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gweiming
2021-07-03
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2 Catalysts That Will Drive Nvidia Stock Higher
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2021-06-26
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Is Apple A Better Buy Than Other FAANG Stocks?
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2021-06-20
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PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today
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2021-05-23
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Forget Bitcoin - 5 Reasons To Buy Coinbase Instead
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2021-05-03
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Microsoft's Perfect Pullback Is A 'Strong Buy'
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11:23","market":"us","language":"en","title":"2 Catalysts That Will Drive Nvidia Stock Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1175794606","media":"InvestorPlace","summary":"ARM merger and AI will take NVDA stock to new highs in the future.As Nvidia finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.The stock is up 95% over the last","content":"<p>ARM merger and AI will take NVDA stock to new highs in the future.</p>\n<p>As <b>Nvidia</b>(NASDAQ:<b>NVDA</b>) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.</p>\n<p>I have always been bullish on NVDA stock and had recommended a purchase before the stock split. The stock has enjoyed an excellent ride over the years.</p>\n<p>It has gone from $104 in April 2017 to $500 in October 2020 and is exchanging hands for $755 today. If you had made the purchase based on my June 9 recommendation at $700, you would be sitting on a chance to get four times shares.</p>\n<p>The stock is up 95% over the last year and 40% over the past six months. Looking at the strong position Nvidia holds in the industry, there is no stopping NVDA stock. Investors should be ready for massive gains in the coming years. With that in mind, let’s take a look at 2 catalysts driving NVDA stock higher.</p>\n<p><b>ARM Acquisition</b></p>\n<p>Nvidia had announced the acquisition of ARM for $40 billion in 2020. The deal has not been received positively in the semiconductor industry but if it goes through, Nvidia has an opportunity to become one of the most important companies with time. It needs approval from the U.K., U.S., European and Chinese regulators.</p>\n<p>This deal will allow Nvidia to advance in the field of computing and it will take the sales and revenue higher. The deal will be complete by March 2022 and once it does, there is no looking back for Nvidia. The company will be able to offer higher efficiency on its products with ARM architecture.</p>\n<p>At a recent conference of Six-Five Summit and CogX,Nvidia CEO Jensen Huang made a case for the merger which would combine the capacities of ARM with Nvidia’s AI capabilities and will lead to the creation of new ideas. The deal will open new business opportunities for Nvidia and will help the company create new products that will only increase its competitive advantage in the industry.</p>\n<p><b>Another step ahead with AI</b></p>\n<p>Nvidia is not new to AI and it is only moving forward with it. The company unveiled Nvidia AI LaunchPad, which is a program for enterprises and it will give access to NVIDIA-powered software and infrastructure to streamline the AI lifecycle.</p>\n<p>Equinix, a leader in digital infrastructure will be the first in the program and it will provide Nvidia-powered solutions on its platform. Nvidia is making it easy for enterprises to get access to AI and deploy it for the growth of their business.</p>\n<p>I strongly believe that AI will take Nvidia higher in the coming months and with each development and update, the company is only making its presence stronger in the industry.</p>\n<p><b>The bottom line on NVDA stock</b></p>\n<p>Once the ARM acquisition is complete, Nvidia could become one of the biggest tech companies today. However, the acquisition may take time but there is no doubting the potential of Nvidia.</p>\n<p>The company has strong fundamentals and enjoys a top position in the industry. There could be a dip in NVDA stock due to the stock split but it proves nothing about the fundamentals.</p>\n<p>Raymond James analyst Chris Caso raised the price target of NVDA stock to $900 with a Strong Buy rating. The analyst believes that the company is best positioned for growth in the long term.</p>\n<p>There is not one but many factors that will take NVDA stock higher and every dip is an opportunity to load up on the stock.</p>\n<p>NVDA stock is poised for long-term growth and is one stock to hold for the decade.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Catalysts That Will Drive Nvidia Stock Higher</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\">\n2 Catalysts That Will Drive Nvidia Stock Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 11:23 GMT+8 <a href=https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARM merger and AI will take NVDA stock to new highs in the future.\nAs Nvidia(NASDAQ:NVDA) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in ...</p>\n\n<a href=\"https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175794606","content_text":"ARM merger and AI will take NVDA stock to new highs in the future.\nAs Nvidia(NASDAQ:NVDA) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.\nI have always been bullish on NVDA stock and had recommended a purchase before the stock split. The stock has enjoyed an excellent ride over the years.\nIt has gone from $104 in April 2017 to $500 in October 2020 and is exchanging hands for $755 today. If you had made the purchase based on my June 9 recommendation at $700, you would be sitting on a chance to get four times shares.\nThe stock is up 95% over the last year and 40% over the past six months. Looking at the strong position Nvidia holds in the industry, there is no stopping NVDA stock. Investors should be ready for massive gains in the coming years. With that in mind, let’s take a look at 2 catalysts driving NVDA stock higher.\nARM Acquisition\nNvidia had announced the acquisition of ARM for $40 billion in 2020. The deal has not been received positively in the semiconductor industry but if it goes through, Nvidia has an opportunity to become one of the most important companies with time. It needs approval from the U.K., U.S., European and Chinese regulators.\nThis deal will allow Nvidia to advance in the field of computing and it will take the sales and revenue higher. The deal will be complete by March 2022 and once it does, there is no looking back for Nvidia. The company will be able to offer higher efficiency on its products with ARM architecture.\nAt a recent conference of Six-Five Summit and CogX,Nvidia CEO Jensen Huang made a case for the merger which would combine the capacities of ARM with Nvidia’s AI capabilities and will lead to the creation of new ideas. The deal will open new business opportunities for Nvidia and will help the company create new products that will only increase its competitive advantage in the industry.\nAnother step ahead with AI\nNvidia is not new to AI and it is only moving forward with it. The company unveiled Nvidia AI LaunchPad, which is a program for enterprises and it will give access to NVIDIA-powered software and infrastructure to streamline the AI lifecycle.\nEquinix, a leader in digital infrastructure will be the first in the program and it will provide Nvidia-powered solutions on its platform. Nvidia is making it easy for enterprises to get access to AI and deploy it for the growth of their business.\nI strongly believe that AI will take Nvidia higher in the coming months and with each development and update, the company is only making its presence stronger in the industry.\nThe bottom line on NVDA stock\nOnce the ARM acquisition is complete, Nvidia could become one of the biggest tech companies today. However, the acquisition may take time but there is no doubting the potential of Nvidia.\nThe company has strong fundamentals and enjoys a top position in the industry. There could be a dip in NVDA stock due to the stock split but it proves nothing about the fundamentals.\nRaymond James analyst Chris Caso raised the price target of NVDA stock to $900 with a Strong Buy rating. The analyst believes that the company is best positioned for growth in the long term.\nThere is not one but many factors that will take NVDA stock higher and every dip is an opportunity to load up on the stock.\nNVDA stock is poised for long-term growth and is one stock to hold for the decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125569135,"gmtCreate":1624680618827,"gmtModify":1633949644457,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"🔥","listText":"🔥","text":"🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/125569135","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","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 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 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&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 <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":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164095227,"gmtCreate":1624160634169,"gmtModify":1634010026581,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"💪🏻","listText":"💪🏻","text":"💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/164095227","repostId":"1192473918","repostType":4,"repost":{"id":"1192473918","pubTimestamp":1624029343,"share":"https://www.laohu8.com/m/news/1192473918?lang=&edition=full","pubTime":"2021-06-18 23:15","market":"us","language":"en","title":"PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1192473918","media":"investorplace","summary":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Feder","content":"<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).</p>\n<p>The goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.</p>\n<p>According to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.</p>\n<p>Palantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.</p>\n<p>Akash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.</p>\n<blockquote>\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n</blockquote>\n<p>The fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.</p>\n<p>It’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.</p>\n<p>PLTR stock was down 1.1% as of Friday morning.