+关注
cat96
暂无个人介绍
IP属地：未知
1
关注
0
粉丝
0
主题
0
勋章
主贴
热门
cat96
2021-06-27
Kjk
抱歉，原内容已删除
cat96
2021-06-24
Up
Microsoft Tops $2 Trillion Market Cap: Where to From Here?
cat96
2021-06-23
Jj
抱歉，原内容已删除
cat96
2021-06-15
Gogogogooggoo
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581655738363110","uuid":"3581655738363110","gmtCreate":1618565200536,"gmtModify":1618565200536,"name":"cat96","pinyin":"cat96","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":124517870,"gmtCreate":1624772324990,"gmtModify":1633948761997,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Kjk","listText":"Kjk","text":"Kjk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124517870","repostId":"2146000990","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128255526,"gmtCreate":1624520648365,"gmtModify":1634004929615,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128255526","repostId":"1129922076","repostType":4,"repost":{"id":"1129922076","kind":"news","pubTimestamp":1624518429,"share":"https://www.laohu8.com/m/news/1129922076?lang=&edition=full","pubTime":"2021-06-24 15:07","market":"us","language":"en","title":"Microsoft Tops $2 Trillion Market Cap: Where to From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129922076","media":"The Street","summary":"Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it ","content":"<blockquote>\n <b>Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?</b>\n</blockquote>\n<p>Microsoft (<b>MSFT</b>) -Get Report topped a $2 trillion market cap on Tuesday, joining Apple (<b>AAPL</b>) -Get Report as the other U.S. company to hold such a value.</p>\n<p>Even though it’s trading better lately, Apple has been consolidating for the better part ofthree calendar quarters now, while Microsoft has slowly but surely continued to grind to new highs.</p>\n<p>That’s been a divide in FAANG over the last six months or so.</p>\n<p>Some FAANG components have been trading well, hitting new all-time highs in the process. On the flip side, others, like Apple and Amazon (<b>AMZN</b>) -Get Report havebeen biding their time.</p>\n<p>While Microsoft may not be included in FAANG, it might as well be given its size. The question now: Where does it go from here?</p>\n<p>After hitting its $2 trillion market cap, Microsoft received aprice target boost to $325from Wedbush analysts.</p>\n<p>The company has its Windows event coming up on Thursday and earnings in about a month. Those may be potential catalysts. With that, let’s look at the charts.</p>\n<p><img src=\"https://static.tigerbbs.com/89280ddeb0913bb4d7ebf1f51bfd437a\" tg-width=\"700\" tg-height=\"429\"></p>\n<p><i>Daily chart of Microsoft stock. </i><i>Chart courtesy of TrendSpider.com</i></p>\n<p>I love the way Microsoft has been trading. All year long, we’ve seen these big rallies gently top out, then give us a sharp yet mild correction into support.</p>\n<p>Those support levels have varied throughout 2021, but have generally been a combination of the 50-day and 21-week moving averages.</p>\n<p>Most recently in May and June, the 21-week moving average was strong support, generating significant rebounds on three different occasions. The last bounce was enough to propel Microsoft to new all-time highs.</p>\n<p>That’s after the stock cleared $263.19. From here, I would love to see Microsoft find support between $260 and $263.20, as well as from the 10-day moving average. If it does find these areas as support, dips to these measures could be short-term buying opportunities.</p>\n<p>A break of these measures could put the 21-day moving average in play, followed by the 50-day.</p>\n<p>Perhaps the company’s Windows event won’t be enough of a catalyst (given the leaks), but we could get a pre-earnings rally up to more news highs. For longer-term targets, I have my eye on the $278 to $285 range, which is where several key extensions come into play.</p>","source":"lsy1610613172068","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 Tops $2 Trillion Market Cap: Where to From Here?</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 Tops $2 Trillion Market Cap: Where to From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 15:07 GMT+8 <a href=https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?\n\nMicrosoft (MSFT) -Get Report topped a $2 trillion market cap on Tuesday, joining ...</p>\n\n<a href=\"https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129922076","content_text":"Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?\n\nMicrosoft (MSFT) -Get Report topped a $2 trillion market cap on Tuesday, joining Apple (AAPL) -Get Report as the other U.S. company to hold such a value.\nEven though it’s trading better lately, Apple has been consolidating for the better part ofthree calendar quarters now, while Microsoft has slowly but surely continued to grind to new highs.\nThat’s been a divide in FAANG over the last six months or so.