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2021-12-25

K

What are MKM Partners 'Black Swan' Internet predictions for 2022?

2021-12-22

Ok

3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022

2021-12-21

Ok

Qutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds

2021-12-20

Agreed

@boonchong:$Grab Holdings(GRAB)$Dear Investors... Take a look at the shareholdings. Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us. If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???

2021-12-17

Nice

Intel: Mobileye IPO Could Be A Masterstroke

2021-12-12

Ok

Wall St Week Ahead-Investors await faster taper, inflation view at Fed meeting

2021-12-10

Nice

抱歉，原内容已删除

2021-12-10

Isn’t athleisure booming because of covid?

Lululemon warns of hit to athleisure demand from new COVID-19 variants

2021-12-09

Nice

Why did Digital World Acquisition stock rocket up today?

2021-11-26

Bad

Goldman Economists Expect Fed Will Taper, Raise Rates Faster

2021-11-25

Ok

Fed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.

2021-11-23

Ok

抱歉，原内容已删除

2021-11-17

Ok

Uber introduces revamped shared rides offer in the U.S

2021-11-15

Wow

Merck potential animal health spin could be next after J&J split up

2021-11-14

Ok

Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.

2021-11-09

Well done

AMD lands Meta as customer, takes aim at Nvidia with new chips

2021-11-08

How to find compounders1. Find growth companies2. Find good management3. Buy and keep adding as it goes up

