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Elspeth
2022-05-15
Ok
Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?
Elspeth
2022-02-14
[微笑]
Lockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne
Elspeth
2022-05-07
Hmm
73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks
Elspeth
2022-02-22
Ok
@寂小桦:2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。
Elspeth
2022-02-11
[微笑]
Zillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging
去老虎APP查看更多动态
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The<b> S&P 500</b> (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.</p><p>Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.</p><p>And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.</p><h2>What went wrong</h2><p>If you're wondering, the biggest losers among the S&P 500's tickers so far this year are <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (PYPL 6.11%), <b>Align Technology</b> (ALGN 6.16%), <b>Etsy</b> (ETSY 4.80%), and <b>Netflix</b> (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!</p><p>At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like <b>Amazon</b>, as well as empowering, DIY e-commerce platforms like those offered by <b>Shopify</b>. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.</p><p>There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.</p><p>In other words, the wrong kind of surprise can wreak havoc on a stock.</p><p>As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.</p><h2>Overzealous</h2><p>On the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.</p><p>Except, that may not quite be the case.</p><p>Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F679670%2Fbuy-hold-sell.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.</p><p>Shock also distracts people from looking at the future rather than the past, when they should be doing just that.</p><p>Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.</p><h2>Think bigger-picture</h2><p>The question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?</p><p>This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.</p><p>While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.</p><p>Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by <b>Wix</b> to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.</p><p>Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.</p><p>And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.</p><p>That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.</p></body></html>","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>Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:35 GMT+8 <a href=https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">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","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235748594","content_text":"If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.What went wrongIf you're wondering, the biggest losers among the S&P 500's tickers so far this year are PayPal (PYPL 6.11%), Align Technology (ALGN 6.16%), Etsy (ETSY 4.80%), and Netflix (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like Amazon, as well as empowering, DIY e-commerce platforms like those offered by Shopify. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.In other words, the wrong kind of surprise can wreak havoc on a stock.As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.OverzealousOn the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.Except, that may not quite be the case.Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.Image source: Getty Images.The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.Shock also distracts people from looking at the future rather than the past, when they should be doing just that.Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.Think bigger-pictureThe question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by Wix to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616706402,"gmtCreate":1651928251706,"gmtModify":1651928282588,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616706402","repostId":"2233539339","repostType":4,"repost":{"id":"2233539339","kind":"highlight","pubTimestamp":1651888837,"share":"https://www.laohu8.com/m/news/2233539339?lang=&edition=full","pubTime":"2022-05-07 10:00","market":"us","language":"en","title":"73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2233539339","media":"Motley Fool","summary":"Diversification is only necessary if you don't know what you're doing, according to Buffett.","content":"<html><head></head><body><p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of <b>Berkshire Hathaway</b> in 1965, he's overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company's Class A shares (BRK.A) of 3,905,994% through May 3, 2022.</p><p>Although there are numerous reasons for the Oracle of Omaha's success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don't know what you're doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire's almost $358 billion portfolio -- invested in just five stocks.</p><h2>Apple: $144.7 billion</h2><p>First up is technology kingpin <b>Apple</b>, which Buffett considers <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Berkshire Hathaway's "giants." Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway's invested assets.</p><p>Keep in mind that Buffett also mentioned to CNBC this past weekend that he'd purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn't been added to the above $144.7 billion figure.)</p><p>Apple has everything the Oracle of Omaha absolutely loves. It's one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple's iPhone had a 34-percentage-point share lead over <b>Samsung</b> in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.</p><p>Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.</p><p>I'd also be remiss if I didn't note Apple's monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.</p><h2>Bank of America: $38.3 billion</h2><p>Buffett has also bet big on <b>Bank of America</b>. Berkshire Hathaway's BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.</p><p>Whereas tech stocks have never really been Warren Buffett's thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.</p><p>Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders') advantage.