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:15 GMT+8 <a href=https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” ...</p>\n\n<a href=\"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192473918","content_text":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.\nAccording to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.\nPalantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.\nAkash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.\n\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n\nThe fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.\nIt’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.\nPLTR stock was down 1.1% as of Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133882036,"gmtCreate":1621735355625,"gmtModify":1634186921001,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/133882036","repostId":"1178134052","repostType":4,"repost":{"id":"1178134052","pubTimestamp":1621603581,"share":"https://www.laohu8.com/m/news/1178134052?lang=&edition=full","pubTime":"2021-05-21 21:26","market":"us","language":"en","title":"Forget Bitcoin - 5 Reasons To Buy Coinbase Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1178134052","media":"seekingalpha","summary":"Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for th","content":"<p><b>Summary</b></p>\n<ul>\n <li>While BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.</li>\n <li>We believe that COIN offers investors the best risk-reward in today's crypto market.</li>\n <li>We share 5 reasons why.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b022fdf1e4f4d4a467df29622f4ff73a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Movus/iStock Editorial via Getty Images</span></p>\n<p>While Bitcoin (BTC-USD) has tremendous upside potential bullish projections of $500k+ per coin from the likes of Ark Invest's (ARKK) Cathie Wood play out, we invest for the best risk-reward profile, not simply the best reward potential.</p>\n<p>As a result, since we believe that Coinbase (COIN) offers investors the best risk-reward in today's crypto market, we would prefer to invest there instead of directly into individual cryptocurrencies in today's market. In the following paragraphs, we share 5 reasons why:</p>\n<p><b>#1. COIN Is A Growing Business</b></p>\n<p>As a highly profitable business, COIN generates actual cash flow that causes its intrinsic value to grow over time. As a result, it is a true wealth compounder that, assuming the business remains profitable, will result in its owners becoming richer over the long term. Buying and holding shares of COIN is an investment that has the potential to increase the wealth of an individual based on growing cash flows and improving business fundamentals.</p>\n<p>In contrast, Bitcoins do not procreate nor generate cash flow. All it can do is increase or decrease in price relative to U.S. Dollars or other assets based on people's ever-changing desire to own it. As a result, holding it is not an investment, but rather a speculation on the future that Bitcoin will be in greater demand then than it is now.</p>\n<p>As Warren Buffett said in his 2011 Letter to Shareholders:</p>\n<blockquote>\n <i>If you own one ounce of gold for an eternity, you will still own one ounce at its end ... Owners are not inspired by what the asset itself can produce — it will remain lifeless forever — but rather by the belief that others will desire it even more avidly in the future.</i>\n</blockquote>\n<p>Bitcoin - known as digital gold - could be described very similarly. While we do in fact own some gold (GLD), we also do not view it as an investment but rather as an asset that serves a purpose as an insurance mechanism as a time-tested and inflation-resistant medium of exchange. For exposure to gold in our investment portfolio, we buy gold miners instead. We view COIN as serving a similar purpose in our exposure to the crypto world.</p>\n<p><b>#2. COIN Is Diversified Across 100+ Cryptocurrencies</b></p>\n<p>Bitcoin is one of an ever-increasing number of cryptocurrencies that already number in the hundreds. As a result, it faces heavy competition and the constant threat of innovation and disruption displacing it as the leading cryptocurrency and eventually causing its value to fall. Furthermore, it faces regulatory and even ban risks, especially since the majority of its processing power is located in countries that are often considered strategic rivals or even adversaries of the West, including China, Russia, Iran, and Pakistan. Last, but not least, Bitcoin's price has proven to be extremely volatile, as the last two weeks have made clear:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0748a1a4f030bb30e23bc37a8352c208\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>In contrast, COIN is diversified across over a hundred cryptocurrencies, thereby insulating it against any single cryptocurrency's collapse. If China were to ban Bitcoin and effectively seize control of most of its mining activity, for example, it would be devastating to the price - and processing power - of Bitcoin. While it would still likely hurt COIN's cash flows and share price meaningfully, the impact would be much less significant for COIN than what Bitcoin would face and it would be able to move forward with other cryptocurrencies in the place of Bitcoin.</p>\n<p><b>#3. COIN Profits Even When Cryptocurrencies Are Crashing</b></p>\n<p>While Bitcoin's profit-loss proposition rises and falls directly with the price of Bitcoin, COIN's profits are not tied directly to rising cryptocurrency prices. Instead, it earns the majority of its profits from transaction fees, meaning that as long as there is high volume in cryptocurrencies, they will be making high profits. Furthermore, since it deals in over a hundred cryptocurrencies, it is not reliant on high volume in any single cryptocurrency, but instead profits from the overall popularity of cryptocurrencies.</p>\n<p>As a result, whether people are swarming the gate, trying to board the crypto bandwagon, or racing for the exits in a crypto sell-off, COIN is poised to reap massive profits, making it a more defensive and non-correlated asset than Bitcoin. This further boosts its risk-reward profile.</p>\n<p><b>#4. COIN Is Diversifying Into Ancillary Businesses</b></p>\n<p>While COIN operates from a similar competitive position as Bitcoin in that it enjoys a significant network advantage and early-mover status, it also faces significant competition from other similar platforms that are constantly innovating and trying to gain an advantage over it. However, COIN enjoys one key advantage over Bitcoin in this arena: it is a business with intelligent management executing a long-term strategy and a small army of highly talented software engineers and programmers, while Bitcoin is a lifeless and static asset.</p>\n<p>While this can be a blessing in that Bitcoin does not contain the risk of making any strategic blunders or misallocating shareholder capital, overall we view it as a major negative for Bitcoin because, in a space where innovation is the name of the game, it increases the chance that eventually Bitcoin will be displaced and bypassed by competing cryptocurrencies whereas COIN can continually evolve and pivot at or ahead of the pace of innovation to sustain and strengthen its competitive edge.</p>\n<p>In fact, COIN is already aggressively reinvesting its profits into doing just this. While its exchange business makes up the majority of its profits and management maintains that - despite growing competition - the accelerating demand for cryptocurrency means that margin compression on this business is unlikely anytime soon, they do expect margin compression to occur here over the long term as it would in any wildly profitable business without massive barriers to entry.</p>\n<p>As a result, management is making multiple investments today in order to grow diverse revenue streams that will lead to more stable and secure income over the long term. Within 5 years,management expects more than 50% of their revenue to come from sources other than transaction fees.</p>\n<p>Ultimately, COIN sees itself as a cryptocurrency infrastructure business that offers a wide array of services and tools that enable people to access, exchange, store, and optimize their use of cryptocurrency and blockchain technology. Businesses they are already growing and/or exploring include a cryptocurrency cash back credit card through a partnership with Visa (V), a custody/vault business for institutions that uses proprietary cybersecurity technology, cryptocurrency loans, deposit accounts, and new innovative forms of transactions that are not even on the public radar yet, making them a virtual infrastructure, cybersecurity, exchange, and fintech business all in one.</p>\n<p>They are also investing in cryptocurrency startup companies that many of their ex-employees have gone on to found. As a result, they are positioning themselves to benefit from further external innovation in the space while also insulating against being disrupted by new technologies and applications built by former company insiders.</p>\n<p>With just 50 million current members and ~1 billion estimated potential users, the growth runway for COIN remains massive and could easily lead to exponential growth in the years to come, especially if cryptos continue to grow rapidly in acceptance and popularity.</p>\n<p><b>#5. COIN Is Easier To Value Than Cryptocurrencies</b></p>\n<p>Last, but not least, COIN's ability to generate profits gives it an intrinsic value. While Bitcoin's true value is ultimately anyone's guess as it fully depends on speculation, the ever-changing whims of consumers, and the hope that nothing better comes along through the innovation pipeline, COIN brings actual profitability and new business innovation to the table. As a result, we can have a better idea of what an attractive price would be for COIN than for Bitcoin. As value investors, we greatly prefer this method.</p>\n<p><b>Investor Takeaway</b></p>\n<p>As we stated previously about gold, there is certainly a case to be made that popular cryptocurrencies have a place in a diversified portfolio. In fact, we also expect that Bitcoin has higher upside potential than COIN if it can continue to grow in acceptance and utilization by companies and institutions across the world.