p>In general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.</p><p>The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:</p><p><b>1. Palantir is active in an absolute growth market that will grow for decades</b></p><p>Big data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.</p><p><b>2. Palantir has a very clear industry leadership position</b></p><p>Many hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.</p><p><b>3. The industry Palantir is active in has great characteristics</b></p><p>Big data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins&nbsp;are one of the common traits shared by companies that are able to deliver strong long-term share price gains.</p><p>The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.</p><p>Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5c147cb9babf998cfd35649f4cad22\" tg-width=\"635\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Clearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).</p><p><b>Palantir's Valuation - How High Is It?</b></p><p>Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.</p><p>However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.</p><p>Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4a7db46186418a049678d1ecf17ff30\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Whereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c82732cfdc04638279f1d9e77e9c1e4\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Not too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.</p><p>When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.</p><p>A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has&nbsp;easily beaten estimates&nbsp;in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.</p><p><b>How To Get Into Palantir At A Lower Price</b></p><p>For those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.</p><p>Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.</p><p><b>Takeaway</b></p><p>At first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.</p><p>Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.</p>","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>Is Palantir Actually Overvalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Actually Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-...</p>\n\n<a href=\"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1181372898","content_text":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.We showcase ways to enter a position in Palantir at a more attractive price.Photo by wildpixel/iStock via Getty ImagesArticle ThesisPalantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.Palantir Is Not A Typical Stock I LikeIn general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:1. Palantir is active in an absolute growth market that will grow for decadesBig data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.2. Palantir has a very clear industry leadership positionMany hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.3. The industry Palantir is active in has great characteristicsBig data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins are one of the common traits shared by companies that are able to deliver strong long-term share price gains.The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:Data by YChartsClearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).Palantir's Valuation - How High Is It?Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:Data by YChartsWhereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.Data by YChartsNot too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has easily beaten estimates in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.How To Get Into Palantir At A Lower PriceFor those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.TakeawayAt first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184423728,"gmtCreate":1623722210764,"gmtModify":1634029573167,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"To the moon soon?&nbsp;","listText":"To the moon soon?&nbsp;","text":"To the moon soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/184423728","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102710153,"gmtCreate":1620252889872,"gmtModify":1634206736040,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Maybe can go higher, thanks to covid-19","listText":"Maybe can go higher, thanks to covid-19","text":"Maybe can go higher, thanks to covid-19","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/102710153","repostId":"1131387668","repostType":4,"repost":{"id":"1131387668","kind":"news","pubTimestamp":1620228331,"share":"https://www.laohu8.com/m/news/1131387668?lang=&edition=full","pubTime":"2021-05-05 23:25","market":"us","language":"en","title":"This COVID-19 Vaccine Stock Quietly Soared 75% In April: Is There More Upside Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131387668","media":"benzinga","summary":"Shares ofBioNTech SE, which partnered withPfizer Inc. in successfully developing a vaccine against t","content":"<p>Shares of<b>BioNTech SE</b>, which&nbsp;partnered with<b>Pfizer Inc.</b>&nbsp;in successfully developing a vaccine against the coronavirus, have been gaining ground.</p>\n<p><b>BioNTech's Price Action:</b>BioNTech and its partner Pfizerreceived in mid-Decemberauthorization for emergency use of the&nbsp;BNT162b2 mRNA vaccine&nbsp;against the novel coronavirus that causes COVID-19.</p>\n<p>BioNTech's shares, which rallied to a high of $131 ahead of the FDA decision, gave back part of the gains in a ‘buy-the-rumor, sell-the-news' move. The stock ended 2020 at $81.52, about 38% off the intraday high for the year.</p>\n<p>The German vaccine maker's stock picked up momentum early in 2021, breaching&nbsp;the $100 psychological resistance level on Jan. 8 and trading&nbsp;in a $100-$120 range until early March.</p>\n<p>The marketwide selloff in March did not spare BioNTech, with the stock dropping below $100 for a few sessions before climbing back again. The stock was locked in a lackluster phase until the end of March.</p>\n<p>Come April, the trend began to change. In the very first session of April, the stock rose over 4% and moved steadily higher through the month. In April alone, the stock added 72.4%.