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2021-12-20

Noted

Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case

2021-11-19

Helo

Record selling by insiders is setting up stocks for a big fall, says contrarian investor

2021-11-12

$MasterCard(MA)$tthe only green

2021-11-12

$NIO Inc.(NIO)$jjuicy

2021-11-11

$MasterCard(MA)$steady👍

2021-11-10

$MasterCard(MA)$can be better

2021-11-10

Power?

2021-11-09

$MasterCard(MA)$online selling means use of credit cards

2021-11-09

$Zillow(ZG)$rising giant

2021-11-08

$Intel(INTC)$llaggard

2021-11-07

$SEMBCORP MARINE LTD(S51.SI)$only way is up

2021-11-05

$Intel(INTC)$show your mettle

2021-11-05

$MasterCard(MA)$can do better

2021-11-03

$MP Materials Corp.(MP)$lousy

2021-11-03

$MasterCard(MA)$when will it see the light that shine up forever

2021-11-02

$MP Materials Corp.(MP)$not showing the green

2021-11-02

$Microvision(MVIS)$small punt

2021-11-02

$FuelCell(FCEL)$amazing run

2021-11-01

$Microvision(MVIS)$rose

2021-11-01

$CSE GLOBAL LTD(544.SI)$ook so far

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22:43","market":"us","language":"en","title":"Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case","url":"https://stock-news.laohu8.com/highlight/detail?id=1149998172","media":"seekingalpha","summary":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri","content":"<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.</p>\n<p>Analyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"</p>\n<p>Tesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.</p>\n<p>\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.</p>\n<p>Guggenheim assigns a price target of $924 to Tesla.</p>\n<p>Lucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.</p>\n<p>\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"</p>\n<p>However, when blended with a long-term DCF valuation, little upside is seen for LCID&nbsp;from the current level. Guggenheim gives LCID a price target of $38.</p>\n<p>Tesla is&nbsp;down 3.19%&nbsp;in early&nbsp;trading to $902.84. Lucid Group&nbsp;is&nbsp;off 3.67%&nbsp;to $38.54.</p>\n<p><img src=\"https://static.tigerbbs.com/ba7155ebf59d534e375d827083021bbf\" tg-width=\"707\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></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>Tesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and Lucid Group are lower after Guggenheim puts the brakes on the runway bull case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3781618-tesla-and-lucid-group-are-lower-after-guggenheim-puts-the-brakes-on-the-runway-bull-case","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149998172","content_text":"Guggenheim heads into 2022 with a cautious stance on the electric vehicle sector.\nAnalyst Ali Faghri: \"In the near term, however, we believe EV adoption may fall short of industry forecasts, particularly in the US due to a less onerous regulatory backdrop and limited product launches in key market segments. We also see insufficient domestic charging infrastructure and battery capacity as near-term bottlenecks.\"\nTesla(NASDAQ:TSLA)is initiated with a Neutral rating with its growth track seen getting trickier with more competition emerging.\n\"We also believe Tesla’s scarcity value from a stock perspective is waning with significantly more EV and AV focused companies going public over the last 12-18 months, giving investors more options at lower valuations to get exposure to secular growth in EVs and AVs,\" adds Faghri.\nGuggenheim assigns a price target of $924 to Tesla.\nLucid Group(NASDAQ:LCID)is also started off with a Neutral rating by Guggenheim, even as the EV upstart's best-in-class EV technology and product is acknowledged.\n\"Overall, due to strong EV fundamentals and our positive view of the product/technology and management team, we are giving LCID a premium multiple (30% discount to TSLA's FY25 EV/sales) and credit for exceeding 2025 targets.\"\nHowever, when blended with a long-term DCF valuation, little upside is seen for LCID from the current level. Guggenheim gives LCID a price target of $38.\nTesla is down 3.19% in early trading to $902.84. Lucid Group is off 3.67% to $38.54.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876351556,"gmtCreate":1637276295072,"gmtModify":1637276295254,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Helo","listText":"Helo","text":"Helo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876351556","repostId":"1125341334","repostType":4,"repost":{"id":"1125341334","pubTimestamp":1637238551,"share":"https://www.laohu8.com/m/news/1125341334?lang=&edition=full","pubTime":"2021-11-18 20:29","market":"us","language":"en","title":"Record selling by insiders is setting up stocks for a big fall, says contrarian investor ","url":"https://stock-news.laohu8.com/highlight/detail?id=1125341334","media":"MarketWatch","summary":"After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largel","content":"<p>After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate buying driving the S&amp;P 500 to a 5,100 finish by the end of next year, and Sanford Bernstein, who said buy stocks even if real yields normalize, which it says justifies high valuations.