</p>\n<p>That said, as value investors we like to invest rather than speculate and also try to maximize our risk-reward profile. Given that COIN generates actual cash flows to generate long-term growth, it enjoys significant diversification across the broad cryptocurrency space, it is not directly correlated to rising cryptocurrency prices and may profit even during a crypto crash, is diversifying into becoming a crypto infrastructure company, and has actual intrinsic value instead of being a mere speculative asset, COIN is our favorite pick for exposure to the cryptocurrency space.</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>Forget Bitcoin - 5 Reasons To Buy Coinbase Instead</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\">\nForget Bitcoin - 5 Reasons To Buy Coinbase Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 21:26 GMT+8 <a href=https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.\nWe believe that COIN offers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178134052","content_text":"Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.\nWe believe that COIN offers investors the best risk-reward in today's crypto market.\nWe share 5 reasons why.\n\nPhoto by Movus/iStock Editorial via Getty Images\nWhile Bitcoin (BTC-USD) has tremendous upside potential bullish projections of $500k+ per coin from the likes of Ark Invest's (ARKK) Cathie Wood play out, we invest for the best risk-reward profile, not simply the best reward potential.\nAs a result, since we believe that Coinbase (COIN) offers investors the best risk-reward in today's crypto market, we would prefer to invest there instead of directly into individual cryptocurrencies in today's market. In the following paragraphs, we share 5 reasons why:\n#1. COIN Is A Growing Business\nAs a highly profitable business, COIN generates actual cash flow that causes its intrinsic value to grow over time. As a result, it is a true wealth compounder that, assuming the business remains profitable, will result in its owners becoming richer over the long term. Buying and holding shares of COIN is an investment that has the potential to increase the wealth of an individual based on growing cash flows and improving business fundamentals.\nIn contrast, Bitcoins do not procreate nor generate cash flow. All it can do is increase or decrease in price relative to U.S. Dollars or other assets based on people's ever-changing desire to own it. As a result, holding it is not an investment, but rather a speculation on the future that Bitcoin will be in greater demand then than it is now.\nAs Warren Buffett said in his 2011 Letter to Shareholders:\n\nIf you own one ounce of gold for an eternity, you will still own one ounce at its end ... Owners are not inspired by what the asset itself can produce — it will remain lifeless forever — but rather by the belief that others will desire it even more avidly in the future.\n\nBitcoin - known as digital gold - could be described very similarly. While we do in fact own some gold (GLD), we also do not view it as an investment but rather as an asset that serves a purpose as an insurance mechanism as a time-tested and inflation-resistant medium of exchange. For exposure to gold in our investment portfolio, we buy gold miners instead. We view COIN as serving a similar purpose in our exposure to the crypto world.\n#2. COIN Is Diversified Across 100+ Cryptocurrencies\nBitcoin is one of an ever-increasing number of cryptocurrencies that already number in the hundreds. As a result, it faces heavy competition and the constant threat of innovation and disruption displacing it as the leading cryptocurrency and eventually causing its value to fall. Furthermore, it faces regulatory and even ban risks, especially since the majority of its processing power is located in countries that are often considered strategic rivals or even adversaries of the West, including China, Russia, Iran, and Pakistan. Last, but not least, Bitcoin's price has proven to be extremely volatile, as the last two weeks have made clear:\nData byYCharts\nIn contrast, COIN is diversified across over a hundred cryptocurrencies, thereby insulating it against any single cryptocurrency's collapse. If China were to ban Bitcoin and effectively seize control of most of its mining activity, for example, it would be devastating to the price - and processing power - of Bitcoin. While it would still likely hurt COIN's cash flows and share price meaningfully, the impact would be much less significant for COIN than what Bitcoin would face and it would be able to move forward with other cryptocurrencies in the place of Bitcoin.\n#3. COIN Profits Even When Cryptocurrencies Are Crashing\nWhile Bitcoin's profit-loss proposition rises and falls directly with the price of Bitcoin, COIN's profits are not tied directly to rising cryptocurrency prices. Instead, it earns the majority of its profits from transaction fees, meaning that as long as there is high volume in cryptocurrencies, they will be making high profits. Furthermore, since it deals in over a hundred cryptocurrencies, it is not reliant on high volume in any single cryptocurrency, but instead profits from the overall popularity of cryptocurrencies.\nAs a result, whether people are swarming the gate, trying to board the crypto bandwagon, or racing for the exits in a crypto sell-off, COIN is poised to reap massive profits, making it a more defensive and non-correlated asset than Bitcoin. This further boosts its risk-reward profile.\n#4. COIN Is Diversifying Into Ancillary Businesses\nWhile COIN operates from a similar competitive position as Bitcoin in that it enjoys a significant network advantage and early-mover status, it also faces significant competition from other similar platforms that are constantly innovating and trying to gain an advantage over it. However, COIN enjoys one key advantage over Bitcoin in this arena: it is a business with intelligent management executing a long-term strategy and a small army of highly talented software engineers and programmers, while Bitcoin is a lifeless and static asset.\nWhile this can be a blessing in that Bitcoin does not contain the risk of making any strategic blunders or misallocating shareholder capital, overall we view it as a major negative for Bitcoin because, in a space where innovation is the name of the game, it increases the chance that eventually Bitcoin will be displaced and bypassed by competing cryptocurrencies whereas COIN can continually evolve and pivot at or ahead of the pace of innovation to sustain and strengthen its competitive edge.\nIn fact, COIN is already aggressively reinvesting its profits into doing just this. While its exchange business makes up the majority of its profits and management maintains that - despite growing competition - the accelerating demand for cryptocurrency means that margin compression on this business is unlikely anytime soon, they do expect margin compression to occur here over the long term as it would in any wildly profitable business without massive barriers to entry.\nAs a result, management is making multiple investments today in order to grow diverse revenue streams that will lead to more stable and secure income over the long term. Within 5 years,management expects more than 50% of their revenue to come from sources other than transaction fees.\nUltimately, COIN sees itself as a cryptocurrency infrastructure business that offers a wide array of services and tools that enable people to access, exchange, store, and optimize their use of cryptocurrency and blockchain technology. Businesses they are already growing and/or exploring include a cryptocurrency cash back credit card through a partnership with Visa (V), a custody/vault business for institutions that uses proprietary cybersecurity technology, cryptocurrency loans, deposit accounts, and new innovative forms of transactions that are not even on the public radar yet, making them a virtual infrastructure, cybersecurity, exchange, and fintech business all in one.\nThey are also investing in cryptocurrency startup companies that many of their ex-employees have gone on to found. As a result, they are positioning themselves to benefit from further external innovation in the space while also insulating against being disrupted by new technologies and applications built by former company insiders.\nWith just 50 million current members and ~1 billion estimated potential users, the growth runway for COIN remains massive and could easily lead to exponential growth in the years to come, especially if cryptos continue to grow rapidly in acceptance and popularity.\n#5. COIN Is Easier To Value Than Cryptocurrencies\nLast, but not least, COIN's ability to generate profits gives it an intrinsic value. While Bitcoin's true value is ultimately anyone's guess as it fully depends on speculation, the ever-changing whims of consumers, and the hope that nothing better comes along through the innovation pipeline, COIN brings actual profitability and new business innovation to the table. As a result, we can have a better idea of what an attractive price would be for COIN than for Bitcoin. As value investors, we greatly prefer this method.\nInvestor Takeaway\nAs we stated previously about gold, there is certainly a case to be made that popular cryptocurrencies have a place in a diversified portfolio. In fact, we also expect that Bitcoin has higher upside potential than COIN if it can continue to grow in acceptance and utilization by companies and institutions across the world.\nThat said, as value investors we like to invest rather than speculate and also try to maximize our risk-reward profile. Given that COIN generates actual cash flows to generate long-term growth, it enjoys significant diversification across the broad cryptocurrency space, it is not directly correlated to rising cryptocurrency prices and may profit even during a crypto crash, is diversifying into becoming a crypto infrastructure company, and has actual intrinsic value instead of being a mere speculative asset, COIN is our favorite pick for exposure to the cryptocurrency space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108897899,"gmtCreate":1620008956011,"gmtModify":1634208561110,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":26,"repostSize":0,"link":"https://laohu8.com/post/108897899","repostId":"1160764065","repostType":4,"repost":{"id":"1160764065","pubTimestamp":1620007749,"share":"https://www.laohu8.com/m/news/1160764065?lang=&edition=full","pubTime":"2021-05-03 10:09","market":"us","language":"en","title":"Microsoft's Perfect Pullback Is A 'Strong Buy'","url":"https://stock-news.laohu8.com/highlight/detail?id=1160764065","media":"seekingalpha","summary":"Shares of Microsoft encountered a negative market reaction following the release of the tech giant’s third-quarter earnings report.Microsoft’s most recentearnings report showed that the company is firing on all cylinders and experiencing its most rapid growth in revenues since 2018. In addition to providing stellar guidance, the report confirmed prior expectations that the company would surpass analyst estimates for both earnings and revenue for the period. However, the market failed to respond","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Microsoft encountered a negative market reaction following the release of the tech giant’s third-quarter earnings report.