</p>\n<p>To put things in perspective, if an investor had invested $1,000 in BioNTech shares at the end of March, their investment would now be worth $1,909.46 (using the intraday high of $207.55 hit on Monday). This would mean nearly doubling the investment in a span of a month.</p>\n<p><b>What's Behind The BioNTech Rally:</b>The stock has been supported by the intermittent news flow regarding the company's vaccine.</p>\n<p>In late March, the companies reported positive top-line results from a study evaluating the vaccine in adolescents.</p>\n<p>On April 1, BioNTech and Pfizer reported data on BNT162b2 following six months of follow-up that confirmed its efficacy and safety.</p>\n<p>The companies announced April 9 a request to the FDA to authorize&nbsp;expanded use of the vaccine in adolescents ages&nbsp;12-15.</p>\n<p>The FDA'sdecisionto temporarily pause the use of<b>Johnson &amp; Johnson's</b>JNJ 0.2%vaccine also proved positive for BioNTech, which added about 7% on April 13&nbsp;when the pause was announced.</p>\n<p>In mid-April, the companies announced an agreement with the European Union to supply 100 million doses of BNT162b2, which is named Comirnaty in Europe, in 2021. With that, the total number of doses delivered to the EU is 600 million.</p>\n<p>Last week, a request was submitted to the EU to expand conditional marketing authorization to adolescents in the EU.</p>\n<p><b>What Lies Ahead For BioNTech Stock?</b>BNT162b2 is expected to continue to boost BioNTech's top-line. Having delivered 200 million doses by the end of March, the company has signed orders for supplying 1.4 billion doses in 2021.</p>\n<p>Pfizer and BioNTech plan to boost the manufacturing capacity for&nbsp;the vaccine to 2.5 billion doses by the end of 2021.</p>\n<p>\"BioNTech and Pfizer will be the standout leader in COVID-19 vaccination globally, with demand increasing for the 2.5Bn doses they are targeting to manufacture in 2021,\" SVB Leerink analyst Daina Graybosch said in a note.</p>\n<p>With the second wave of the COVID-19 pandemic now sweeping across several nations, the&nbsp;companies have a lucrative opportunity.&nbsp;The companies have also proved the efficacy of the&nbsp;vaccine against variants.</p>\n<p>Once the pandemic phase passes, the vaccine has scope for use in endemic setting.</p>\n<p>More importantly, BioNTech is not a one-trick pony. The company has a broad oncology pipeline&nbsp;consisting of 13 product candidates.</p>\n<p>Weighing in all the opportunities, further upside in the stock cannot be ruled out.</p>\n<p><b>BNTX Price Action:</b>At last check, BioNTech shares were rising 8.2% to $191.38.</p>","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>This COVID-19 Vaccine Stock Quietly Soared 75% In April: Is There More Upside Ahead?</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\">\nThis COVID-19 Vaccine Stock Quietly Soared 75% In April: Is There More Upside Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/05/20918917/this-covid-19-vaccine-stock-quietly-soared-75-in-april-is-there-more-upside-ahead><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares ofBioNTech SE, which partnered withPfizer Inc. in successfully developing a vaccine against the coronavirus, have been gaining ground.\nBioNTech's Price Action:BioNTech and its partner ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/05/20918917/this-covid-19-vaccine-stock-quietly-soared-75-in-april-is-there-more-upside-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE"},"source_url":"https://www.benzinga.com/general/biotech/21/05/20918917/this-covid-19-vaccine-stock-quietly-soared-75-in-april-is-there-more-upside-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131387668","content_text":"Shares ofBioNTech SE, which partnered withPfizer Inc. in successfully developing a vaccine against the coronavirus, have been gaining ground.\nBioNTech's Price Action:BioNTech and its partner Pfizerreceived in mid-Decemberauthorization for emergency use of the BNT162b2 mRNA vaccine against the novel coronavirus that causes COVID-19.\nBioNTech's shares, which rallied to a high of $131 ahead of the FDA decision, gave back part of the gains in a ‘buy-the-rumor, sell-the-news' move. The stock ended 2020 at $81.52, about 38% off the intraday high for the year.\nThe German vaccine maker's stock picked up momentum early in 2021, breaching the $100 psychological resistance level on Jan. 8 and trading in a $100-$120 range until early March.\nThe marketwide selloff in March did not spare BioNTech, with the stock dropping below $100 for a few sessions before climbing back again. The stock was locked in a lackluster phase until the end of March.\nCome April, the trend began to change. In the very first session of April, the stock rose over 4% and moved steadily higher through the month. In April alone, the stock added 72.4%.\nTo put things in perspective, if an investor had invested $1,000 in BioNTech shares at the end of March, their investment would now be worth $1,909.46 (using the intraday high of $207.55 hit on Monday). This would mean nearly doubling the investment in a span of a month.\nWhat's Behind The BioNTech Rally:The stock has been supported by the intermittent news flow regarding the company's vaccine.\nIn late March, the companies reported positive top-line results from a study evaluating the vaccine in adolescents.\nOn April 1, BioNTech and Pfizer reported data on BNT162b2 following six months of follow-up that confirmed its efficacy and safety.\nThe companies announced April 9 a request to the FDA to authorize expanded use of the vaccine in adolescents ages 12-15.\nThe FDA'sdecisionto temporarily pause the use ofJohnson & Johnson'sJNJ 0.2%vaccine also proved positive for BioNTech, which added about 7% on April 13 when the pause was announced.\nIn mid-April, the companies announced an agreement with the European Union to supply 100 million doses of BNT162b2, which is named Comirnaty in Europe, in 2021. With that, the total number of doses delivered to the EU is 600 million.\nLast week, a request was submitted to the EU to expand conditional marketing authorization to adolescents in the EU.\nWhat Lies Ahead For BioNTech Stock?BNT162b2 is expected to continue to boost BioNTech's top-line. Having delivered 200 million doses by the end of March, the company has signed orders for supplying 1.4 billion doses in 2021.