</p><p>Something else interesting about Bank of America is its interest-rate sensitivity. With the nation's central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.</p><p>In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.</p><h2>Chevron: $28.3 billion (estimated)</h2><p>A third massive holding in Warren Buffett's portfolio that comes as a bit of a surprise is integrated oil and gas stock <b>Chevron</b>. Berkshire's first-quarter operating results noted a fair value of "$25.9 billion" assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless "estimated" until we get a closer look at Berkshire's 13F filing for the first quarter.</p><p>Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.</p><p>Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company's midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.</p><p>Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.</p><h2>American Express: $26.1 billion</h2><p>A company that isn't a surprise to see on this list is credit-services provider <b>American Express</b>. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.</p><p>Buffett's fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a "double dipper." Not only does it charge processing fees to merchants, but it also acts as a lender.</p><p>This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.</p><p>American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.</p><p>Not to sound like a broken record, but I'd bet the farm that Buffett is pretty happy with the company's dividend, as well. Berkshire's annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!</p><h2>Coca-Cola: $25.2 billion</h2><p>Last, but certainly not least, is beverage giant <b>Coca-Cola</b>. Coke is Berkshire Hathaway's longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.</p><p>Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke's holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.</p><p>In addition to its marketing prowess, Coca-Cola's success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).</p><p>Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.</p><p>Warren Buffett has also watched Coca-Cola's payout bubble higher over the past 34 years. Since Berkshire's cost basis on Coca-Cola is approximately $3.25, Coke's $1.76 base annual payout works out to a yield on cost of 54.2%! There's absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.</p></body></html>","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>73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 10:00 GMT+8 <a href=https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","AAPL":"苹果","BK4177":"软饮料","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4207":"综合性银行","ORCL":"甲骨文","BK4538":"云计算","BK4575":"芯片概念","BK4579":"人工智能","BK4559":"巴菲特持仓","BAC":"美国银行","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","AXP":"美国运通","BK4504":"桥水持仓","BK4566":"资本集团","BK4527":"明星科技股","BK4097":"系统软件","BK4571":"数字音乐概念","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4507":"流媒体概念","BK4512":"苹果概念","BK4176":"多领域控股","BK4166":"消费信贷","BK4574":"无人驾驶","KO":"可口可乐","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4576":"AR","BK4515":"5G概念","BK4528":"SaaS概念","BK4501":"段永平概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4516":"特朗普概念","BK4573":"虚拟现实"},"source_url":"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233539339","content_text":"You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company's Class A shares (BRK.A) of 3,905,994% through May 3, 2022.Although there are numerous reasons for the Oracle of Omaha's success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don't know what you're doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire's almost $358 billion portfolio -- invested in just five stocks.Apple: $144.7 billionFirst up is technology kingpin Apple, which Buffett considers one of Berkshire Hathaway's \"giants.\" Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway's invested assets.Keep in mind that Buffett also mentioned to CNBC this past weekend that he'd purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn't been added to the above $144.7 billion figure.)Apple has everything the Oracle of Omaha absolutely loves. It's one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple's iPhone had a 34-percentage-point share lead over Samsung in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.I'd also be remiss if I didn't note Apple's monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.Bank of America: $38.3 billionBuffett has also bet big on Bank of America. Berkshire Hathaway's BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.Whereas tech stocks have never really been Warren Buffett's thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders') advantage.Something else interesting about Bank of America is its interest-rate sensitivity. With the nation's central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.Chevron: $28.3 billion (estimated)A third massive holding in Warren Buffett's portfolio that comes as a bit of a surprise is integrated oil and gas stock Chevron. Berkshire's first-quarter operating results noted a fair value of \"$25.9 billion\" assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless \"estimated\" until we get a closer look at Berkshire's 13F filing for the first quarter.Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company's midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.American Express: $26.1 billionA company that isn't a surprise to see on this list is credit-services provider American Express. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.Buffett's fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a \"double dipper.