</li>\n <li>But if the “magnitude of the beat” is the best reason analysts can offer when explaining this reaction, it's time to look the other way and start buying the stock.</li>\n <li>This failure to acknowledge strength in the company’s underlying performances has produced a pullback on the charts that should not be ignored by income investors looking to build tech exposure.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d1587d0ad7a1930f15fdb9e800a44f6\" tg-width=\"1536\" tg-height=\"1102\"><span>Photo by Ethan Miller/Getty Images News via Getty Images</span></p>\n<p>Microsoft’s (NASDAQ:MSFT) most recentearnings report showed that the company is firing on all cylinders and experiencing its most rapid growth in revenues since 2018. In addition to providing stellar guidance, the report confirmed prior expectations that the company would surpass analyst estimates for both earnings and revenue for the period. However, the market failed to respond to these numbers in any way that reflected an optimistic outlook and the stock quickly dropped by nearly -5.5% in just two days. On a YTD basis, shares of MSFT are still higher by nearly 16% but the broader picture makes it clear that these recent declines have created a relatively obvious buying opportunity for investors looking to increase exposure in the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c87c268148403b14d361c0ef6a1e2fb8\" tg-width=\"1006\" tg-height=\"577\"><span>Chart Analysis: The Income Machine</span></p>\n<p>For the third-quarter period, Microsoft posted an adjusted EPS figure of $1.95 and revenues of $41.71 billion. Of course, this was a substantial beat on the market’s expectations (EPS of $1.78 and revenues of $41 billion) but what might be most important in this case is the fact that Microsoft also offered revenue guidance that was higher than the market’s prior expectations. For long-term investors, this should be much more encouraging than the perceived negative that revenue growth from Microsoft’s Azure cloud segment was flat relative to the previous quarter or that the “magnitude” of the earnings beat was disappointing enough that it justifies lower valuations in share prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8570f93f884f5b0161afa767b4dd6c\" tg-width=\"929\" tg-height=\"554\"><span>Source: Microsoft Earnings Release</span></p>\n<p>However, the market’s response to this release was highly inconsistent with the superior outlook currently supporting the company. While it can be said that weakness in operating margins became apparent during the quarter, income investors should note that Microsoft’s cloud component grew (both in terms of size and importance) and the magnitude of the company’s true negatives seem to have been largely exaggerated. All together, Microsoft’s third-quarter revenue figure revealed growth rates of +19% and that performance makes this the company’s best quarterly result since 2018.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e03d5c68911bae09a849649a4f91669b\" tg-width=\"699\" tg-height=\"594\"><span>Source: Macrotrends</span></p>\n<p>However, this incredible run isn’t expected to end once the global effects of the pandemic are finally in a position to show sustained declines. While it’s true that the 2020 market environment fueled an increase in personal computer sales that was large enough to produce shortages throughout the industry, these trends are more than likely to continue for the foreseeable future and this largely explains why Microsoft’s guidance figures continue to surprise to the upside. The company now expects to see revenues of $43.6-$44.5 billion for the fiscal fourth-quarter period and this easily surpasses the prior consensus estimates amongst analysts (which called for quarterly revenues of just under $43 billion).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eef2095303c29a653244452ce2282c7f\" tg-width=\"821\" tg-height=\"524\"><span>Source: Simply Wall Street</span></p>\n<p>If Microsoft can simply manage to reach the mid-point of its new guidance range, management’s current outlook indicates that we could be seeing quarterly revenue growth of roughly +16%. But given the broad strength of the company’s growth figures (across most segments), this is starting to look like a conservative estimate and this scenario suggests that Microsoft now finds itself in a position to under-promise and over-perform with its next earnings report.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc6a759c77cc1d2f5624e5fa076c7513\" tg-width=\"927\" tg-height=\"165\"><span>Source: Microsoft Earnings Release</span></p>\n<p>Quite possibly, the Azure Cloud segment might turn out to be the standout performer once again but this is in spite of the fact that the market appeared to be unimpressed with this segment’s most recent growth figures. That said, Microsoft did actually surpass the market’s expectations for growth in the segment (46%) and matched the superior growth performances that were recorded during the prior quarter (with segment gains of 50%). Overall, this helped the company’s Intelligent Cloud business (which also includes Windows Server, GitHub, Visual Studio, Enterprise Services and SQL Server) to generate revenues of $15.1 billion for the period and this indicates an annualized growth rate of +23% for the segment.</p>\n<p>Perhaps it could be argued that other segments failed to match these levels but the growth rates generated by the More Personal Computing and Productivity / Business Processes units were still quite respectable in their own right. Specifically, Microsoft’s More Personal Computing segment (which contains search, devices, and gaming in addition to Windows) generated just over $13 billion in revenues and this marks another quarterly gain of +19%. Furthermore, the company’s Productivity / Business Processes unit (which includes LinkedIn, Dynamics, and Office) produced nearly $13.6 billion in revenues and this indicates gains of +15% for the period.</p>\n<p>When we combined this with the news that advertising revenues from LinkedIn hit the $3 billion mark and beat the advertising revenues generated by Snapchat during the last full-year period, factors like the drop in operating margins from Microsoft’s Intelligent Cloud segment (from 44.5% to 42.5%) seem less consequential. Overall, declines in the company’s operating margins were much smaller (falling from 41.6% to 40.9%) and this simply does not seem to justify the market’s bearish reaction following Microsoft’s earnings release.</p>\n<p><img src=\"https://static.tigerbbs.com/1c9e5b8bd48dca6107d65bd5bc1591a9\" tg-width=\"717\" tg-height=\"305\"></p>\n<p>Moreover, there are still plenty of events that suggest the market environment is likely to remain favorable for the company. For example, the company recently completed its purchase of ZeniMax Media in a deal valued at close to $8 billion and Microsoft was alsogranted a contractto supply high-end headsets (augmented reality devices) for the United States Army in a massive deal valued at nearly $22 billion (over the next decade). Interestingly, the company is also benefitting from a surge in user activity associated with its Teams app, which now boasts 145 million DAUs (marking an increase of more than +26% since October 2020).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b57325aa6a271e6e0c8503c02c6195\" tg-width=\"1006\" tg-height=\"577\"><span>Chart Analysis: The Income Machine</span></p>\n<p>For all of these reasons, it looks as though Microsoft’s recent share price declines might be unsustainable and unlikely to continue much longer. After falling to lows of $249 per share, MSFT has stabilized and made an attempt to gain a foothold above $250 on the daily charts. Interestingly, there appears to be technical support that has become quite pronounced near the stock’s 100-day exponential moving average and this suggests that MSFT is likely to find new buyers in the event that the market bears make another attempt to send share prices below the aforementioned $250 level.</p>\n<p>At current price levels, Microsoft is trading with a price-earnings ratio of just over 34x but while this figure might indicate an elevated premium relative to the broader market, we must remember that the stock is still relatively cheap when compared to the industry averages in the U.S. software sector (which is associated with a price-earnings ratio of more than 51x). As another point of comparison, income investors should note that Microsoft’s return-on-equity figure comes in at an incredible 41.6% and this is far superior to the return-on-equity figure that is associated with the broader industry (at just 13.4%).</p>\n<p>Given that the technology space is widely known for its abilities to produce difficulties for income investors looking for stable yield at a reasonable price, we think that shares of MSFT should be looked at as a “strong buy” after its recent post-earnings decline. While the stock’s dividend yield might be considered somewhat low (at 0.89%), the ability for income investors to use this stock as a way of increasing exposure to the technology sector is a strategy that offers attractive advantages while still generating additional income for long-term retirement portfolios. Ultimately, it makes sense for the stock’s dividend yield to be viewed as an added incentive for the missing portfolio diversification that often plagues income investors that fail to establish enough exposure to the technology sector. Microsoft manages to check all of these boxes and this is why the stock should be considered as a stable name to buy after its recent short-term declines.</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>Microsoft's Perfect Pullback Is A 'Strong Buy'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's Perfect Pullback Is A 'Strong Buy'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 10:09 GMT+8 <a href=https://seekingalpha.com/article/4423645-microsoft-s-perfect-pullback-is-strong-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Microsoft encountered a negative market reaction following the release of the tech giant’s third-quarter earnings report.