\nPfizer and BioNTech plan to boost the manufacturing capacity for the vaccine to 2.5 billion doses by the end of 2021.\n\"BioNTech and Pfizer will be the standout leader in COVID-19 vaccination globally, with demand increasing for the 2.5Bn doses they are targeting to manufacture in 2021,\" SVB Leerink analyst Daina Graybosch said in a note.\nWith the second wave of the COVID-19 pandemic now sweeping across several nations, the companies have a lucrative opportunity. The companies have also proved the efficacy of the vaccine against variants.\nOnce the pandemic phase passes, the vaccine has scope for use in endemic setting.\nMore importantly, BioNTech is not a one-trick pony. The company has a broad oncology pipeline consisting of 13 product candidates.\nWeighing in all the opportunities, further upside in the stock cannot be ruled out.\nBNTX Price Action:At last check, BioNTech shares were rising 8.2% to $191.38.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110792457,"gmtCreate":1622503003479,"gmtModify":1634101122018,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Like AMZN but not at this price.&nbsp;","listText":"Like AMZN but not at this price.&nbsp;","text":"Like AMZN but not at this price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/110792457","repostId":"2139430866","repostType":4,"repost":{"id":"2139430866","kind":"highlight","pubTimestamp":1622468527,"share":"https://www.laohu8.com/m/news/2139430866?lang=&edition=full","pubTime":"2021-05-31 21:42","market":"us","language":"en","title":"5 Stocks That Can Help You Achieve Financial Freedom","url":"https://stock-news.laohu8.com/highlight/detail?id=2139430866","media":"Motley Fool","summary":"Investing in great businesses over the long run is an unrivaled path to financial independence.","content":"<p>Today, as we gather with friends and family, or simply enjoy a day off from work, let's not forget about the millions of people who've fought valiantly for our country since it declared its independence 245 years ago. On Memorial Day, we honor those more than 1.2 million people who've made the ultimate sacrifice throughout history to preserve the freedoms we have today, including the freedom of speech, the right to vote, and the right to chart our own financial course.</p>\n<p>For more than a century, the stock market has offered the opportunity for John and Jane Q. Public to buy stakes in great businesses and build their wealth over time. Although stocks haven't always been the top-performing asset year in and year out, they've run circles around other investment vehicles, such as housing, bonds, and gold.</p>\n<p>If you're looking to chart your path to financial independence, the following five superior stocks should be instrumental in helping you achieve your goal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ed588bb7436092c79490436aa02861\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Amazon</h2>\n<p>Don't let market cap be a deterrent. Great companies have large market caps precisely because they've been executing at a higher level than their competition. Even with a $1.65 trillion market cap, <b>Amazon.com</b> (NASDAQ:AMZN) could easily double in value over the next couple of years.</p>\n<p>Most people are probably familiar with Amazon's dominant online marketplace. I mean, who hasn't purchased something within the past year on Amazon? According to an April report from eMarketer, Amazon now controls 40.4% of all online sales in the United States, the largest economy in the world by gross domestic product. This online success has encouraged more than 200 million people to sign up for a Prime membership, which only cements the loyalty of these shoppers to Amazon's ecosystem of products and services.</p>\n<p>Equally important is Amazon's cloud infrastructure platform, Amazon Web Services (AWS). Last year, with the U.S. economy navigating its way through the worst economic downturn in decades, AWS grew sales by 30% and now has an annual run-rate of $54 billion in revenue. Since the margins from AWS are substantially higher than Amazon's other operating segments, AWS will be the company's key to explosive cash flow growth in the years that lie ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd67a054d6a438fccebe948326a3d8a8\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Redfin.</span></p>\n<h2>Redfin</h2>\n<p>Another transformative stock that can help you achieve financial freedom over time is technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN). Although it's been clearly benefiting from historically low mortgage rates, and those rates won't stay near record lows forever, Redfin's combination of cost-savings and innovation are what'll make this company a major real estate player for decades to come.</p>\n<p>One the biggest differences between Redfin and traditional real estate companies can be found in the listing fees. Traditional realtors charge around 3% of the selling value of a home when representing a client. Redfin charges either 1% or 1.5%, depending on how much buying and selling activity the buyer or seller has done with Redfin. An up to 2-percentage-point difference in listing fees might not sound like much, but when home prices are soaring as a result of low mortgage rates, the cost-savings Redfin can provide buyers and sellers is eye-popping. Not surprisingly, Redfin's share of the U.S. existing home sales has nearly tripled from 0.44% in 2015 to 1.14%, as of the first quarter of 2021.</p>\n<p>Redfin also provides a level of personalization not seen with traditional realty firms. For instance, the RedfinNow service is offered in select cities and involves the company purchasing homes for cash without the hassles of showings and price haggling. Meanwhile, Redfin Concierge helps homeowners with staging and improvements that'll help them get top-dollar for their residence.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teladoc Health</h2>\n<p>Healthcare stocks are known for their innovation, with possibly the biggest growth trend over the next decade being telemedicine. That's why telehealth kingpin <b>Teladoc Health</b> (NYSE:TDOC) can play a big role in helping you to reach financial independence.