\" Not only does it charge processing fees to merchants, but it also acts as a lender.This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.Not to sound like a broken record, but I'd bet the farm that Buffett is pretty happy with the company's dividend, as well. Berkshire's annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!Coca-Cola: $25.2 billionLast, but certainly not least, is beverage giant Coca-Cola. Coke is Berkshire Hathaway's longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke's holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.In addition to its marketing prowess, Coca-Cola's success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.Warren Buffett has also watched Coca-Cola's payout bubble higher over the past 34 years. Since Berkshire's cost basis on Coca-Cola is approximately $3.25, Coke's $1.76 base annual payout works out to a yield on cost of 54.2%! There's absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638439719,"gmtCreate":1645488217210,"gmtModify":1645488217210,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638439719","repostId":"638845460","repostType":1,"repost":{"id":638845460,"gmtCreate":1645191665204,"gmtModify":1645363868327,"author":{"id":"3452465123342235","authorId":"3452465123342235","name":"寂小桦","avatar":"https://static.laohu8.com/0e07cce79084c04d3561102b1003d0fd","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452465123342235","authorIdStr":"3452465123342235"},"themes":[],"htmlText":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","listText":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","text":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638845460","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631261807,"gmtCreate":1644797054553,"gmtModify":1644797054553,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631261807","repostId":"1100509250","repostType":4,"repost":{"id":"1100509250","kind":"news","pubTimestamp":1644795932,"share":"https://www.laohu8.com/m/news/1100509250?lang=&edition=full","pubTime":"2022-02-14 07:45","market":"us","language":"en","title":"Lockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne","url":"https://stock-news.laohu8.com/highlight/detail?id=1100509250","media":"Seeking Alpha","summary":"Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).","content":"<html><head></head><body><ul><li>Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).</li><li>The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a preliminary injunction to block the acquisition, Lockheed said in a statement.</li></ul></body></html>","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>Lockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:45 GMT+8 <a href=https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a...</p>\n\n<a href=\"https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100509250","content_text":"Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a preliminary injunction to block the acquisition, Lockheed said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631113798,"gmtCreate":1644538317412,"gmtModify":1644538317479,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631113798","repostId":"2210080518","repostType":4,"repost":{"id":"2210080518","kind":"highlight","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":1644534246,"share":"https://www.laohu8.com/m/news/2210080518?lang=&edition=full","pubTime":"2022-02-11 07:04","market":"us","language":"en","title":"Zillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2210080518","media":"Dow Jones","summary":"Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, ","content":"<html><head></head><body><p>Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecast</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb7c48f75b744531380529d9bef87a9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Zillow Group Inc. reported fiscal fourth-quarter results Thursday.</span></p><p>Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.</p><p><img src=\"https://static.tigerbbs.com/96659c6ffc8a29117034995b94d137cc\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/9f11e3d5df4e0a7e6e8c70fb65604121\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.</p><p>Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.</p><p>Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.</p><p>Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.</p><p>"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected," Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. "The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow."</p><p>Barton and Parker bet on iBuying as a key part of what they called "Zillow 2.0," but said in Thursday's letter that the dissolution of that business had not changed the strategy.</p><p>"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged," they wrote.</p><p>Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.</p><p>"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform," they wrote. "We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor."</p><p>Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.</p><p>For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.</p></body></html>","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>Zillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging</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\">\nZillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging\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\">2022-02-11 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecast</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb7c48f75b744531380529d9bef87a9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Zillow Group Inc. reported fiscal fourth-quarter results Thursday.</span></p><p>Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.</p><p><img src=\"https://static.tigerbbs.com/96659c6ffc8a29117034995b94d137cc\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/9f11e3d5df4e0a7e6e8c70fb65604121\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.</p><p>Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.</p><p>Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.</p><p>Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.</p><p>"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected," Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. "The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow."</p><p>Barton and Parker bet on iBuying as a key part of what they called "Zillow 2.0," but said in Thursday's letter that the dissolution of that business had not changed the strategy.</p><p>"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged," they wrote.</p><p>Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.</p><p>"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform," they wrote. "We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor."</p><p>Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.