Jason1114的个人主页 - 老虎社区

Jason1114

Jason1114

暂无个人介绍

IP属地：未知

58关注

0粉丝

0主题

0勋章

2021-08-18

Wow

@品狼星:60w美刀布局爱奇艺

2021-08-06

Pls like my comment thanks

抱歉，原内容已删除

2021-08-05

Pls like my comment thanks

抱歉，原内容已删除

2021-07-30

Please like my comment

抱歉，原内容已删除

2021-07-27

Pls like my comment

抱歉，原内容已删除

2021-07-27

Wow

抱歉，原内容已删除

2021-07-26

Wowowoww

抱歉，原内容已删除

2021-07-26

Tell me your opinion about this news...

抱歉，原内容已删除

2021-07-26

Wowwww

抱歉，原内容已删除

2021-07-26

Wow

抱歉，原内容已删除

2021-07-26

Wow

抱歉，原内容已删除

2021-07-26

Pls like my comment

Tesla Reports Earnings Today. Here's What Matters Most.

2021-07-26

Wow

3 Warren Buffett Stocks That Are Screaming Summer Buys

2021-07-26

Wow

Starbucks' Q3 Earnings Preview: Will Reopening Momentum Last?

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4087314522552780","uuid":"4087314522552780","gmtCreate":1624212940570,"gmtModify":1627351537575,"name":"Jason1114","pinyin":"jason1114","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":58,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":831122055,"gmtCreate":1629295949077,"gmtModify":1633685895031,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831122055","repostId":"896828140","repostType":1,"repost":{"id":896828140,"gmtCreate":1628570726280,"gmtModify":1628579962584,"author":{"id":"3435528500881363","authorId":"3435528500881363","name":"品狼星","avatar":"https://static.tigerbbs.com/501b3058bf2e15ee7618830a2ece9031","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3435528500881363","authorIdStr":"3435528500881363"},"themes":[],"title":"60w美刀布局爱奇艺","htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","text":"$爱奇艺(IQ)$今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","images":[{"img":"https://static.tigerbbs.com/b27f734348e7031a7bec7c1bcbb42266","width":"1125","height":"2436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896828140","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893148977,"gmtCreate":1628250342199,"gmtModify":1633752258692,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment thanks","listText":"Pls like my comment thanks","text":"Pls like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893148977","repostId":"1164404696","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899834657,"gmtCreate":1628172853179,"gmtModify":1633752939628,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment thanks","listText":"Pls like my comment thanks","text":"Pls like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899834657","repostId":"1175346944","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806289527,"gmtCreate":1627657791769,"gmtModify":1633757332958,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Please like my comment&nbsp;","listText":"Please like my comment&nbsp;","text":"Please like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806289527","repostId":"2155137344","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809509687,"gmtCreate":1627375735849,"gmtModify":1633765594931,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment","listText":"Pls like my comment","text":"Pls like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809509687","repostId":"1171859603","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809500252,"gmtCreate":1627375694876,"gmtModify":1633765595373,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809500252","repostId":"1111620145","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800426804,"gmtCreate":1627313402308,"gmtModify":1633766201237,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wowowoww","listText":"Wowowoww","text":"Wowowoww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800426804","repostId":"1106388696","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800426347,"gmtCreate":1627313389589,"gmtModify":1633766201460,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800426347","repostId":"1106388696","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800428572,"gmtCreate":1627313372596,"gmtModify":1633766201908,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wowwww","listText":"Wowwww","text":"Wowwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800428572","repostId":"1172003910","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800421965,"gmtCreate":1627313296057,"gmtModify":1633766203254,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"&nbsp;Wow","listText":"&nbsp;Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800421965","repostId":"1165362820","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800423451,"gmtCreate":1627313283373,"gmtModify":1633766203376,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800423451","repostId":"1126483906","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800423077,"gmtCreate":1627313260999,"gmtModify":1633766203842,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment&nbsp;","listText":"Pls like my comment&nbsp;","text":"Pls like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800423077","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800429098,"gmtCreate":1627313226814,"gmtModify":1633766204578,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800429098","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","BRK.A":"伯克希尔","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800420066,"gmtCreate":1627313163355,"gmtModify":1633766205350,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800420066","repostId":"1177576068","repostType":4,"repost":{"id":"1177576068","pubTimestamp":1627312035,"share":"https://www.laohu8.com/m/news/1177576068?lang=&edition=full","pubTime":"2021-07-26 23:07","market":"us","language":"en","title":"Starbucks' Q3 Earnings Preview: Will Reopening Momentum Last?