</p>\n<p>Similar to Redfin and Amazon, the pandemic created near-perfect conditions for Teladoc to thrive. With high-risk and potentially infected people stuck in their homes, physicians turned to virtual visits to keep up with patients. Teladoc handled almost 10.6 million virtual visits in 2020 after just 4.14 million in the previous year.</p>\n<p>But what folks are probably overlooking is how transformative telehealth can be. It's far more convenient for patients to stay home and consult with their doctor, and it's arguably easier for doctors to touch base with high-risk patients. The ease of communication should help lead to better patient outcomes, which health insurers will love. It also doesn't hurt that virtual visits are billed at a cheaper rate than office visits.</p>\n<p>The icing on the cake for Teladoc is its purchase of applied health signals company Livongo Health last year. Livongo is known for using artificial intelligence to send tips and nudges to chronically ill subscribers to help them lead healthier lives. It was a profitable company when purchased by Teladoc and its subscriber count has soared.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb43a48942466e24bc2c74fbc5033b0\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Yet another storied business that can help you charge forward to financial freedom is payment processor <b>Mastercard</b> (NYSE:MA). I'll once again remind you that just because a company has a sizable market cap does not mean it can't deliver big-time long-term returns.</p>\n<p>One of the things that makes Mastercard such a great company is that it's cyclical. This means it thrives when the U.S. and global economy are expanding and it struggles when navigating a recession or economic contraction. The secret is that recessions often last just a few quarters, while periods of expansion last many, <i>many</i> years.</p>\n<p>What's more, Mastercard has shunned lending in favor of payment processing. Though it is giving up interest income and fee-earning potential during periods of expansion, this decision also means Mastercard isn't hit with credit delinquencies during recessions. Thus, it's able to bounce back from downturns much quicker than other financial stocks because it doesn't have to set capital aside for potential losses.</p>\n<p>And have I mentioned that much of the world still conducts its purchases in cash? There's a multi-decade runway for Mastercard to expand its infrastructure to underbanked regions of the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626f702dc64e03a6186f9231d5b698b4\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2>\n<p>A fifth and final superb stock that'll put you on the path to financial independence is social media behemoth <b>Facebook</b> (NASDAQ:FB).</p>\n<p>When the curtain closed on the first quarter, Facebook claimed 3.45 billon unique monthly visitors to its owned social platforms. Approximately 2.85 billion visited its namesake site monthly, with another 600 million going to Instagram and WhatsApp. Put in another light, that's 44% of the world's entire population interacting with a Facebook asset each month -- and you wonder why advertisers are champing at the bit to place their message on the platform?</p>\n<p>Here's something else to consider: Of the $84.2 billion in ad revenue generated in 2020, almost all of it came from Facebook and Instagram. Neither WhatsApp nor Facebook Messenger have been meaningfully monetized as of yet. If the company is growing by 20%-plus without running on all cylinders, imagine what it'll be capable of when these assets are monetized.</p>\n<p>Facebook has ample opportunity delve beyond ads, too. Sales of its Oculus virtual reality devices are soaring, and the company could generate significant growth from online/digital payments in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks That Can Help You Achieve Financial Freedom</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\">\n5 Stocks That Can Help You Achieve Financial Freedom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/31/5-stocks-can-help-you-achieve-financial-freedom/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, as we gather with friends and family, or simply enjoy a day off from work, let's not forget about the millions of people who've fought valiantly for our country since it declared its ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/31/5-stocks-can-help-you-achieve-financial-freedom/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RDFN":"Redfin Corp","AMZN":"亚马逊","TDOC":"Teladoc Health Inc.","MA":"万事达"},"source_url":"https://www.fool.com/investing/2021/05/31/5-stocks-can-help-you-achieve-financial-freedom/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139430866","content_text":"Today, as we gather with friends and family, or simply enjoy a day off from work, let's not forget about the millions of people who've fought valiantly for our country since it declared its independence 245 years ago. On Memorial Day, we honor those more than 1.2 million people who've made the ultimate sacrifice throughout history to preserve the freedoms we have today, including the freedom of speech, the right to vote, and the right to chart our own financial course.\nFor more than a century, the stock market has offered the opportunity for John and Jane Q. Public to buy stakes in great businesses and build their wealth over time. Although stocks haven't always been the top-performing asset year in and year out, they've run circles around other investment vehicles, such as housing, bonds, and gold.\nIf you're looking to chart your path to financial independence, the following five superior stocks should be instrumental in helping you achieve your goal.\nImage source: Getty Images.\nAmazon\nDon't let market cap be a deterrent. Great companies have large market caps precisely because they've been executing at a higher level than their competition. Even with a $1.65 trillion market cap, Amazon.com (NASDAQ:AMZN) could easily double in value over the next couple of years.