2021-11-08

Ok

Crypto Tesla Tokens Drop 6.8% After Musk Suggests Selling Stock

2021-11-07

Ok

Better Buy: Nvidia vs. Advanced Micro Devices

2021-11-07

Nice

3 Discounted Growth Stocks to Buy If There's a Stock Market Crash

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However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","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>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","GOOG":"谷歌","PINS":"Pinterest, Inc.","DASH":"DoorDash, Inc.","SNAP":"Snap Inc","TWTR":"Twitter","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691118427,"gmtCreate":1640147521570,"gmtModify":1640147521823,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691118427","repostId":"1157657338","repostType":4,"repost":{"id":"1157657338","pubTimestamp":1640144039,"share":"https://www.laohu8.com/m/news/1157657338?lang=&edition=full","pubTime":"2021-12-22 11:33","market":"us","language":"en","title":"3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1157657338","media":"Motley Fool","summary":"Each has an excellent future, and a stock market crash could give investors a chance to buy them at lower prices.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Airbnb is arguably a better business now than before the pandemic.</li>\n <li>Apple's iPhone is capturing new customers for its ecosystem.</li>\n <li>Amazon's more profitable segments are growing faster.</li>\n</ul>\n<p>Stock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p>\n<p>In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and&nbsp;<b>Amazon</b>(NASDAQ:AMZN)&nbsp;are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Airbnb</b></p>\n<p>The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the&nbsp;coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p>\n<p>Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p>\n<p>The company is gaining traction&nbsp;in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p>\n<p>Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p>\n<p><b>Apple</b></p>\n<p>Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p>\n<p>But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p>\n<p>Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p>\n<p>What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p>\n<p>One of the only downsides to Apple's stock is its price. The company is&nbsp;approaching a $3 trillion market cap&nbsp;and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p>\n<p><b>Amazon</b></p>\n<p>Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p>\n<p>Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p>\n<p>Amazon is riding multiple tailwinds, including increased shopping online as well as greater&nbsp;advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p>\n<p>Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these&nbsp;stocks&nbsp;lower, investors should jump at the opportunity to buy them.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157657338","content_text":"Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.\nIn that regard, if there is a stock market crash in 2022,Airbnb(NASDAQ:ABNB),Apple(NASDAQ:AAPL), and Amazon(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\nAirbnb\nThe worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.\nThankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.\nThe company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.\nAirbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.\nApple\nUnlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.\nBut that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.\nApple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.\nWhat's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.\nOne of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.\nAmazon\nSales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.\nInterestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.\nAmazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.\nAirbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693771094,"gmtCreate":1640090685828,"gmtModify":1640090686039,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693771094","repostId":"2193154385","repostType":4,"repost":{"id":"2193154385","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640088530,"share":"https://www.laohu8.com/m/news/2193154385?lang=&edition=full","pubTime":"2021-12-21 20:08","market":"us","language":"en","title":"Qutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2193154385","media":"Benzinga","summary":"\n","content":"<ul>\n <li>Mobile content platform operator&nbsp;<b>Qutoutiao Inc&nbsp;</b>(NASDAQ:QTT)&nbsp;reported a third-quarter&nbsp;FY21 revenue decline of 14.6% year-on-year to $149.8 million.</li>\n <li>Advertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.</li>\n <li><b>Drivers:&nbsp;</b>Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.</li>\n <li><b>Margins:&nbsp;</b>The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.</li>\n <li>Non-GAAP net loss per ADS<b>&nbsp;</b>was $(2.82).</li>\n <li>Qutoutiao held $133.8 million in cash and equivalents.</li>\n <li>\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.</li>\n <li>\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"</li>\n <li><b>Outlook:</b>&nbsp;Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.</li>\n <li><b>Price Action:</b>&nbsp;QTT shares closed lower by 4.17% at $2.99 on Monday.</li>\n</ul>","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>Qutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds</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\">\nQutoutiao Clocks 14.6% Revenue Decline In Q3 Due To Challenging Macro, Industry Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-21 20:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Mobile content platform operator&nbsp;<b>Qutoutiao Inc&nbsp;</b>(NASDAQ:QTT)&nbsp;reported a third-quarter&nbsp;FY21 revenue decline of 14.6% year-on-year to $149.8 million.</li>\n <li>Advertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.</li>\n <li><b>Drivers:&nbsp;</b>Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.</li>\n <li><b>Margins:&nbsp;</b>The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.</li>\n <li>Non-GAAP net loss per ADS<b>&nbsp;</b>was $(2.82).</li>\n <li>Qutoutiao held $133.8 million in cash and equivalents.</li>\n <li>\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.</li>\n <li>\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"</li>\n <li><b>Outlook:</b>&nbsp;Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.</li>\n <li><b>Price Action:</b>&nbsp;QTT shares closed lower by 4.17% at $2.99 on Monday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTT":"趣头条"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193154385","content_text":"Mobile content platform operator Qutoutiao Inc (NASDAQ:QTT) reported a third-quarter FY21 revenue decline of 14.6% year-on-year to $149.8 million.\nAdvertising and marketing revenues decreased 15.4% Y/Y to $139.6 million due to the tightening regulatory environment in the internet and technology sector.\nDrivers: Combined average MAUs declined 1.7% Y/Y to 118.5 million. Combined average DAUs reduced 33.2% Y/Y to 26.5 million. The average daily time spent per DAU was 51.9 minutes, compared to 55.3 minutes in Q3 2020.\nMargins: The gross margin expanded 510 bps to 72.2%. The non-GAAP operating loss margin deteriorated to (53.4)% versus (9.7)% last year.\nNon-GAAP net loss per ADS was $(2.82).\nQutoutiao held $133.8 million in cash and equivalents.\n\"We have observed challenging macro environment and industry headwinds in the third quarter of 2021,\" said Eric Siliang Tan, Chairman, and CEO of Qutoutiao.\n\"We will focus more on long term sustainability of our business in the coming quarters and years, away from the previous emphasis on growth in the earlier development stages of the company.\"\nOutlook: Qutoutiao sees Q4 revenues of RMB850 million - RMB900 million, equaling $131.92 million - $139.68 million.\nPrice Action: QTT shares closed lower by 4.17% at $2.99 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693862802,"gmtCreate":1640002855497,"gmtModify":1640002855752,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693862802","repostId":"602316495","repostType":1,"repost":{"id":602316495,"gmtCreate":1638971636644,"gmtModify":1639005258564,"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>Dear Investors... Take a look at the shareholdings.&nbsp; &nbsp;Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us.&nbsp; &nbsp;If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>Dear Investors... Take a look at the shareholdings.&nbsp; &nbsp;Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us.&nbsp; &nbsp;If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","text":"$Grab Holdings(GRAB)$Dear Investors... Take a look at the shareholdings. Only 2.64% are held by institutional investors, big boys . Bulk of it rest on the fate of the public..i.e retail Investors like us. If any negative news or comments inside the Grab camp, we will see a major upset on the share price... Think back, if this stock is good enough, why our Temasek holdings and those big banks not securing these deals???","images":[{"img":"https://static.tigerbbs.com/28b926054b9d06ef16a2486a64b429fd","width":"720","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602316495","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690450319,"gmtCreate":1639703679783,"gmtModify":1639703680042,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690450319","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>\n <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>\n <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>\n <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>\n <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>\n <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p>\n<p>In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p>\n<p>Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p>\n<p><b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p>\n<p>Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p>\n<p></p>\n<p>The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p>\n<p>Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p>\n<p><img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p>\n<p>Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p>\n<p>Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p>\n<p>Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p>\n<p><b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p>\n<p>In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p>\n<p>In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p>\n<p>Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p>\n<p>Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p>\n<p>Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p>\n<p>Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p>\n<p><b>Estimating Mobileye's Fair Value</b></p>\n<p>To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>\n <li></li>\n <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>\n <li></li>\n <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>\n <li></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<p>Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p>\n<p>As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p>\n<p>If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p>\n<p>Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p>\n<p>Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p>\n<p>Key Takeaway: I rate Intel a strong buy at $50.</p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke</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\">\nIntel: Mobileye IPO Could Be A Masterstroke\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605789919,"gmtCreate":1639263740454,"gmtModify":1639263740760,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605789919","repostId":"2190673267","repostType":4,"repost":{"id":"2190673267","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639176815,"share":"https://www.laohu8.com/m/news/2190673267?lang=&edition=full","pubTime":"2021-12-11 06:53","market":"hk","language":"en","title":"Wall St Week Ahead-Investors await faster taper, inflation view at Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2190673267","media":"Reuters","summary":"NEW YORK, Dec 10 (Reuters) - Investors are bracing for the last Federal Reserve meeting of the year,","content":"<p>NEW YORK, Dec 10 (Reuters) - Investors are bracing for the last Federal Reserve meeting of the year, with market participants hungry to learn how quickly the central bank plans to finish unwinding its bond-buying program and pick up signs of when it may start to raise rates in 2022.</p>\n<p>Stocks are back at record highs following last week’s selloff – a market spasm brought on by worries over the Omicron variant of the coronavirus&nbsp;and comments from Fed Chairman Jerome Powell, who said the central bank may discuss speeding up the reduction of its $120 billion per month bond buying program at next week's meeting.</p>\n<p>There is potential for renewed volatility, however, if the Fed takes a more hawkish than expected view on rolling back the easy money policies that have helped stocks more than double from their March 2020 lows, including a rapid reduction in bond buying that clears the way for the central bank to raise rates sooner.</p>\n<p>Markets could also be roiled if the Fed signals greater worry about inflation, which Powell said can no longer be described as \"transitory.\" Data on Friday showed consumer prices last month notched their largest annual gain in nearly four decades, bolstering the case for higher rates.</p>\n<p>“The biggest factor in the equity market remains and will remain to be interest rates,\" said Jack Ablin, chief investment officer at Cresset Capital Management.</p>\n<p>Higher yields - which can rise on expectations of tighter monetary policy - can dim the allure of stocks by creating a greater discount for companies' future cash flows, potentially pressuring valuations that are already elevated by historical standards.</p>\n<p>The S&amp;P 500 , which has climbed 25% this year, is trading at 20.5 times forward 12-month earnings estimates, compared with its historic valuation average of 15.5 times, according to Refinitiv Datastream.</p>\n<p>The yield on the benchmark 10-year Treasury note has climbed about 15 basis points from the start of the month to 1.49%, but is below the 1.776% it reached in March.</p>\n<p>Some stocks have already been hit by higher rate worries this year, including technology and growth companies that thrived during 2020's lockdowns.</p>\n<p>The broader market, however, has generally tolerated tightening monetary policy, analysts at BofA Global Research said in a recent report, noting that stocks mostly climbed as the Fed normalized policy in the last decade.</p>\n<p>The Fed last month began \"tapering\" its purchases of Treasuries and mortgage-backed securities at a pace that would have put it on track to complete the wind-down by mid-2022. Following Powell's comments, investors now believe the Fed could quicken the pace of reductions that will end the bond-buying by March, which could allow the central bank to potentially start raising rates sooner.</p>\n<p>Bets on earlier rate increases have also grown. Traders late on Friday saw a more than 50% chance of a rate hike by May 2022, up from a roughly 30% chance a month ago, according to the CME Group's FedWatch program.</p>\n<p>Investors are also keen to learn the central bank's view on the Omicron variant's potential impact on economic growth or inflation.</p>\n<p>One possible scenario outlined by UBS Global Wealth Management in a report sees the virus complicating supply-chain issues that have helped stoke inflation in recent months, bringing concerns the Fed may need to tighten monetary policy faster. The bank’s base case scenario, however, assumes the Omicron variant will not derail the recovery.</p>\n<p>Mona Mahajan, senior investment strategist at Edward Jones, said the Fed meeting could bring more clarity to investors after an upsurge of volatility in recent weeks.</p>\n<p>“It feels like the market has climbed two walls of worry already: Omicron and the path of the Fed,\" she said. \"I do think over the next couple of weeks we will get a little bit more certainty on both fronts.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Week Ahead-Investors await faster taper, inflation view at Fed meeting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Week Ahead-Investors await faster taper, inflation view at Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-11 06:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Dec 10 (Reuters) - Investors are bracing for the last Federal Reserve meeting of the year, with market participants hungry to learn how quickly the central bank plans to finish unwinding its bond-buying program and pick up signs of when it may start to raise rates in 2022.</p>\n<p>Stocks are back at record highs following last week’s selloff – a market spasm brought on by worries over the Omicron variant of the coronavirus&nbsp;and comments from Fed Chairman Jerome Powell, who said the central bank may discuss speeding up the reduction of its $120 billion per month bond buying program at next week's meeting.</p>\n<p>There is potential for renewed volatility, however, if the Fed takes a more hawkish than expected view on rolling back the easy money policies that have helped stocks more than double from their March 2020 lows, including a rapid reduction in bond buying that clears the way for the central bank to raise rates sooner.</p>\n<p>Markets could also be roiled if the Fed signals greater worry about inflation, which Powell said can no longer be described as \"transitory.\" Data on Friday showed consumer prices last month notched their largest annual gain in nearly four decades, bolstering the case for higher rates.</p>\n<p>“The biggest factor in the equity market remains and will remain to be interest rates,\" said Jack Ablin, chief investment officer at Cresset Capital Management.</p>\n<p>Higher yields - which can rise on expectations of tighter monetary policy - can dim the allure of stocks by creating a greater discount for companies' future cash flows, potentially pressuring valuations that are already elevated by historical standards.</p>\n<p>The S&amp;P 500 , which has climbed 25% this year, is trading at 20.5 times forward 12-month earnings estimates, compared with its historic valuation average of 15.5 times, according to Refinitiv Datastream.</p>\n<p>The yield on the benchmark 10-year Treasury note has climbed about 15 basis points from the start of the month to 1.49%, but is below the 1.776% it reached in March.</p>\n<p>Some stocks have already been hit by higher rate worries this year, including technology and growth companies that thrived during 2020's lockdowns.</p>\n<p>The broader market, however, has generally tolerated tightening monetary policy, analysts at BofA Global Research said in a recent report, noting that stocks mostly climbed as the Fed normalized policy in the last decade.</p>\n<p>The Fed last month began \"tapering\" its purchases of Treasuries and mortgage-backed securities at a pace that would have put it on track to complete the wind-down by mid-2022. Following Powell's comments, investors now believe the Fed could quicken the pace of reductions that will end the bond-buying by March, which could allow the central bank to potentially start raising rates sooner.</p>\n<p>Bets on earlier rate increases have also grown. Traders late on Friday saw a more than 50% chance of a rate hike by May 2022, up from a roughly 30% chance a month ago, according to the CME Group's FedWatch program.</p>\n<p>Investors are also keen to learn the central bank's view on the Omicron variant's potential impact on economic growth or inflation.</p>\n<p>One possible scenario outlined by UBS Global Wealth Management in a report sees the virus complicating supply-chain issues that have helped stoke inflation in recent months, bringing concerns the Fed may need to tighten monetary policy faster. The bank’s base case scenario, however, assumes the Omicron variant will not derail the recovery.</p>\n<p>Mona Mahajan, senior investment strategist at Edward Jones, said the Fed meeting could bring more clarity to investors after an upsurge of volatility in recent weeks.</p>\n<p>“It feels like the market has climbed two walls of worry already: Omicron and the path of the Fed,\" she said. \"I do think over the next couple of weeks we will get a little bit more certainty on both fronts.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190673267","content_text":"NEW YORK, Dec 10 (Reuters) - Investors are bracing for the last Federal Reserve meeting of the year, with market participants hungry to learn how quickly the central bank plans to finish unwinding its bond-buying program and pick up signs of when it may start to raise rates in 2022.\nStocks are back at record highs following last week’s selloff – a market spasm brought on by worries over the Omicron variant of the coronavirus and comments from Fed Chairman Jerome Powell, who said the central bank may discuss speeding up the reduction of its $120 billion per month bond buying program at next week's meeting.\nThere is potential for renewed volatility, however, if the Fed takes a more hawkish than expected view on rolling back the easy money policies that have helped stocks more than double from their March 2020 lows, including a rapid reduction in bond buying that clears the way for the central bank to raise rates sooner.\nMarkets could also be roiled if the Fed signals greater worry about inflation, which Powell said can no longer be described as \"transitory.\" Data on Friday showed consumer prices last month notched their largest annual gain in nearly four decades, bolstering the case for higher rates.\n“The biggest factor in the equity market remains and will remain to be interest rates,\" said Jack Ablin, chief investment officer at Cresset Capital Management.\nHigher yields - which can rise on expectations of tighter monetary policy - can dim the allure of stocks by creating a greater discount for companies' future cash flows, potentially pressuring valuations that are already elevated by historical standards.\nThe S&P 500 , which has climbed 25% this year, is trading at 20.5 times forward 12-month earnings estimates, compared with its historic valuation average of 15.5 times, according to Refinitiv Datastream.\nThe yield on the benchmark 10-year Treasury note has climbed about 15 basis points from the start of the month to 1.49%, but is below the 1.776% it reached in March.\nSome stocks have already been hit by higher rate worries this year, including technology and growth companies that thrived during 2020's lockdowns.\nThe broader market, however, has generally tolerated tightening monetary policy, analysts at BofA Global Research said in a recent report, noting that stocks mostly climbed as the Fed normalized policy in the last decade.\nThe Fed last month began \"tapering\" its purchases of Treasuries and mortgage-backed securities at a pace that would have put it on track to complete the wind-down by mid-2022. Following Powell's comments, investors now believe the Fed could quicken the pace of reductions that will end the bond-buying by March, which could allow the central bank to potentially start raising rates sooner.\nBets on earlier rate increases have also grown. Traders late on Friday saw a more than 50% chance of a rate hike by May 2022, up from a roughly 30% chance a month ago, according to the CME Group's FedWatch program.\nInvestors are also keen to learn the central bank's view on the Omicron variant's potential impact on economic growth or inflation.\nOne possible scenario outlined by UBS Global Wealth Management in a report sees the virus complicating supply-chain issues that have helped stoke inflation in recent months, bringing concerns the Fed may need to tighten monetary policy faster. The bank’s base case scenario, however, assumes the Omicron variant will not derail the recovery.\nMona Mahajan, senior investment strategist at Edward Jones, said the Fed meeting could bring more clarity to investors after an upsurge of volatility in recent weeks.\n“It feels like the market has climbed two walls of worry already: Omicron and the path of the Fed,\" she said. \"I do think over the next couple of weeks we will get a little bit more certainty on both fronts.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605906258,"gmtCreate":1639098366744,"gmtModify":1639098366935,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605906258","repostId":"1120676537","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605901337,"gmtCreate":1639098142932,"gmtModify":1639101281543,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Isn’t athleisure booming because of covid?","listText":"Isn’t athleisure booming because of covid?","text":"Isn’t athleisure booming because of covid?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605901337","repostId":"1137405832","repostType":4,"repost":{"id":"1137405832","pubTimestamp":1639097512,"share":"https://www.laohu8.com/m/news/1137405832?lang=&edition=full","pubTime":"2021-12-10 08:51","market":"us","language":"en","title":"Lululemon warns of hit to athleisure demand from new COVID-19 variants","url":"https://stock-news.laohu8.com/highlight/detail?id=1137405832","media":"Reuters","summary":"(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants co","content":"<p>(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue and profit forecasts.</p>\n<p>People stuck at home during the lockdowns last year ditched dressier clothes for hoodies and leggings, benefiting Lululemon, Aerie, Athleta, and prompting others, including Kim Kardashian's shapewear brand Skims, to enter the fray.</p>\n<p>Athleisure apparel makers are still booking sales benefits, but Lululemon said the pandemic worsening due to COVID-19 variants could further impact supply chain issues and lead to temporary closures of some or all of its stores.</p>\n<p>The new Omicron coronavirus variant first detected in southern Africa and Hong Kong has triggered uncertainty over the reopening of the global economy.</p>\n<p>Lululemon has already had to shift some production out of Vietnam due to pandemic-led factory closures over the summer, use pricier air freight more and prioritize production for key holiday styles to tackle supply-chain bottlenecks.</p>\n<p>\"Demand for our brand is outpacing supply, and our business could have been even stronger without the supply chain challenges,\" Chief Executive Officer Calvin McDonald told analysts, adding that inventory challenges affected the launch of some new clothing collections.</p>\n<p>Lululemon's shares fell 2% to $408 in extended trading, as the company also slashed sales outlook for its Mirror home-fitness platform.</p>\n<p>The company's factories in Vietnam have reopened, but lingering effects of the shutdowns have caused delays in delivery of some holiday and fall products, McDonald said.</p>\n<p>However, Lululemon raised its fiscal 2021 revenue forecast to between $6.25 billion and $6.29 billion, largely in line with estimates.