\nSome FAANG components have been trading well, hitting new all-time highs in the process. On the flip side, others, like Apple and Amazon (AMZN) -Get Report havebeen biding their time.\nWhile Microsoft may not be included in FAANG, it might as well be given its size. The question now: Where does it go from here?\nAfter hitting its $2 trillion market cap, Microsoft received aprice target boost to $325from Wedbush analysts.\nThe company has its Windows event coming up on Thursday and earnings in about a month. Those may be potential catalysts. With that, let’s look at the charts.\n\nDaily chart of Microsoft stock. Chart courtesy of TrendSpider.com\nI love the way Microsoft has been trading. All year long, we’ve seen these big rallies gently top out, then give us a sharp yet mild correction into support.\nThose support levels have varied throughout 2021, but have generally been a combination of the 50-day and 21-week moving averages.\nMost recently in May and June, the 21-week moving average was strong support, generating significant rebounds on three different occasions. The last bounce was enough to propel Microsoft to new all-time highs.\nThat’s after the stock cleared $263.19. From here, I would love to see Microsoft find support between $260 and $263.20, as well as from the 10-day moving average. If it does find these areas as support, dips to these measures could be short-term buying opportunities.\nA break of these measures could put the 21-day moving average in play, followed by the 50-day.\nPerhaps the company’s Windows event won’t be enough of a catalyst (given the leaks), but we could get a pre-earnings rally up to more news highs. For longer-term targets, I have my eye on the $278 to $285 range, which is where several key extensions come into play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123713077,"gmtCreate":1624438658699,"gmtModify":1634006133952,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123713077","repostId":"1199540442","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160034582,"gmtCreate":1623766171446,"gmtModify":1634028644174,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Gogogogooggoo","listText":"Gogogogooggoo","text":"Gogogogooggoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160034582","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124517870,"gmtCreate":1624772324990,"gmtModify":1633948761997,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Kjk","listText":"Kjk","text":"Kjk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124517870","repostId":"2146000990","repostType":4,"repost":{"id":"2146000990","kind":"highlight","pubTimestamp":1624762068,"share":"https://www.laohu8.com/m/news/2146000990?lang=&edition=full","pubTime":"2021-06-27 10:47","market":"us","language":"en","title":"Better Buy: Activision Blizzard vs. Take Two","url":"https://stock-news.laohu8.com/highlight/detail?id=2146000990","media":"Motley Fool","summary":"Which top gaming stock will deliver the better return over the next five years?","content":"<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from <b>Sony</b> and <b>Microsoft</b>, are catalysts for the big game companies to sell more content into a wider installed base.</p>\n<p><b>Activision Blizzard</b> (NASDAQ:ATVI) and <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b> (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for <i>Call of Duty</i> and <i>World of Warcraft</i> and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>'s <i>Grand Theft Auto V</i> has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.</p>\n<p>I'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e93ec376dbf9d2b1e80588b2008646\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The margin gap</h2>\n<p>Activision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.</p>\n<p>While Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since <i>Grand Theft Auto V</i> launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.</p>\n<p>Compared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf60ea29fdc7bd56d2ec45cb947ce369\" tg-width=\"720\" tg-height=\"387\"><span>ATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.</span></p>\n<p>If Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.</p>\n<p>Here are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>2021</th>\n <th>2022</th>\n <th>2023</th>\n </tr>\n <tr>\n <td>Adjusted operating margin</td>\n <td>42.8%</td>\n <td>44.1%</td>\n <td>45%</td>\n </tr>\n <tr>\n <td>Adjusted EPS</td>\n <td>8.4%</td>\n <td>18%</td>\n <td>4.6%</td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance.</p>\n<p>Here are the same estimates for Take-Two.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>Fiscal 2022</th>\n <th>Fiscal 2023</th>\n <th>Fiscal 2024</th>\n </tr>\n <tr>\n <td>Adjusted operating margin</td>\n <td>19%</td>\n <td>23.2%</td>\n <td>24.6%</td>\n </tr>\n <tr>\n <td>Adjusted EPS (loss)</td>\n <td>(28.5%)</td>\n <td>49.9%</td>\n <td>30.8%</td>\n </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance. Take-Two's fiscal year ends in March.