\nMost people are probably familiar with Amazon's dominant online marketplace. I mean, who hasn't purchased something within the past year on Amazon? According to an April report from eMarketer, Amazon now controls 40.4% of all online sales in the United States, the largest economy in the world by gross domestic product. This online success has encouraged more than 200 million people to sign up for a Prime membership, which only cements the loyalty of these shoppers to Amazon's ecosystem of products and services.\nEqually important is Amazon's cloud infrastructure platform, Amazon Web Services (AWS). Last year, with the U.S. economy navigating its way through the worst economic downturn in decades, AWS grew sales by 30% and now has an annual run-rate of $54 billion in revenue. Since the margins from AWS are substantially higher than Amazon's other operating segments, AWS will be the company's key to explosive cash flow growth in the years that lie ahead.\nImage source: Redfin.\nRedfin\nAnother transformative stock that can help you achieve financial freedom over time is technology-driven real estate company Redfin (NASDAQ:RDFN). Although it's been clearly benefiting from historically low mortgage rates, and those rates won't stay near record lows forever, Redfin's combination of cost-savings and innovation are what'll make this company a major real estate player for decades to come.\nOne the biggest differences between Redfin and traditional real estate companies can be found in the listing fees. Traditional realtors charge around 3% of the selling value of a home when representing a client. Redfin charges either 1% or 1.5%, depending on how much buying and selling activity the buyer or seller has done with Redfin. An up to 2-percentage-point difference in listing fees might not sound like much, but when home prices are soaring as a result of low mortgage rates, the cost-savings Redfin can provide buyers and sellers is eye-popping. Not surprisingly, Redfin's share of the U.S. existing home sales has nearly tripled from 0.44% in 2015 to 1.14%, as of the first quarter of 2021.\nRedfin also provides a level of personalization not seen with traditional realty firms. For instance, the RedfinNow service is offered in select cities and involves the company purchasing homes for cash without the hassles of showings and price haggling. Meanwhile, Redfin Concierge helps homeowners with staging and improvements that'll help them get top-dollar for their residence.\nImage source: Getty Images.\nTeladoc Health\nHealthcare stocks are known for their innovation, with possibly the biggest growth trend over the next decade being telemedicine. That's why telehealth kingpin Teladoc Health (NYSE:TDOC) can play a big role in helping you to reach financial independence.\nSimilar to Redfin and Amazon, the pandemic created near-perfect conditions for Teladoc to thrive. With high-risk and potentially infected people stuck in their homes, physicians turned to virtual visits to keep up with patients. Teladoc handled almost 10.6 million virtual visits in 2020 after just 4.14 million in the previous year.\nBut what folks are probably overlooking is how transformative telehealth can be. It's far more convenient for patients to stay home and consult with their doctor, and it's arguably easier for doctors to touch base with high-risk patients. The ease of communication should help lead to better patient outcomes, which health insurers will love. It also doesn't hurt that virtual visits are billed at a cheaper rate than office visits.\nThe icing on the cake for Teladoc is its purchase of applied health signals company Livongo Health last year. Livongo is known for using artificial intelligence to send tips and nudges to chronically ill subscribers to help them lead healthier lives. It was a profitable company when purchased by Teladoc and its subscriber count has soared.\nImage source: Getty Images.\nMastercard\nYet another storied business that can help you charge forward to financial freedom is payment processor Mastercard (NYSE:MA). I'll once again remind you that just because a company has a sizable market cap does not mean it can't deliver big-time long-term returns.\nOne of the things that makes Mastercard such a great company is that it's cyclical. This means it thrives when the U.S. and global economy are expanding and it struggles when navigating a recession or economic contraction. The secret is that recessions often last just a few quarters, while periods of expansion last many, many years.\nWhat's more, Mastercard has shunned lending in favor of payment processing. Though it is giving up interest income and fee-earning potential during periods of expansion, this decision also means Mastercard isn't hit with credit delinquencies during recessions. Thus, it's able to bounce back from downturns much quicker than other financial stocks because it doesn't have to set capital aside for potential losses.\nAnd have I mentioned that much of the world still conducts its purchases in cash? There's a multi-decade runway for Mastercard to expand its infrastructure to underbanked regions of the world.\nImage source: Getty Images.\nFacebook\nA fifth and final superb stock that'll put you on the path to financial independence is social media behemoth Facebook (NASDAQ:FB).\nWhen the curtain closed on the first quarter, Facebook claimed 3.45 billon unique monthly visitors to its owned social platforms. Approximately 2.85 billion visited its namesake site monthly, with another 600 million going to Instagram and WhatsApp. Put in another light, that's 44% of the world's entire population interacting with a Facebook asset each month -- and you wonder why advertisers are champing at the bit to place their message on the platform?\nHere's something else to consider: Of the $84.2 billion in ad revenue generated in 2020, almost all of it came from Facebook and Instagram. Neither WhatsApp nor Facebook Messenger have been meaningfully monetized as of yet. If the company is growing by 20%-plus without running on all cylinders, imagine what it'll be capable of when these assets are monetized.\nFacebook has ample opportunity delve beyond ads, too. Sales of its Oculus virtual reality devices are soaring, and the company could generate significant growth from online/digital payments in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189556022,"gmtCreate":1623282849766,"gmtModify":1634035068357,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Interest rate upside cycle waiting?