</p>\n<p>The company's revenue rose to $1.45 billion in the third quarter, compared with estimates of $1.44 billion. On an adjusted basis, the company earned $1.62 per share, beating estimates of $1.41.</p>","source":"lsy1612507957220","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>Lululemon warns of hit to athleisure demand from new COVID-19 variants</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\">\nLululemon warns of hit to athleisure demand from new COVID-19 variants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue ...</p>\n\n<a href=\"https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://finance.yahoo.com/news/lululemon-raises-annual-revenue-forecast-211352959.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137405832","content_text":"(Reuters) -Lululemon Athletica Inc warned on Thursday that the spread of new coronavirus variants could lead to a slowdown in demand for athleisure clothing, even as it raised its full-year revenue and profit forecasts.\nPeople stuck at home during the lockdowns last year ditched dressier clothes for hoodies and leggings, benefiting Lululemon, Aerie, Athleta, and prompting others, including Kim Kardashian's shapewear brand Skims, to enter the fray.\nAthleisure apparel makers are still booking sales benefits, but Lululemon said the pandemic worsening due to COVID-19 variants could further impact supply chain issues and lead to temporary closures of some or all of its stores.\nThe new Omicron coronavirus variant first detected in southern Africa and Hong Kong has triggered uncertainty over the reopening of the global economy.\nLululemon has already had to shift some production out of Vietnam due to pandemic-led factory closures over the summer, use pricier air freight more and prioritize production for key holiday styles to tackle supply-chain bottlenecks.\n\"Demand for our brand is outpacing supply, and our business could have been even stronger without the supply chain challenges,\" Chief Executive Officer Calvin McDonald told analysts, adding that inventory challenges affected the launch of some new clothing collections.\nLululemon's shares fell 2% to $408 in extended trading, as the company also slashed sales outlook for its Mirror home-fitness platform.\nThe company's factories in Vietnam have reopened, but lingering effects of the shutdowns have caused delays in delivery of some holiday and fall products, McDonald said.\nHowever, Lululemon raised its fiscal 2021 revenue forecast to between $6.25 billion and $6.29 billion, largely in line with estimates.\nThe company's revenue rose to $1.45 billion in the third quarter, compared with estimates of $1.44 billion. On an adjusted basis, the company earned $1.62 per share, beating estimates of $1.41.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602692487,"gmtCreate":1639012270775,"gmtModify":1639012271002,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602692487","repostId":"1103976773","repostType":4,"repost":{"id":"1103976773","pubTimestamp":1639009932,"share":"https://www.laohu8.com/m/news/1103976773?lang=&edition=full","pubTime":"2021-12-09 08:32","market":"us","language":"en","title":"Why did Digital World Acquisition stock rocket up today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103976773","media":"seekingalpha","summary":"SPAC Digital World Acquisition Corp.(NASDAQ:DWAC), which announced a deal to take former president D","content":"<p>SPAC Digital World Acquisition Corp.(NASDAQ:DWAC), which announced a deal to take former president Donald Trump's social media company public in October,&nbsp;surged 28%today after&nbsp;gaining 17%yesterday on news of a CEO for Trump Media &amp; Technology Group.</p>\n<p>The Trump social media company announced on Monday that Representative Devin Nunes (R-CA) will retire from Congress and take the role of&nbsp;chief executive officer&nbsp;of Donald Trump's social media platform in January, which will launch Truth Social.</p>\n<p>It appears that DWAC was likely gaining today due at least partly to promotion on social media from posters onTwitterandStockTwits.</p>\n<p>The Nunes news came after Digital World Acquisition (DWAC) and Trump Media confirmed over the weekend that they would be getting a$1B PIPE investment&nbsp;for the new company, which Reuters last week said would value the new entity at about$3B.</p>\n<p>Today's, and to some extent yesterday's, move might be a bit of a surprise to some after DWAC said on Monday that it was&nbsp;being&nbsp;probed by the SEC&nbsp;and other regulators relating its&nbsp;dealings with Trump Media.</p>\n<p>The SEC probe into DWAC followed Sen. Elizabeth Warren (D-MA) sending a letter to SEC Chairman Gary Gensler last month requesting that the agency&nbsp;investigate the transaction.&nbsp;The Warren request came after a<i>&nbsp;New York Times</i>&nbsp;report that Trump's recent deal with DWAC&nbsp;may have&nbsp;skirted securities laws.</p>\n<p>Digital World Acquisition warrants&nbsp;jumped 30%&nbsp;today and Digital World Acquisition units&nbsp;&nbsp;soared 28%.&nbsp;Application software company Phunware Inc.&nbsp;(NASDAQ:PHUN), which has previously had&nbsp;ties to&nbsp;Donald Trump's campaign,&nbsp;also&nbsp;jumped 21%&nbsp;today.</p>\n<p>Warrants of Benessere Capital Acquisition(NASDAQ:BENEW), a SPAC that is also run by Digital World (DWAC) founder Patrick Orlando,&nbsp;rose 18%.Benessere late last month announced a deal to take hydrogen suppliereCombustible public.</p>\n<p>Also see from October, Can Trump fans make Digital World Acquisition&nbsp;the next GameStop?</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>Why did Digital World Acquisition stock rocket up 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\">\nWhy did Digital World Acquisition stock rocket up today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 08:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3778483-why-did-digital-world-acquisition-stock-rocket-up-today><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SPAC Digital World Acquisition Corp.(NASDAQ:DWAC), which announced a deal to take former president Donald Trump's social media company public in October, surged 28%today after gaining 17%yesterday on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3778483-why-did-digital-world-acquisition-stock-rocket-up-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://seekingalpha.com/news/3778483-why-did-digital-world-acquisition-stock-rocket-up-today","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1103976773","content_text":"SPAC Digital World Acquisition Corp.(NASDAQ:DWAC), which announced a deal to take former president Donald Trump's social media company public in October, surged 28%today after gaining 17%yesterday on news of a CEO for Trump Media & Technology Group.\nThe Trump social media company announced on Monday that Representative Devin Nunes (R-CA) will retire from Congress and take the role of chief executive officer of Donald Trump's social media platform in January, which will launch Truth Social.\nIt appears that DWAC was likely gaining today due at least partly to promotion on social media from posters onTwitterandStockTwits.\nThe Nunes news came after Digital World Acquisition (DWAC) and Trump Media confirmed over the weekend that they would be getting a$1B PIPE investment for the new company, which Reuters last week said would value the new entity at about$3B.\nToday's, and to some extent yesterday's, move might be a bit of a surprise to some after DWAC said on Monday that it was being probed by the SEC and other regulators relating its dealings with Trump Media.\nThe SEC probe into DWAC followed Sen. Elizabeth Warren (D-MA) sending a letter to SEC Chairman Gary Gensler last month requesting that the agency investigate the transaction. The Warren request came after a New York Times report that Trump's recent deal with DWAC may have skirted securities laws.\nDigital World Acquisition warrants jumped 30% today and Digital World Acquisition units  soared 28%. Application software company Phunware Inc. (NASDAQ:PHUN), which has previously had ties to Donald Trump's campaign, also jumped 21% today.\nWarrants of Benessere Capital Acquisition(NASDAQ:BENEW), a SPAC that is also run by Digital World (DWAC) founder Patrick Orlando, rose 18%.Benessere late last month announced a deal to take hydrogen suppliereCombustible public.\nAlso see from October, Can Trump fans make Digital World Acquisition the next GameStop?","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877319824,"gmtCreate":1637887309577,"gmtModify":1637887309758,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bad","listText":"Bad","text":"Bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877319824","repostId":"1161077924","repostType":4,"repost":{"id":"1161077924","pubTimestamp":1637886449,"share":"https://www.laohu8.com/m/news/1161077924?lang=&edition=full","pubTime":"2021-11-26 08:27","market":"us","language":"en","title":"Goldman Economists Expect Fed Will Taper, Raise Rates Faster","url":"https://stock-news.laohu8.com/highlight/detail?id=1161077924","media":"Bloomberg","summary":"Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising i","content":"<ul>\n <li>Fed to boost withdrawl’s speed to $30 billion a month: Goldman</li>\n <li>Economists say Fed to start raising interest rates in June</li>\n</ul>\n<p>Goldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve to tighten monetary policy faster than previously anticipated next year amid rising inflationary pressures.</p>\n<p>The central bank will double the pace it’s withdrawing its massive asset purchase program to $30 billion a month from January and start raising interest rates from near zero in June, the economists led by Jan Hatzius said in a report to clients on Thursday.</p>\n<p>The bank will then hike rates in September and December as well as twice in 2023, said the economists, who previously expected the benchmark to be boosted in July and November.</p>\n<p><img src=\"https://static.tigerbbs.com/1abbe40b56382b640bff570465ae26da\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Under Goldman’s new scenario, the Fed will wrap up its asset purchase program in the middle of March. There is a “realistic possibility” for the Fed to start raising borrowing costs in May, followed by increases in July and November, they said.</p>\n<p>Fed Vice Chair Rich Clarida and San Francisco Fed Bank President Mary Daly both said in recent days that they are&nbsp;open to an quicker taper. Data released this week showed strong consumer spending, a tightening labor market and the fastest inflation in three decades.</p>\n<p>“The increased openness to accelerating the taper pace likely reflects both somewhat higher-than-expected inflation over the last two months and greater comfort among Fed officials that a faster pace would not shock financial markets,” Hatzius and colleagues wrote in their report.</p>","source":"lsy1584095487587","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>Goldman Economists Expect Fed Will Taper, Raise Rates Faster</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\">\nGoldman Economists Expect Fed Will Taper, Raise Rates Faster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising interest rates in June\n\nGoldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161077924","content_text":"Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising interest rates in June\n\nGoldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve to tighten monetary policy faster than previously anticipated next year amid rising inflationary pressures.\nThe central bank will double the pace it’s withdrawing its massive asset purchase program to $30 billion a month from January and start raising interest rates from near zero in June, the economists led by Jan Hatzius said in a report to clients on Thursday.\nThe bank will then hike rates in September and December as well as twice in 2023, said the economists, who previously expected the benchmark to be boosted in July and November.\n\nUnder Goldman’s new scenario, the Fed will wrap up its asset purchase program in the middle of March. There is a “realistic possibility” for the Fed to start raising borrowing costs in May, followed by increases in July and November, they said.\nFed Vice Chair Rich Clarida and San Francisco Fed Bank President Mary Daly both said in recent days that they are open to an quicker taper. Data released this week showed strong consumer spending, a tightening labor market and the fastest inflation in three decades.\n“The increased openness to accelerating the taper pace likely reflects both somewhat higher-than-expected inflation over the last two months and greater comfort among Fed officials that a faster pace would not shock financial markets,” Hatzius and colleagues wrote in their report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874274722,"gmtCreate":1637798001086,"gmtModify":1637798001223,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874274722","repostId":"1127113461","repostType":4,"repost":{"id":"1127113461","pubTimestamp":1637797584,"share":"https://www.laohu8.com/m/news/1127113461?lang=&edition=full","pubTime":"2021-11-25 07:46","market":"us","language":"en","title":"Fed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127113461","media":"Barrons","summary":"Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in the","content":"<p>Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s Nov. 2-3 meeting, the conversation reflected growing discomfort with inflation, which is both greater and more persistent than officials had anticipated.</p>\n<p>The Fed initiated the purchase of $120 billion a month of Treasury and mortgage-backed securities in response to the pandemic, and signaled in recent months that it planned to start trimming its buying; the tapering process began this month. The latest minutes from the Fed’s policy-setting arm shed light on a debate that is crucial for the path of monetary policy at a time when President Joe Biden is mulling nominations for several vacant seats at the central bank.</p>\n<p>The minutes reiterate officials’ view that rising prices are connected to reopening bottlenecks, and thus, are temporary. However, the minutes also suggest officials have become less sure in their assessment that inflation is transitory.</p>\n<p>“Participants generally saw the current elevated level of inflation as largely reflecting factors that were likely to be transitory but judged that inflation pressures could take longer to subside than they had previously assessed,” the minutes say.</p>\n<p>In other words, “transitory” may represent a longer timeframe than previously expected.</p>\n<p>The Delta wave of Covid-19 intensified the impediments to supply chains and had helped sustain the high level of goods demand, adding to the upward pressure on prices. The minutes state: “Participants also observed that increases in energy prices, stronger rates of nominal wage growth, and higher housing rental costs had been forces adding to inflation,” with some participants highlighting the fact that price increases had become more widespread.</p>\n<p>As such, some participants suggested that reducing the pace of asset purchases by more than $15 billion each month could be warranted. The key takeaway: speeding up the taper process would put the FOMC “in a better position to make adjustments to the target range for the federal funds rate, particularly in light of inflation pressures,” the minutes state.</p>\n<p>Fed Chair Jerome Powell has worked hard to convince markets that tapering doesn’t start the clock on interest-rate increases, but the minutes suggest some members want to raise rates sooner than planned.</p>\n<p>Even so, the minutes show that while participants expect “significant inflation pressures to last for longer than they previously expected,” they still generally continue to anticipate that the inflation rate will diminish significantly during 2022 as supply and demand imbalances thaw.</p>\n<p>The FOMC next meets on December 14-15, after the November jobs report and consumer price index are released. How the labor market looks–in particular, if weak participation continues to push up wages–and whether consumer prices continue to climb will shape those discussions. At this point, investors are pricing in a June 2022 liftoff for interest rates, but an accelerated taper timeline could bring forward the first rate increase.</p>\n<p>While the bar for an acceleration in the tapering of asset purchases is high, “it looks reasonably likely to be cleared should we see another solid payroll report and inflation data release in December,” says&nbsp;Bob Miller, head of Americas fundamental fixed income at&nbsp;BlackRock.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.</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\">\nFed Minutes Reflect Intensifying Inflation Debate. Here’s Why It Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/fed-minutes-reflect-intensifying-inflation-debate-heres-why-it-matters-51637787437?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127113461","content_text":"Federal Reserve officials debated at their latest meeting accelerating the pace of reductions in their emergency bond purchases. Based on minutes released today of the Federal Open Market Committee’s Nov. 2-3 meeting, the conversation reflected growing discomfort with inflation, which is both greater and more persistent than officials had anticipated.\nThe Fed initiated the purchase of $120 billion a month of Treasury and mortgage-backed securities in response to the pandemic, and signaled in recent months that it planned to start trimming its buying; the tapering process began this month. The latest minutes from the Fed’s policy-setting arm shed light on a debate that is crucial for the path of monetary policy at a time when President Joe Biden is mulling nominations for several vacant seats at the central bank.\nThe minutes reiterate officials’ view that rising prices are connected to reopening bottlenecks, and thus, are temporary. However, the minutes also suggest officials have become less sure in their assessment that inflation is transitory.\n“Participants generally saw the current elevated level of inflation as largely reflecting factors that were likely to be transitory but judged that inflation pressures could take longer to subside than they had previously assessed,” the minutes say.\nIn other words, “transitory” may represent a longer timeframe than previously expected.\nThe Delta wave of Covid-19 intensified the impediments to supply chains and had helped sustain the high level of goods demand, adding to the upward pressure on prices. The minutes state: “Participants also observed that increases in energy prices, stronger rates of nominal wage growth, and higher housing rental costs had been forces adding to inflation,” with some participants highlighting the fact that price increases had become more widespread.\nAs such, some participants suggested that reducing the pace of asset purchases by more than $15 billion each month could be warranted. The key takeaway: speeding up the taper process would put the FOMC “in a better position to make adjustments to the target range for the federal funds rate, particularly in light of inflation pressures,” the minutes state.\nFed Chair Jerome Powell has worked hard to convince markets that tapering doesn’t start the clock on interest-rate increases, but the minutes suggest some members want to raise rates sooner than planned.\nEven so, the minutes show that while participants expect “significant inflation pressures to last for longer than they previously expected,” they still generally continue to anticipate that the inflation rate will diminish significantly during 2022 as supply and demand imbalances thaw.\nThe FOMC next meets on December 14-15, after the November jobs report and consumer price index are released. How the labor market looks–in particular, if weak participation continues to push up wages–and whether consumer prices continue to climb will shape those discussions. At this point, investors are pricing in a June 2022 liftoff for interest rates, but an accelerated taper timeline could bring forward the first rate increase.\nWhile the bar for an acceleration in the tapering of asset purchases is high, “it looks reasonably likely to be cleared should we see another solid payroll report and inflation data release in December,” says Bob Miller, head of Americas fundamental fixed income at BlackRock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875555642,"gmtCreate":1637673387920,"gmtModify":1637673388022,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875555642","repostId":"1197163617","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871443837,"gmtCreate":1637108448737,"gmtModify":1637108449061,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871443837","repostId":"2184988176","repostType":4,"repost":{"id":"2184988176","pubTimestamp":1637106899,"share":"https://www.laohu8.com/m/news/2184988176?lang=&edition=full","pubTime":"2021-11-17 07:54","market":"us","language":"en","title":"Uber introduces revamped shared rides offer in the U.S","url":"https://stock-news.laohu8.com/highlight/detail?id=2184988176","media":"StreetInsider","summary":" - Uber Technologies Inc on Tuesday said it was resuming shared rides, which were scrapped during the pandemic, detailing a revamped offer aimed at reducing the previously high losses in the pooled rides segment.Uber said the new shared rides option, which allows strangers to split a car traveling in the same direction, started piloting in Miami on Tuesday, with no firm plans yet for a U.S. expansion.Previous known as Uber Pool, the new UberX Share offers a 5% upfront discount compared to a regu","content":"<p>(Reuters) - Uber Technologies Inc on Tuesday said it was resuming shared rides, which were scrapped during the pandemic, detailing a revamped offer aimed at reducing the previously high losses in the pooled rides segment.</p>\n<p>Uber said the new shared rides option, which allows strangers to split a car traveling in the same direction, started piloting in Miami on Tuesday, with no firm plans yet for a U.S. expansion.</p>\n<p>Previous known as Uber Pool, the new UberX Share offers a 5% upfront discount compared to a regular ride, Uber said on its website. That is a more modest price reduction than Uber Pool rides, which in the past offered rides at as much as half the fare of a private ride.</p>\n<p>Passengers booking a shared ride can now earn additional discounts in Uber credit, not cash, if another rider joins their trip. They receive a minimum of $2 and up to 30% of the price in Uber credit if a co-rider joins.</p>\n<p>Previously, passengers paid a pool rate regardless of whether they ended up sharing the ride. This allowed many passengers to book a discounted ride without ever having to actually share the trip. Chicago city data showed that some 25% to 40% of all requested shared trips did not end up being shared pre-pandemic.</p>\n<p>Shared rides only made up a small percentage of pre-pandemic rides and Uber in the past said it was losing \"significant sums\" due to heavy shared ride discounts.</p>\n<p>Smaller U.S. rival Lyft Inc in July resumed its shared rides offer.</p>\n<p>Both companies halted the option in March 2020 to curb the spread of the novel coronavirus and both require drivers and customers to wear masks. They also limit shared rides to a total of two passengers who are requested to sit in the backseat.</p>","source":"highlight_streetinsider","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>Uber introduces revamped shared rides offer in the U.S</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\">\nUber introduces revamped shared rides offer in the U.S\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19228385><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Uber Technologies Inc on Tuesday said it was resuming shared rides, which were scrapped during the pandemic, detailing a revamped offer aimed at reducing the previously high losses in the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19228385\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19228385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184988176","content_text":"(Reuters) - Uber Technologies Inc on Tuesday said it was resuming shared rides, which were scrapped during the pandemic, detailing a revamped offer aimed at reducing the previously high losses in the pooled rides segment.\nUber said the new shared rides option, which allows strangers to split a car traveling in the same direction, started piloting in Miami on Tuesday, with no firm plans yet for a U.S. expansion.\nPrevious known as Uber Pool, the new UberX Share offers a 5% upfront discount compared to a regular ride, Uber said on its website. That is a more modest price reduction than Uber Pool rides, which in the past offered rides at as much as half the fare of a private ride.\nPassengers booking a shared ride can now earn additional discounts in Uber credit, not cash, if another rider joins their trip. They receive a minimum of $2 and up to 30% of the price in Uber credit if a co-rider joins.\nPreviously, passengers paid a pool rate regardless of whether they ended up sharing the ride. This allowed many passengers to book a discounted ride without ever having to actually share the trip. Chicago city data showed that some 25% to 40% of all requested shared trips did not end up being shared pre-pandemic.\nShared rides only made up a small percentage of pre-pandemic rides and Uber in the past said it was losing \"significant sums\" due to heavy shared ride discounts.\nSmaller U.S. rival Lyft Inc in July resumed its shared rides offer.\nBoth companies halted the option in March 2020 to curb the spread of the novel coronavirus and both require drivers and customers to wear masks. They also limit shared rides to a total of two passengers who are requested to sit in the backseat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873645679,"gmtCreate":1636941653040,"gmtModify":1636941653143,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873645679","repostId":"1175866532","repostType":4,"repost":{"id":"1175866532","pubTimestamp":1636940254,"share":"https://www.laohu8.com/m/news/1175866532?lang=&edition=full","pubTime":"2021-11-15 09:37","market":"us","language":"en","title":"Merck potential animal health spin could be next after J&J split up","url":"https://stock-news.laohu8.com/highlight/detail?id=1175866532","media":"seekingalpha","summary":"Johnson & Johnson's(NYSE:JNJ)decision to split into two companies may just be the tip of the iceberg","content":"<p>Johnson &amp; Johnson's(NYSE:JNJ)decision to split&nbsp;into two companies&nbsp;may just be the tip of the iceberg.</p>\n<p>Merck &amp; Co.(NYSE:MRK)could also look to spin off its animal health unit after bulking it up, Oppenheimer &amp; Co. analyst Jared Holz said in an interview on Friday on CNBC.</p>\n<p>“I think Merck is also a potential interesting company to look with their animal health business,\" Holz said. \"The company has been adamant, they expect to announce even more deals over the short to medium term. At least it sounds like spinning off animal health for Merck could be one thing to look forward to.