</p>\n<p>Take-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.</p>\n<p>Beyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.</p>\n<h2>Take-Two stock is cheaper with more upside</h2>\n<p>Activision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.</p>\n<p>Activision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.</p>\n<p>Take-Two's <i>Grand Theft Auto V</i> and <i>Red Dead Redemption 2</i> have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.</p>\n<p>Because of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Activision Blizzard vs. Take Two</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\">\nBetter Buy: Activision Blizzard vs. Take Two\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:47 GMT+8 <a href=https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146000990","content_text":"The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from Sony and Microsoft, are catalysts for the big game companies to sell more content into a wider installed base.\nActivision Blizzard (NASDAQ:ATVI) and Take-Two Interactive (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for Call of Duty and World of Warcraft and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-Two's Grand Theft Auto V has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.\nI'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.\nImage source: Getty Images.\nThe margin gap\nActivision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.\nWhile Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since Grand Theft Auto V launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.\nCompared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.\nATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.\nIf Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.\nHere are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.\n\n\n\nMetric\n2021\n2022\n2023\n\n\nAdjusted operating margin\n42.8%\n44.1%\n45%\n\n\nAdjusted EPS\n8.4%\n18%\n4.6%\n\n\n\nData source: Atom Finance.\nHere are the same estimates for Take-Two.\n\n\n\nMetric\nFiscal 2022\nFiscal 2023\nFiscal 2024\n\n\nAdjusted operating margin\n19%\n23.2%\n24.6%\n\n\nAdjusted EPS (loss)\n(28.5%)\n49.9%\n30.8%\n\n\n\nData source: Atom Finance. Take-Two's fiscal year ends in March.\nTake-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.\nBeyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.\nTake-Two stock is cheaper with more upside\nActivision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.\nActivision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.\nTake-Two's Grand Theft Auto V and Red Dead Redemption 2 have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.\nBecause of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128255526,"gmtCreate":1624520648365,"gmtModify":1634004929615,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128255526","repostId":"1129922076","repostType":4,"repost":{"id":"1129922076","kind":"news","pubTimestamp":1624518429,"share":"https://www.laohu8.com/m/news/1129922076?lang=&edition=full","pubTime":"2021-06-24 15:07","market":"us","language":"en","title":"Microsoft Tops $2 Trillion Market Cap: Where to From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129922076","media":"The Street","summary":"Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it ","content":"<blockquote>\n <b>Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?</b>\n</blockquote>\n<p>Microsoft (<b>MSFT</b>) -Get Report topped a $2 trillion market cap on Tuesday, joining Apple (<b>AAPL</b>) -Get Report as the other U.S. company to hold such a value.</p>\n<p>Even though it’s trading better lately, Apple has been consolidating for the better part ofthree calendar quarters now, while Microsoft has slowly but surely continued to grind to new highs.</p>\n<p>That’s been a divide in FAANG over the last six months or so.</p>\n<p>Some FAANG components have been trading well, hitting new all-time highs in the process. On the flip side, others, like Apple and Amazon (<b>AMZN</b>) -Get Report havebeen biding their time.</p>\n<p>While Microsoft may not be included in FAANG, it might as well be given its size. The question now: Where does it go from here?</p>\n<p>After hitting its $2 trillion market cap, Microsoft received aprice target boost to $325from Wedbush analysts.</p>\n<p>The company has its Windows event coming up on Thursday and earnings in about a month. Those may be potential catalysts. With that, let’s look at the charts.</p>\n<p><img src=\"https://static.tigerbbs.com/89280ddeb0913bb4d7ebf1f51bfd437a\" tg-width=\"700\" tg-height=\"429\"></p>\n<p><i>Daily chart of Microsoft stock. </i><i>Chart courtesy of TrendSpider.com</i></p>\n<p>I love the way Microsoft has been trading. All year long, we’ve seen these big rallies gently top out, then give us a sharp yet mild correction into support.