&nbsp;","listText":"Interest rate upside cycle waiting?&nbsp;","text":"Interest rate upside cycle waiting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/189556022","repostId":"1193607718","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139597260,"gmtCreate":1621643477150,"gmtModify":1634187501574,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Shopify.. AMZN no 2..","listText":"Shopify.. AMZN no 2..","text":"Shopify.. AMZN no 2..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/139597260","repostId":"2137990425","repostType":4,"repost":{"id":"2137990425","kind":"highlight","pubTimestamp":1621610466,"share":"https://www.laohu8.com/m/news/2137990425?lang=&edition=full","pubTime":"2021-05-21 23:21","market":"us","language":"en","title":"Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2137990425","media":"Motley Fool","summary":"Tech stocks have taken a hit. Now looks like a good time to buy a few growth stocks with great potential.","content":"<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.</p>\n<p>Instead, think of this as a buying opportunity. For instance, <b>Cloudflare</b> (NYSE:NET) and <b>Shopify</b> (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.</p>\n<h2>1. Cloudflare: Cloud computing</h2>\n<p>Cloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17%&nbsp;of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\"><span>Image source: Getty Images.</span></p>\n<p>Traditionally, corporations have taken a castle-and-moat approach&nbsp;to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.</p>\n<p>In 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.</p>\n<p>Moreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.</p>\n<p>Beyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.</p>\n<p>In total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing <i>much</i> faster, meaning the company is gaining market share.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>2017</p></th>\n   <th><p>Q1 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Customers</p></td>\n   <td width=\"156\"><p>49,309</p></td>\n   <td width=\"156\"><p>119,206</p></td>\n   <td width=\"156\"><p>31%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$135 million</p></td>\n   <td width=\"156\"><p>$478 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Cloudflare&nbsp;SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Going forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like <b>Akamai</b>&nbsp;and public cloud titans like <b>Amazon</b> Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.</p>\n<h2>2. Shopify: E-commerce</h2>\n<p>Creating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.</p>\n<p>Shopify removes all of this complexity, simplifying commerce. Using its&nbsp;software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4a35f99c16648b52d7b3f448eb34e1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Shopify.</span></p>\n<p>Not surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500&nbsp;customers, but that figure double by 2018&nbsp;and doubled again by 2020, reaching 1.7 million.</p>\n<p>At the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume&nbsp;(GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants&nbsp;used Shopify Shipping in 2018, but that figure hit 52% in 2020.</p>\n<p>Here's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Shopify Revenue</p></th>\n   <th><p>2016</p></th>\n   <th><p>2020</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Subscription</p></td>\n   <td width=\"156\"><p>$188.6 million</p></td>\n   <td width=\"156\"><p>$908.8 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Merchant Solutions</p></td>\n   <td width=\"156\"><p>$200.7 million</p></td>\n   <td width=\"156\"><p>$2.0 billion</p></td>\n   <td width=\"156\"><p>78%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Total</p></td>\n   <td width=\"156\"><p>$389.3 million</p></td>\n   <td width=\"156\"><p>$2.9 billion</p></td>\n   <td width=\"156\"><p>66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Shopify&nbsp;SEC filings. CAGR = compound annual growth rate.</p>\n<p>In Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.</p>\n<p>This supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip</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\">\nTech Stock Crash -- Buy These 2 Growth Stocks on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137990425","content_text":"If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.\nInstead, think of this as a buying opportunity. For instance, Cloudflare (NYSE:NET) and Shopify (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.\n1. Cloudflare: Cloud computing\nCloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17% of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.\nImage source: Getty Images.\nTraditionally, corporations have taken a castle-and-moat approach to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.\nIn 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.\nMoreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.\nBeyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.\nIn total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing much faster, meaning the company is gaining market share.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nCustomers\n49,309\n119,206\n31%\n\n\nRevenue\n$135 million\n$478 million\n48%\n\n\n\nData source: Cloudflare SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nGoing forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like Akamai and public cloud titans like Amazon Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.\n2. Shopify: E-commerce\nCreating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.\nShopify removes all of this complexity, simplifying commerce. Using its software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.\nImage source: Shopify.\nNot surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500 customers, but that figure double by 2018 and doubled again by 2020, reaching 1.7 million.\nAt the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume (GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants used Shopify Shipping in 2018, but that figure hit 52% in 2020.