\nBut if the “magnitude of the beat” is the best reason ...</p>\n\n<a href=\"https://seekingalpha.com/article/4423645-microsoft-s-perfect-pullback-is-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4423645-microsoft-s-perfect-pullback-is-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160764065","content_text":"Summary\n\nShares of Microsoft encountered a negative market reaction following the release of the tech giant’s third-quarter earnings report.\nBut if the “magnitude of the beat” is the best reason analysts can offer when explaining this reaction, it's time to look the other way and start buying the stock.\nThis failure to acknowledge strength in the company’s underlying performances has produced a pullback on the charts that should not be ignored by income investors looking to build tech exposure.\n\nPhoto by Ethan Miller/Getty Images News via Getty Images\nMicrosoft’s (NASDAQ:MSFT) most recentearnings report showed that the company is firing on all cylinders and experiencing its most rapid growth in revenues since 2018. In addition to providing stellar guidance, the report confirmed prior expectations that the company would surpass analyst estimates for both earnings and revenue for the period. However, the market failed to respond to these numbers in any way that reflected an optimistic outlook and the stock quickly dropped by nearly -5.5% in just two days. On a YTD basis, shares of MSFT are still higher by nearly 16% but the broader picture makes it clear that these recent declines have created a relatively obvious buying opportunity for investors looking to increase exposure in the stock.\nChart Analysis: The Income Machine\nFor the third-quarter period, Microsoft posted an adjusted EPS figure of $1.95 and revenues of $41.71 billion. Of course, this was a substantial beat on the market’s expectations (EPS of $1.78 and revenues of $41 billion) but what might be most important in this case is the fact that Microsoft also offered revenue guidance that was higher than the market’s prior expectations. For long-term investors, this should be much more encouraging than the perceived negative that revenue growth from Microsoft’s Azure cloud segment was flat relative to the previous quarter or that the “magnitude” of the earnings beat was disappointing enough that it justifies lower valuations in share prices.\nSource: Microsoft Earnings Release\nHowever, the market’s response to this release was highly inconsistent with the superior outlook currently supporting the company. While it can be said that weakness in operating margins became apparent during the quarter, income investors should note that Microsoft’s cloud component grew (both in terms of size and importance) and the magnitude of the company’s true negatives seem to have been largely exaggerated. All together, Microsoft’s third-quarter revenue figure revealed growth rates of +19% and that performance makes this the company’s best quarterly result since 2018.\nSource: Macrotrends\nHowever, this incredible run isn’t expected to end once the global effects of the pandemic are finally in a position to show sustained declines. While it’s true that the 2020 market environment fueled an increase in personal computer sales that was large enough to produce shortages throughout the industry, these trends are more than likely to continue for the foreseeable future and this largely explains why Microsoft’s guidance figures continue to surprise to the upside. The company now expects to see revenues of $43.6-$44.5 billion for the fiscal fourth-quarter period and this easily surpasses the prior consensus estimates amongst analysts (which called for quarterly revenues of just under $43 billion).\nSource: Simply Wall Street\nIf Microsoft can simply manage to reach the mid-point of its new guidance range, management’s current outlook indicates that we could be seeing quarterly revenue growth of roughly +16%. But given the broad strength of the company’s growth figures (across most segments), this is starting to look like a conservative estimate and this scenario suggests that Microsoft now finds itself in a position to under-promise and over-perform with its next earnings report.\nSource: Microsoft Earnings Release\nQuite possibly, the Azure Cloud segment might turn out to be the standout performer once again but this is in spite of the fact that the market appeared to be unimpressed with this segment’s most recent growth figures. That said, Microsoft did actually surpass the market’s expectations for growth in the segment (46%) and matched the superior growth performances that were recorded during the prior quarter (with segment gains of 50%). Overall, this helped the company’s Intelligent Cloud business (which also includes Windows Server, GitHub, Visual Studio, Enterprise Services and SQL Server) to generate revenues of $15.1 billion for the period and this indicates an annualized growth rate of +23% for the segment.\nPerhaps it could be argued that other segments failed to match these levels but the growth rates generated by the More Personal Computing and Productivity / Business Processes units were still quite respectable in their own right. Specifically, Microsoft’s More Personal Computing segment (which contains search, devices, and gaming in addition to Windows) generated just over $13 billion in revenues and this marks another quarterly gain of +19%. Furthermore, the company’s Productivity / Business Processes unit (which includes LinkedIn, Dynamics, and Office) produced nearly $13.6 billion in revenues and this indicates gains of +15% for the period.\nWhen we combined this with the news that advertising revenues from LinkedIn hit the $3 billion mark and beat the advertising revenues generated by Snapchat during the last full-year period, factors like the drop in operating margins from Microsoft’s Intelligent Cloud segment (from 44.5% to 42.5%) seem less consequential. Overall, declines in the company’s operating margins were much smaller (falling from 41.6% to 40.9%) and this simply does not seem to justify the market’s bearish reaction following Microsoft’s earnings release.\n\nMoreover, there are still plenty of events that suggest the market environment is likely to remain favorable for the company. For example, the company recently completed its purchase of ZeniMax Media in a deal valued at close to $8 billion and Microsoft was alsogranted a contractto supply high-end headsets (augmented reality devices) for the United States Army in a massive deal valued at nearly $22 billion (over the next decade). Interestingly, the company is also benefitting from a surge in user activity associated with its Teams app, which now boasts 145 million DAUs (marking an increase of more than +26% since October 2020).\nChart Analysis: The Income Machine\nFor all of these reasons, it looks as though Microsoft’s recent share price declines might be unsustainable and unlikely to continue much longer. After falling to lows of $249 per share, MSFT has stabilized and made an attempt to gain a foothold above $250 on the daily charts. Interestingly, there appears to be technical support that has become quite pronounced near the stock’s 100-day exponential moving average and this suggests that MSFT is likely to find new buyers in the event that the market bears make another attempt to send share prices below the aforementioned $250 level.\nAt current price levels, Microsoft is trading with a price-earnings ratio of just over 34x but while this figure might indicate an elevated premium relative to the broader market, we must remember that the stock is still relatively cheap when compared to the industry averages in the U.S. software sector (which is associated with a price-earnings ratio of more than 51x). As another point of comparison, income investors should note that Microsoft’s return-on-equity figure comes in at an incredible 41.6% and this is far superior to the return-on-equity figure that is associated with the broader industry (at just 13.4%).\nGiven that the technology space is widely known for its abilities to produce difficulties for income investors looking for stable yield at a reasonable price, we think that shares of MSFT should be looked at as a “strong buy” after its recent post-earnings decline. While the stock’s dividend yield might be considered somewhat low (at 0.89%), the ability for income investors to use this stock as a way of increasing exposure to the technology sector is a strategy that offers attractive advantages while still generating additional income for long-term retirement portfolios. Ultimately, it makes sense for the stock’s dividend yield to be viewed as an added incentive for the missing portfolio diversification that often plagues income investors that fail to establish enough exposure to the technology sector. Microsoft manages to check all of these boxes and this is why the stock should be considered as a stable name to buy after its recent short-term declines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":164095227,"gmtCreate":1624160634169,"gmtModify":1634010026581,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"💪🏻","listText":"💪🏻","text":"💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/164095227","repostId":"1192473918","repostType":4,"repost":{"id":"1192473918","pubTimestamp":1624029343,"share":"https://www.laohu8.com/m/news/1192473918?lang=&edition=full","pubTime":"2021-06-18 23:15","market":"us","language":"en","title":"PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1192473918","media":"investorplace","summary":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Feder","content":"<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).</p>\n<p>The goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.</p>\n<p>According to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.</p>\n<p>Palantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.</p>\n<p>Akash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.</p>\n<blockquote>\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n</blockquote>\n<p>The fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.</p>\n<p>It’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.</p>\n<p>PLTR stock was down 1.1% as of Friday morning.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock: The Palantir-FAA Deal News Should Have Investors Smiling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:15 GMT+8 <a href=https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” ...