</p>\n<p>A contrarian voice has been Morgan Stanley, who is telling clients to resist buying U.S. stocks. From that same neck of the woods, our <b>call of the day</b> from the&nbsp;True Contrarian blog and newsletter’s&nbsp;chief executive,&nbsp;Steven Jon Kaplan, has a warning for investors who have been piling into this market.</p>\n<p>“People are really underappreciating the degree of risk that they’re taking because now that we have — especially for the really big megacap names — even greater overvaluation than we’ve had before, the downside risk is extremely high,” Kaplan told MarketWatch in an interview on Wednesday.</p>\n<p>While a year ago Kaplan predicted a big selloff that didn’t really materialize, he notes 2021 was “unusual” with stock inflows not seen in 20 to 50 years, depending on whom you ask, that kept markets propped up. So the biggest and strongest companies kept rising and the rest went sideways.</p>\n<p>For 2022, he sees those highflying stocks falling hard and possibly panicking inexperienced investors. That is because “anybody who’s 30 years old or younger, the last time we had a bear market, they were in high school or even earlier grades so they don’t even have the experience of knowing what it’s like to invest in a bear market,” Kaplan said.</p>\n<p>Among the warning signs, he highlights a favorite indicator of his — selling and buying by company insiders, which he tracks via&nbsp;J3 Information Services Group.</p>\n<p>“We’ve had all-time record levels of insider selling meaning that the top executives, the people that are the most experienced investors in the world, have been pretty much spending all year getting rid of their stakes in some cases and unloading huge amounts of shares they have accumulated for decades,” said Kaplan.</p>\n<p>For example, the chairman of broker Charles Schwab&nbsp;who has been selling all year — the stock is up 50% — and of course Tesla&nbsp;CEO Elon Musk has dumped over $8.8 billion — shares are still up 54%. Billions have been sold by the heads of Apple,Facebook parent Meta&nbsp;and Amazon&nbsp;this year.</p>\n<p>“So I think that the people that have the most knowledge are the most worried about a drop and people that have the least experience in some cases, maybe just started trading in the past year or so, consistently, are the most aggressive and the most optimistic about what’s going to happen,” Kaplan said.</p>\n<p>“History has shown us that when you have that big a difference in opinion from the most experienced to the least experienced people that the most experienced ones always come out on top,” he said, adding that the opposite has also held true with big insiders buying at crucial moments, such as in March 2009.</p>\n<p>One sign that those investors are trying to position more conservatively could be driving dollar&nbsp;gains this year, he added.</p>\n<p>As for what it will take to normalize price earnings ratios that are on average about “triple where they need to be,” Kaplan said most stocks would need to drop two-thirds. But “when things are either above or below fair value, and they come back to fair value, they rarely stay at fair value. They normally keep going because when people start to see things dropping a lot, they start to panic,” he said.</p>\n<p>For where to park some cash for the coming storm, Kaplan suggests investors look at I-Bond or Series I savings bonds that can be bought directly from the government and are currently offering a return of 7%.</p>\n<p>“You can put up to $65,000 a year into those and for 30 years, you can just keep them in there and just let them keep collecting whatever interest that they pay, which keeps changing every six months,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/54bfe2e6578d43771146b3da16dcc260\" tg-width=\"700\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>Stock futures&nbsp;are pointing to a rebound from Tuesday’s selling. The Hang Seng,meanwhile, dropped 1.4% led by tech stocks. The Turkish lira&nbsp;is diving further after the country’s central bank cut interest rates 100 basis points as widely expected.</p>","source":"lsy1603348471595","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>Record selling by insiders is setting up stocks for a big fall, says contrarian investor </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\">\nRecord selling by insiders is setting up stocks for a big fall, says contrarian investor \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate ...</p>\n\n<a href=\"https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/record-selling-by-insiders-is-setting-up-stocks-for-a-big-fall-says-contrarian-investor-11637238152?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125341334","content_text":"After a year of record stock buying on Wall Street, the message from forecasters for 2022 has largely been “keep at it.” This week, we heard from Goldman Sachs, which sees households and corporate buying driving the S&P 500 to a 5,100 finish by the end of next year, and Sanford Bernstein, who said buy stocks even if real yields normalize, which it says justifies high valuations.\nA contrarian voice has been Morgan Stanley, who is telling clients to resist buying U.S. stocks. From that same neck of the woods, our call of the day from the True Contrarian blog and newsletter’s chief executive, Steven Jon Kaplan, has a warning for investors who have been piling into this market.\n“People are really underappreciating the degree of risk that they’re taking because now that we have — especially for the really big megacap names — even greater overvaluation than we’ve had before, the downside risk is extremely high,” Kaplan told MarketWatch in an interview on Wednesday.\nWhile a year ago Kaplan predicted a big selloff that didn’t really materialize, he notes 2021 was “unusual” with stock inflows not seen in 20 to 50 years, depending on whom you ask, that kept markets propped up. So the biggest and strongest companies kept rising and the rest went sideways.\nFor 2022, he sees those highflying stocks falling hard and possibly panicking inexperienced investors. That is because “anybody who’s 30 years old or younger, the last time we had a bear market, they were in high school or even earlier grades so they don’t even have the experience of knowing what it’s like to invest in a bear market,” Kaplan said.\nAmong the warning signs, he highlights a favorite indicator of his — selling and buying by company insiders, which he tracks via J3 Information Services Group.\n“We’ve had all-time record levels of insider selling meaning that the top executives, the people that are the most experienced investors in the world, have been pretty much spending all year getting rid of their stakes in some cases and unloading huge amounts of shares they have accumulated for decades,” said Kaplan.\nFor example, the chairman of broker Charles Schwab who has been selling all year — the stock is up 50% — and of course Tesla CEO Elon Musk has dumped over $8.8 billion — shares are still up 54%. Billions have been sold by the heads of Apple,Facebook parent Meta and Amazon this year.\n“So I think that the people that have the most knowledge are the most worried about a drop and people that have the least experience in some cases, maybe just started trading in the past year or so, consistently, are the most aggressive and the most optimistic about what’s going to happen,” Kaplan said.\n“History has shown us that when you have that big a difference in opinion from the most experienced to the least experienced people that the most experienced ones always come out on top,” he said, adding that the opposite has also held true with big insiders buying at crucial moments, such as in March 2009.\nOne sign that those investors are trying to position more conservatively could be driving dollar gains this year, he added.\nAs for what it will take to normalize price earnings ratios that are on average about “triple where they need to be,” Kaplan said most stocks would need to drop two-thirds. But “when things are either above or below fair value, and they come back to fair value, they rarely stay at fair value. They normally keep going because when people start to see things dropping a lot, they start to panic,” he said.\nFor where to park some cash for the coming storm, Kaplan suggests investors look at I-Bond or Series I savings bonds that can be bought directly from the government and are currently offering a return of 7%.\n“You can put up to $65,000 a year into those and for 30 years, you can just keep them in there and just let them keep collecting whatever interest that they pay, which keeps changing every six months,” he said.\n\nStock futures are pointing to a rebound from Tuesday’s selling. The Hang Seng,meanwhile, dropped 1.4% led by tech stocks. The Turkish lira is diving further after the country’s central bank cut interest rates 100 basis points as widely expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879069337,"gmtCreate":1636671410264,"gmtModify":1636671410810,"author":{"id":"3567122626731680","authorId":"3567122626731680","name":"Muan","avatar":"https://static.tigerbbs.com/e57898e50017c4ba74bca13a29623eab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>tthe only green","listText":"<a href=\"https://laohu8.com/S/MA\">$MasterCard(MA)$</a>tthe only green","text":"$MasterCard(MA)$tthe only 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