\nHere's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.\n\n\n\nShopify Revenue\n2016\n2020\nCAGR\n\n\n\n\nSubscription\n$188.6 million\n$908.8 million\n48%\n\n\nMerchant Solutions\n$200.7 million\n$2.0 billion\n78%\n\n\nTotal\n$389.3 million\n$2.9 billion\n66%\n\n\n\nData source: Shopify SEC filings. CAGR = compound annual growth rate.\nIn Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.\nThis supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371504266,"gmtCreate":1618958756355,"gmtModify":1634289690354,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Upgrade only...&nbsp;","listText":"Upgrade only...&nbsp;","text":"Upgrade only...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/371504266","repostId":"2129774840","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344797631,"gmtCreate":1618442332223,"gmtModify":1634292967057,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Tesla is industry leader!&nbsp;","listText":"Tesla is industry leader!&nbsp;","text":"Tesla is industry leader!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/344797631","repostId":"1186838018","repostType":4,"repost":{"id":"1186838018","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":1618413882,"share":"https://www.laohu8.com/m/news/1186838018?lang=&edition=full","pubTime":"2021-04-14 23:24","market":"us","language":"en","title":"Electric vehicle stocks were down","url":"https://stock-news.laohu8.com/highlight/detail?id=1186838018","media":"Tiger Newspress","summary":"(April 14) Electric vehicle stocks were down. Shares of Nio was down  6.62% to $33.13 and Nio was 3.","content":"<p>(April 14)&nbsp;Electric vehicle stocks were down.&nbsp;Shares of Nio&nbsp;was&nbsp;down&nbsp;&nbsp;6.62%&nbsp;to&nbsp;$33.13&nbsp;and&nbsp;Nio&nbsp;was&nbsp;3.14% lower.</p><p><img src=\"https://static.tigerbbs.com/d4dccabfcd5d058051278d972adbce18\" tg-width=\"294\" tg-height=\"166\" referrerpolicy=\"no-referrer\">Xpeng Motors launched the P5 on Wednesday, a sedan with new self-driving features.&nbsp;The P5 is equipped with so-called Lidar to aid Xpeng’s driverless system called XPILOT.&nbsp;Xpeng is hoping to close to gap with Tesla as well as race ahead of other rivals such as Nio and Li Auto.</p>","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>Electric vehicle stocks were down</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\">\nElectric vehicle stocks were down\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\">2021-04-14 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 14)&nbsp;Electric vehicle stocks were down.&nbsp;Shares of Nio&nbsp;was&nbsp;down&nbsp;&nbsp;6.62%&nbsp;to&nbsp;$33.13&nbsp;and&nbsp;Nio&nbsp;was&nbsp;3.14% lower.</p><p><img src=\"https://static.tigerbbs.com/d4dccabfcd5d058051278d972adbce18\" tg-width=\"294\" tg-height=\"166\" referrerpolicy=\"no-referrer\">Xpeng Motors launched the P5 on Wednesday, a sedan with new self-driving features.&nbsp;The P5 is equipped with so-called Lidar to aid Xpeng’s driverless system called XPILOT.&nbsp;Xpeng is hoping to close to gap with Tesla as well as race ahead of other rivals such as Nio and Li Auto.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186838018","content_text":"(April 14) Electric vehicle stocks were down. Shares of Nio was down  6.62% to $33.13 and Nio was 3.14% lower.Xpeng Motors launched the P5 on Wednesday, a sedan with new self-driving features. The P5 is equipped with so-called Lidar to aid Xpeng’s driverless system called XPILOT. Xpeng is hoping to close to gap with Tesla as well as race ahead of other rivals such as Nio and Li Auto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699693451,"gmtCreate":1639788452679,"gmtModify":1639788453663,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Travel recovery play??&nbsp;","listText":"Travel recovery play??&nbsp;","text":"Travel recovery play??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/699693451","repostId":"2192973639","repostType":4,"repost":{"id":"2192973639","kind":"highlight","pubTimestamp":1639750838,"share":"https://www.laohu8.com/m/news/2192973639?lang=&edition=full","pubTime":"2021-12-17 22:20","market":"us","language":"en","title":"Why Airbnb Could Be 1 of the Best Stocks to Own in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2192973639","media":"Motley Fool","summary":"The company is gaining market share in an industry growing by hundreds of billions of dollars this year.","content":"<p><b>Airbnb</b> (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus reduces the appetite for travel, it will harm Airbnb's business.</p>\n<p>While the virus is still widely circulating, more and more people are feeling better about traveling and booking more trips. That's partly due to the development of several effective vaccines against COVID-19. Indeed, more than 8.5 billion doses of such vaccines have been administered worldwide as of this writing.</p>\n<p>That partial return to travel has helped Airbnb recover from revenue losses caused by the pandemic. Here's why it could be one of the best stocks to own in 2022.</p>\n<h2>Airbnb is gaining market share</h2>\n<p>Interestingly, Airbnb's revenue is already ahead of the levels it achieved before the outbreak. In its most recent quarter ended Sept. 30, Airbnb's reported revenue of $2.2 billion was 36% higher than in the same quarter in 2019.</p>\n<p>Airbnb does not generate revenue by renting out its own locations. Instead, it brings together travelers and hosts and charges fees to each to use its service. The $2.2 billion in revenue it earned came from $11.9 billion in gross booking value on its platform.</p>\n<p>Airbnb is gaining traction with consumers because of its platform's convenience and selection. On Airbnb, folks can find small rooms or large homes, places to stay in large cities or small towns, and the lengths of stay vary from a couple of days to a couple of months. That's all in stark contrast to hotels, which usually offer only a few room options in far fewer locations.</p>\n<p>Airbnb gaining market share in the massive hotel and resort industry is great news for investors. In 2019, before the outbreak, Statista estimated the sector was worth $1.5 trillion in annual revenue. Of course, the pandemic slashed that overall market potential in 2020 to $610 billion, and it's only estimated to recover to $950 billion in 2021. That means there is plenty of room for travel to return to full strength, but Airbnb has already eclipsed its revenue total before the outbreak.