</p>\n\n<a href=\"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/pltr-stock-the-palantir-faa-deal-news-should-have-investors-smiling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192473918","content_text":"Palantir Technologies(NYSE:PLTR) stock is on the move Friday following news of a deal with the Federal Aviation Administration (FAA).\nThe goal of this deal is toassist the FAA in modernizing its ” objectives for aviation safety.”This will have Palantir Technologies providing the agency with a data analyzing tool to help with that effort.\nAccording to a news release, this will have Palantir Technologies monitoring various safety aspects for the FAA. That includes reintegrating the 737 MAX fleet back into service after it was suspended due to fatal crashes.\nPalantir Technologies’ deal with the FAA is set to last for one year. However, there’s also the option to extend it by up to two years. The agreement has a maximum value of $18.4 million.\nAkash Jain, president of Palantir USG, said the following about the agreement with the FAA that should have PLTR stock gaining today.\n\n “We are proud to be partnering with the Federal Aviation Administration to support their critical safety mission.”\n\nThe fact that PLTR stock is actually moving lower today despite this news is strange. The company’s shares did start off rising in early morning trading, but quickly fell back down to yesterday’s close before dipping even lower.\nIt’s also worth noting that trading volume isn’t taking off on news of the FAA deal, either. As of this writing, more than 20 million shares of PLTR stock had changed hands. That’s still well below the company’s daily average trading volume of 57.8 million shares.\nPLTR stock was down 1.1% as of Friday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152814662,"gmtCreate":1625280563156,"gmtModify":1633941798884,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"🔥","listText":"🔥","text":"🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/152814662","repostId":"1175794606","repostType":4,"repost":{"id":"1175794606","pubTimestamp":1624677803,"share":"https://www.laohu8.com/m/news/1175794606?lang=&edition=full","pubTime":"2021-06-26 11:23","market":"us","language":"en","title":"2 Catalysts That Will Drive Nvidia Stock Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1175794606","media":"InvestorPlace","summary":"ARM merger and AI will take NVDA stock to new highs in the future.As Nvidia finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.The stock is up 95% over the last","content":"<p>ARM merger and AI will take NVDA stock to new highs in the future.</p>\n<p>As <b>Nvidia</b>(NASDAQ:<b>NVDA</b>) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.</p>\n<p>I have always been bullish on NVDA stock and had recommended a purchase before the stock split. The stock has enjoyed an excellent ride over the years.</p>\n<p>It has gone from $104 in April 2017 to $500 in October 2020 and is exchanging hands for $755 today. If you had made the purchase based on my June 9 recommendation at $700, you would be sitting on a chance to get four times shares.</p>\n<p>The stock is up 95% over the last year and 40% over the past six months. Looking at the strong position Nvidia holds in the industry, there is no stopping NVDA stock. Investors should be ready for massive gains in the coming years. With that in mind, let’s take a look at 2 catalysts driving NVDA stock higher.</p>\n<p><b>ARM Acquisition</b></p>\n<p>Nvidia had announced the acquisition of ARM for $40 billion in 2020. The deal has not been received positively in the semiconductor industry but if it goes through, Nvidia has an opportunity to become one of the most important companies with time. It needs approval from the U.K., U.S., European and Chinese regulators.</p>\n<p>This deal will allow Nvidia to advance in the field of computing and it will take the sales and revenue higher. The deal will be complete by March 2022 and once it does, there is no looking back for Nvidia. The company will be able to offer higher efficiency on its products with ARM architecture.</p>\n<p>At a recent conference of Six-Five Summit and CogX,Nvidia CEO Jensen Huang made a case for the merger which would combine the capacities of ARM with Nvidia’s AI capabilities and will lead to the creation of new ideas. The deal will open new business opportunities for Nvidia and will help the company create new products that will only increase its competitive advantage in the industry.</p>\n<p><b>Another step ahead with AI</b></p>\n<p>Nvidia is not new to AI and it is only moving forward with it. The company unveiled Nvidia AI LaunchPad, which is a program for enterprises and it will give access to NVIDIA-powered software and infrastructure to streamline the AI lifecycle.</p>\n<p>Equinix, a leader in digital infrastructure will be the first in the program and it will provide Nvidia-powered solutions on its platform. Nvidia is making it easy for enterprises to get access to AI and deploy it for the growth of their business.</p>\n<p>I strongly believe that AI will take Nvidia higher in the coming months and with each development and update, the company is only making its presence stronger in the industry.</p>\n<p><b>The bottom line on NVDA stock</b></p>\n<p>Once the ARM acquisition is complete, Nvidia could become one of the biggest tech companies today. However, the acquisition may take time but there is no doubting the potential of Nvidia.</p>\n<p>The company has strong fundamentals and enjoys a top position in the industry. There could be a dip in NVDA stock due to the stock split but it proves nothing about the fundamentals.</p>\n<p>Raymond James analyst Chris Caso raised the price target of NVDA stock to $900 with a Strong Buy rating. The analyst believes that the company is best positioned for growth in the long term.</p>\n<p>There is not one but many factors that will take NVDA stock higher and every dip is an opportunity to load up on the stock.</p>\n<p>NVDA stock is poised for long-term growth and is one stock to hold for the decade.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Catalysts That Will Drive Nvidia Stock Higher</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\">\n2 Catalysts That Will Drive Nvidia Stock Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 11:23 GMT+8 <a href=https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARM merger and AI will take NVDA stock to new highs in the future.\nAs Nvidia(NASDAQ:NVDA) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in ...</p>\n\n<a href=\"https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/2-catalysts-that-will-drive-nvidia-stock-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175794606","content_text":"ARM merger and AI will take NVDA stock to new highs in the future.\nAs Nvidia(NASDAQ:NVDA) finally completes the much-awaited stock split, the leader in the semiconductor industry has a lot working in its favor. If you missed out on the opportunity to buy NVDA stock and enjoy the 4-for-1 stock split, you can still invest in the company. When it comes to fundamentals, Nvidia is one of the best. It is the gold standard in GPU processing and has become a leader in the AI industry.\nI have always been bullish on NVDA stock and had recommended a purchase before the stock split. The stock has enjoyed an excellent ride over the years.\nIt has gone from $104 in April 2017 to $500 in October 2020 and is exchanging hands for $755 today. If you had made the purchase based on my June 9 recommendation at $700, you would be sitting on a chance to get four times shares.\nThe stock is up 95% over the last year and 40% over the past six months. Looking at the strong position Nvidia holds in the industry, there is no stopping NVDA stock. Investors should be ready for massive gains in the coming years. With that in mind, let’s take a look at 2 catalysts driving NVDA stock higher.\nARM Acquisition\nNvidia had announced the acquisition of ARM for $40 billion in 2020. The deal has not been received positively in the semiconductor industry but if it goes through, Nvidia has an opportunity to become one of the most important companies with time. It needs approval from the U.K., U.S., European and Chinese regulators.\nThis deal will allow Nvidia to advance in the field of computing and it will take the sales and revenue higher. The deal will be complete by March 2022 and once it does, there is no looking back for Nvidia. The company will be able to offer higher efficiency on its products with ARM architecture.\nAt a recent conference of Six-Five Summit and CogX,Nvidia CEO Jensen Huang made a case for the merger which would combine the capacities of ARM with Nvidia’s AI capabilities and will lead to the creation of new ideas. The deal will open new business opportunities for Nvidia and will help the company create new products that will only increase its competitive advantage in the industry.\nAnother step ahead with AI\nNvidia is not new to AI and it is only moving forward with it. The company unveiled Nvidia AI LaunchPad, which is a program for enterprises and it will give access to NVIDIA-powered software and infrastructure to streamline the AI lifecycle.\nEquinix, a leader in digital infrastructure will be the first in the program and it will provide Nvidia-powered solutions on its platform. Nvidia is making it easy for enterprises to get access to AI and deploy it for the growth of their business.\nI strongly believe that AI will take Nvidia higher in the coming months and with each development and update, the company is only making its presence stronger in the industry.\nThe bottom line on NVDA stock\nOnce the ARM acquisition is complete, Nvidia could become one of the biggest tech companies today. However, the acquisition may take time but there is no doubting the potential of Nvidia.\nThe company has strong fundamentals and enjoys a top position in the industry. There could be a dip in NVDA stock due to the stock split but it proves nothing about the fundamentals.\nRaymond James analyst Chris Caso raised the price target of NVDA stock to $900 with a Strong Buy rating. The analyst believes that the company is best positioned for growth in the long term.\nThere is not one but many factors that will take NVDA stock higher and every dip is an opportunity to load up on the stock.