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177576068","media":"Motley Fool ","summary":"The international coffee giant is set to report earnings after the market closes on Tuesday.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The delta variant might slow reopening momentum for many companies, including Starbucks.</li>\n <li>Starbucks' stock is up by double-digit percentages in the last month.</li>\n <li>Starbucks' investors might be too optimistic heading into earnings.</li>\n</ul>\n<p><b>Starbucks</b>&nbsp;(NASDAQ:SBUX)was hit hard at the onset of the pandemic as it had to close most of its stores to in-restaurant dining to help slow the spread of the coronavirus. Slowly, it has been recovering lost ground as economies are going through stages of reopening.</p>\n<p>The company will report third-quarter earnings on Tuesday, July 27, and investors expect a continuation of that&nbsp;reopening&nbsp;momentum. But emerging trends -- mainly the surge in coronavirus infections caused by the delta variant -- could derail the recovery.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0875ca620cdb84140a34cc2ca270bd\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>The delta variant risks slowing down reopening momentum</b></p>\n<p>Starbucks has 20,261 locations in the U.S. and China, which represent 62% of its&nbsp;locations worldwide. The two countries are also furthest along in vaccinating their populations. As of this writing, China has administered over 1.54 billion doses, and the U.S. has administered 342 million -- enough to fully vaccinate 55% and 53.4% of their populations, respectively.</p>\n<p>The higher vaccination rates are allowing for faster reopening of economies in the two markets. In its most recent quarter, Starbucks reported U.S. sales eclipsed levels from before the pandemic. Meanwhile, sales in China were 90% recovered. Therefore, a resurgence in COVID-19 cases caused by the delta variant is less likely to cause economic lockdowns in those two countries.</p>\n<p>Even if a renewal of lockdowns is far less likely, the resurgence in cases could slow down reopening. Millions of students are expected to return to campus in the fall semester. And businesses are preparing to bring back&nbsp;employees to offices&nbsp;at least part-time in the second half of the year. The increase in infections could delay both.</p>\n<p><b>What this could mean for investors</b></p>\n<p>Analysts on Wall Street expect Starbucks to report revenue of $7.24 billion and earnings per share of $0.77 in its third quarter. If it meets those expectations, it would lift year-to-date revenue to $20.64 billion after the company reported revenue of $6.7 billion each in the first and second quarter.</p>\n<p>Interestingly, management has informed investors to expect overall revenue in the range of $28.5 billion to $29.3 billion for fiscal 2021. And considering that historically, Starbucks generates more revenue in the final quarter of the year compared to the first three, it would be on pace for reaching the yearly target.</p>\n<p>Still, management might provide an update on the fourth quarter. The delta variant is at least slowing the pace of economic reopenings. For instance, several major corporations have delayed a return to offices, and some countries have extended or instituted travel restrictions. Those developments could have hampered Starbucks' expectations for the fourth quarter.</p>\n<p>The&nbsp;stock price is up&nbsp;16.9% in 2021 and 11.5% in the last month alone. It does not appear that investors are pricing in any possibility of negative news coming out of Starbucks' earnings report. That raises the potential for a sharper sell-off if there is one.Investors&nbsp;looking to start a position in the company are better served waiting until after the earnings release to buy. That way, it will remove some of the downside risks of bad news coming out of the earnings report.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks' Q3 Earnings Preview: Will Reopening Momentum Last?</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\">\nStarbucks' Q3 Earnings Preview: Will Reopening Momentum Last?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/starbucks-q3-earnings-will-reopening-momentum-last/><strong>Motley Fool </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe delta variant might slow reopening momentum for many companies, including Starbucks.\nStarbucks' stock is up by double-digit percentages in the last month.\nStarbucks' investors might be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/starbucks-q3-earnings-will-reopening-momentum-last/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2021/07/26/starbucks-q3-earnings-will-reopening-momentum-last/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177576068","content_text":"Key Points\n\nThe delta variant might slow reopening momentum for many companies, including Starbucks.