\"</p>\n<p>Spins of animal health units have been relatively common with big pharma including the creation of Elanco Animal Health(NYSE:ELAN), an animal health company with a $15.6B market cap that was spun off of Eli Lilly &amp; Co. Zoetis(NYSE:ZTS), which sports a $102B market cap and is world's leading animal health company, was spun off from Pfizer Inc.</p>\n<p>One analyst even compared J&amp;J's move to spin off its consumer business to Pfizer's spin of Zoetis.</p>\n<p>\"I think of the animal health space being of being a great example of how spin outs of these companies have led to a greater investor appreciation of them,\" Cantor Fitzgerald analyst Louis Chen&nbsp;said on CNBC. \"One of the stocks out there that I thought was great, that Pfizer spun out, was Zoetis. Hopefully that will be the same for their (JNJ) consumer business as they become more nimble and more focused just on consumer products.\"</p>\n<p>Another potential transaction in the pharma space may be Novartis AG(NYSE:NVS)spinning off is Sandoz generics business, according to Oppenheimer's Holz.</p>\n<p>Late last month the WSJ reported Novartis (NVS) started a strategic review of its generic drugs business, Sandoz,&nbsp;targeting a sale or spinoff&nbsp;of the unit.</p>\n<p>“It’s unclear who the audience for a generic business is at this point,\" Holz said.</p>\n<p>GlaxoSmithKline(NYSE:GSK)in June announced plans to spin off its&nbsp;consumer unit.&nbsp;Bloomberg reported last month that the consumer unit is drawing interest from private equity firms, valuing the&nbsp;segment at $54B.</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>Merck potential animal health spin could be next after J&J split up</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\">\nMerck potential animal health spin could be next after J&J split up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3770354-merck-potential-animal-health-spin-could-be-next-after-jj-split-up><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Johnson & Johnson's(NYSE:JNJ)decision to split into two companies may just be the tip of the iceberg.\nMerck & Co.(NYSE:MRK)could also look to spin off its animal health unit after bulking it up, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3770354-merck-potential-animal-health-spin-could-be-next-after-jj-split-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","MRK":"默沙东"},"source_url":"https://seekingalpha.com/news/3770354-merck-potential-animal-health-spin-could-be-next-after-jj-split-up","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1175866532","content_text":"Johnson & Johnson's(NYSE:JNJ)decision to split into two companies may just be the tip of the iceberg.\nMerck & Co.(NYSE:MRK)could also look to spin off its animal health unit after bulking it up, Oppenheimer & Co. analyst Jared Holz said in an interview on Friday on CNBC.\n“I think Merck is also a potential interesting company to look with their animal health business,\" Holz said. \"The company has been adamant, they expect to announce even more deals over the short to medium term. At least it sounds like spinning off animal health for Merck could be one thing to look forward to.\"\nSpins of animal health units have been relatively common with big pharma including the creation of Elanco Animal Health(NYSE:ELAN), an animal health company with a $15.6B market cap that was spun off of Eli Lilly & Co. Zoetis(NYSE:ZTS), which sports a $102B market cap and is world's leading animal health company, was spun off from Pfizer Inc.\nOne analyst even compared J&J's move to spin off its consumer business to Pfizer's spin of Zoetis.\n\"I think of the animal health space being of being a great example of how spin outs of these companies have led to a greater investor appreciation of them,\" Cantor Fitzgerald analyst Louis Chen said on CNBC. \"One of the stocks out there that I thought was great, that Pfizer spun out, was Zoetis. Hopefully that will be the same for their (JNJ) consumer business as they become more nimble and more focused just on consumer products.\"\nAnother potential transaction in the pharma space may be Novartis AG(NYSE:NVS)spinning off is Sandoz generics business, according to Oppenheimer's Holz.\nLate last month the WSJ reported Novartis (NVS) started a strategic review of its generic drugs business, Sandoz, targeting a sale or spinoff of the unit.\n“It’s unclear who the audience for a generic business is at this point,\" Holz said.\nGlaxoSmithKline(NYSE:GSK)in June announced plans to spin off its consumer unit. Bloomberg reported last month that the consumer unit is drawing interest from private equity firms, valuing the segment at $54B.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873340887,"gmtCreate":1636864629361,"gmtModify":1636864629491,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873340887","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRBY.UK":"巴宝莉","BBRYF":"Burberry Group Plc","M":"梅西百货","WMT":"沃尔玛","CAL":"Caleres鞋业","RCD":"Invesco S&P 500 Equal Weight Consumer Discretionary ETF","ANF":"爱芬奇","JWN":"诺德斯特龙","TPR":"Tapestry Inc.","AMZN":"亚马逊","SIG":"西格内特珠宝"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844660997,"gmtCreate":1636422571291,"gmtModify":1636423040432,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well done&nbsp;","listText":"Well done&nbsp;","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844660997","repostId":"2182113779","repostType":4,"repost":{"id":"2182113779","pubTimestamp":1636420995,"share":"https://www.laohu8.com/m/news/2182113779?lang=&edition=full","pubTime":"2021-11-09 09:23","market":"hk","language":"en","title":"AMD lands Meta as customer, takes aim at Nvidia with new chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2182113779","media":"StreetInsider","summary":"(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center ","content":"<p>(Reuters) -Advanced Micro Devices Inc on Monday said it has won <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc as a data center chip customer, cementing some of its gains against Intel Corp.</p>\n<p>It also announced a range of new chips aimed at taking on larger rivals such as Nvidia Corp in supercomputing markets, as well as smaller competitors including Ampere Computing in the cloud computing market.</p>\n<p>After years of trailing the much larger Intel in the market for x86 processor chips, <a href=\"https://laohu8.com/S/AMD\">AMD</a> has steadily gained market share since 2017, when a comeback plan spearheaded by Chief Executive Lisa Su put the company on a course to its present position of having faster chips than Intel.</p>\n<p>AMD now has nearly a quarter of the market for x86 chips, according to Mercury Research.</p>\n<p>After securing Meta, the company formerly known as Facebook, as a customer, AMD now has deals in place with many of Intel's largest customers. It also has deals with Alphabet Inc's Google Cloud, Amazon.com's Amazon Web Services and Microsoft Corp's Azure.</p>\n<p>But AMD on Monday also announced plans to take on rivals beyond Intel. The company announced a chip called the MI200 which is an \"accelerator\" designed to speed up certain tasks like machine learning and artificial intelligence.</p>\n<p>The new AMD chip is designed to take on Nvidia's A100 chip, which, along with other chips designed to speed up artificial intelligence, has helped make Nvidia the most valuable U.S.-listed semiconductor company.</p>\n<p>AMD said that Oak Ridge National Laboratory in Tennessee will use the new chip in its \"Frontier\" supercomputing system.</p>\n<p>AMD also took aim at smaller rivals. The company announced a new central processor called \"Bergamo\" that will ship in the first half of 2023. The \"Bergamo\" chip will have 128 computing cores, which are useful for cloud computing companies that rent out their chips on a core-by-core basis to outside customers.</p>\n<p>Ampere Computing, a startup founded by former Intel executives, is pursuing a similar high-core-count strategy and this year signed up Oracle Corp's cloud service as a customer.</p>","source":"highlight_streetinsider","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>AMD lands Meta as customer, takes aim at Nvidia with new chips</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\">\nAMD lands Meta as customer, takes aim at Nvidia with new chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19176164><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center chip customer, cementing some of its gains against Intel Corp.\nIt also announced a range of new ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19176164\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CASH":"米塔金融","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19176164","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182113779","content_text":"(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center chip customer, cementing some of its gains against Intel Corp.\nIt also announced a range of new chips aimed at taking on larger rivals such as Nvidia Corp in supercomputing markets, as well as smaller competitors including Ampere Computing in the cloud computing market.\nAfter years of trailing the much larger Intel in the market for x86 processor chips, AMD has steadily gained market share since 2017, when a comeback plan spearheaded by Chief Executive Lisa Su put the company on a course to its present position of having faster chips than Intel.\nAMD now has nearly a quarter of the market for x86 chips, according to Mercury Research.\nAfter securing Meta, the company formerly known as Facebook, as a customer, AMD now has deals in place with many of Intel's largest customers. It also has deals with Alphabet Inc's Google Cloud, Amazon.com's Amazon Web Services and Microsoft Corp's Azure.\nBut AMD on Monday also announced plans to take on rivals beyond Intel. The company announced a chip called the MI200 which is an \"accelerator\" designed to speed up certain tasks like machine learning and artificial intelligence.\nThe new AMD chip is designed to take on Nvidia's A100 chip, which, along with other chips designed to speed up artificial intelligence, has helped make Nvidia the most valuable U.S.-listed semiconductor company.\nAMD said that Oak Ridge National Laboratory in Tennessee will use the new chip in its \"Frontier\" supercomputing system.\nAMD also took aim at smaller rivals. The company announced a new central processor called \"Bergamo\" that will ship in the first half of 2023. The \"Bergamo\" chip will have 128 computing cores, which are useful for cloud computing companies that rent out their chips on a core-by-core basis to outside customers.\nAmpere Computing, a startup founded by former Intel executives, is pursuing a similar high-core-count strategy and this year signed up Oracle Corp's cloud service as a customer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844959334,"gmtCreate":1636384346365,"gmtModify":1636384346694,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How to find compounders1. Find growth companies2. Find good management3. Buy and keep adding as it goes up","listText":"How to find compounders1. Find growth companies2. Find good management3. Buy and keep adding as it goes up","text":"How to find compounders1. Find growth companies2. Find good management3. Buy and keep adding as it goes up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844959334","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845843515,"gmtCreate":1636330887704,"gmtModify":1636330888017,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845843515","repostId":"2181723575","repostType":4,"repost":{"id":"2181723575","pubTimestamp":1636320506,"share":"https://www.laohu8.com/m/news/2181723575?lang=&edition=full","pubTime":"2021-11-08 05:28","market":"sh","language":"en","title":"Crypto Tesla Tokens Drop 6.8% After Musk Suggests Selling Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2181723575","media":"Bloomberg","summary":"(Bloomberg) -- Crypto traders are telling stock traders that Tesla Inc.’s shares will probably fall ","content":"<p>(Bloomberg) -- Crypto traders are telling stock traders that Tesla Inc.’s shares will probably fall when Wall Street wakes up Monday.</p>\n<p>Over the weekend, Elon Musk asked his legion of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> followers whether he should sell 10% of his stake in the electric-vehicle maker, and the answer came back on Sunday afternoon: yes.</p>\n<p>Since then, on the FTX crypto exchange Sunday afternoon, Tesla tokens have traded for $1,139, or 6.8% below where the real stock closed on Nov. 5.</p>\n<p>The electric-vehicle maker that helped make Musk the richest person on Earth also happens to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the stocks for which blockchain innovators built a crypto version that can be traded every day of the year, 24 hours a day.</p>","source":"yahoofinance","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>Crypto Tesla Tokens Drop 6.8% After Musk Suggests Selling Stock</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\">\nCrypto Tesla Tokens Drop 6.8% After Musk Suggests Selling Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-08 05:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/crypto-tesla-tokens-drop-6-212826516.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Crypto traders are telling stock traders that Tesla Inc.’s shares will probably fall when Wall Street wakes up Monday.\nOver the weekend, Elon Musk asked his legion of Twitter followers ...</p>\n\n<a href=\"https://finance.yahoo.com/news/crypto-tesla-tokens-drop-6-212826516.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09f07dbd97bfe602a804304025d6aef2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/crypto-tesla-tokens-drop-6-212826516.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2181723575","content_text":"(Bloomberg) -- Crypto traders are telling stock traders that Tesla Inc.’s shares will probably fall when Wall Street wakes up Monday.\nOver the weekend, Elon Musk asked his legion of Twitter followers whether he should sell 10% of his stake in the electric-vehicle maker, and the answer came back on Sunday afternoon: yes.\nSince then, on the FTX crypto exchange Sunday afternoon, Tesla tokens have traded for $1,139, or 6.8% below where the real stock closed on Nov. 5.\nThe electric-vehicle maker that helped make Musk the richest person on Earth also happens to be one of the stocks for which blockchain innovators built a crypto version that can be traded every day of the year, 24 hours a day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845050287,"gmtCreate":1636255658225,"gmtModify":1636255658563,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845050287","repostId":"2181774208","repostType":4,"repost":{"id":"2181774208","pubTimestamp":1636189200,"share":"https://www.laohu8.com/m/news/2181774208?lang=&edition=full","pubTime":"2021-11-06 17:00","market":"us","language":"en","title":"Better Buy: Nvidia vs. Advanced Micro Devices","url":"https://stock-news.laohu8.com/highlight/detail?id=2181774208","media":"Motley Fool","summary":"Which one of these two high-flying chipmakers deserves your money right now?","content":"<p><b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by comfortable margins. Nvidia has turned out to be the better of the two stocks, as the chart below shows.</p>\n<p>AMD stock, on the other hand, has underperformed the broader market for most of the year before stepping on the gas of late. However, AMD's weaker returns aren't necessarily a bad thing for investors who are looking to add a top growth stock to their portfolios right now. Let's see why that may be the case.</p>\n<h2>AMD is growing at a faster pace than Nvidia</h2>\n<p>AMD recently released its third-quarter results for the three months ending on Sept. 25. It reported stellar growth once again, with revenue jumping 54% year-over-year to $4.3 billion during the quarter. Adjusted gross margin was up 440 basis points year-over-year to 48%, while non-GAAP net income shot up 78% to $893 million. The chipmaker's third-quarter earnings came in at $0.73 per share, up substantially from $0.41 per share in the prior-year period.</p>\n<p>More importantly, AMD increased its full-year revenue forecast due to solid demand for its chips, which are used in computers, gaming consoles, and data centers. The company now expects 65% revenue growth in 2021, up from its prior guidance that called for a 60% increase.</p>\n<p>Nvidia, on the other hand, has yet to release its fiscal 2022 third-quarter results for the three months ending in October. But its guidance suggests that its top-line growth won't be as good as AMD's. When Nvidia released its fiscal second-quarter results on Aug. 18, 2021, it called for $6.8 billion in Q3 revenue. The graphics specialist delivered&nbsp;$4.7 billion in revenue in the prior-year period, which means that it is on track to deliver a 45% top-line jump.</p>\n<p>Of course, Nvidia could turn in a better-than-expected performance and deliver a stronger revenue jump, but its full-year growth is expected to pale in comparison to AMD's. Analysts expect Nvidia to finish fiscal 2022 with a 54% increase&nbsp;in revenue, which would be lower than AMD's projected growth of 65%. Nvidia may not be able to bridge that gap even if it outperforms analysts' estimates, as AMD itself has a habit of consistently&nbsp;beating Wall Street's estimates and raising its guidance.</p>\n<p>In fact, AMD has raised its full-year revenue guidance each time it has reported results this fiscal year. The company had originally guided for 37% revenue growth when it released its fourth-quarter 2020 results in January this year but raised the guidance to 50% growth when it released its Q1 report. And then to 60% when it released its Q2 earnings in July. So it can be assumed that AMD is on track to outperform Nvidia as far as growth is concerned. This, however, is just <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the reasons why AMD could turn out to be a better buy than Nvidia.</p>\n<h2>AMD has diverse catalysts</h2>\n<p>Nvidia gets most of its revenue by selling its graphics cards for two applications -- video gaming and data centers. Gaming was its biggest source of revenue in the fiscal second quarter, accounting for 47% of its top line. The data center segment came in second with 36% of total revenue. Nvidia is the dominant player in these markets. Its share of the discrete graphics card market stood at 83% in the second quarter of 2021, according to Jon Peddie Research. AMD controlled the rest of the market, which means Nvidia leads in this segment.</p>\n<p>Nvidia's dominance in these markets has supercharged the company's top and bottom lines and sent its stock soaring. AMD, however, gives investors the chance to take advantage of more opportunities. For instance, the company's computing and graphics segment provides CPUs (central processing units) for personal computers, notebooks, and workstations, aside from selling graphics cards that are used in data centers and video gaming. Nvidia doesn't sell CPUs, so AMD gives investors an additional market to take advantage of.</p>\n<p>Additionally, it is worth noting that AMD seems to be making headway in the GPU market. AMD pointed out in its latest earnings conference call that revenue from data center GPUs more than doubled over the year-ago period. Management also said that sales of its consumer graphics cards increased \"significantly\" thanks to the launch of new graphics cards at aggressive prices.</p>\n<p>Alternatively, AMD supplies data center CPUs and gaming console chips through the enterprise, embedded, and semi-custom (EESC) business. Nvidia currently doesn't have a presence in the data center CPU market, with its Grace CPU only expected in 2023. This paves the way for AMD to take more market share away from <b>Intel</b> by that time and boost its data center business, and also gives investors yet another reason to choose AMD stock over Nvidia.</p>\n<p>Finally, AMD's semi-custom&nbsp;chips are used in the PlayStation 5 and the latest Xbox consoles, and the upcoming Steam Deck would add another gaming console to its portfolio. Nvidia, meanwhile, has only the Switch console&nbsp;from <b>Nintendo</b> to tap into the gaming console space. Sales of the PlayStation 5 and the Xbox Series X/S consoles are expected&nbsp;to take off in the coming years as per third-party estimates, as the consoles are still in the early stages of their lifecycle.</p>\n<p>All of this indicates that AMD has broader-ranging catalysts than Nvidia, and investors need not pay through their noses to take advantage of them.</p>\n<h2>The valuation tilts the scales in favor of AMD</h2>\n<p>AMD is trading at 40 times trailing earnings, which makes it much cheaper than Nvidia, which trades&nbsp;at 95 times trailing earnings. Also, AMD's price-to-sales ratio of 10.7 is much lower than Nvidia's multiple of 30.7.</p>\n<p>Choosing AMD stock over Nvidia right now looks like a no-brainer. AMD is expected to outpace Nvidia's growth, it has a broader range of catalysts, and is substantially cheaper -- making it an ideal bet for investors looking to buy one of these two growth stocks 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: Nvidia vs. Advanced Micro Devices</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: Nvidia vs. Advanced Micro Devices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEIS":"先进能源工业公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181774208","content_text":"Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by comfortable margins. Nvidia has turned out to be the better of the two stocks, as the chart below shows.\nAMD stock, on the other hand, has underperformed the broader market for most of the year before stepping on the gas of late. However, AMD's weaker returns aren't necessarily a bad thing for investors who are looking to add a top growth stock to their portfolios right now. Let's see why that may be the case.\nAMD is growing at a faster pace than Nvidia\nAMD recently released its third-quarter results for the three months ending on Sept. 25. It reported stellar growth once again, with revenue jumping 54% year-over-year to $4.3 billion during the quarter. Adjusted gross margin was up 440 basis points year-over-year to 48%, while non-GAAP net income shot up 78% to $893 million. The chipmaker's third-quarter earnings came in at $0.73 per share, up substantially from $0.41 per share in the prior-year period.\nMore importantly, AMD increased its full-year revenue forecast due to solid demand for its chips, which are used in computers, gaming consoles, and data centers. The company now expects 65% revenue growth in 2021, up from its prior guidance that called for a 60% increase.\nNvidia, on the other hand, has yet to release its fiscal 2022 third-quarter results for the three months ending in October. But its guidance suggests that its top-line growth won't be as good as AMD's. When Nvidia released its fiscal second-quarter results on Aug. 18, 2021, it called for $6.8 billion in Q3 revenue. The graphics specialist delivered $4.7 billion in revenue in the prior-year period, which means that it is on track to deliver a 45% top-line jump.\nOf course, Nvidia could turn in a better-than-expected performance and deliver a stronger revenue jump, but its full-year growth is expected to pale in comparison to AMD's. Analysts expect Nvidia to finish fiscal 2022 with a 54% increase in revenue, which would be lower than AMD's projected growth of 65%. Nvidia may not be able to bridge that gap even if it outperforms analysts' estimates, as AMD itself has a habit of consistently beating Wall Street's estimates and raising its guidance.\nIn fact, AMD has raised its full-year revenue guidance each time it has reported results this fiscal year. The company had originally guided for 37% revenue growth when it released its fourth-quarter 2020 results in January this year but raised the guidance to 50% growth when it released its Q1 report. And then to 60% when it released its Q2 earnings in July. So it can be assumed that AMD is on track to outperform Nvidia as far as growth is concerned. This, however, is just one of the reasons why AMD could turn out to be a better buy than Nvidia.\nAMD has diverse catalysts\nNvidia gets most of its revenue by selling its graphics cards for two applications -- video gaming and data centers. Gaming was its biggest source of revenue in the fiscal second quarter, accounting for 47% of its top line. The data center segment came in second with 36% of total revenue. Nvidia is the dominant player in these markets. Its share of the discrete graphics card market stood at 83% in the second quarter of 2021, according to Jon Peddie Research. AMD controlled the rest of the market, which means Nvidia leads in this segment.\nNvidia's dominance in these markets has supercharged the company's top and bottom lines and sent its stock soaring. AMD, however, gives investors the chance to take advantage of more opportunities. For instance, the company's computing and graphics segment provides CPUs (central processing units) for personal computers, notebooks, and workstations, aside from selling graphics cards that are used in data centers and video gaming. Nvidia doesn't sell CPUs, so AMD gives investors an additional market to take advantage of.\nAdditionally, it is worth noting that AMD seems to be making headway in the GPU market. AMD pointed out in its latest earnings conference call that revenue from data center GPUs more than doubled over the year-ago period. Management also said that sales of its consumer graphics cards increased \"significantly\" thanks to the launch of new graphics cards at aggressive prices.\nAlternatively, AMD supplies data center CPUs and gaming console chips through the enterprise, embedded, and semi-custom (EESC) business. Nvidia currently doesn't have a presence in the data center CPU market, with its Grace CPU only expected in 2023. This paves the way for AMD to take more market share away from Intel by that time and boost its data center business, and also gives investors yet another reason to choose AMD stock over Nvidia.\nFinally, AMD's semi-custom chips are used in the PlayStation 5 and the latest Xbox consoles, and the upcoming Steam Deck would add another gaming console to its portfolio. Nvidia, meanwhile, has only the Switch console from Nintendo to tap into the gaming console space. Sales of the PlayStation 5 and the Xbox Series X/S consoles are expected to take off in the coming years as per third-party estimates, as the consoles are still in the early stages of their lifecycle.\nAll of this indicates that AMD has broader-ranging catalysts than Nvidia, and investors need not pay through their noses to take advantage of them.\nThe valuation tilts the scales in favor of AMD\nAMD is trading at 40 times trailing earnings, which makes it much cheaper than Nvidia, which trades at 95 times trailing earnings. Also, AMD's price-to-sales ratio of 10.7 is much lower than Nvidia's multiple of 30.7.