\nNVDA stock is poised for long-term growth and is one stock to hold for the decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125569135,"gmtCreate":1624680618827,"gmtModify":1633949644457,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"🔥","listText":"🔥","text":"🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/125569135","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","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 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 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&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 <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":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133882036,"gmtCreate":1621735355625,"gmtModify":1634186921001,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":27,"repostSize":0,"link":"https://laohu8.com/post/133882036","repostId":"1178134052","repostType":4,"repost":{"id":"1178134052","pubTimestamp":1621603581,"share":"https://www.laohu8.com/m/news/1178134052?lang=&edition=full","pubTime":"2021-05-21 21:26","market":"us","language":"en","title":"Forget Bitcoin - 5 Reasons To Buy Coinbase Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1178134052","media":"seekingalpha","summary":"Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for th","content":"<p><b>Summary</b></p>\n<ul>\n <li>While BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.</li>\n <li>We believe that COIN offers investors the best risk-reward in today's crypto market.</li>\n <li>We share 5 reasons why.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b022fdf1e4f4d4a467df29622f4ff73a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Movus/iStock Editorial via Getty Images</span></p>\n<p>While Bitcoin (BTC-USD) has tremendous upside potential bullish projections of $500k+ per coin from the likes of Ark Invest's (ARKK) Cathie Wood play out, we invest for the best risk-reward profile, not simply the best reward potential.</p>\n<p>As a result, since we believe that Coinbase (COIN) offers investors the best risk-reward in today's crypto market, we would prefer to invest there instead of directly into individual cryptocurrencies in today's market. In the following paragraphs, we share 5 reasons why:</p>\n<p><b>#1. COIN Is A Growing Business</b></p>\n<p>As a highly profitable business, COIN generates actual cash flow that causes its intrinsic value to grow over time. As a result, it is a true wealth compounder that, assuming the business remains profitable, will result in its owners becoming richer over the long term. Buying and holding shares of COIN is an investment that has the potential to increase the wealth of an individual based on growing cash flows and improving business fundamentals.</p>\n<p>In contrast, Bitcoins do not procreate nor generate cash flow. All it can do is increase or decrease in price relative to U.S. Dollars or other assets based on people's ever-changing desire to own it. As a result, holding it is not an investment, but rather a speculation on the future that Bitcoin will be in greater demand then than it is now.</p>\n<p>As Warren Buffett said in his 2011 Letter to Shareholders:</p>\n<blockquote>\n <i>If you own one ounce of gold for an eternity, you will still own one ounce at its end ... Owners are not inspired by what the asset itself can produce — it will remain lifeless forever — but rather by the belief that others will desire it even more avidly in the future.</i>\n</blockquote>\n<p>Bitcoin - known as digital gold - could be described very similarly. While we do in fact own some gold (GLD), we also do not view it as an investment but rather as an asset that serves a purpose as an insurance mechanism as a time-tested and inflation-resistant medium of exchange. For exposure to gold in our investment portfolio, we buy gold miners instead. We view COIN as serving a similar purpose in our exposure to the crypto world.</p>\n<p><b>#2. COIN Is Diversified Across 100+ Cryptocurrencies</b></p>\n<p>Bitcoin is one of an ever-increasing number of cryptocurrencies that already number in the hundreds. As a result, it faces heavy competition and the constant threat of innovation and disruption displacing it as the leading cryptocurrency and eventually causing its value to fall. Furthermore, it faces regulatory and even ban risks, especially since the majority of its processing power is located in countries that are often considered strategic rivals or even adversaries of the West, including China, Russia, Iran, and Pakistan. Last, but not least, Bitcoin's price has proven to be extremely volatile, as the last two weeks have made clear:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0748a1a4f030bb30e23bc37a8352c208\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>In contrast, COIN is diversified across over a hundred cryptocurrencies, thereby insulating it against any single cryptocurrency's collapse. If China were to ban Bitcoin and effectively seize control of most of its mining activity, for example, it would be devastating to the price - and processing power - of Bitcoin. While it would still likely hurt COIN's cash flows and share price meaningfully, the impact would be much less significant for COIN than what Bitcoin would face and it would be able to move forward with other cryptocurrencies in the place of Bitcoin.</p>\n<p><b>#3. COIN Profits Even When Cryptocurrencies Are Crashing</b></p>\n<p>While Bitcoin's profit-loss proposition rises and falls directly with the price of Bitcoin, COIN's profits are not tied directly to rising cryptocurrency prices. Instead, it earns the majority of its profits from transaction fees, meaning that as long as there is high volume in cryptocurrencies, they will be making high profits. Furthermore, since it deals in over a hundred cryptocurrencies, it is not reliant on high volume in any single cryptocurrency, but instead profits from the overall popularity of cryptocurrencies.</p>\n<p>As a result, whether people are swarming the gate, trying to board the crypto bandwagon, or racing for the exits in a crypto sell-off, COIN is poised to reap massive profits, making it a more defensive and non-correlated asset than Bitcoin. This further boosts its risk-reward profile.</p>\n<p><b>#4. COIN Is Diversifying Into Ancillary Businesses</b></p>\n<p>While COIN operates from a similar competitive position as Bitcoin in that it enjoys a significant network advantage and early-mover status, it also faces significant competition from other similar platforms that are constantly innovating and trying to gain an advantage over it. However, COIN enjoys one key advantage over Bitcoin in this arena: it is a business with intelligent management executing a long-term strategy and a small army of highly talented software engineers and programmers, while Bitcoin is a lifeless and static asset.</p>\n<p>While this can be a blessing in that Bitcoin does not contain the risk of making any strategic blunders or misallocating shareholder capital, overall we view it as a major negative for Bitcoin because, in a space where innovation is the name of the game, it increases the chance that eventually Bitcoin will be displaced and bypassed by competing cryptocurrencies whereas COIN can continually evolve and pivot at or ahead of the pace of innovation to sustain and strengthen its competitive edge.</p>\n<p>In fact, COIN is already aggressively reinvesting its profits into doing just this. While its exchange business makes up the majority of its profits and management maintains that - despite growing competition - the accelerating demand for cryptocurrency means that margin compression on this business is unlikely anytime soon, they do expect margin compression to occur here over the long term as it would in any wildly profitable business without massive barriers to entry.</p>\n<p>As a result, management is making multiple investments today in order to grow diverse revenue streams that will lead to more stable and secure income over the long term. Within 5 years,management expects more than 50% of their revenue to come from sources other than transaction fees.</p>\n<p>Ultimately, COIN sees itself as a cryptocurrency infrastructure business that offers a wide array of services and tools that enable people to access, exchange, store, and optimize their use of cryptocurrency and blockchain technology. Businesses they are already growing and/or exploring include a cryptocurrency cash back credit card through a partnership with Visa (V), a custody/vault business for institutions that uses proprietary cybersecurity technology, cryptocurrency loans, deposit accounts, and new innovative forms of transactions that are not even on the public radar yet, making them a virtual infrastructure, cybersecurity, exchange, and fintech business all in one.</p>\n<p>They are also investing in cryptocurrency startup companies that many of their ex-employees have gone on to found. As a result, they are positioning themselves to benefit from further external innovation in the space while also insulating against being disrupted by new technologies and applications built by former company insiders.</p>\n<p>With just 50 million current members and ~1 billion estimated potential users, the growth runway for COIN remains massive and could easily lead to exponential growth in the years to come, especially if cryptos continue to grow rapidly in acceptance and popularity.</p>\n<p><b>#5. COIN Is Easier To Value Than Cryptocurrencies</b></p>\n<p>Last, but not least, COIN's ability to generate profits gives it an intrinsic value. While Bitcoin's true value is ultimately anyone's guess as it fully depends on speculation, the ever-changing whims of consumers, and the hope that nothing better comes along through the innovation pipeline, COIN brings actual profitability and new business innovation to the table. As a result, we can have a better idea of what an attractive price would be for COIN than for Bitcoin. As value investors, we greatly prefer this method.</p>\n<p><b>Investor Takeaway</b></p>\n<p>As we stated previously about gold, there is certainly a case to be made that popular cryptocurrencies have a place in a diversified portfolio. In fact, we also expect that Bitcoin has higher upside potential than COIN if it can continue to grow in acceptance and utilization by companies and institutions across the world.</p>\n<p>That said, as value investors we like to invest rather than speculate and also try to maximize our risk-reward profile. Given that COIN generates actual cash flows to generate long-term growth, it enjoys significant diversification across the broad cryptocurrency space, it is not directly correlated to rising cryptocurrency prices and may profit even during a crypto crash, is diversifying into becoming a crypto infrastructure company, and has actual intrinsic value instead of being a mere speculative asset, COIN is our favorite pick for exposure to the cryptocurrency space.