</p>\n<p>Those support levels have varied throughout 2021, but have generally been a combination of the 50-day and 21-week moving averages.</p>\n<p>Most recently in May and June, the 21-week moving average was strong support, generating significant rebounds on three different occasions. The last bounce was enough to propel Microsoft to new all-time highs.</p>\n<p>That’s after the stock cleared $263.19. From here, I would love to see Microsoft find support between $260 and $263.20, as well as from the 10-day moving average. If it does find these areas as support, dips to these measures could be short-term buying opportunities.</p>\n<p>A break of these measures could put the 21-day moving average in play, followed by the 50-day.</p>\n<p>Perhaps the company’s Windows event won’t be enough of a catalyst (given the leaks), but we could get a pre-earnings rally up to more news highs. For longer-term targets, I have my eye on the $278 to $285 range, which is where several key extensions come into play.</p>","source":"lsy1610613172068","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 Tops $2 Trillion Market Cap: Where to From Here?</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 Tops $2 Trillion Market Cap: Where to From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 15:07 GMT+8 <a href=https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?\n\nMicrosoft (MSFT) -Get Report topped a $2 trillion market cap on Tuesday, joining ...</p>\n\n<a href=\"https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.thestreet.com/investing/microsoft-msft-stock-trading-2-million-market-cap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129922076","content_text":"Microsoft recently hit new all-time highs and eclipsed the $2 trillion valuation mark. Where can it go from here?\n\nMicrosoft (MSFT) -Get Report topped a $2 trillion market cap on Tuesday, joining Apple (AAPL) -Get Report as the other U.S. company to hold such a value.\nEven though it’s trading better lately, Apple has been consolidating for the better part ofthree calendar quarters now, while Microsoft has slowly but surely continued to grind to new highs.\nThat’s been a divide in FAANG over the last six months or so.\nSome FAANG components have been trading well, hitting new all-time highs in the process. On the flip side, others, like Apple and Amazon (AMZN) -Get Report havebeen biding their time.\nWhile Microsoft may not be included in FAANG, it might as well be given its size. The question now: Where does it go from here?\nAfter hitting its $2 trillion market cap, Microsoft received aprice target boost to $325from Wedbush analysts.\nThe company has its Windows event coming up on Thursday and earnings in about a month. Those may be potential catalysts. With that, let’s look at the charts.\n\nDaily chart of Microsoft stock. Chart courtesy of TrendSpider.com\nI love the way Microsoft has been trading. All year long, we’ve seen these big rallies gently top out, then give us a sharp yet mild correction into support.\nThose support levels have varied throughout 2021, but have generally been a combination of the 50-day and 21-week moving averages.\nMost recently in May and June, the 21-week moving average was strong support, generating significant rebounds on three different occasions. The last bounce was enough to propel Microsoft to new all-time highs.\nThat’s after the stock cleared $263.19. From here, I would love to see Microsoft find support between $260 and $263.20, as well as from the 10-day moving average. If it does find these areas as support, dips to these measures could be short-term buying opportunities.\nA break of these measures could put the 21-day moving average in play, followed by the 50-day.\nPerhaps the company’s Windows event won’t be enough of a catalyst (given the leaks), but we could get a pre-earnings rally up to more news highs. For longer-term targets, I have my eye on the $278 to $285 range, which is where several key extensions come into play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123713077,"gmtCreate":1624438658699,"gmtModify":1634006133952,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123713077","repostId":"1199540442","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160034582,"gmtCreate":1623766171446,"gmtModify":1634028644174,"author":{"id":"3581655738363110","authorId":"3581655738363110","name":"cat96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581655738363110","authorIdStr":"3581655738363110"},"themes":[],"htmlText":"Gogogogooggoo","listText":"Gogogogooggoo","text":"Gogogogooggoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160034582","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