\nStarbucks' stock is up by double-digit percentages in the last month.\nStarbucks' investors might be too optimistic heading into earnings.\n\nStarbucks (NASDAQ:SBUX)was hit hard at the onset of the pandemic as it had to close most of its stores to in-restaurant dining to help slow the spread of the coronavirus. Slowly, it has been recovering lost ground as economies are going through stages of reopening.\nThe company will report third-quarter earnings on Tuesday, July 27, and investors expect a continuation of that reopening momentum. But emerging trends -- mainly the surge in coronavirus infections caused by the delta variant -- could derail the recovery.\nIMAGE SOURCE: GETTY IMAGES.\nThe delta variant risks slowing down reopening momentum\nStarbucks has 20,261 locations in the U.S. and China, which represent 62% of its locations worldwide. The two countries are also furthest along in vaccinating their populations. As of this writing, China has administered over 1.54 billion doses, and the U.S. has administered 342 million -- enough to fully vaccinate 55% and 53.4% of their populations, respectively.\nThe higher vaccination rates are allowing for faster reopening of economies in the two markets. In its most recent quarter, Starbucks reported U.S. sales eclipsed levels from before the pandemic. Meanwhile, sales in China were 90% recovered. Therefore, a resurgence in COVID-19 cases caused by the delta variant is less likely to cause economic lockdowns in those two countries.\nEven if a renewal of lockdowns is far less likely, the resurgence in cases could slow down reopening. Millions of students are expected to return to campus in the fall semester. And businesses are preparing to bring back employees to offices at least part-time in the second half of the year. The increase in infections could delay both.\nWhat this could mean for investors\nAnalysts on Wall Street expect Starbucks to report revenue of $7.24 billion and earnings per share of $0.77 in its third quarter. If it meets those expectations, it would lift year-to-date revenue to $20.64 billion after the company reported revenue of $6.7 billion each in the first and second quarter.\nInterestingly, management has informed investors to expect overall revenue in the range of $28.5 billion to $29.3 billion for fiscal 2021. And considering that historically, Starbucks generates more revenue in the final quarter of the year compared to the first three, it would be on pace for reaching the yearly target.\nStill, management might provide an update on the fourth quarter. The delta variant is at least slowing the pace of economic reopenings. For instance, several major corporations have delayed a return to offices, and some countries have extended or instituted travel restrictions. Those developments could have hampered Starbucks' expectations for the fourth quarter.\nThe stock price is up 16.9% in 2021 and 11.5% in the last month alone. It does not appear that investors are pricing in any possibility of negative news coming out of Starbucks' earnings report. That raises the potential for a sharper sell-off if there is one.Investors looking to start a position in the company are better served waiting until after the earnings release to buy. That way, it will remove some of the downside risks of bad news coming out of the earnings report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893148977,"gmtCreate":1628250342199,"gmtModify":1633752258692,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment thanks","listText":"Pls like my comment thanks","text":"Pls like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893148977","repostId":"1164404696","repostType":4,"repost":{"id":"1164404696","pubTimestamp":1628250032,"share":"https://www.laohu8.com/m/news/1164404696?lang=&edition=full","pubTime":"2021-08-06 19:40","market":"us","language":"en","title":"CBO Estimates Infrastructure Bill Would Add $256 Billion to Deficits","url":"https://stock-news.laohu8.com/highlight/detail?id=1164404696","media":"The Wall Street Journal","summary":"Negotiators had argued that the cost of the legislation for new roads and bridges would be fully pai","content":"<blockquote>\n Negotiators had argued that the cost of the legislation for new roads and bridges would be fully paid for.\n</blockquote>\n<p>WASHINGTON—Congress’s nonpartisan scorekeeper found that the roughly$1 trillion infrastructure billwould widen the federal budget deficit by $256 billion over 10 years, countering negotiators’ claims that the price tag would be covered by new revenue and saving measures.</p>\n<p>The score was released as the Senate advances amendments for the bill this week and didn’t create any immediate obstacles to final passage of President Biden’s economic agenda.</p>\n<p>Members of the bipartisan group that negotiated the infrastructure bill, which would provide roughly $550 billion in spending above expected federal levels, had said they expected the analysis from the Congressional Budget Office to differ from their own. They have said that some of the measures they are using to cover the cost of the bill, including repurposing Covid-19 aid, wouldn’t count the same way towardCBO’s official estimate.