</p><p>For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow","ZG":"Zillow Class A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210080518","content_text":"Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecastZillow Group Inc. reported fiscal fourth-quarter results Thursday.Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.\"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected,\" Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. \"The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow.\"Barton and Parker bet on iBuying as a key part of what they called \"Zillow 2.0,\" but said in Thursday's letter that the dissolution of that business had not changed the strategy.\"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged,\" they wrote.Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.\"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform,\" they wrote. \"We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor.\"Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":612759517,"gmtCreate":1652620811339,"gmtModify":1652620813223,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/612759517","repostId":"2235748594","repostType":4,"repost":{"id":"2235748594","kind":"highlight","pubTimestamp":1652578501,"share":"https://www.laohu8.com/m/news/2235748594?lang=&edition=full","pubTime":"2022-05-15 09:35","market":"us","language":"en","title":"Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235748594","media":"Motley Fool","summary":"The sellers seem to have overshot their targets with certain stocks, pricing in a scenario that's unlikely to happen.","content":"<html><head></head><body><p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The<b> S&P 500</b> (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.</p><p>Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.</p><p>And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.</p><h2>What went wrong</h2><p>If you're wondering, the biggest losers among the S&P 500's tickers so far this year are <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (PYPL 6.11%), <b>Align Technology</b> (ALGN 6.16%), <b>Etsy</b> (ETSY 4.80%), and <b>Netflix</b> (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!</p><p>At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like <b>Amazon</b>, as well as empowering, DIY e-commerce platforms like those offered by <b>Shopify</b>. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.</p><p>There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.</p><p>In other words, the wrong kind of surprise can wreak havoc on a stock.</p><p>As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.</p><h2>Overzealous</h2><p>On the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.</p><p>Except, that may not quite be the case.</p><p>Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F679670%2Fbuy-hold-sell.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.</p><p>Shock also distracts people from looking at the future rather than the past, when they should be doing just that.</p><p>Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.</p><h2>Think bigger-picture</h2><p>The question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?</p><p>This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.</p><p>While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.</p><p>Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by <b>Wix</b> to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.</p><p>Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.</p><p>And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.</p><p>That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.</p></body></html>","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>Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:35 GMT+8 <a href=https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">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","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235748594","content_text":"If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.What went wrongIf you're wondering, the biggest losers among the S&P 500's tickers so far this year are PayPal (PYPL 6.11%), Align Technology (ALGN 6.16%), Etsy (ETSY 4.80%), and Netflix (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like Amazon, as well as empowering, DIY e-commerce platforms like those offered by Shopify. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.In other words, the wrong kind of surprise can wreak havoc on a stock.As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.OverzealousOn the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.Except, that may not quite be the case.Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.Image source: Getty Images.The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.Shock also distracts people from looking at the future rather than the past, when they should be doing just that.Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.Think bigger-pictureThe question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by Wix to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631261807,"gmtCreate":1644797054553,"gmtModify":1644797054553,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631261807","repostId":"1100509250","repostType":4,"repost":{"id":"1100509250","kind":"news","pubTimestamp":1644795932,"share":"https://www.laohu8.com/m/news/1100509250?lang=&edition=full","pubTime":"2022-02-14 07:45","market":"us","language":"en","title":"Lockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne","url":"https://stock-news.laohu8.com/highlight/detail?id=1100509250","media":"Seeking Alpha","summary":"Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).","content":"<html><head></head><body><ul><li>Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).</li><li>The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a preliminary injunction to block the acquisition, Lockheed said in a statement.</li></ul></body></html>","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>Lockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne</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\">\nLockheed Martin Terminates Agreement to Acquire Aerojet Rocketdyne\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:45 GMT+8 <a href=https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a...