\nChoosing AMD stock over Nvidia right now looks like a no-brainer. AMD is expected to outpace Nvidia's growth, it has a broader range of catalysts, and is substantially cheaper -- making it an ideal bet for investors looking to buy one of these two growth stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845050348,"gmtCreate":1636255628140,"gmtModify":1636255628487,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845050348","repostId":"2181974224","repostType":4,"repost":{"id":"2181974224","pubTimestamp":1636196400,"share":"https://www.laohu8.com/m/news/2181974224?lang=&edition=full","pubTime":"2021-11-06 19:00","market":"us","language":"en","title":"3 Discounted Growth Stocks to Buy If There's a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2181974224","media":"Motley Fool","summary":"Short-term pain can lead to big long-term gains for opportunistic investors.","content":"<p>Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit <i>too</i> perfect.</p>\n<p>Since the benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC) bottomed out in March 2020, the index has more than doubled in value. It's the strongest bounce back from a bear-market bottom in the S&amp;P 500's long history. Yet history also shows that stock market crashes and corrections are a common occurrence and the price to be paid for taking part in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the greatest wealth creators on the planet.</p>\n<h2>Stock market crashes and corrections are a common occurrence</h2>\n<p>Data from market analytics company Yardeni Research shows that the S&amp;P 500 has undergone 38 double-digit percentage moves lower since the beginning of 1950. This works out to a notable decline, on average, every 1.87 years. Even though Wall Street doesn't adhere to averages, it does demonstrate just how frequent steep corrections and crashes have been throughout history.</p>\n<p>Speaking of history, Wall Street has consistently shown for decades that bouncing back from a bear-market bottom is a process. Following each of the previous eight bear market troughs, the S&amp;P 500 shed at least 10% of its value on one or two occasions within 36 months. We're currently more than 19 months removed from the pandemic bottom and have yet to endure a double-digit decline.</p>\n<p>History has also been quite clear what happens to equities when valuations get overly extended to the upside. On Nov. 1, the S&amp;P 500's Shiller price-to-earnings (P/E) ratio closed above 39. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. In the four previous instances where the S&amp;P 500's Shiller P/E surpassed 30, dating back to 1870, the index has subsequently lost at least 20% of its value.</p>\n<p>The point being that the likelihood of a crash or correction is growing. We may not know precisely when it's going to happen, how steep the decline will be, or how long it'll last, but this data certainly offers credence to the idea that a double-digit percentage drop may be coming.</p>\n<h2>Market declines are a surefire opportunity for patient investors</h2>\n<p>The good news for long-term investors is that every single double-digit percentage decline in the stock market throughout history has proved to be a buying opportunity. These drops have been especially lucrative opportunities to buy discounted growth stocks, which tend to get hit hard during crashes and corrections.</p>\n<p>If a stock market crash or steep correction does rear its head, the following three discounted growth stocks would make for perfect buys.</p>\n<h2>Redfin</h2>\n<p>The first discounted growth stock investors can confidently scoop up during a crash or correction is technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN).</p>\n<p>The biggest prevailing critique of Redfin is that the company has benefited from historically low mortgage rates, which are bound to head higher over time. History has shown that higher mortgage rates tend to suppress homebuying activity, which would, in turn, slow Redfin's rapid growth rate. While this assessment has often been spot on for traditional real estate companies, Redfin is far from traditional.</p>\n<p>When a buyer or seller seeks a real estate professional, they're often going to pay a listing fee/commission ranging between 2.5% and 3%. However, with Redfin, the listing fee is either 1% or 1.5%, depending on how much prior business was done with the company. According to the National Association of Realtors, the median existing home sold in September 2021 had a sales price of $352,800.&nbsp; This means sellers choosing Redfin may be able to save a median of $7,000. That's not pocket change, and it demonstrates Redfin's willingness to save its clients money.</p>\n<p>Beyond just undercutting traditional real estate firms on price, Redfin is relying on its higher-margin personalized services to woo new clients. For instance, the company's Concierge service instructs sellers on staging and upgrades that'll help them maximize the sales price of their home. There's also the RedfinNow service, which has been expanded to a number of new cities. RedfinNow acquires homes from sellers with cash, thereby removing the hassle and haggling that typically accompanies selling a home.</p>\n<p>Since the end of 2015, Redfin's share of U.S. existing home sales has consistently expanded from 0.44% to 1.18%, and it has plenty of room to grow. If a big dip were to arise in the broader market, it'd be the perfect stock to scoop up.</p>\n<h2>Pinterest</h2>\n<p>Another discounted growth stock that'd be smart to buy if a market crash occurs is social media platform <b>Pinterest</b> (NYSE:PINS).</p>\n<p>Pinterest has taken a lot of heat from investors over the past three months. It disappointed with a sequential quarterly decline of 24 million monthly active users in the second quarter, and was the subject of short-lived rumors that it would be acquired by <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>. PayPal has since denied any interest in buying Pinterest at this time. This confluence of factors has halved Pinterest from its all-time high.</p>\n<p>While there's no sugarcoating that things haven't been perfect for Pinterest, the pessimists are equally overlooking a number of important metrics. For instance, Pinterest's three-year monthly active user (MAU) growth trajectory is still well within its normal range, even with higher vaccination rates lowering net MAUs in Q2 and encouraging people to get out of their homes.</p>\n<p>What's even more important is that Pinterest's monetization efforts continue to be robust. Despite growing its total MAUs by \"only\" 9% in the June-ended quarter, average revenue per user (ARPU) increased by 89% globally and 163% internationally from the prior-year period.&nbsp; This demonstrates that merchants are more than willing to pay big bucks to reach Pinterest's potentially motivated shoppers.</p>\n<p>Furthermore, don't overlook how transparent Pinterest is, relative to other social media platforms. Its entire premise is built on users sharing the things, places, and services that interest them. This allows merchants to target their advertising dollars in a more effective way than virtually any other social media site. It also positions Pinterest to become an e-commerce force to be reckoned with by the end of the decade.</p>\n<p>Weakness in Pinterest's shares during a crash would make for an ideal buying opportunity.</p>\n<h2>Teladoc Health</h2>\n<p>A third discounted growth stock begging to be bought during a crash or steep correction is telemedicine kingpin <b>Teladoc Health</b> (NYSE:TDOC).</p>\n<p>The knock against Teladoc is similar to that of Redfin. In other words, it was in the right place at the right time when the pandemic struck and benefited immensely from a massive uptick in virtual visits. Pessimists believe virtual visit growth will slow considerably as vaccination rates pick up and life returns to some semblance of normal.</p>\n<p>The problem with this take is that it completely ignores how Teladoc is changing the healthcare treatment landscape. Providing virtual visit channels is more convenient for patients, and can be especially helpful for physicians when attempting to keep tabs on chronic-care patients. This ease-of-access should ultimately improve patient outcomes and reduce out-of-pocket costs for health insurers. In short, health insurers are going to be all-in on telemedicine applications for a long time to come.</p>\n<p>Teladoc also improved its long-term growth outlook by acquiring applied health signals company Livongo Health a year ago. Livongo utilizes artificial intelligence to send tips to chronic care members to help them lead healthier lives. As of the end of September, Livongo had 725,000 members enrolled.&nbsp; As Livongo expands its services beyond diabetes patients to those with hypertension and weight management control issues, its pool of potential members will skyrocket.</p>\n<p>Investors should note, as well, that Teladoc Health's operating results will vastly improve in 2022. Costs tied to the Livongo acquisition have substantially widened its losses in 2021. But these one-time expenses won't be around next year.</p>\n<p>If a crash occurs, Teladoc Health would make for a smart buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Discounted Growth Stocks to Buy If There's a Stock Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Discounted Growth Stocks to Buy If There's a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit too perfect.\nSince the benchmark S&P 500 (SNPINDEX:^GSPC) bottomed out in March 2020, the index ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181974224","content_text":"Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit too perfect.\nSince the benchmark S&P 500 (SNPINDEX:^GSPC) bottomed out in March 2020, the index has more than doubled in value. It's the strongest bounce back from a bear-market bottom in the S&P 500's long history. Yet history also shows that stock market crashes and corrections are a common occurrence and the price to be paid for taking part in one of the greatest wealth creators on the planet.\nStock market crashes and corrections are a common occurrence\nData from market analytics company Yardeni Research shows that the S&P 500 has undergone 38 double-digit percentage moves lower since the beginning of 1950. This works out to a notable decline, on average, every 1.87 years. Even though Wall Street doesn't adhere to averages, it does demonstrate just how frequent steep corrections and crashes have been throughout history.\nSpeaking of history, Wall Street has consistently shown for decades that bouncing back from a bear-market bottom is a process. Following each of the previous eight bear market troughs, the S&P 500 shed at least 10% of its value on one or two occasions within 36 months. We're currently more than 19 months removed from the pandemic bottom and have yet to endure a double-digit decline.\nHistory has also been quite clear what happens to equities when valuations get overly extended to the upside. On Nov. 1, the S&P 500's Shiller price-to-earnings (P/E) ratio closed above 39. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. In the four previous instances where the S&P 500's Shiller P/E surpassed 30, dating back to 1870, the index has subsequently lost at least 20% of its value.\nThe point being that the likelihood of a crash or correction is growing. We may not know precisely when it's going to happen, how steep the decline will be, or how long it'll last, but this data certainly offers credence to the idea that a double-digit percentage drop may be coming.\nMarket declines are a surefire opportunity for patient investors\nThe good news for long-term investors is that every single double-digit percentage decline in the stock market throughout history has proved to be a buying opportunity. These drops have been especially lucrative opportunities to buy discounted growth stocks, which tend to get hit hard during crashes and corrections.\nIf a stock market crash or steep correction does rear its head, the following three discounted growth stocks would make for perfect buys.\nRedfin\nThe first discounted growth stock investors can confidently scoop up during a crash or correction is technology-driven real estate company Redfin (NASDAQ:RDFN).\nThe biggest prevailing critique of Redfin is that the company has benefited from historically low mortgage rates, which are bound to head higher over time. History has shown that higher mortgage rates tend to suppress homebuying activity, which would, in turn, slow Redfin's rapid growth rate. While this assessment has often been spot on for traditional real estate companies, Redfin is far from traditional.\nWhen a buyer or seller seeks a real estate professional, they're often going to pay a listing fee/commission ranging between 2.5% and 3%. However, with Redfin, the listing fee is either 1% or 1.5%, depending on how much prior business was done with the company. According to the National Association of Realtors, the median existing home sold in September 2021 had a sales price of $352,800.  This means sellers choosing Redfin may be able to save a median of $7,000. That's not pocket change, and it demonstrates Redfin's willingness to save its clients money.\nBeyond just undercutting traditional real estate firms on price, Redfin is relying on its higher-margin personalized services to woo new clients. For instance, the company's Concierge service instructs sellers on staging and upgrades that'll help them maximize the sales price of their home. There's also the RedfinNow service, which has been expanded to a number of new cities. RedfinNow acquires homes from sellers with cash, thereby removing the hassle and haggling that typically accompanies selling a home.\nSince the end of 2015, Redfin's share of U.S. existing home sales has consistently expanded from 0.44% to 1.18%, and it has plenty of room to grow. If a big dip were to arise in the broader market, it'd be the perfect stock to scoop up.\nPinterest\nAnother discounted growth stock that'd be smart to buy if a market crash occurs is social media platform Pinterest (NYSE:PINS).\nPinterest has taken a lot of heat from investors over the past three months. It disappointed with a sequential quarterly decline of 24 million monthly active users in the second quarter, and was the subject of short-lived rumors that it would be acquired by PayPal. PayPal has since denied any interest in buying Pinterest at this time. This confluence of factors has halved Pinterest from its all-time high.\nWhile there's no sugarcoating that things haven't been perfect for Pinterest, the pessimists are equally overlooking a number of important metrics. For instance, Pinterest's three-year monthly active user (MAU) growth trajectory is still well within its normal range, even with higher vaccination rates lowering net MAUs in Q2 and encouraging people to get out of their homes.\nWhat's even more important is that Pinterest's monetization efforts continue to be robust. Despite growing its total MAUs by \"only\" 9% in the June-ended quarter, average revenue per user (ARPU) increased by 89% globally and 163% internationally from the prior-year period.  This demonstrates that merchants are more than willing to pay big bucks to reach Pinterest's potentially motivated shoppers.\nFurthermore, don't overlook how transparent Pinterest is, relative to other social media platforms. Its entire premise is built on users sharing the things, places, and services that interest them. This allows merchants to target their advertising dollars in a more effective way than virtually any other social media site. It also positions Pinterest to become an e-commerce force to be reckoned with by the end of the decade.\nWeakness in Pinterest's shares during a crash would make for an ideal buying opportunity.\nTeladoc Health\nA third discounted growth stock begging to be bought during a crash or steep correction is telemedicine kingpin Teladoc Health (NYSE:TDOC).\nThe knock against Teladoc is similar to that of Redfin. In other words, it was in the right place at the right time when the pandemic struck and benefited immensely from a massive uptick in virtual visits. Pessimists believe virtual visit growth will slow considerably as vaccination rates pick up and life returns to some semblance of normal.\nThe problem with this take is that it completely ignores how Teladoc is changing the healthcare treatment landscape. Providing virtual visit channels is more convenient for patients, and can be especially helpful for physicians when attempting to keep tabs on chronic-care patients. This ease-of-access should ultimately improve patient outcomes and reduce out-of-pocket costs for health insurers. In short, health insurers are going to be all-in on telemedicine applications for a long time to come.\nTeladoc also improved its long-term growth outlook by acquiring applied health signals company Livongo Health a year ago. Livongo utilizes artificial intelligence to send tips to chronic care members to help them lead healthier lives. As of the end of September, Livongo had 725,000 members enrolled.  As Livongo expands its services beyond diabetes patients to those with hypertension and weight management control issues, its pool of potential members will skyrocket.\nInvestors should note, as well, that Teladoc Health's operating results will vastly improve in 2022. Costs tied to the Livongo acquisition have substantially widened its losses in 2021. But these one-time expenses won't be around next year.\nIf a crash occurs, Teladoc Health would make for a smart buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":844660997,"gmtCreate":1636422571291,"gmtModify":1636423040432,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well done&nbsp;","listText":"Well done&nbsp;","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844660997","repostId":"2182113779","repostType":4,"repost":{"id":"2182113779","pubTimestamp":1636420995,"share":"https://www.laohu8.com/m/news/2182113779?lang=&edition=full","pubTime":"2021-11-09 09:23","market":"hk","language":"en","title":"AMD lands Meta as customer, takes aim at Nvidia with new chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2182113779","media":"StreetInsider","summary":"(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center ","content":"<p>(Reuters) -Advanced Micro Devices Inc on Monday said it has won <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc as a data center chip customer, cementing some of its gains against Intel Corp.</p>\n<p>It also announced a range of new chips aimed at taking on larger rivals such as Nvidia Corp in supercomputing markets, as well as smaller competitors including Ampere Computing in the cloud computing market.</p>\n<p>After years of trailing the much larger Intel in the market for x86 processor chips, <a href=\"https://laohu8.com/S/AMD\">AMD</a> has steadily gained market share since 2017, when a comeback plan spearheaded by Chief Executive Lisa Su put the company on a course to its present position of having faster chips than Intel.</p>\n<p>AMD now has nearly a quarter of the market for x86 chips, according to Mercury Research.</p>\n<p>After securing Meta, the company formerly known as Facebook, as a customer, AMD now has deals in place with many of Intel's largest customers. It also has deals with Alphabet Inc's Google Cloud, Amazon.com's Amazon Web Services and Microsoft Corp's Azure.</p>\n<p>But AMD on Monday also announced plans to take on rivals beyond Intel. The company announced a chip called the MI200 which is an \"accelerator\" designed to speed up certain tasks like machine learning and artificial intelligence.</p>\n<p>The new AMD chip is designed to take on Nvidia's A100 chip, which, along with other chips designed to speed up artificial intelligence, has helped make Nvidia the most valuable U.S.-listed semiconductor company.</p>\n<p>AMD said that Oak Ridge National Laboratory in Tennessee will use the new chip in its \"Frontier\" supercomputing system.</p>\n<p>AMD also took aim at smaller rivals. The company announced a new central processor called \"Bergamo\" that will ship in the first half of 2023. The \"Bergamo\" chip will have 128 computing cores, which are useful for cloud computing companies that rent out their chips on a core-by-core basis to outside customers.</p>\n<p>Ampere Computing, a startup founded by former Intel executives, is pursuing a similar high-core-count strategy and this year signed up Oracle Corp's cloud service as a customer.</p>","source":"highlight_streetinsider","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>AMD lands Meta as customer, takes aim at Nvidia with new chips</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\">\nAMD lands Meta as customer, takes aim at Nvidia with new chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19176164><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center chip customer, cementing some of its gains against Intel Corp.\nIt also announced a range of new ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19176164\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CASH":"米塔金融","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19176164","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182113779","content_text":"(Reuters) -Advanced Micro Devices Inc on Monday said it has won Meta Platforms Inc as a data center chip customer, cementing some of its gains against Intel Corp.\nIt also announced a range of new chips aimed at taking on larger rivals such as Nvidia Corp in supercomputing markets, as well as smaller competitors including Ampere Computing in the cloud computing market.\nAfter years of trailing the much larger Intel in the market for x86 processor chips, AMD has steadily gained market share since 2017, when a comeback plan spearheaded by Chief Executive Lisa Su put the company on a course to its present position of having faster chips than Intel.\nAMD now has nearly a quarter of the market for x86 chips, according to Mercury Research.\nAfter securing Meta, the company formerly known as Facebook, as a customer, AMD now has deals in place with many of Intel's largest customers. It also has deals with Alphabet Inc's Google Cloud, Amazon.com's Amazon Web Services and Microsoft Corp's Azure.\nBut AMD on Monday also announced plans to take on rivals beyond Intel. The company announced a chip called the MI200 which is an \"accelerator\" designed to speed up certain tasks like machine learning and artificial intelligence.\nThe new AMD chip is designed to take on Nvidia's A100 chip, which, along with other chips designed to speed up artificial intelligence, has helped make Nvidia the most valuable U.S.-listed semiconductor company.\nAMD said that Oak Ridge National Laboratory in Tennessee will use the new chip in its \"Frontier\" supercomputing system.\nAMD also took aim at smaller rivals. The company announced a new central processor called \"Bergamo\" that will ship in the first half of 2023. The \"Bergamo\" chip will have 128 computing cores, which are useful for cloud computing companies that rent out their chips on a core-by-core basis to outside customers.\nAmpere Computing, a startup founded by former Intel executives, is pursuing a similar high-core-count strategy and this year signed up Oracle Corp's cloud service as a customer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851726181,"gmtCreate":1634947094514,"gmtModify":1634947094843,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/851726181","repostId":"2177167834","repostType":4,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845050348,"gmtCreate":1636255628140,"gmtModify":1636255628487,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845050348","repostId":"2181974224","repostType":4,"repost":{"id":"2181974224","pubTimestamp":1636196400,"share":"https://www.laohu8.com/m/news/2181974224?lang=&edition=full","pubTime":"2021-11-06 19:00","market":"us","language":"en","title":"3 Discounted Growth Stocks to Buy If There's a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2181974224","media":"Motley Fool","summary":"Short-term pain can lead to big long-term gains for opportunistic investors.","content":"<p>Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit <i>too</i> perfect.</p>\n<p>Since the benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC) bottomed out in March 2020, the index has more than doubled in value. It's the strongest bounce back from a bear-market bottom in the S&amp;P 500's long history. Yet history also shows that stock market crashes and corrections are a common occurrence and the price to be paid for taking part in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the greatest wealth creators on the planet.</p>\n<h2>Stock market crashes and corrections are a common occurrence</h2>\n<p>Data from market analytics company Yardeni Research shows that the S&amp;P 500 has undergone 38 double-digit percentage moves lower since the beginning of 1950. This works out to a notable decline, on average, every 1.87 years. Even though Wall Street doesn't adhere to averages, it does demonstrate just how frequent steep corrections and crashes have been throughout history.</p>\n<p>Speaking of history, Wall Street has consistently shown for decades that bouncing back from a bear-market bottom is a process. Following each of the previous eight bear market troughs, the S&amp;P 500 shed at least 10% of its value on one or two occasions within 36 months. We're currently more than 19 months removed from the pandemic bottom and have yet to endure a double-digit decline.</p>\n<p>History has also been quite clear what happens to equities when valuations get overly extended to the upside. On Nov. 1, the S&amp;P 500's Shiller price-to-earnings (P/E) ratio closed above 39. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. In the four previous instances where the S&amp;P 500's Shiller P/E surpassed 30, dating back to 1870, the index has subsequently lost at least 20% of its value.</p>\n<p>The point being that the likelihood of a crash or correction is growing. We may not know precisely when it's going to happen, how steep the decline will be, or how long it'll last, but this data certainly offers credence to the idea that a double-digit percentage drop may be coming.</p>\n<h2>Market declines are a surefire opportunity for patient investors</h2>\n<p>The good news for long-term investors is that every single double-digit percentage decline in the stock market throughout history has proved to be a buying opportunity. These drops have been especially lucrative opportunities to buy discounted growth stocks, which tend to get hit hard during crashes and corrections.</p>\n<p>If a stock market crash or steep correction does rear its head, the following three discounted growth stocks would make for perfect buys.</p>\n<h2>Redfin</h2>\n<p>The first discounted growth stock investors can confidently scoop up during a crash or correction is technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN).</p>\n<p>The biggest prevailing critique of Redfin is that the company has benefited from historically low mortgage rates, which are bound to head higher over time. History has shown that higher mortgage rates tend to suppress homebuying activity, which would, in turn, slow Redfin's rapid growth rate. While this assessment has often been spot on for traditional real estate companies, Redfin is far from traditional.</p>\n<p>When a buyer or seller seeks a real estate professional, they're often going to pay a listing fee/commission ranging between 2.5% and 3%. However, with Redfin, the listing fee is either 1% or 1.5%, depending on how much prior business was done with the company. According to the National Association of Realtors, the median existing home sold in September 2021 had a sales price of $352,800.&nbsp; This means sellers choosing Redfin may be able to save a median of $7,000. That's not pocket change, and it demonstrates Redfin's willingness to save its clients money.</p>\n<p>Beyond just undercutting traditional real estate firms on price, Redfin is relying on its higher-margin personalized services to woo new clients. For instance, the company's Concierge service instructs sellers on staging and upgrades that'll help them maximize the sales price of their home. There's also the RedfinNow service, which has been expanded to a number of new cities. RedfinNow acquires homes from sellers with cash, thereby removing the hassle and haggling that typically accompanies selling a home.</p>\n<p>Since the end of 2015, Redfin's share of U.S. existing home sales has consistently expanded from 0.44% to 1.18%, and it has plenty of room to grow. If a big dip were to arise in the broader market, it'd be the perfect stock to scoop up.</p>\n<h2>Pinterest</h2>\n<p>Another discounted growth stock that'd be smart to buy if a market crash occurs is social media platform <b>Pinterest</b> (NYSE:PINS).</p>\n<p>Pinterest has taken a lot of heat from investors over the past three months. It disappointed with a sequential quarterly decline of 24 million monthly active users in the second quarter, and was the subject of short-lived rumors that it would be acquired by <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>. PayPal has since denied any interest in buying Pinterest at this time. This confluence of factors has halved Pinterest from its all-time high.</p>\n<p>While there's no sugarcoating that things haven't been perfect for Pinterest, the pessimists are equally overlooking a number of important metrics. For instance, Pinterest's three-year monthly active user (MAU) growth trajectory is still well within its normal range, even with higher vaccination rates lowering net MAUs in Q2 and encouraging people to get out of their homes.</p>\n<p>What's even more important is that Pinterest's monetization efforts continue to be robust. Despite growing its total MAUs by \"only\" 9% in the June-ended quarter, average revenue per user (ARPU) increased by 89% globally and 163% internationally from the prior-year period.&nbsp; This demonstrates that merchants are more than willing to pay big bucks to reach Pinterest's potentially motivated shoppers.</p>\n<p>Furthermore, don't overlook how transparent Pinterest is, relative to other social media platforms. Its entire premise is built on users sharing the things, places, and services that interest them. This allows merchants to target their advertising dollars in a more effective way than virtually any other social media site. It also positions Pinterest to become an e-commerce force to be reckoned with by the end of the decade.</p>\n<p>Weakness in Pinterest's shares during a crash would make for an ideal buying opportunity.</p>\n<h2>Teladoc Health</h2>\n<p>A third discounted growth stock begging to be bought during a crash or steep correction is telemedicine kingpin <b>Teladoc Health</b> (NYSE:TDOC).</p>\n<p>The knock against Teladoc is similar to that of Redfin. In other words, it was in the right place at the right time when the pandemic struck and benefited immensely from a massive uptick in virtual visits. Pessimists believe virtual visit growth will slow considerably as vaccination rates pick up and life returns to some semblance of normal.</p>\n<p>The problem with this take is that it completely ignores how Teladoc is changing the healthcare treatment landscape. Providing virtual visit channels is more convenient for patients, and can be especially helpful for physicians when attempting to keep tabs on chronic-care patients. This ease-of-access should ultimately improve patient outcomes and reduce out-of-pocket costs for health insurers. In short, health insurers are going to be all-in on telemedicine applications for a long time to come.</p>\n<p>Teladoc also improved its long-term growth outlook by acquiring applied health signals company Livongo Health a year ago. Livongo utilizes artificial intelligence to send tips to chronic care members to help them lead healthier lives. As of the end of September, Livongo had 725,000 members enrolled.&nbsp; As Livongo expands its services beyond diabetes patients to those with hypertension and weight management control issues, its pool of potential members will skyrocket.</p>\n<p>Investors should note, as well, that Teladoc Health's operating results will vastly improve in 2022. Costs tied to the Livongo acquisition have substantially widened its losses in 2021. But these one-time expenses won't be around next year.</p>\n<p>If a crash occurs, Teladoc Health would make for a smart buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Discounted Growth Stocks to Buy If There's a Stock Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Discounted Growth Stocks to Buy If There's a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit too perfect.\nSince the benchmark S&P 500 (SNPINDEX:^GSPC) bottomed out in March 2020, the index ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://www.fool.com/investing/2021/11/06/3-discounted-growth-stocks-to-buy-if-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181974224","content_text":"Things have been nearly perfect for Wall Street and the investment community of late -- perhaps a bit too perfect.\nSince the benchmark S&P 500 (SNPINDEX:^GSPC) bottomed out in March 2020, the index has more than doubled in value. It's the strongest bounce back from a bear-market bottom in the S&P 500's long history. Yet history also shows that stock market crashes and corrections are a common occurrence and the price to be paid for taking part in one of the greatest wealth creators on the planet.\nStock market crashes and corrections are a common occurrence\nData from market analytics company Yardeni Research shows that the S&P 500 has undergone 38 double-digit percentage moves lower since the beginning of 1950. This works out to a notable decline, on average, every 1.87 years. Even though Wall Street doesn't adhere to averages, it does demonstrate just how frequent steep corrections and crashes have been throughout history.\nSpeaking of history, Wall Street has consistently shown for decades that bouncing back from a bear-market bottom is a process. Following each of the previous eight bear market troughs, the S&P 500 shed at least 10% of its value on one or two occasions within 36 months. We're currently more than 19 months removed from the pandemic bottom and have yet to endure a double-digit decline.\nHistory has also been quite clear what happens to equities when valuations get overly extended to the upside. On Nov. 1, the S&P 500's Shiller price-to-earnings (P/E) ratio closed above 39. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. In the four previous instances where the S&P 500's Shiller P/E surpassed 30, dating back to 1870, the index has subsequently lost at least 20% of its value.\nThe point being that the likelihood of a crash or correction is growing. We may not know precisely when it's going to happen, how steep the decline will be, or how long it'll last, but this data certainly offers credence to the idea that a double-digit percentage drop may be coming.\nMarket declines are a surefire opportunity for patient investors\nThe good news for long-term investors is that every single double-digit percentage decline in the stock market throughout history has proved to be a buying opportunity. These drops have been especially lucrative opportunities to buy discounted growth stocks, which tend to get hit hard during crashes and corrections.\nIf a stock market crash or steep correction does rear its head, the following three discounted growth stocks would make for perfect buys.\nRedfin\nThe first discounted growth stock investors can confidently scoop up during a crash or correction is technology-driven real estate company Redfin (NASDAQ:RDFN).\nThe biggest prevailing critique of Redfin is that the company has benefited from historically low mortgage rates, which are bound to head higher over time. History has shown that higher mortgage rates tend to suppress homebuying activity, which would, in turn, slow Redfin's rapid growth rate. While this assessment has often been spot on for traditional real estate companies, Redfin is far from traditional.\nWhen a buyer or seller seeks a real estate professional, they're often going to pay a listing fee/commission ranging between 2.5% and 3%. However, with Redfin, the listing fee is either 1% or 1.5%, depending on how much prior business was done with the company. According to the National Association of Realtors, the median existing home sold in September 2021 had a sales price of $352,800.  This means sellers choosing Redfin may be able to save a median of $7,000. That's not pocket change, and it demonstrates Redfin's willingness to save its clients money.\nBeyond just undercutting traditional real estate firms on price, Redfin is relying on its higher-margin personalized services to woo new clients. For instance, the company's Concierge service instructs sellers on staging and upgrades that'll help them maximize the sales price of their home. There's also the RedfinNow service, which has been expanded to a number of new cities. RedfinNow acquires homes from sellers with cash, thereby removing the hassle and haggling that typically accompanies selling a home.\nSince the end of 2015, Redfin's share of U.S. existing home sales has consistently expanded from 0.44% to 1.18%, and it has plenty of room to grow. If a big dip were to arise in the broader market, it'd be the perfect stock to scoop up.\nPinterest\nAnother discounted growth stock that'd be smart to buy if a market crash occurs is social media platform Pinterest (NYSE:PINS).\nPinterest has taken a lot of heat from investors over the past three months. It disappointed with a sequential quarterly decline of 24 million monthly active users in the second quarter, and was the subject of short-lived rumors that it would be acquired by PayPal. PayPal has since denied any interest in buying Pinterest at this time. This confluence of factors has halved Pinterest from its all-time high.\nWhile there's no sugarcoating that things haven't been perfect for Pinterest, the pessimists are equally overlooking a number of important metrics. For instance, Pinterest's three-year monthly active user (MAU) growth trajectory is still well within its normal range, even with higher vaccination rates lowering net MAUs in Q2 and encouraging people to get out of their homes.\nWhat's even more important is that Pinterest's monetization efforts continue to be robust. Despite growing its total MAUs by \"only\" 9% in the June-ended quarter, average revenue per user (ARPU) increased by 89% globally and 163% internationally from the prior-year period.  This demonstrates that merchants are more than willing to pay big bucks to reach Pinterest's potentially motivated shoppers.\nFurthermore, don't overlook how transparent Pinterest is, relative to other social media platforms. Its entire premise is built on users sharing the things, places, and services that interest them. This allows merchants to target their advertising dollars in a more effective way than virtually any other social media site. It also positions Pinterest to become an e-commerce force to be reckoned with by the end of the decade.\nWeakness in Pinterest's shares during a crash would make for an ideal buying opportunity.\nTeladoc Health\nA third discounted growth stock begging to be bought during a crash or steep correction is telemedicine kingpin Teladoc Health (NYSE:TDOC).\nThe knock against Teladoc is similar to that of Redfin. In other words, it was in the right place at the right time when the pandemic struck and benefited immensely from a massive uptick in virtual visits. Pessimists believe virtual visit growth will slow considerably as vaccination rates pick up and life returns to some semblance of normal.\nThe problem with this take is that it completely ignores how Teladoc is changing the healthcare treatment landscape. Providing virtual visit channels is more convenient for patients, and can be especially helpful for physicians when attempting to keep tabs on chronic-care patients. This ease-of-access should ultimately improve patient outcomes and reduce out-of-pocket costs for health insurers. In short, health insurers are going to be all-in on telemedicine applications for a long time to come.\nTeladoc also improved its long-term growth outlook by acquiring applied health signals company Livongo Health a year ago. Livongo utilizes artificial intelligence to send tips to chronic care members to help them lead healthier lives. As of the end of September, Livongo had 725,000 members enrolled.  As Livongo expands its services beyond diabetes patients to those with hypertension and weight management control issues, its pool of potential members will skyrocket.\nInvestors should note, as well, that Teladoc Health's operating results will vastly improve in 2022. Costs tied to the Livongo acquisition have substantially widened its losses in 2021. But these one-time expenses won't be around next year.\nIf a crash occurs, Teladoc Health would make for a smart buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840642649,"gmtCreate":1635645872409,"gmtModify":1635645872537,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840642649","repostId":"2179223688","repostType":4,"repost":{"id":"2179223688","pubTimestamp":1635580456,"share":"https://www.laohu8.com/m/news/2179223688?lang=&edition=full","pubTime":"2021-10-30 15:54","market":"hk","language":"en","title":"These 2 Telehealth Companies Should Unite","url":"https://stock-news.laohu8.com/highlight/detail?id=2179223688","media":"Motley Fool","summary":"Here's why Doximity and OptimizeRx might want to consider a merger.","content":"<p>Last week, while rumors were flying about&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;maybe acquiring <b>Pinterest</b>, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael nominated <b>Doximity </b>(NYSE:DOCS) and <b>OptimizeRx </b>(NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.</p>\n<p>This episode of \"The 5\" was <b>recorded on Oct. 21</b>.</p>\n<p><b>Taylor Carmichael:</b> I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> companies I really love in the telehealth space, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the <b>Facebook</b> of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with <b>Teladoc</b> and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.</p>\n<p>They rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.</p>\n<p>OptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no <b>Microsoft</b> in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.</p>\n<p>But I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.</p>\n<p><b>Jason Hall:</b> It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.</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>These 2 Telehealth Companies Should Unite</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\">\nThese 2 Telehealth Companies Should Unite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCS":"Doximity, Inc."},"source_url":"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179223688","content_text":"Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael nominated Doximity (NYSE:DOCS) and OptimizeRx (NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.\nThis episode of \"The 5\" was recorded on Oct. 21.\nTaylor Carmichael: I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.\nTwo companies I really love in the telehealth space, one of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the Facebook of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with Teladoc and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.\nThey rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.\nOptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no Microsoft in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.\nBut I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.\nJason Hall: It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867322244,"gmtCreate":1633219469902,"gmtModify":1633219470234,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867322244","repostId":"2172618769","repostType":4,"repost":{"id":"2172618769","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1633152083,"share":"https://www.laohu8.com/m/news/2172618769?lang=&edition=full","pubTime":"2021-10-02 13:21","market":"hk","language":"en","title":"Warren Buffett bucks Wall Street by adding more Kroger stock to his portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2172618769","media":"Dow Jones","summary":"Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping. When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than d","content":"<p>Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping</p>\n<p>When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.</p>\n<p>One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.</p>\n<p>Berkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.</p>\n<p>Read:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers</p>\n<p>Wall Street doesn't like Kroger</p>\n<p>While Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.</p>\n<p>Within the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Market cap. ($mil)</td>\n   <td>Forward P/E</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>$422,424</td>\n   <td>24.9</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>$32,467</td>\n   <td>15.0</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>$13,688</td>\n   <td>13.5</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>$2,767</td>\n   <td>12.3</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/GO\">Grocery Outlet Holding</a> Corp. GO</td>\n   <td>$2,565</td>\n   <td>27.9</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMK\">Weis Markets Inc</a>. WMK</td>\n   <td>$1,502</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>$1,033</td>\n   <td>16.5</td>\n  </tr>\n  <tr>\n   <td>Ingles Markets Inc. Class A IMKTA</td>\n   <td>$917</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Natural Grocers by Vitamin Cottage Inc. NGVC</td>\n   <td>$264</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/VLGEA\">Village Super Market</a> Inc. Class A VLGEA</td>\n   <td>$233</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td></td>\n   <td>For comparison, the S&amp;P 500 index</td>\n   <td>has a weighted forward P/E of 21.4, according to FactSet.</td>\n  </tr>\n </tbody>\n</table>\n<p>There are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. <a href=\"https://laohu8.com/S/NGVC\">$(NGVC)$</a> is covered by only <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>For the six companies covered by at least four analysts, here's a summary of ratings and price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Share</td>\n   <td>neutral ratings</td>\n   <td>Share \"sell\" ratings</td>\n   <td>Closing price -- Aug. 16</td>\n   <td>Consensus price target</td>\n   <td>implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>75%</td>\n   <td>19%</td>\n   <td>6%</td>\n   <td>$152.34</td>\n   <td>$165.10</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>21%</td>\n   <td>54%</td>\n   <td>25%</td>\n   <td>$45.43</td>\n   <td>$38.49</td>\n   <td>-15%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>55%</td>\n   <td>40%</td>\n   <td>5%</td>\n   <td>$30.04</td>\n   <td>$25.28</td>\n   <td>-16%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc.</td>\n   <td>25%</td>\n   <td>50%</td>\n   <td>25%</td>\n   <td>$24.55</td>\n   <td>$26.50</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp.</td>\n   <td>33%</td>\n   <td>60%</td>\n   <td>7%</td>\n   <td>$26.63</td>\n   <td>$34.36</td>\n   <td>29%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Arko Corp.</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>0%</td>\n   <td>$8.15</td>\n   <td>$13.25</td>\n   <td>63%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Among these six stocks, Walmart Inc. <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a>, Albertsons Cos. <a href=\"https://laohu8.com/S/ACI.UK\">$(ACI.UK)$</a> and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> -- Kroger and Sprouts Farmers Markets Inc. <a href=\"https://laohu8.com/S/SFM\">$(SFM)$</a> -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&amp;P 500 have 25% or more \"sell\" ratings.</p>\n<p>Here's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected sales CAGR</td>\n   <td>Est. sales -- 2020</td>\n   <td>Est. sales -- 2021</td>\n   <td>Est. sales -- 2022</td>\n   <td>Est. sales -- 2023</td>\n   <td>Est. sales -- 2024</td>\n   <td>Est. sales -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>2.2%</td>\n   <td>$556,334</td>\n   <td>$555,252</td>\n   <td>$569,243</td>\n   <td>$589,791</td>\n   <td>$607,056</td>\n   <td>$619,743</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>2.2%</td>\n   <td>$131,133</td>\n   <td>$132,473</td>\n   <td>$134,412</td>\n   <td>$136,506</td>\n   <td>$141,695</td>\n   <td>$146,252</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>1.8%</td>\n   <td>$68,664</td>\n   <td>$67,714</td>\n   <td>$68,412</td>\n   <td>$70,006</td>\n   <td>$72,540</td>\n   <td>$75,056</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>5.6%</td>\n   <td>$6,468</td>\n   <td>$6,202</td>\n   <td>$6,665</td>\n   <td>$7,230</td>\n   <td>$7,826</td>\n   <td>$8,491</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>7.4%</td>\n   <td>$3,135</td>\n   <td>$3,104</td>\n   <td>$3,444</td>\n   <td>$3,842</td>\n   <td>$4,068</td>\n   <td>$4,477</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>18.3%</td>\n   <td>$3,911</td>\n   <td>$7,366</td>\n   <td>$7,749</td>\n   <td>$8,299</td>\n   <td>$8,713</td>\n   <td>$9,060</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>For sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.</p>\n<p>Kroger is in the bottom half of that list.</p>\n<p>Even if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.</p>\n<p>Here's a set of estimates for earnings per share, with projected CAGR:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected EPS CAGR</td>\n   <td>Est. net income -- 2020</td>\n   <td>Est. net income -- 2021</td>\n   <td>Est. net income -- 2022</td>\n   <td>Est. net income -- 2023</td>\n   <td>Est. net income -- 2024</td>\n   <td>Est. net income -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>7.2%</td>\n   <td>$5.44</td>\n   <td>$5.96</td>\n   <td>$6.30</td>\n   <td>$6.85</td>\n   <td>$7.38</td>\n   <td>$7.70</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>0.4%</td>\n   <td>$3.37</td>\n   <td>$3.10</td>\n   <td>$3.06</td>\n   <td>$3.13</td>\n   <td>$3.36</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>-1.1%</td>\n   <td>$2.79</td>\n   <td>$2.36</td>\n   <td>$2.21</td>\n   <td>$2.34</td>\n   <td>$2.48</td>\n   <td>$2.63</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>6.7%</td>\n   <td>$2.48</td>\n   <td>$1.97</td>\n   <td>$2.08</td>\n   <td>$2.34</td>\n   <td>$2.90</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>3.9%</td>\n   <td>$1.15</td>\n   <td>$0.88</td>\n   <td>$1.01</td>\n   <td>$1.14</td>\n   <td>$1.23</td>\n   <td>$1.39</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>24.7%</td>\n   <td>$0.27</td>\n   <td>$0.35</td>\n   <td>$0.43</td>\n   <td>$0.53</td>\n   <td>$0.67</td>\n   <td>$0.81</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.</p>\n<p>So a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.</p>\n<p>Don't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves</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>Warren Buffett bucks Wall Street by adding more Kroger stock to his portfolio</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\">\nWarren Buffett bucks Wall Street by adding more Kroger stock to his portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-02 13:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping</p>\n<p>When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.</p>\n<p>One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.</p>\n<p>Berkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.</p>\n<p>Read:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers</p>\n<p>Wall Street doesn't like Kroger</p>\n<p>While Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.</p>\n<p>Within the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Market cap. ($mil)</td>\n   <td>Forward P/E</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>$422,424</td>\n   <td>24.9</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>$32,467</td>\n   <td>15.0</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>$13,688</td>\n   <td>13.5</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>$2,767</td>\n   <td>12.3</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/GO\">Grocery Outlet Holding</a> Corp. GO</td>\n   <td>$2,565</td>\n   <td>27.9</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMK\">Weis Markets Inc</a>. WMK</td>\n   <td>$1,502</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>$1,033</td>\n   <td>16.5</td>\n  </tr>\n  <tr>\n   <td>Ingles Markets Inc. Class A IMKTA</td>\n   <td>$917</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Natural Grocers by Vitamin Cottage Inc. NGVC</td>\n   <td>$264</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/VLGEA\">Village Super Market</a> Inc. Class A VLGEA</td>\n   <td>$233</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td></td>\n   <td>For comparison, the S&amp;P 500 index</td>\n   <td>has a weighted forward P/E of 21.4, according to FactSet.</td>\n  </tr>\n </tbody>\n</table>\n<p>There are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. <a href=\"https://laohu8.com/S/NGVC\">$(NGVC)$</a> is covered by only <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>For the six companies covered by at least four analysts, here's a summary of ratings and price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Share</td>\n   <td>neutral ratings</td>\n   <td>Share \"sell\" ratings</td>\n   <td>Closing price -- Aug. 16</td>\n   <td>Consensus price target</td>\n   <td>implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>75%</td>\n   <td>19%</td>\n   <td>6%</td>\n   <td>$152.34</td>\n   <td>$165.10</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>21%</td>\n   <td>54%</td>\n   <td>25%</td>\n   <td>$45.43</td>\n   <td>$38.49</td>\n   <td>-15%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>55%</td>\n   <td>40%</td>\n   <td>5%</td>\n   <td>$30.04</td>\n   <td>$25.28</td>\n   <td>-16%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc.</td>\n   <td>25%</td>\n   <td>50%</td>\n   <td>25%</td>\n   <td>$24.55</td>\n   <td>$26.50</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp.</td>\n   <td>33%</td>\n   <td>60%</td>\n   <td>7%</td>\n   <td>$26.63</td>\n   <td>$34.36</td>\n   <td>29%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Arko Corp.</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>0%</td>\n   <td>$8.15</td>\n   <td>$13.25</td>\n   <td>63%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Among these six stocks, Walmart Inc. <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a>, Albertsons Cos. <a href=\"https://laohu8.com/S/ACI.UK\">$(ACI.UK)$</a> and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> -- Kroger and Sprouts Farmers Markets Inc. <a href=\"https://laohu8.com/S/SFM\">$(SFM)$</a> -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&amp;P 500 have 25% or more \"sell\" ratings.</p>\n<p>Here's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected sales CAGR</td>\n   <td>Est. sales -- 2020</td>\n   <td>Est. sales -- 2021</td>\n   <td>Est. sales -- 2022</td>\n   <td>Est. sales -- 2023</td>\n   <td>Est. sales -- 2024</td>\n   <td>Est. sales -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>2.2%</td>\n   <td>$556,334</td>\n   <td>$555,252</td>\n   <td>$569,243</td>\n   <td>$589,791</td>\n   <td>$607,056</td>\n   <td>$619,743</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>2.2%</td>\n   <td>$131,133</td>\n   <td>$132,473</td>\n   <td>$134,412</td>\n   <td>$136,506</td>\n   <td>$141,695</td>\n   <td>$146,252</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>1.8%</td>\n   <td>$68,664</td>\n   <td>$67,714</td>\n   <td>$68,412</td>\n   <td>$70,006</td>\n   <td>$72,540</td>\n   <td>$75,056</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>5.6%</td>\n   <td>$6,468</td>\n   <td>$6,202</td>\n   <td>$6,665</td>\n   <td>$7,230</td>\n   <td>$7,826</td>\n   <td>$8,491</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>7.4%</td>\n   <td>$3,135</td>\n   <td>$3,104</td>\n   <td>$3,444</td>\n   <td>$3,842</td>\n   <td>$4,068</td>\n   <td>$4,477</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>18.3%</td>\n   <td>$3,911</td>\n   <td>$7,366</td>\n   <td>$7,749</td>\n   <td>$8,299</td>\n   <td>$8,713</td>\n   <td>$9,060</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>For sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.</p>\n<p>Kroger is in the bottom half of that list.</p>\n<p>Even if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.</p>\n<p>Here's a set of estimates for earnings per share, with projected CAGR:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected EPS CAGR</td>\n   <td>Est. net income -- 2020</td>\n   <td>Est. net income -- 2021</td>\n   <td>Est. net income -- 2022</td>\n   <td>Est. net income -- 2023</td>\n   <td>Est. net income -- 2024</td>\n   <td>Est. net income -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>7.2%</td>\n   <td>$5.44</td>\n   <td>$5.96</td>\n   <td>$6.30</td>\n   <td>$6.85</td>\n   <td>$7.38</td>\n   <td>$7.70</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>0.4%</td>\n   <td>$3.37</td>\n   <td>$3.10</td>\n   <td>$3.06</td>\n   <td>$3.13</td>\n   <td>$3.36</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>-1.1%</td>\n   <td>$2.79</td>\n   <td>$2.36</td>\n   <td>$2.21</td>\n   <td>$2.34</td>\n   <td>$2.48</td>\n   <td>$2.63</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>6.7%</td>\n   <td>$2.48</td>\n   <td>$1.97</td>\n   <td>$2.08</td>\n   <td>$2.34</td>\n   <td>$2.90</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>3.9%</td>\n   <td>$1.15</td>\n   <td>$0.88</td>\n   <td>$1.01</td>\n   <td>$1.14</td>\n   <td>$1.23</td>\n   <td>$1.39</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>24.7%</td>\n   <td>$0.27</td>\n   <td>$0.35</td>\n   <td>$0.43</td>\n   <td>$0.53</td>\n   <td>$0.67</td>\n   <td>$0.81</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.</p>\n<p>So a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.</p>\n<p>Don't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFM":"Sprouts Farmers Market Inc","KR":"克罗格","ACI":"艾伯森","WMT":"沃尔玛"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172618769","content_text":"Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping\nWhen investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.\nOne reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.\nBerkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.\nRead:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers\nWall Street doesn't like Kroger\nWhile Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.\nWithin the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.\n\n\n\nCompany\nMarket cap. ($mil)\nForward P/E\n\n\nWalmart Inc. WMT\n$422,424\n24.9\n\n\nKroger Co. KR\n$32,467\n15.0\n\n\nAlbertsons Cos. Inc. Class A ACI\n$13,688\n13.5\n\n\nSprouts Farmers Markets Inc. SFM\n$2,767\n12.3\n\n\nGrocery Outlet Holding Corp. GO\n$2,565\n27.9\n\n\nWeis Markets Inc. WMK\n$1,502\nN/A\n\n\nArko Corp. ARKO\n$1,033\n16.5\n\n\nIngles Markets Inc. Class A IMKTA\n$917\nN/A\n\n\nNatural Grocers by Vitamin Cottage Inc. NGVC\n$264\nN/A\n\n\nVillage Super Market Inc. Class A VLGEA\n$233\nN/A\n\n\nSource: FactSet\n\n\n\n\n\nFor comparison, the S&P 500 index\nhas a weighted forward P/E of 21.4, according to FactSet.\n\n\n\nThere are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. $(NGVC)$ is covered by only one analyst.\nFor the six companies covered by at least four analysts, here's a summary of ratings and price targets:\n\n\n\nCompany\nShare \"buy\" ratings\nShare\nneutral ratings\nShare \"sell\" ratings\nClosing price -- Aug. 16\nConsensus price target\nimplied 12-month upside potential\n\n\nWalmart Inc. WMT\n75%\n19%\n6%\n$152.34\n$165.10\n8%\n\n\n\nKroger Co. KR\n21%\n54%\n25%\n$45.43\n$38.49\n-15%\n\n\n\nAlbertsons Cos. Inc. Class A ACI\n55%\n40%\n5%\n$30.04\n$25.28\n-16%\n\n\n\nSprouts Farmers Markets Inc.\n25%\n50%\n25%\n$24.55\n$26.50\n8%\n\n\n\nGrocery Outlet Holding Corp.\n33%\n60%\n7%\n$26.63\n$34.36\n29%\n\n\n\nArko Corp.\n100%\n0%\n0%\n$8.15\n$13.25\n63%\n\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nAmong these six stocks, Walmart Inc. $(WMT)$, Albertsons Cos. $(ACI.UK)$ and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.\nTwo -- Kroger and Sprouts Farmers Markets Inc. $(SFM)$ -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&P 500 have 25% or more \"sell\" ratings.\nHere's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):\n\n\n\nCompany\nProjected sales CAGR\nEst. sales -- 2020\nEst. sales -- 2021\nEst. sales -- 2022\nEst. sales -- 2023\nEst. sales -- 2024\nEst. sales -- 2025\n\n\nWalmart Inc. WMT\n2.2%\n$556,334\n$555,252\n$569,243\n$589,791\n$607,056\n$619,743\n\n\nKroger Co. KR\n2.2%\n$131,133\n$132,473\n$134,412\n$136,506\n$141,695\n$146,252\n\n\nAlbertsons Cos. Inc. Class A ACI\n1.8%\n$68,664\n$67,714\n$68,412\n$70,006\n$72,540\n$75,056\n\n\nSprouts Farmers Markets Inc. SFM\n5.6%\n$6,468\n$6,202\n$6,665\n$7,230\n$7,826\n$8,491\n\n\nGrocery Outlet Holding Corp. GO\n7.4%\n$3,135\n$3,104\n$3,444\n$3,842\n$4,068\n$4,477\n\n\nArko Corp. ARKO\n18.3%\n$3,911\n$7,366\n$7,749\n$8,299\n$8,713\n$9,060\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nFor sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.\nKroger is in the bottom half of that list.\nEven if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.\nHere's a set of estimates for earnings per share, with projected CAGR:\n\n\n\nCompany\nProjected EPS CAGR\nEst. net income -- 2020\nEst. net income -- 2021\nEst. net income -- 2022\nEst. net income -- 2023\nEst. net income -- 2024\nEst. net income -- 2025\n\n\nWalmart Inc. WMT\n7.2%\n$5.44\n$5.96\n$6.30\n$6.85\n$7.38\n$7.70\n\n\nKroger Co. KR\n0.4%\n$3.37\n$3.10\n$3.06\n$3.13\n$3.36\n$3.43\n\n\nAlbertsons Cos. Inc. Class A ACI\n-1.1%\n$2.79\n$2.36\n$2.21\n$2.34\n$2.48\n$2.63\n\n\nSprouts Farmers Markets Inc. SFM\n6.7%\n$2.48\n$1.97\n$2.08\n$2.34\n$2.90\n$3.43\n\n\nGrocery Outlet Holding Corp. GO\n3.9%\n$1.15\n$0.88\n$1.01\n$1.14\n$1.23\n$1.39\n\n\nArko Corp. ARKO\n24.7%\n$0.27\n$0.35\n$0.43\n$0.53\n$0.67\n$0.81\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nAs you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.\nSo a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.\nDon't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698209776,"gmtCreate":1640396500399,"gmtModify":1640396500711,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698209776","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","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>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","GOOG":"谷歌","PINS":"Pinterest, Inc.","DASH":"DoorDash, Inc.","SNAP":"Snap Inc","TWTR":"Twitter","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852717094,"gmtCreate":1635302755990,"gmtModify":1635302756087,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852717094","repostId":"1198138567","repostType":4,"repost":{"id":"1198138567","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635289060,"share":"https://www.laohu8.com/m/news/1198138567?lang=&edition=full","pubTime":"2021-10-27 06:57","market":"us","language":"en","title":"Microsoft beats revenue expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1198138567","media":"Tiger Newspress","summary":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.Earnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.Revenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.Net income","content":"<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</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>Microsoft beats revenue expectations</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 beats revenue expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-27 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft&nbsp;shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/39a5f34928113f01cf2fd1dd31b1b3fa\" tg-width=\"849\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>Overall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.</p>\n<p>Net income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.</p>\n<p>On an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.</p>\n<p>Microsoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.</p>\n<p>Revenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.</p>\n<p>Azure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.</p>\n<p>Microsoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.</p>\n<p>Revenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.</p>\n<p>The supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.</p>\n<p>Amy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.</p>\n<p>Microsoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.</p>\n<p>But Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.</p>\n<p>Hood told Reuters the company expects Xbox demand to continue to exceed supply.</p>\n<p>Microsoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.</p>\n<p>Hood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198138567","content_text":"Microsoft shares edged 2% to a new high in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$2.27 per share, adjusted, vs. $2.07 as expected by analysts, according to Refinitiv.\nRevenue:$45.32 billion, vs. $43.97 billion as expected by analysts, according to Refinitiv.\n\nOverall, revenue rose 22% to $45.32 billion in the first quarter ended Sept. 30, beating expectations of about $43.97 billion.\nNet income rose to $20.51 billion, or $2.71 per share. The company said its results included a $3.3 billion net income tax benefit.\nOn an adjusted basis it earned $2.27 per share, trumping analyst expectations of $2.07 per share.\nMicrosoft said revenue from its largest and fastest growing \"Intelligent Cloud\" segment surged 31% to $17 billion. Analysts had expected a figure of $16.58 billion, according to Refinitiv data.\nRevenue growth for Azure, the company's flagship cloud-computing business, came in at 48% in constant currency to beat analysts' estimates of 47.5%, according to consensus data from Visible Alpha.\nAzure's growth rate is the best direct measure of competition with rivals such as AWS and Google Cloud as Microsoft does not break out revenue from the cloud-computing unit.\nMicrosoft appeared to hold off Google Cloud's rising challenge. Google Cloud said on Tuesday its revenue surged by 45% to $4.99 billion, but failed to live up to estimates of $5.2 billion.\nRevenue at the firm's other business units that house Windows software, Teams messaging service and LinkedIn professional social networking platform also beat analyst expectations.\nThe supply chain issues affecting much of the global tech industry had mixed consequences for Microsoft.\nAmy Hood, executive vice president and chief financial officer of Microsoft, said that while the company did see some higher costs for building out data centers, it was able to mitigate those costs, with gross margins for its commercial cloud segment rising after discounting the impact of recent changes in accounting for data center gear.\nMicrosoft said sales of its Xbox gaming consoles and accessories were up 166% as it continues to see strong demand for new models after the pandemic forced millions to seek entertainment at home.\nBut Microsoft and its rivals have been unable to keep up with demand because of the global chip crunch.\nHood told Reuters the company expects Xbox demand to continue to exceed supply.\nMicrosoft's revenue from selling Windows to PC makers grew 10% year over year, beating the overall PC market, which only grew 3.9% over the same period because of supply constraints, according to data from IDC.\nHood said that the company was able to outperform in the PC market because of its strength in selling licenses for Windows destined for corporate customers, where it gets more revenue per license and has better market share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823557369,"gmtCreate":1633651095818,"gmtModify":1633651096090,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823557369","repostId":"1106548552","repostType":4,"repost":{"id":"1106548552","pubTimestamp":1633650458,"share":"https://www.laohu8.com/m/news/1106548552?lang=&edition=full","pubTime":"2021-10-08 07:47","market":"us","language":"en","title":"Retail-Buying Spree Fuels Tech Jump, Led by Apple and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1106548552","media":"Bloomberg","summary":"Nasdaq 100 climbs for a third consecutive day; Faangs rise\n‘People continue to underestimate’ indust","content":"<ul>\n <li>Nasdaq 100 climbs for a third consecutive day; Faangs rise</li>\n <li>‘People continue to underestimate’ industry’s growth: Natixis</li>\n</ul>\n<p>Dip buyers emerged after the recent selloff in some of the world’s largest technology companies, with the Nasdaq 100 extending its rally into a third day.</p>\n<p>Buying from retail investors has averaged $1.2 billion a day this week, according data from Vanda Research. Those purchases have exceeded the daily average for 2021 of $1.05 billion. The largest tech firms and exchange-traded funds with big positions on the industry have accounted for much of the buying, analysts Ben Onatibia and Giacomo Pierantoni, wrote. For Garrett Melson, strategist at Natixis, tech companies remain attractive and are poised demonstrate their earnings power.</p>\n<p>“People continue to underestimate just how strong their growth has been,” Melson said. “Tech is the secular growth engine for the market and that will continue to be the case over the long term.”</p>\n<p>After Monday’s rout, the five largest U.S. tech companies had lost nearly $900 billion in market value from the Nasdaq 100’s peak on Sept. 7 as higher Treasury yields put pressure on growth stocks. The gauge then rebounded, climbing almost 3% in three days. The NYSE FANG+ Index of giants such as&nbsp;Amazon.com Inc.&nbsp;and&nbsp;Apple Inc.&nbsp;surged as much as 2.8% on Thursday.</p>\n<p><img src=\"https://static.tigerbbs.com/0bcde4e9c1402468b75cdbe11621730f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Some other analysts remain concerned that the market will remain less hospitable to the industry that has powered the surge in stocks from the depths of the pandemic. With the economic growth, many traders would tend to seek stocks that could benefit the most from a rebound in activity. Another factor is the outlook for higher interest rates as the&nbsp;Federal Reserve&nbsp;gets ready to wind down its stimulus measures.</p>\n<p>“We’ve gone through an extended period of megacap outperformance, and I think that’s coming to an end,” said Ryan Jacob, manager of the Jacob Internet Fund. “One of the reasons they’ve done so well is because over the past 11 or 12 years we’ve had an environment where rates have generally fallen, but it looks like that environment is shifting.”</p>\n<p>Jacob said he has been tilting his portfolio toward small and mid-cap shares, whose faster growth will be better able to compensate for higher rates.</p>","source":"lsy1584095487587","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>Retail-Buying Spree Fuels Tech Jump, Led by Apple and Amazon</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\">\nRetail-Buying Spree Fuels Tech Jump, Led by Apple and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-07/retail-buying-spree-fuels-tech-rebound-led-by-apple-and-amazon><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nasdaq 100 climbs for a third consecutive day; Faangs rise\n‘People continue to underestimate’ industry’s growth: Natixis\n\nDip buyers emerged after the recent selloff in some of the world’s largest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-07/retail-buying-spree-fuels-tech-rebound-led-by-apple-and-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2021-10-07/retail-buying-spree-fuels-tech-rebound-led-by-apple-and-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106548552","content_text":"Nasdaq 100 climbs for a third consecutive day; Faangs rise\n‘People continue to underestimate’ industry’s growth: Natixis\n\nDip buyers emerged after the recent selloff in some of the world’s largest technology companies, with the Nasdaq 100 extending its rally into a third day.\nBuying from retail investors has averaged $1.2 billion a day this week, according data from Vanda Research. Those purchases have exceeded the daily average for 2021 of $1.05 billion. The largest tech firms and exchange-traded funds with big positions on the industry have accounted for much of the buying, analysts Ben Onatibia and Giacomo Pierantoni, wrote. For Garrett Melson, strategist at Natixis, tech companies remain attractive and are poised demonstrate their earnings power.\n“People continue to underestimate just how strong their growth has been,” Melson said. “Tech is the secular growth engine for the market and that will continue to be the case over the long term.”\nAfter Monday’s rout, the five largest U.S. tech companies had lost nearly $900 billion in market value from the Nasdaq 100’s peak on Sept. 7 as higher Treasury yields put pressure on growth stocks. The gauge then rebounded, climbing almost 3% in three days. The NYSE FANG+ Index of giants such as Amazon.com Inc. and Apple Inc. surged as much as 2.8% on Thursday.\n\nSome other analysts remain concerned that the market will remain less hospitable to the industry that has powered the surge in stocks from the depths of the pandemic. With the economic growth, many traders would tend to seek stocks that could benefit the most from a rebound in activity. Another factor is the outlook for higher interest rates as the Federal Reserve gets ready to wind down its stimulus measures.\n“We’ve gone through an extended period of megacap outperformance, and I think that’s coming to an end,” said Ryan Jacob, manager of the Jacob Internet Fund. “One of the reasons they’ve done so well is because over the past 11 or 12 years we’ve had an environment where rates have generally fallen, but it looks like that environment is shifting.”\nJacob said he has been tilting his portfolio toward small and mid-cap shares, whose faster growth will be better able to compensate for higher rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690450319,"gmtCreate":1639703679783,"gmtModify":1639703680042,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690450319","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>\n <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>\n <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>\n <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>\n <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>\n <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p>\n<p>In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p>\n<p>Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p>\n<p><b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p>\n<p>Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p>\n<p></p>\n<p>The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p>\n<p>Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p>\n<p><img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p>\n<p>Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p>\n<p>Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p>\n<p>Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p>\n<p><b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p>\n<p>In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p>\n<p>In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p>\n<p>Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p>\n<p>Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p>\n<p>Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p>\n<p>Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p>\n<p><b>Estimating Mobileye's Fair Value</b></p>\n<p>To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>\n <li></li>\n <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>\n <li></li>\n <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>\n <li></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<p>Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p>\n<p>As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p>\n<p>If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p>\n<p>Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p>\n<p>Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p>\n<p>Key Takeaway: I rate Intel a strong buy at $50.</p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p>","source":"lsy1638401102509","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>Intel: Mobileye IPO Could Be A Masterstroke</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\">\nIntel: Mobileye IPO Could Be A Masterstroke\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605906258,"gmtCreate":1639098366744,"gmtModify":1639098366935,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605906258","repostId":"1120676537","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877319824,"gmtCreate":1637887309577,"gmtModify":1637887309758,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bad","listText":"Bad","text":"Bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877319824","repostId":"1161077924","repostType":4,"repost":{"id":"1161077924","pubTimestamp":1637886449,"share":"https://www.laohu8.com/m/news/1161077924?lang=&edition=full","pubTime":"2021-11-26 08:27","market":"us","language":"en","title":"Goldman Economists Expect Fed Will Taper, Raise Rates Faster","url":"https://stock-news.laohu8.com/highlight/detail?id=1161077924","media":"Bloomberg","summary":"Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising i","content":"<ul>\n <li>Fed to boost withdrawl’s speed to $30 billion a month: Goldman</li>\n <li>Economists say Fed to start raising interest rates in June</li>\n</ul>\n<p>Goldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve to tighten monetary policy faster than previously anticipated next year amid rising inflationary pressures.</p>\n<p>The central bank will double the pace it’s withdrawing its massive asset purchase program to $30 billion a month from January and start raising interest rates from near zero in June, the economists led by Jan Hatzius said in a report to clients on Thursday.</p>\n<p>The bank will then hike rates in September and December as well as twice in 2023, said the economists, who previously expected the benchmark to be boosted in July and November.</p>\n<p><img src=\"https://static.tigerbbs.com/1abbe40b56382b640bff570465ae26da\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Under Goldman’s new scenario, the Fed will wrap up its asset purchase program in the middle of March. There is a “realistic possibility” for the Fed to start raising borrowing costs in May, followed by increases in July and November, they said.</p>\n<p>Fed Vice Chair Rich Clarida and San Francisco Fed Bank President Mary Daly both said in recent days that they are&nbsp;open to an quicker taper. Data released this week showed strong consumer spending, a tightening labor market and the fastest inflation in three decades.</p>\n<p>“The increased openness to accelerating the taper pace likely reflects both somewhat higher-than-expected inflation over the last two months and greater comfort among Fed officials that a faster pace would not shock financial markets,” Hatzius and colleagues wrote in their report.</p>","source":"lsy1584095487587","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>Goldman Economists Expect Fed Will Taper, Raise Rates Faster</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\">\nGoldman Economists Expect Fed Will Taper, Raise Rates Faster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-26 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising interest rates in June\n\nGoldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-25/goldman-economists-predict-fed-will-taper-raise-rates-faster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161077924","content_text":"Fed to boost withdrawl’s speed to $30 billion a month: Goldman\nEconomists say Fed to start raising interest rates in June\n\nGoldman Sachs Group Inc. economists said they expect the U.S. Federal Reserve to tighten monetary policy faster than previously anticipated next year amid rising inflationary pressures.\nThe central bank will double the pace it’s withdrawing its massive asset purchase program to $30 billion a month from January and start raising interest rates from near zero in June, the economists led by Jan Hatzius said in a report to clients on Thursday.\nThe bank will then hike rates in September and December as well as twice in 2023, said the economists, who previously expected the benchmark to be boosted in July and November.\n\nUnder Goldman’s new scenario, the Fed will wrap up its asset purchase program in the middle of March. There is a “realistic possibility” for the Fed to start raising borrowing costs in May, followed by increases in July and November, they said.\nFed Vice Chair Rich Clarida and San Francisco Fed Bank President Mary Daly both said in recent days that they are open to an quicker taper. Data released this week showed strong consumer spending, a tightening labor market and the fastest inflation in three decades.