</p>\n<p>Sens. Rob Portman (R., Ohio) and Kyrsten Sinema (D., Ariz.), two of the lead negotiators for the package, released a statement Thursday calling on lawmakers to support the legislation.</p>\n<p>“The new spending under the bill is offset through a combination of new revenue and savings, some of which is reflected in the formal CBO score and some of which is reflected in other savings and additional revenue identified in estimates, as CBO is limited in what it can include in its formal score,” the pair said.</p>\n<p>Whether Republicans find that argument convincing will influence the level of support the bill ultimately receives. Seventeen Republicans joined all 50 Democratson the first procedural voteon the bill last week. While the support of that group of Republicans appears solid despite the CBO score, additional Republicans have indicated that the official score would inform whether they ultimately support the bill.</p>\n<p>The White House didn’t comment on the score.</p>\n<p>Some Republicans attacked the legislation after the release of the CBO score.</p>\n<p>“The massive infrastructure bill is NOT, as its authors claim, ‘fully paid for,’” said Sen. Marco Rubio (R., Fla.), who has previously opposed procedural motions on the bill, in a tweet.</p>\n<p>Figuring out how to pay for the bill was central to the weeks of difficult negotiations between the bipartisan group of senators and the White House. Because the White House opposed raising the gas tax and Republicans ruled out raising taxes on corporations, lawmakers searched long and hard for acceptable measures to raise revenue and find savings for the bill.</p>\n<p>They ultimately settled on repurposed coronavirus aid, along with delaying a Trump-era Medicare rebate rule and a series of accounting maneuvers to argue that the bill wouldn’t add to the deficit.</p>\n<p>Mr. Portman on Thursday said he agreed on the need toclarify a provisionthat seeks to raise money through tougher tax enforcement of cryptocurrency transactions. The cryptocurrency industry says the provision is overly broad and could discourage innovation in the fast-growing sector.</p>\n<p>One of the biggest discrepancies between the CBO score and lawmakers’ estimates of the cost lies in the Covid-19 aid. Lawmakers had said they would save roughly $210 billion by repurposing those funds, while the CBO score gives lawmakers credit for reducing outlays by roughly $13 billion over 10 years with the cuts.</p>\n<p>Another shortfall stems from the estimated economic growth the package could spur. Lawmakers said the bill could generate $56 billion in revenue based on new economic growth it generates. The CBO didn’t estimate the macroeconomic impact of the bill in the cost estimate released Thursday.</p>\n<p>On the spending side, the bill provides a variety of infrastructure goals with generous supplements to their typical federal support. Those include $110 billion to roads and bridges, nearly $40 billion for transit and $55 billion for water infrastructure. The bill also authorizes hundreds of billions of spending on a variety of existing infrastructure programs, bringing the total cost to roughly $1 trillion.</p>\n<p>Marc Goldwein, senior vice president and senior policy director for the Committee for a Responsible Federal Budget, said the CBO score doesn’t account for the impact that authorized future spending could have on the deficit, too. He estimated the bill will ultimately increase deficits by $350 billion over 10 years.</p>\n<p>The CBO projected last month that the federal budget deficit for this fiscal yearwould reach about $3 trillion. That would be nearly $130 billion less than the 2020 deficit but triple the 2019 shortfall.</p>\n<p>The release of the CBO score comes as lawmakers are haggling over the schedule for the coming days, with some senators hoping to begin a weekslong recess originally scheduled to start next week. Senate Majority Leader Chuck Schumer (D., N.Y.) is also pushing for Democrats to approve the budget outline of a $3.5 trillion antipoverty and climate package before the break.</p>\n<p>“Our goal is to pass both a bipartisan infrastructure bill and a budget resolution during this work period. And we will stay here to get both done,” Mr. Schumer said Thursday.</p>\n<p>Lawmakers are expected to hold additional amendment votes on the bill before moving to final passage. Late Thursday night, Mr. Schumer said the Senate would reconvene at noon on Saturday “to finish the bill.” Many Republican members are expected to travel to Wyoming on Friday for the funeral of Sen. Mike Enzi (R., Wyo.)</p>\n<p>“I think people are seeing this is the ticket to getting out of here on a timely basis,” said Sen. John Cornyn (R., Texas) on the possibility of accelerating the vote process.</p>\n<p>Moving forward the $3.5 trillion proposal will be key to securing Democratic support for the infrastructure bill in the House. House SpeakerNancy Pelosi(D., Calif.) has said she only supports giving the infrastructure agreement a vote after the Senate passes the broader spending plan, possibly delaying House consideration of the bill for weeks.