</p>\n\n<a href=\"https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"https://seekingalpha.com/news/3799411-lockheed-martin-terminates-agreement-to-acquire-aerojet-rocketdyne","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100509250","content_text":"Lockheed Martin(NYSE:LMT)said it terminated its agreement to purchase Aerojet Rocketdyne(NYSE:AJRD).The decision comes after the U.S. Federal Trade Commission filed a lawsuit late last month seeking a preliminary injunction to block the acquisition, Lockheed said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616706402,"gmtCreate":1651928251706,"gmtModify":1651928282588,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616706402","repostId":"2233539339","repostType":4,"repost":{"id":"2233539339","kind":"highlight","pubTimestamp":1651888837,"share":"https://www.laohu8.com/m/news/2233539339?lang=&edition=full","pubTime":"2022-05-07 10:00","market":"us","language":"en","title":"73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2233539339","media":"Motley Fool","summary":"Diversification is only necessary if you don't know what you're doing, according to Buffett.","content":"<html><head></head><body><p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of <b>Berkshire Hathaway</b> in 1965, he's overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company's Class A shares (BRK.A) of 3,905,994% through May 3, 2022.</p><p>Although there are numerous reasons for the Oracle of Omaha's success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don't know what you're doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire's almost $358 billion portfolio -- invested in just five stocks.</p><h2>Apple: $144.7 billion</h2><p>First up is technology kingpin <b>Apple</b>, which Buffett considers <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Berkshire Hathaway's "giants." Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway's invested assets.</p><p>Keep in mind that Buffett also mentioned to CNBC this past weekend that he'd purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn't been added to the above $144.7 billion figure.)</p><p>Apple has everything the Oracle of Omaha absolutely loves. It's one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple's iPhone had a 34-percentage-point share lead over <b>Samsung</b> in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.</p><p>Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.</p><p>I'd also be remiss if I didn't note Apple's monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.</p><h2>Bank of America: $38.3 billion</h2><p>Buffett has also bet big on <b>Bank of America</b>. Berkshire Hathaway's BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.</p><p>Whereas tech stocks have never really been Warren Buffett's thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.</p><p>Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders') advantage.</p><p>Something else interesting about Bank of America is its interest-rate sensitivity. With the nation's central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.</p><p>In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.</p><h2>Chevron: $28.3 billion (estimated)</h2><p>A third massive holding in Warren Buffett's portfolio that comes as a bit of a surprise is integrated oil and gas stock <b>Chevron</b>. Berkshire's first-quarter operating results noted a fair value of "$25.9 billion" assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless "estimated" until we get a closer look at Berkshire's 13F filing for the first quarter.</p><p>Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.</p><p>Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company's midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.</p><p>Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.</p><h2>American Express: $26.1 billion</h2><p>A company that isn't a surprise to see on this list is credit-services provider <b>American Express</b>. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.</p><p>Buffett's fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a "double dipper." Not only does it charge processing fees to merchants, but it also acts as a lender.</p><p>This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.</p><p>American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.</p><p>Not to sound like a broken record, but I'd bet the farm that Buffett is pretty happy with the company's dividend, as well. Berkshire's annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!</p><h2>Coca-Cola: $25.2 billion</h2><p>Last, but certainly not least, is beverage giant <b>Coca-Cola</b>. Coke is Berkshire Hathaway's longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.</p><p>Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke's holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.</p><p>In addition to its marketing prowess, Coca-Cola's success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).</p><p>Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.</p><p>Warren Buffett has also watched Coca-Cola's payout bubble higher over the past 34 years. Since Berkshire's cost basis on Coca-Cola is approximately $3.25, Coke's $1.76 base annual payout works out to a yield on cost of 54.2%! There's absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.</p></body></html>","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>73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 10:00 GMT+8 <a href=https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","AAPL":"苹果","BK4177":"软饮料","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4207":"综合性银行","ORCL":"甲骨文","BK4538":"云计算","BK4575":"芯片概念","BK4579":"人工智能","BK4559":"巴菲特持仓","BAC":"美国银行","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","AXP":"美国运通","BK4504":"桥水持仓","BK4566":"资本集团","BK4527":"明星科技股","BK4097":"系统软件","BK4571":"数字音乐概念","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4507":"流媒体概念","BK4512":"苹果概念","BK4176":"多领域控股","BK4166":"消费信贷","BK4574":"无人驾驶","KO":"可口可乐","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4576":"AR","BK4515":"5G概念","BK4528":"SaaS概念","BK4501":"段永平概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4516":"特朗普概念","BK4573":"虚拟现实"},"source_url":"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233539339","content_text":"You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company's Class A shares (BRK.A) of 3,905,994% through May 3, 2022.Although there are numerous reasons for the Oracle of Omaha's success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don't know what you're doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire's almost $358 billion portfolio -- invested in just five stocks.Apple: $144.7 billionFirst up is technology kingpin Apple, which Buffett considers one of Berkshire Hathaway's \"giants.\" Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway's invested assets.Keep in mind that Buffett also mentioned to CNBC this past weekend that he'd purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn't been added to the above $144.7 billion figure.)Apple has everything the Oracle of Omaha absolutely loves. It's one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple's iPhone had a 34-percentage-point share lead over Samsung in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.I'd also be remiss if I didn't note Apple's monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.Bank of America: $38.3 billionBuffett has also bet big on Bank of America. Berkshire Hathaway's BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.Whereas tech stocks have never really been Warren Buffett's thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders') advantage.Something else interesting about Bank of America is its interest-rate sensitivity. With the nation's central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.Chevron: $28.3 billion (estimated)A third massive holding in Warren Buffett's portfolio that comes as a bit of a surprise is integrated oil and gas stock Chevron. Berkshire's first-quarter operating results noted a fair value of \"$25.9 billion\" assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless \"estimated\" until we get a closer look at Berkshire's 13F filing for the first quarter.Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company's midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.American Express: $26.1 billionA company that isn't a surprise to see on this list is credit-services provider American Express. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.Buffett's fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a \"double dipper.\" Not only does it charge processing fees to merchants, but it also acts as a lender.This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.Not to sound like a broken record, but I'd bet the farm that Buffett is pretty happy with the company's dividend, as well. Berkshire's annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!Coca-Cola: $25.2 billionLast, but certainly not least, is beverage giant Coca-Cola. Coke is Berkshire Hathaway's longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke's holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.In addition to its marketing prowess, Coca-Cola's success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.Warren Buffett has also watched Coca-Cola's payout bubble higher over the past 34 years. Since Berkshire's cost basis on Coca-Cola is approximately $3.25, Coke's $1.76 base annual payout works out to a yield on cost of 54.2%! There's absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638439719,"gmtCreate":1645488217210,"gmtModify":1645488217210,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638439719","repostId":"638845460","repostType":1,"repost":{"id":638845460,"gmtCreate":1645191665204,"gmtModify":1645363868327,"author":{"id":"3452465123342235","authorId":"3452465123342235","name":"寂小桦","avatar":"https://static.laohu8.com/0e07cce79084c04d3561102b1003d0fd","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452465123342235","authorIdStr":"3452465123342235"},"themes":[],"htmlText":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","listText":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","text":"2022年美股财报季,跌的真惨啊,我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。📉Meta,也就是 Facebook 财报不及预期大跌 25%;📉Shopify,财报不行,首日大跌16%,第二日继续跌11.6%,累计大跌25%,近期也腰斩了的;📉Fastly ,一家云计算公司,财报不行直接跌 33.63%,近期腰斩了的;📉雅宝 ,全球精密工程专用化学品的研发制造经销商,财报不行直接跌20%左右;📉Affirm Holdings,财报不行,直接跌21%,近期已经腰斩;📉Roblox ,财报不行,直接跌 24%,近期腰斩了的。📉英伟达:财报还行超预期前一日大涨10%,财报当天大跌7%;📈亚马逊:财报不错,前一日大跌 7%左右,财报当天大涨15%左右,过去一年亚马逊是微微跌的,跟美股大盘格格不入;我有一个大胆的想法,哈哈哈,挑选一部分美股公司来空财报,均匀分配个小10家,哈哈哈哈哈哈,美联储加息前夜的这波财报,也是挤破泡沫的时候。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638845460","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631113798,"gmtCreate":1644538317412,"gmtModify":1644538317479,"author":{"id":"3586429798305239","authorId":"3586429798305239","name":"Elspeth","avatar":"https://static.tigerbbs.com/ff9d822f264a3cc0cb86213ad7335ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586429798305239","authorIdStr":"3586429798305239"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631113798","repostId":"2210080518","repostType":4,"repost":{"id":"2210080518","kind":"highlight","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":1644534246,"share":"https://www.laohu8.com/m/news/2210080518?lang=&edition=full","pubTime":"2022-02-11 07:04","market":"us","language":"en","title":"Zillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2210080518","media":"Dow Jones","summary":"Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, ","content":"<html><head></head><body><p>Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecast</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb7c48f75b744531380529d9bef87a9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Zillow Group Inc. reported fiscal fourth-quarter results Thursday.</span></p><p>Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.</p><p><img src=\"https://static.tigerbbs.com/96659c6ffc8a29117034995b94d137cc\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/9f11e3d5df4e0a7e6e8c70fb65604121\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.</p><p>Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.</p><p>Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.</p><p>Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.</p><p>"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected," Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. "The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow."</p><p>Barton and Parker bet on iBuying as a key part of what they called "Zillow 2.0," but said in Thursday's letter that the dissolution of that business had not changed the strategy.