</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>Forget Bitcoin - 5 Reasons To Buy Coinbase Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Bitcoin - 5 Reasons To Buy Coinbase Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 21:26 GMT+8 <a href=https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.\nWe believe that COIN offers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/article/4430338-coinbase-forget-bitcoin-5-reasons-to-buy-coinbase-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178134052","content_text":"Summary\n\nWhile BTC has tremendous upside potential if bullish projections play out, we invest for the best risk-reward profile, not simply the best reward potential.\nWe believe that COIN offers investors the best risk-reward in today's crypto market.\nWe share 5 reasons why.\n\nPhoto by Movus/iStock Editorial via Getty Images\nWhile Bitcoin (BTC-USD) has tremendous upside potential bullish projections of $500k+ per coin from the likes of Ark Invest's (ARKK) Cathie Wood play out, we invest for the best risk-reward profile, not simply the best reward potential.\nAs a result, since we believe that Coinbase (COIN) offers investors the best risk-reward in today's crypto market, we would prefer to invest there instead of directly into individual cryptocurrencies in today's market. In the following paragraphs, we share 5 reasons why:\n#1. COIN Is A Growing Business\nAs a highly profitable business, COIN generates actual cash flow that causes its intrinsic value to grow over time. As a result, it is a true wealth compounder that, assuming the business remains profitable, will result in its owners becoming richer over the long term. Buying and holding shares of COIN is an investment that has the potential to increase the wealth of an individual based on growing cash flows and improving business fundamentals.\nIn contrast, Bitcoins do not procreate nor generate cash flow. All it can do is increase or decrease in price relative to U.S. Dollars or other assets based on people's ever-changing desire to own it. As a result, holding it is not an investment, but rather a speculation on the future that Bitcoin will be in greater demand then than it is now.\nAs Warren Buffett said in his 2011 Letter to Shareholders:\n\nIf you own one ounce of gold for an eternity, you will still own one ounce at its end ... Owners are not inspired by what the asset itself can produce — it will remain lifeless forever — but rather by the belief that others will desire it even more avidly in the future.\n\nBitcoin - known as digital gold - could be described very similarly. While we do in fact own some gold (GLD), we also do not view it as an investment but rather as an asset that serves a purpose as an insurance mechanism as a time-tested and inflation-resistant medium of exchange. For exposure to gold in our investment portfolio, we buy gold miners instead. We view COIN as serving a similar purpose in our exposure to the crypto world.\n#2. COIN Is Diversified Across 100+ Cryptocurrencies\nBitcoin is one of an ever-increasing number of cryptocurrencies that already number in the hundreds. As a result, it faces heavy competition and the constant threat of innovation and disruption displacing it as the leading cryptocurrency and eventually causing its value to fall. Furthermore, it faces regulatory and even ban risks, especially since the majority of its processing power is located in countries that are often considered strategic rivals or even adversaries of the West, including China, Russia, Iran, and Pakistan. Last, but not least, Bitcoin's price has proven to be extremely volatile, as the last two weeks have made clear:\nData byYCharts\nIn contrast, COIN is diversified across over a hundred cryptocurrencies, thereby insulating it against any single cryptocurrency's collapse. If China were to ban Bitcoin and effectively seize control of most of its mining activity, for example, it would be devastating to the price - and processing power - of Bitcoin. While it would still likely hurt COIN's cash flows and share price meaningfully, the impact would be much less significant for COIN than what Bitcoin would face and it would be able to move forward with other cryptocurrencies in the place of Bitcoin.\n#3. COIN Profits Even When Cryptocurrencies Are Crashing\nWhile Bitcoin's profit-loss proposition rises and falls directly with the price of Bitcoin, COIN's profits are not tied directly to rising cryptocurrency prices. Instead, it earns the majority of its profits from transaction fees, meaning that as long as there is high volume in cryptocurrencies, they will be making high profits. Furthermore, since it deals in over a hundred cryptocurrencies, it is not reliant on high volume in any single cryptocurrency, but instead profits from the overall popularity of cryptocurrencies.\nAs a result, whether people are swarming the gate, trying to board the crypto bandwagon, or racing for the exits in a crypto sell-off, COIN is poised to reap massive profits, making it a more defensive and non-correlated asset than Bitcoin. This further boosts its risk-reward profile.\n#4. COIN Is Diversifying Into Ancillary Businesses\nWhile COIN operates from a similar competitive position as Bitcoin in that it enjoys a significant network advantage and early-mover status, it also faces significant competition from other similar platforms that are constantly innovating and trying to gain an advantage over it. However, COIN enjoys one key advantage over Bitcoin in this arena: it is a business with intelligent management executing a long-term strategy and a small army of highly talented software engineers and programmers, while Bitcoin is a lifeless and static asset.\nWhile this can be a blessing in that Bitcoin does not contain the risk of making any strategic blunders or misallocating shareholder capital, overall we view it as a major negative for Bitcoin because, in a space where innovation is the name of the game, it increases the chance that eventually Bitcoin will be displaced and bypassed by competing cryptocurrencies whereas COIN can continually evolve and pivot at or ahead of the pace of innovation to sustain and strengthen its competitive edge.\nIn fact, COIN is already aggressively reinvesting its profits into doing just this. While its exchange business makes up the majority of its profits and management maintains that - despite growing competition - the accelerating demand for cryptocurrency means that margin compression on this business is unlikely anytime soon, they do expect margin compression to occur here over the long term as it would in any wildly profitable business without massive barriers to entry.\nAs a result, management is making multiple investments today in order to grow diverse revenue streams that will lead to more stable and secure income over the long term. Within 5 years,management expects more than 50% of their revenue to come from sources other than transaction fees.\nUltimately, COIN sees itself as a cryptocurrency infrastructure business that offers a wide array of services and tools that enable people to access, exchange, store, and optimize their use of cryptocurrency and blockchain technology. Businesses they are already growing and/or exploring include a cryptocurrency cash back credit card through a partnership with Visa (V), a custody/vault business for institutions that uses proprietary cybersecurity technology, cryptocurrency loans, deposit accounts, and new innovative forms of transactions that are not even on the public radar yet, making them a virtual infrastructure, cybersecurity, exchange, and fintech business all in one.\nThey are also investing in cryptocurrency startup companies that many of their ex-employees have gone on to found. As a result, they are positioning themselves to benefit from further external innovation in the space while also insulating against being disrupted by new technologies and applications built by former company insiders.\nWith just 50 million current members and ~1 billion estimated potential users, the growth runway for COIN remains massive and could easily lead to exponential growth in the years to come, especially if cryptos continue to grow rapidly in acceptance and popularity.\n#5. COIN Is Easier To Value Than Cryptocurrencies\nLast, but not least, COIN's ability to generate profits gives it an intrinsic value. While Bitcoin's true value is ultimately anyone's guess as it fully depends on speculation, the ever-changing whims of consumers, and the hope that nothing better comes along through the innovation pipeline, COIN brings actual profitability and new business innovation to the table. As a result, we can have a better idea of what an attractive price would be for COIN than for Bitcoin. As value investors, we greatly prefer this method.\nInvestor Takeaway\nAs we stated previously about gold, there is certainly a case to be made that popular cryptocurrencies have a place in a diversified portfolio. In fact, we also expect that Bitcoin has higher upside potential than COIN if it can continue to grow in acceptance and utilization by companies and institutions across the world.\nThat said, as value investors we like to invest rather than speculate and also try to maximize our risk-reward profile. Given that COIN generates actual cash flows to generate long-term growth, it enjoys significant diversification across the broad cryptocurrency space, it is not directly correlated to rising cryptocurrency prices and may profit even during a crypto crash, is diversifying into becoming a crypto infrastructure company, and has actual intrinsic value instead of being a mere speculative asset, COIN is our favorite pick for exposure to the cryptocurrency space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108897899,"gmtCreate":1620008956011,"gmtModify":1634208561110,"author":{"id":"3555826125940153","authorId":"3555826125940153","name":"gweiming","avatar":"https://static.tigerbbs.com/3fb1b62a0a149175bb6fba468cb07689","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555826125940153","authorIdStr":"3555826125940153"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":26,"repostSize":0,"link":"https://laohu8.com/post/108897899","repostId":"1160764065","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