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CBO Estimates Infrastructure Bill Would Add $256 Billion to Deficits</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\">\nCBO Estimates Infrastructure Bill Would Add $256 Billion to Deficits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/cbo-estimates-infrastructure-bill-would-add-256-billion-to-deficits-11628196739?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Negotiators had argued that the cost of the legislation for new roads and bridges would be fully paid for.\n\nWASHINGTON—Congress’s nonpartisan scorekeeper found that the roughly$1 trillion ...</p>\n\n<a href=\"https://www.wsj.com/articles/cbo-estimates-infrastructure-bill-would-add-256-billion-to-deficits-11628196739?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/cbo-estimates-infrastructure-bill-would-add-256-billion-to-deficits-11628196739?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164404696","content_text":"Negotiators had argued that the cost of the legislation for new roads and bridges would be fully paid for.\n\nWASHINGTON—Congress’s nonpartisan scorekeeper found that the roughly$1 trillion infrastructure billwould widen the federal budget deficit by $256 billion over 10 years, countering negotiators’ claims that the price tag would be covered by new revenue and saving measures.\nThe score was released as the Senate advances amendments for the bill this week and didn’t create any immediate obstacles to final passage of President Biden’s economic agenda.\nMembers of the bipartisan group that negotiated the infrastructure bill, which would provide roughly $550 billion in spending above expected federal levels, had said they expected the analysis from the Congressional Budget Office to differ from their own. They have said that some of the measures they are using to cover the cost of the bill, including repurposing Covid-19 aid, wouldn’t count the same way towardCBO’s official estimate.\nSens. Rob Portman (R., Ohio) and Kyrsten Sinema (D., Ariz.), two of the lead negotiators for the package, released a statement Thursday calling on lawmakers to support the legislation.\n“The new spending under the bill is offset through a combination of new revenue and savings, some of which is reflected in the formal CBO score and some of which is reflected in other savings and additional revenue identified in estimates, as CBO is limited in what it can include in its formal score,” the pair said.\nWhether Republicans find that argument convincing will influence the level of support the bill ultimately receives. Seventeen Republicans joined all 50 Democratson the first procedural voteon the bill last week. While the support of that group of Republicans appears solid despite the CBO score, additional Republicans have indicated that the official score would inform whether they ultimately support the bill.\nThe White House didn’t comment on the score.\nSome Republicans attacked the legislation after the release of the CBO score.\n“The massive infrastructure bill is NOT, as its authors claim, ‘fully paid for,’” said Sen. Marco Rubio (R., Fla.), who has previously opposed procedural motions on the bill, in a tweet.\nFiguring out how to pay for the bill was central to the weeks of difficult negotiations between the bipartisan group of senators and the White House. Because the White House opposed raising the gas tax and Republicans ruled out raising taxes on corporations, lawmakers searched long and hard for acceptable measures to raise revenue and find savings for the bill.\nThey ultimately settled on repurposed coronavirus aid, along with delaying a Trump-era Medicare rebate rule and a series of accounting maneuvers to argue that the bill wouldn’t add to the deficit.\nMr. Portman on Thursday said he agreed on the need toclarify a provisionthat seeks to raise money through tougher tax enforcement of cryptocurrency transactions. The cryptocurrency industry says the provision is overly broad and could discourage innovation in the fast-growing sector.\nOne of the biggest discrepancies between the CBO score and lawmakers’ estimates of the cost lies in the Covid-19 aid. Lawmakers had said they would save roughly $210 billion by repurposing those funds, while the CBO score gives lawmakers credit for reducing outlays by roughly $13 billion over 10 years with the cuts.\nAnother shortfall stems from the estimated economic growth the package could spur. Lawmakers said the bill could generate $56 billion in revenue based on new economic growth it generates. The CBO didn’t estimate the macroeconomic impact of the bill in the cost estimate released Thursday.\nOn the spending side, the bill provides a variety of infrastructure goals with generous supplements to their typical federal support. Those include $110 billion to roads and bridges, nearly $40 billion for transit and $55 billion for water infrastructure. The bill also authorizes hundreds of billions of spending on a variety of existing infrastructure programs, bringing the total cost to roughly $1 trillion.