</p><p>"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged," they wrote.</p><p>Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.</p><p>"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform," they wrote. "We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor."</p><p>Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.</p><p>For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.</p></body></html>","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>Zillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging</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\">\nZillow’s Fire Sale of Homes Leads to Record Revenue, and the Stock Is Surging\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\">2022-02-11 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecast</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb7c48f75b744531380529d9bef87a9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Zillow Group Inc. reported fiscal fourth-quarter results Thursday.</span></p><p>Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.</p><p><img src=\"https://static.tigerbbs.com/96659c6ffc8a29117034995b94d137cc\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/9f11e3d5df4e0a7e6e8c70fb65604121\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.</p><p>Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.</p><p>Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.</p><p>Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.</p><p>"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected," Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. "The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow."</p><p>Barton and Parker bet on iBuying as a key part of what they called "Zillow 2.0," but said in Thursday's letter that the dissolution of that business had not changed the strategy.</p><p>"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged," they wrote.</p><p>Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.</p><p>"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform," they wrote. "We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor."</p><p>Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.</p><p>For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow","ZG":"Zillow Class A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210080518","content_text":"Zillow sells more than 8,300 homes in fourth quarter, averaging a loss of more than $27,000 apiece, but wind-down of iBuying business leads to record revenue and a slight beat on forecastZillow Group Inc. reported fiscal fourth-quarter results Thursday.Three months after a home-flipping initiative imploded in an embarrassing public display, Zillow Group Inc. reported record revenue from selling the underwater homes Thursday and predicted big sales at the start of 2022, sending shares surging in late trading.Zillow reported fiscal a fourth-quarter loss of $261.2 million, or $1.03 a share, on record revenue of $3.88 billion, up from $789 million a year ago. After adjusting for stock compensation and more than $70 million in impairment and restructuring costs, Zillow reported a loss of 42 cents a share, after posting adjusted earnings of 41 cents a share a year ago.Analysts on average expected an adjusted loss of 90 cents a share on sales of $3.01 billion, according to FactSet. Zillow shares rose nearly 15% in after-hours trading immediately following the release of the results, after closing with a 1.8% decline at $48.79.Zillow shares have plunged 24% in the past three months, since executives admitted in their previous earnings report that a business created to flip homes had purchased far too many homes at too-expensive prices. At that time, Zillow executives expected to lose more than half a billion dollars and lay off about a quarter of staff as a result of the massive miscalculation.Shares bounced back a bit after executives said in December that they had already found buyers for more than half the homes they still owned, and expected to use millions recouped from the sales to repurchase stock. In Thursday's report, they said the effort is still tracking ahead of expectations, and will result in positive cash flow, despite disclosing an average loss of $27,609 on 8,353 homes sold in the fourth quarter, a total loss of more than $230 million.\"We've made significant progress in our efforts to wind down our iBuyingbusiness -- selling homes faster than we anticipated at better unit economicsthan we projected,\" Chief Executive Rich Barton and Chief Financial Officer Alan Parker wrote in a letter to investors. \"The wind-down process is running smoothly and efficiently, and we expect it to generate positive cash flow.\"Barton and Parker bet on iBuying as a key part of what they called \"Zillow 2.0,\" but said in Thursday's letter that the dissolution of that business had not changed the strategy.\"Our mission has been steady, and our vision for Zillow 2.0 remains unchanged,\" they wrote.Instead of being such an integral part of the home-purchasing process as iBuyers, Zillow executives now want to build an essential mobile app that can help buyers and sellers navigate the process.\"To execute on this strategy, we are focused on building the 'housing super app' -- an integrated digital experience in which Zillow connects all the fragmented pieces of the moving process and brings them together on one transaction platform,\" they wrote. \"We are well-positioned to execute here, given our position in the hearts and minds of consumers today, with more than 3x the number of daily active app users than our closest competitor.\"Zillow's iBuying business had helped boost revenue, and the company's forecast showed that it will be a different business after dropping the effort. In 2021, Zillow recorded revenue of more than $8 billion, but executives said Thursday their long-term goal is to hit $5 billion in revenue in 2025 after dumping the home-flipping business.For the first quarter of 2022, Zillow executives guided for total revenue of $3.12 billion to $3.44 billion, with a midpoint of $3.3 billion, while analysts on average were expecting revenue of $3.26 billion. They predicted adjusted Ebitda of $124 million to $174 million, while analysts were predicting a loss by that standard of $13 million, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}