\n“The increased openness to accelerating the taper pace likely reflects both somewhat higher-than-expected inflation over the last two months and greater comfort among Fed officials that a faster pace would not shock financial markets,” Hatzius and colleagues wrote in their report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875555642,"gmtCreate":1637673387920,"gmtModify":1637673388022,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875555642","repostId":"1197163617","repostType":4,"repost":{"id":"1197163617","pubTimestamp":1637671759,"share":"https://www.laohu8.com/m/news/1197163617?lang=&edition=full","pubTime":"2021-11-23 20:49","market":"us","language":"en","title":"Aadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer","url":"https://stock-news.laohu8.com/highlight/detail?id=1197163617","media":"Benzinga","summary":"The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable ","content":"<ul>\n <li>The&nbsp;FDA has approved&nbsp;<b>Aadi Bioscience Inc's</b>&nbsp;Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).</li>\n</ul>\n<ul>\n <li>The approval marks the first and only therapy for adult patients for locally advanced unresectable or metastatic malignant PEComa.</li>\n <li>PEComa is a family of rare tumors that form in the soft tissues of the stomach, intestines, lungs, female reproductive organs, and genitourinary organs.</li>\n <li>In Phase 2 registrational AMPECT trial, the overall response rate was 39% (12/31), with two patients achieving a Complete Response after prolonged follow-up.</li>\n <li>The median duration of response has not been reached, with a median follow-up of 36 months.</li>\n <li>Among responders, 92% had a response lasting greater than or equal to 6 months; 67% had a response lasting up to 12 months, and 58% had a response lasting up to 2 years.</li>\n <li><b>Price Action:</b>&nbsp;AADI shares are up 42.6% at $36.39 during the premarket session on the last check Tuesday.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer</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\">\nAadi Bioscience Shares Rally On FDA Approval For Its First Product For Rare Form Cancer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).\n\n\nThe approval marks ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AADI":"Aadi Biosciences, Inc."},"source_url":"https://www.benzinga.com/general/biotech/21/11/24244830/aadi-bioscience-shares-rally-on-fda-approval-for-its-first-product-for-rare-form-cancer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197163617","content_text":"The FDA has approved Aadi Bioscience Inc's Fyarro (sirolimus protein-bound particles for injectable suspension) (albumin-bound) for perivascular epithelioid cell tumor (PEComa).\n\n\nThe approval marks the first and only therapy for adult patients for locally advanced unresectable or metastatic malignant PEComa.\nPEComa is a family of rare tumors that form in the soft tissues of the stomach, intestines, lungs, female reproductive organs, and genitourinary organs.\nIn Phase 2 registrational AMPECT trial, the overall response rate was 39% (12/31), with two patients achieving a Complete Response after prolonged follow-up.\nThe median duration of response has not been reached, with a median follow-up of 36 months.\nAmong responders, 92% had a response lasting greater than or equal to 6 months; 67% had a response lasting up to 12 months, and 58% had a response lasting up to 2 years.\nPrice Action: AADI shares are up 42.6% at $36.39 during the premarket session on the last check Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851028503,"gmtCreate":1634860369361,"gmtModify":1634860373012,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851028503","repostId":"2177462721","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829192017,"gmtCreate":1633478964197,"gmtModify":1633478964502,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829192017","repostId":"1108473432","repostType":4,"repost":{"id":"1108473432","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1633477521,"share":"https://www.laohu8.com/m/news/1108473432?lang=&edition=full","pubTime":"2021-10-06 07:45","market":"us","language":"en","title":"Samsung Electronics likely to report best quarterly profit in 3 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1108473432","media":"Reuters","summary":"SEOUL, Oct 6 (Reuters) - Samsung Electronics Co Ltd is likely to turn in its best quarterly profit i","content":"<p>SEOUL, Oct 6 (Reuters) - Samsung Electronics Co Ltd&nbsp;is likely to turn in its best quarterly profit in three years and a record revenue, on rising memory chip prices and brisk sales of its new foldable smartphones, analysts' estimates show.</p>\n<p>Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 16.1 trillion won ($14 billion) in the quarter ended September, according to a Refinitiv SmartEstimate from 16 analysts, weighted toward those who are more consistently accurate.</p>\n<p>That would be up 30% from 12.35 trillion won a year earlier and the highest since the third quarter of 2018. Revenue likely rose 11% to 74.6 trillion won, a record high.</p>\n<p>An unprecedented global shortage in semiconductor chips amid the pandemic has underpinned Samsung's results and shares, which soared 45% last year and hit a record high at the start of 2021.</p>\n<p>But the stock has dropped since then, compounded by losses in September when U.S. peer Micron&nbsp;warned&nbsp;its memory chip shipments would slip in the near term, amid industry views that chip prices will tumble after peaking in July-September.</p>\n<p>\"Samsung shares have fallen due to Micron's guidance but unlike Micron, Samsung internalises major components ... and has other businesses like mobile and foundry to buoy performance,\" said Hanwha Investment &amp; Securities analyst Lee Soon-hak.</p>\n<p>\"Memory (chip) prices are seen rebounding next year after a short period of decline,\" Lee added.</p>\n<p>Samsung will announce preliminary results on Friday.</p>\n<p><b>CHIP DIVISION, SMARTPHONES</b></p>\n<p>Samsung's chip division is likely to report an operating profit of 9.9 trillion won, an average of six analysts' forecasts shows, up 79% from a year earlier, helped by rising memory chip prices and shipments.</p>\n<p>Prices of DRAM chips, used in servers, mobile phones and other computing devices, jumped 7.9% versus the June quarter, while those of NAND flash chips that serve the data storage market rose 5.5%, data from research provider Trendforce shows.</p>\n<p>Analysts also forecast a double-digit operating margin for Samsung's chip contract manufacturing business as clients rush to secure production capacity.</p>\n<p>Its mobile division likely saw about 3.7 trillion won in operating profits, analysts said, down from 4.45 trillion won a year earlier but up from the prior quarter's 3.2 trillion won on foldable smartphones sales.</p>\n<p>An estimated 2 million Galaxy Z Fold 3 and Z Flip 3 models were sold in a month since launching in late August, with South Korea topping sales followed by the United States, said Jene Park, senior research analyst at Counterpoint.</p>\n<p>Market participants will be scouring Samsung's full results later this month for an update on its planned $17 billion U.S. semiconductor factory after sources said it was&nbsp;drawing closer to finalising&nbsp;the construction.</p>\n<p>($1 = 1,187.9300 won)</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>Samsung Electronics likely to report best quarterly profit in 3 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Electronics likely to report best quarterly profit in 3 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-06 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SEOUL, Oct 6 (Reuters) - Samsung Electronics Co Ltd&nbsp;is likely to turn in its best quarterly profit in three years and a record revenue, on rising memory chip prices and brisk sales of its new foldable smartphones, analysts' estimates show.</p>\n<p>Operating profit for the world's biggest memory chip and smartphone maker likely jumped to 16.1 trillion won ($14 billion) in the quarter ended September, according to a Refinitiv SmartEstimate from 16 analysts, weighted toward those who are more consistently accurate.</p>\n<p>That would be up 30% from 12.35 trillion won a year earlier and the highest since the third quarter of 2018. Revenue likely rose 11% to 74.6 trillion won, a record high.</p>\n<p>An unprecedented global shortage in semiconductor chips amid the pandemic has underpinned Samsung's results and shares, which soared 45% last year and hit a record high at the start of 2021.</p>\n<p>But the stock has dropped since then, compounded by losses in September when U.S. peer Micron&nbsp;warned&nbsp;its memory chip shipments would slip in the near term, amid industry views that chip prices will tumble after peaking in July-September.</p>\n<p>\"Samsung shares have fallen due to Micron's guidance but unlike Micron, Samsung internalises major components ... and has other businesses like mobile and foundry to buoy performance,\" said Hanwha Investment &amp; Securities analyst Lee Soon-hak.</p>\n<p>\"Memory (chip) prices are seen rebounding next year after a short period of decline,\" Lee added.</p>\n<p>Samsung will announce preliminary results on Friday.</p>\n<p><b>CHIP DIVISION, SMARTPHONES</b></p>\n<p>Samsung's chip division is likely to report an operating profit of 9.9 trillion won, an average of six analysts' forecasts shows, up 79% from a year earlier, helped by rising memory chip prices and shipments.</p>\n<p>Prices of DRAM chips, used in servers, mobile phones and other computing devices, jumped 7.9% versus the June quarter, while those of NAND flash chips that serve the data storage market rose 5.5%, data from research provider Trendforce shows.</p>\n<p>Analysts also forecast a double-digit operating margin for Samsung's chip contract manufacturing business as clients rush to secure production capacity.</p>\n<p>Its mobile division likely saw about 3.7 trillion won in operating profits, analysts said, down from 4.45 trillion won a year earlier but up from the prior quarter's 3.2 trillion won on foldable smartphones sales.</p>\n<p>An estimated 2 million Galaxy Z Fold 3 and Z Flip 3 models were sold in a month since launching in late August, with South Korea topping sales followed by the United States, said Jene Park, senior research analyst at Counterpoint.</p>\n<p>Market participants will be scouring Samsung's full results later this month for an update on its planned $17 billion U.S. semiconductor factory after sources said it was&nbsp;drawing closer to finalising&nbsp;the construction.</p>\n<p>($1 = 1,187.9300 won)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108473432","content_text":"SEOUL, Oct 6 (Reuters) - Samsung Electronics Co Ltd is likely to turn in its best quarterly profit in three years and a record revenue, on rising memory chip prices and brisk sales of its new foldable smartphones, analysts' estimates show.\nOperating profit for the world's biggest memory chip and smartphone maker likely jumped to 16.1 trillion won ($14 billion) in the quarter ended September, according to a Refinitiv SmartEstimate from 16 analysts, weighted toward those who are more consistently accurate.\nThat would be up 30% from 12.35 trillion won a year earlier and the highest since the third quarter of 2018. Revenue likely rose 11% to 74.6 trillion won, a record high.\nAn unprecedented global shortage in semiconductor chips amid the pandemic has underpinned Samsung's results and shares, which soared 45% last year and hit a record high at the start of 2021.\nBut the stock has dropped since then, compounded by losses in September when U.S. peer Micron warned its memory chip shipments would slip in the near term, amid industry views that chip prices will tumble after peaking in July-September.\n\"Samsung shares have fallen due to Micron's guidance but unlike Micron, Samsung internalises major components ... and has other businesses like mobile and foundry to buoy performance,\" said Hanwha Investment & Securities analyst Lee Soon-hak.\n\"Memory (chip) prices are seen rebounding next year after a short period of decline,\" Lee added.\nSamsung will announce preliminary results on Friday.\nCHIP DIVISION, SMARTPHONES\nSamsung's chip division is likely to report an operating profit of 9.9 trillion won, an average of six analysts' forecasts shows, up 79% from a year earlier, helped by rising memory chip prices and shipments.\nPrices of DRAM chips, used in servers, mobile phones and other computing devices, jumped 7.9% versus the June quarter, while those of NAND flash chips that serve the data storage market rose 5.5%, data from research provider Trendforce shows.\nAnalysts also forecast a double-digit operating margin for Samsung's chip contract manufacturing business as clients rush to secure production capacity.\nIts mobile division likely saw about 3.7 trillion won in operating profits, analysts said, down from 4.45 trillion won a year earlier but up from the prior quarter's 3.2 trillion won on foldable smartphones sales.\nAn estimated 2 million Galaxy Z Fold 3 and Z Flip 3 models were sold in a month since launching in late August, with South Korea topping sales followed by the United States, said Jene Park, senior research analyst at Counterpoint.\nMarket participants will be scouring Samsung's full results later this month for an update on its planned $17 billion U.S. semiconductor factory after sources said it was drawing closer to finalising the construction.\n($1 = 1,187.9300 won)","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864564220,"gmtCreate":1633133099113,"gmtModify":1633133099390,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864564220","repostId":"2172631966","repostType":4,"repost":{"id":"2172631966","pubTimestamp":1633118444,"share":"https://www.laohu8.com/m/news/2172631966?lang=&edition=full","pubTime":"2021-10-02 04:00","market":"hk","language":"en","title":"Wall Street rallies on first day of October, boosted by economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2172631966","media":"Reuters","summary":"Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quar","content":"<p>Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and Washington developments on the potential passage of an infrastructure bill.</p>\n<p>All three major U.S. stock indexes oscillated earlier in the session, but began trending higher by late afternoon, led by economically sensitive cyclicals.</p>\n<p>The rally gained momentum after the White House announced U.S. President Joe Biden was getting more involved in negotiations over the infrastructure spending bill being debated on Capitol Hill.</p>\n<p>Even so, all three indexes ended below last Friday's close, with the S&amp;P 500 and the Nasdaq Composite posting their biggest weekly percentage drops since February.</p>\n<p>\"There was a broad based recovery today. Markets were not fixated today on new taxes or tapering,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>\"In a shift from the past few weeks there's been no big news from Washington, so markets were forced to focus on positive economic data and a new COVID medication.\"</p>\n<p>Merck &amp; Co Inc revealed that a recent study showed its experimental oral drug for COVID-19 cut risk of death and hospitalization by about 50%, sending its shares jumping and boosting economic reopening sentiment.</p>\n<p>While Biden signed into law a stop-gap bill to keep the government running through Dec. 3, lawmakers only succeeded in kicking the can down the road.</p>\n<p>This lack of resolution prompted rating agency Fitch to warn that the United States' 'AAA' credit rating could be at risk.</p>\n<p>\"Markets don't believe the debt will be downgraded or a debt ceiling deal won't be struck but it still adds uncertainty which is always a problem for the markets,\" Carter added.</p>\n<p>A host of economic data released on Friday showed increased consumer spending, accelerated factory activity and elevated inflation growth, which could help nudge the U.S. Federal Reserve toward shortening its timeline for tightening its accommodative monetary policy.</p>\n<p>Philadelphia Fed President Patrick Harker repeated his view expressed in a speech on Wednesday that he believes the central bank should begin tapering its asset purchases \"soon,\" but reiterated that he did not expect it to hike key interest rates until late next year or early 2023.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 488.73 points, or 1.44%, to 34,332.65, the S&amp;P 500 gained 49.88 points, or 1.16%, to 4,357.42 and the Nasdaq Composite added 108.76 points, or 0.75%, to 14,557.34.</p>\n<p>All 11 major sectors in the S&amp;P 500 ended higher, with healthcare stocks in the back of the pack.</p>\n<p>The sector's gains were capped by a drop in shares of COVID vaccine maker Moderna Inc in the wake of the Merck news.</p>\n<p>Economic optimism prompted value stocks to outperform growth, and transports and smallcaps to fare better than the broader market. (Reporting by Stephen Culp; Editing by Richard Chang)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street rallies on first day of October, boosted by economic cheer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street rallies on first day of October, boosted by economic cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-02 04:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF","COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite","MRK":"默沙东","IVV":"标普500指数ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172631966","content_text":"Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and Washington developments on the potential passage of an infrastructure bill.\nAll three major U.S. stock indexes oscillated earlier in the session, but began trending higher by late afternoon, led by economically sensitive cyclicals.\nThe rally gained momentum after the White House announced U.S. President Joe Biden was getting more involved in negotiations over the infrastructure spending bill being debated on Capitol Hill.\nEven so, all three indexes ended below last Friday's close, with the S&P 500 and the Nasdaq Composite posting their biggest weekly percentage drops since February.\n\"There was a broad based recovery today. Markets were not fixated today on new taxes or tapering,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\n\"In a shift from the past few weeks there's been no big news from Washington, so markets were forced to focus on positive economic data and a new COVID medication.\"\nMerck & Co Inc revealed that a recent study showed its experimental oral drug for COVID-19 cut risk of death and hospitalization by about 50%, sending its shares jumping and boosting economic reopening sentiment.\nWhile Biden signed into law a stop-gap bill to keep the government running through Dec. 3, lawmakers only succeeded in kicking the can down the road.\nThis lack of resolution prompted rating agency Fitch to warn that the United States' 'AAA' credit rating could be at risk.\n\"Markets don't believe the debt will be downgraded or a debt ceiling deal won't be struck but it still adds uncertainty which is always a problem for the markets,\" Carter added.\nA host of economic data released on Friday showed increased consumer spending, accelerated factory activity and elevated inflation growth, which could help nudge the U.S. Federal Reserve toward shortening its timeline for tightening its accommodative monetary policy.\nPhiladelphia Fed President Patrick Harker repeated his view expressed in a speech on Wednesday that he believes the central bank should begin tapering its asset purchases \"soon,\" but reiterated that he did not expect it to hike key interest rates until late next year or early 2023.\nUnofficially, the Dow Jones Industrial Average rose 488.73 points, or 1.44%, to 34,332.65, the S&P 500 gained 49.88 points, or 1.16%, to 4,357.42 and the Nasdaq Composite added 108.76 points, or 0.75%, to 14,557.34.\nAll 11 major sectors in the S&P 500 ended higher, with healthcare stocks in the back of the pack.\nThe sector's gains were capped by a drop in shares of COVID vaccine maker Moderna Inc in the wake of the Merck news.\nEconomic optimism prompted value stocks to outperform growth, and transports and smallcaps to fare better than the broader market. (Reporting by Stephen Culp; Editing by Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866256833,"gmtCreate":1632786765022,"gmtModify":1632797594465,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866256833","repostId":"1129095998","repostType":4,"repost":{"id":"1129095998","pubTimestamp":1632786246,"share":"https://www.laohu8.com/m/news/1129095998?lang=&edition=full","pubTime":"2021-09-28 07:44","market":"us","language":"en","title":"Micron Technology Q4 2021 Earnings Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095998","media":"seekingalpha","summary":"Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28t","content":"<p>Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.</p>\n<p>The consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue Estimate is $8.21B (+35.5% Y/Y).</p>\n<p>The analysts expect gross margin of 47%.</p>\n<p>Cash flow from operations is estimated to be $4.05B.</p>\n<p>Over the last 3 months, EPS estimates have seen 16upward revisionsand 5 downward. Revenue estimates have seen 20 upward revisions and 3 downward.</p>\n<p>Over the last 2 years, MU&nbsp;has beaten EPS estimates&nbsp;100% of the time and has beaten revenue estimates 100% of the time.</p>\n<p><img src=\"https://static.tigerbbs.com/ebb70ec2b2ea79737f2ec6d5717f3721\" tg-width=\"877\" tg-height=\"437\" width=\"100%\" height=\"auto\"></p>\n<p>However, analysts have trimmed Micron stock targets ahead of the earnings.</p>\n<p>J.P. Morgan slashed its target price to $100 from $140, citing some DRAM \"softness\" heading into the new quarter due to some supply-chain issues in thenear term that is feeding into seasonal weakness through the first half of next year.</p>\n<p>Wall Street remains Bullish on the stock, as do Seeking Alpha authors. The stock has aQuant rating of Very Bullish.</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>Micron Technology Q4 2021 Earnings Preview</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\">\nMicron Technology Q4 2021 Earnings Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.\nThe consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue ...</p>\n\n<a href=\"https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129095998","content_text":"Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.\nThe consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue Estimate is $8.21B (+35.5% Y/Y).\nThe analysts expect gross margin of 47%.\nCash flow from operations is estimated to be $4.05B.\nOver the last 3 months, EPS estimates have seen 16upward revisionsand 5 downward. Revenue estimates have seen 20 upward revisions and 3 downward.\nOver the last 2 years, MU has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.\n\nHowever, analysts have trimmed Micron stock targets ahead of the earnings.\nJ.P. Morgan slashed its target price to $100 from $140, citing some DRAM \"softness\" heading into the new quarter due to some supply-chain issues in thenear term that is feeding into seasonal weakness through the first half of next year.\nWall Street remains Bullish on the stock, as do Seeking Alpha authors. The stock has aQuant rating of Very Bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691118427,"gmtCreate":1640147521570,"gmtModify":1640147521823,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691118427","repostId":"1157657338","repostType":4,"repost":{"id":"1157657338","pubTimestamp":1640144039,"share":"https://www.laohu8.com/m/news/1157657338?lang=&edition=full","pubTime":"2021-12-22 11:33","market":"us","language":"en","title":"3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1157657338","media":"Motley Fool","summary":"Each has an excellent future, and a stock market crash could give investors a chance to buy them at lower prices.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Airbnb is arguably a better business now than before the pandemic.</li>\n <li>Apple's iPhone is capturing new customers for its ecosystem.</li>\n <li>Amazon's more profitable segments are growing faster.</li>\n</ul>\n<p>Stock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p>\n<p>In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and&nbsp;<b>Amazon</b>(NASDAQ:AMZN)&nbsp;are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Airbnb</b></p>\n<p>The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the&nbsp;coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p>\n<p>Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p>\n<p>The company is gaining traction&nbsp;in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p>\n<p>Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p>\n<p><b>Apple</b></p>\n<p>Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p>\n<p>But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p>\n<p>Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p>\n<p>What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p>\n<p>One of the only downsides to Apple's stock is its price. The company is&nbsp;approaching a $3 trillion market cap&nbsp;and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p>\n<p><b>Amazon</b></p>\n<p>Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p>\n<p>Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p>\n<p>Amazon is riding multiple tailwinds, including increased shopping online as well as greater&nbsp;advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p>\n<p>Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these&nbsp;stocks&nbsp;lower, investors should jump at the opportunity to buy them.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157657338","content_text":"Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.\nIn that regard, if there is a stock market crash in 2022,Airbnb(NASDAQ:ABNB),Apple(NASDAQ:AAPL), and Amazon(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\nAirbnb\nThe worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.\nThankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.\nThe company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.\nAirbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.\nApple\nUnlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.\nBut that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.\nApple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.\nWhat's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.\nOne of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.\nAmazon\nSales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.\nInterestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.\nAmazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.\nAirbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605789919,"gmtCreate":1639263740454,"gmtModify":1639263740760,"author":{"id":"3582972798563668","authorId":"3582972798563668","name":"JS64","avatar":"https://static.tigerbbs.com/ad519f92a203874c41d7d11080b13d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605789919","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}