\nMarc Goldwein, senior vice president and senior policy director for the Committee for a Responsible Federal Budget, said the CBO score doesn’t account for the impact that authorized future spending could have on the deficit, too. He estimated the bill will ultimately increase deficits by $350 billion over 10 years.\nThe CBO projected last month that the federal budget deficit for this fiscal yearwould reach about $3 trillion. That would be nearly $130 billion less than the 2020 deficit but triple the 2019 shortfall.\nThe release of the CBO score comes as lawmakers are haggling over the schedule for the coming days, with some senators hoping to begin a weekslong recess originally scheduled to start next week. Senate Majority Leader Chuck Schumer (D., N.Y.) is also pushing for Democrats to approve the budget outline of a $3.5 trillion antipoverty and climate package before the break.\n“Our goal is to pass both a bipartisan infrastructure bill and a budget resolution during this work period. And we will stay here to get both done,” Mr. Schumer said Thursday.\nLawmakers are expected to hold additional amendment votes on the bill before moving to final passage. Late Thursday night, Mr. Schumer said the Senate would reconvene at noon on Saturday “to finish the bill.” Many Republican members are expected to travel to Wyoming on Friday for the funeral of Sen. Mike Enzi (R., Wyo.)\n“I think people are seeing this is the ticket to getting out of here on a timely basis,” said Sen. John Cornyn (R., Texas) on the possibility of accelerating the vote process.\nMoving forward the $3.5 trillion proposal will be key to securing Democratic support for the infrastructure bill in the House. House SpeakerNancy Pelosi(D., Calif.) has said she only supports giving the infrastructure agreement a vote after the Senate passes the broader spending plan, possibly delaying House consideration of the bill for weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806289527,"gmtCreate":1627657791769,"gmtModify":1633757332958,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Please like my comment&nbsp;","listText":"Please like my comment&nbsp;","text":"Please like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806289527","repostId":"2155137344","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899834657,"gmtCreate":1628172853179,"gmtModify":1633752939628,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment thanks","listText":"Pls like my comment thanks","text":"Pls like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899834657","repostId":"1175346944","repostType":4,"repost":{"id":"1175346944","pubTimestamp":1628172732,"share":"https://www.laohu8.com/m/news/1175346944?lang=&edition=full","pubTime":"2021-08-05 22:12","market":"us","language":"en","title":"Tesla's Short-Term Advantages Aren't Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1175346944","media":"seekingalpha","summary":"Contrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.Even so, current lofty valuation leaves little room for upside investment potential.I remain slightly bearish on the company's prospects.Tesla , the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the co","content":"<p><b>Summary</b></p>\n<ul>\n <li>Contrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.</li>\n <li>Even so, current lofty valuation leaves little room for upside investment potential.</li>\n <li>I remain slightly bearish on the company's prospects.</li>\n</ul>\n<p>Tesla (TSLA), the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the company continued reporting solid sales and income growth.</p>\n<p>I've argued in the past that, although the company has several strong long-term growth avenues to pursue, their long-term prospects are dimmed compared to what analysts have projected, given the amount of competition emerging in the EV industry over the course of the next few years.</p>\n<p>But that's a whole other thing than the company's near-term prospects, which I believe are grand relative to some of the established players shifting over to electric vehicle production, as I've highlighted inmy recent articleon Ford (F). These advantages mean that the company will remain superior in the near term when it comes to profitability and diversity within the EV industry and can best utilize the rapid growth rate the entire industry is expecting.</p>\n<p>The Long-Term Headwinds Haven't Changed</p>\n<p>As I've been highlighting for several months now,Tesla's long-term prospects have dimmedsince other automobile companies like Ford and General Motors (GM) in the United States, NIO (NIO) and others in the Asia-Pacific region and other European and South Korean automobile manufacturers moved up their electrification process timelines. The main reason for this is that these companies have very solid brand recognition, and individuals who have owned these models for years or decades have the option to opt for an electric version of those; they choose those over trying out a new untested model a majority of the time.