</p>\n<p>Moreover, Airbnb's quarterly booking value of $11.9 billion highlights plenty of room for it to grow by gaining market share, in addition to the overall industry rebounding to levels from before the outbreak.</p>\n<h2>Airbnb is an excellent stock trading cheaply</h2>\n<p>Airbnb undoubtedly has excellent prospects over the next several years as the travel industry rebounds and Airbnb takes a larger share of the market. Its stock is currently trading at 52-week lows, which makes it more appealing as an investment. Looking at its price-to-free-cash-flow ratio of 62, it's at the lowest of the year. Moreover, looking at its price-to-sales ratio of 19.7, it's very near the year's lowest price.</p>\n<p>For those reasons and others, Airbnb could be one of the best stocks to own now as we head into 2022 and as the world recovers from COVID-19.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Airbnb Could Be 1 of the Best Stocks to Own in 2022</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 Airbnb Could Be 1 of the Best Stocks to Own in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2021/12/17/airbnb-could-be-best-stock-to-own-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192973639","content_text":"Airbnb (NASDAQ:ABNB) was one of many companies adversely impacted by the coronavirus pandemic. The company helps facilitate travel worldwide, so it's not surprising that when a sometimes deadly virus reduces the appetite for travel, it will harm Airbnb's business.\nWhile the virus is still widely circulating, more and more people are feeling better about traveling and booking more trips. That's partly due to the development of several effective vaccines against COVID-19. Indeed, more than 8.5 billion doses of such vaccines have been administered worldwide as of this writing.\nThat partial return to travel has helped Airbnb recover from revenue losses caused by the pandemic. Here's why it could be one of the best stocks to own in 2022.\nAirbnb is gaining market share\nInterestingly, Airbnb's revenue is already ahead of the levels it achieved before the outbreak. In its most recent quarter ended Sept. 30, Airbnb's reported revenue of $2.2 billion was 36% higher than in the same quarter in 2019.\nAirbnb does not generate revenue by renting out its own locations. Instead, it brings together travelers and hosts and charges fees to each to use its service. The $2.2 billion in revenue it earned came from $11.9 billion in gross booking value on its platform.\nAirbnb is gaining traction with consumers because of its platform's convenience and selection. On Airbnb, folks can find small rooms or large homes, places to stay in large cities or small towns, and the lengths of stay vary from a couple of days to a couple of months. That's all in stark contrast to hotels, which usually offer only a few room options in far fewer locations.\nAirbnb gaining market share in the massive hotel and resort industry is great news for investors. In 2019, before the outbreak, Statista estimated the sector was worth $1.5 trillion in annual revenue. Of course, the pandemic slashed that overall market potential in 2020 to $610 billion, and it's only estimated to recover to $950 billion in 2021. That means there is plenty of room for travel to return to full strength, but Airbnb has already eclipsed its revenue total before the outbreak.\nMoreover, Airbnb's quarterly booking value of $11.9 billion highlights plenty of room for it to grow by gaining market share, in addition to the overall industry rebounding to levels from before the outbreak.\nAirbnb is an excellent stock trading cheaply\nAirbnb undoubtedly has excellent prospects over the next several years as the travel industry rebounds and Airbnb takes a larger share of the market. Its stock is currently trading at 52-week lows, which makes it more appealing as an investment. Looking at its price-to-free-cash-flow ratio of 62, it's at the lowest of the year. Moreover, looking at its price-to-sales ratio of 19.7, it's very near the year's lowest price.\nFor those reasons and others, Airbnb could be one of the best stocks to own now as we head into 2022 and as the world recovers from COVID-19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168559848,"gmtCreate":1623979170684,"gmtModify":1634024859444,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Great company..&nbsp;","listText":"Great company..&nbsp;","text":"Great company..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/168559848","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=&edition=full","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","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 Stock: The Bottoming Process Looks To Be Forming Already</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 Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115511695,"gmtCreate":1623022378017,"gmtModify":1634096253899,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Any other options?&nbsp;","listText":"Any other options?&nbsp;","text":"Any other options?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115511695","repostId":"1102972710","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113165901,"gmtCreate":1622598601203,"gmtModify":1634100071269,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"Sign of recovery in economy activities?","listText":"Sign of recovery in economy activities?","text":"Sign of recovery in economy activities?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/113165901","repostId":"1146862408","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134508178,"gmtCreate":1622246650694,"gmtModify":1634182551791,"author":{"id":"3579568649549102","authorId":"3579568649549102","name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579568649549102","authorIdStr":"3579568649549102"},"themes":[],"htmlText":"At least for now...&nbsp;","listText":"At least for now...&nbsp;","text":"At least for now...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/134508178","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}