</p>\n<p>With companies like Ford introducing the all-electric F-150 and others, it's unclear how Tesla can maintain this high growth rate beyond 2024 as these models are expected to hit the streets and begin capturing back market share away from Tesla and other current models. Other factors like Tesla opening up their charging station network to all EV models, as well as a massive capital injection into EV charging stations in the most recent infrastructure spending bill in the United States, will surely help Tesla's income when it charges for the use, but it also helps other companies overcome the main hurdle of widespread adoption - clearing a pathway for more and more EV models to emerge.</p>\n<p>The Short-Term Tailwinds Are Emerging</p>\n<p>Tesla has several near-term tailwinds which will keep way ahead of any competition for the next 12 to 24 months. These mostly all boil down to profitability but also focus on various business model advantages.</p>\n<p>1. A positive profit margin: While other companies are just now beginning to invest in transforming their manufacturing facilities from fossil fuel intake engines to electric vehicle production, Tesla has done this and way more efficiently. Since they've built these from scratch, they've mostly automated the process and thus enjoy a much higher profit margin. Other companies won't see a profit per vehicle for years to come.</p>\n<p>2. Surging battery manufacturing: Although other companies have a mixed position on whether to manufacture their own batteries or set up joint ventures with existing companies, Tesla has been churning out batteries for years and have, as similar with the vehicle manufacturing process, nearly fully automated the process to maximize profits per unit.</p>\n<p>3. International manufacturing: Other companies, thus far, have focused on restructuring and transforming current assembly plants in the United States and will likely take several more years before they do so for other international facilities, which means they will need to spend a fortune shipping these new vehicles around the world to the EMEA and the Asia-Pacific. Tesla, on the other hand, has manufacturing facilities in the United States and in China and is set to open their plant in Germany as well as being in final development stages of an India plant, which will allow them to access a much larger market.</p>\n<p>4. Charging stations advantage: Although the new infrastructure bill in the United States, as well as massive investments in countries like Japan and China, are certain to put in hundreds of thousands of new EV charging stations across the globe, this will take time. So far, only Tesla has a real robust charging network across the world. A recent development, which does have negative elements to it as mentioned earlier, has a positive near term one - they will be raking in net profits from allowing other electric vehicles to charge on their network. This means that they'll likely be profiting from each vehicle their competitors churn out, at least until the scaling up of non-Tesla charging stations takes place.</p>\n<p>5. \"Other Business\" growth rate: While other automobile companies are still spending hand over fist on their other models and products, Tesla enjoys being only in high-growth industries like SolarCity's solar panels and battery sales. As I'll expand on in the next segment, they also don't have near-term or long-term financial obligations from these \"other business\" segments as establishment automobile companies have.</p>\n<p>Balance Sheet Advantages</p>\n<p>Although some elements of their balance sheet advantage are set to help them in the long run as well, they're mostly advantages for the short term since once these other companies begin making a profit from their EV sales - a lot of this will be reversed.</p>\n<p>Tesla's main advantage, as mentioned earlier, is that they're actually raking in cash from each car they sell, allowing them to use that cash to continue and set up more manufacturing facilities and invest in battery technology, solar technology and production increases. This is contrary to other automobile companies which have high financial obligations to their other business segments like pensions and leases. This will further aid the company's overall profit margin, while they don't struggle with such obligations.</p>\n<p>These other companies will need to use profits and cash from their existing legacy business segments to pay for their losses on each vehicle they produce, hurting their overall valuation moving forward.</p>\n<p>Although Tesla has $6.9 billion inlong-term debt, a factor which kept many investors on the sidelines as debt racked up, they currently hold just under $16.3 billion in cash and equivalents, making their net debt position negative. They've been using the cash to pay down their debt as well,reducing their interest expense burdenfrom almost $800 million in 2020 to just over $500 million in 2021. Tesla paid back $15 billion in debt in 2021 for a net debt reduction of $6 billion. There's very little doubt that other automobile companies will be forced to take on more debt to finance increased production and in this raising rate environment, that can snowball.</p>\n<p>Tesla is set to seecash flowof around $10 billion annually whereas a company like Ford has been fluctuating between a net positive and negative cash flow status for the past few years, and that's not expected to change through 2025 as they continue to increase investments in the electrification of their vehicles.</p>\n<p>What About Current Valuation</p>\n<p>Analystscurrently expect the company to report EPS of $5.38 for 2021 and grow at a fast pace to reach EPS of $10.33 for 2024. As I mentioned in my earlier article, I believe that, given comparison with other major automobile companies, the company is fairly valued at around 75x forward earnings.</p>\n<p>I do, however, believe that some of the current competition expectations are overblown for the near term, as I've been mentioning throughout the entire article. Therefore, I do believe that Tesla will outperform current expectations at least through 2023. This means that a 75x forward earnings multiple is the ground base for appropriate valuation, I believe.</p>\n<p>This presents the following fair value, with the implied increase potential:</p>\n<p><img src=\"https://static.tigerbbs.com/052968e079d7fe8419e4790de451c9fd\" tg-width=\"620\" tg-height=\"201\" width=\"100%\" height=\"auto\">As you can see, this means that Tesla is almost 40% overvalued relative to earnings expectations, even if they overcome them by as much as 20%. However, given that these expectations are likely to be beaten, I don't believe that shorting the company is a good idea, but one thing that is worth looking out for is a general market correction.</p>\n<p>The Biggest Risk Of Owning Tesla</p>\n<p>The biggest risk with owning Tesla right now is that, in a general market correction, which can happen at any moment as the post-pandemic trade is winding down, companies with lofty expectations tend to fall the most as fair value is sought beyond what their potential is way down the line.</p>\n<p>I don't believe that shorting Tesla is the right approach, even though my disclosures down below and in previous article state that I am, given general market exposure. I am short simply because I don't believe that much upwards potential is there, whilst downward potential in a market correction is vast. So, given that I am mostly long, this short is a general portfolio hedge while I reduce positions in case of a correction.</p>\n<p>In Conclusion</p>\n<p>Tesla has several positive catalysts which should keep them on top of the EV industry growth roster for the next 24 to 36 months, while other companies struggle to make even a single penny on their new vehicles. These are set, I believe, to allow them to beat earnings expectations for that time period.</p>\n<p>Even so, their long-term competitive pressures remain high and as I stated in my previous article - their long-term growth prospects will continue to dim as time moves on.</p>\n<p>Even with these positive near-term advantages, I still believe that the company is overvalued by as much as 40%, and although I do not favor shorting the company for this overvaluation, I remain slightly bearish on their long-term prospects and neutral to slightly bullish on their near-term one.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Short-Term Advantages Aren't Enough</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Short-Term Advantages Aren't Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nContrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.\nEven so, current lofty valuation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1175346944","content_text":"Summary\n\nContrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.\nEven so, current lofty valuation leaves little room for upside investment potential.\nI remain slightly bearish on the company's prospects.\n\nTesla (TSLA), the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the company continued reporting solid sales and income growth.\nI've argued in the past that, although the company has several strong long-term growth avenues to pursue, their long-term prospects are dimmed compared to what analysts have projected, given the amount of competition emerging in the EV industry over the course of the next few years.\nBut that's a whole other thing than the company's near-term prospects, which I believe are grand relative to some of the established players shifting over to electric vehicle production, as I've highlighted inmy recent articleon Ford (F). These advantages mean that the company will remain superior in the near term when it comes to profitability and diversity within the EV industry and can best utilize the rapid growth rate the entire industry is expecting.\nThe Long-Term Headwinds Haven't Changed\nAs I've been highlighting for several months now,Tesla's long-term prospects have dimmedsince other automobile companies like Ford and General Motors (GM) in the United States, NIO (NIO) and others in the Asia-Pacific region and other European and South Korean automobile manufacturers moved up their electrification process timelines. The main reason for this is that these companies have very solid brand recognition, and individuals who have owned these models for years or decades have the option to opt for an electric version of those; they choose those over trying out a new untested model a majority of the time.\nWith companies like Ford introducing the all-electric F-150 and others, it's unclear how Tesla can maintain this high growth rate beyond 2024 as these models are expected to hit the streets and begin capturing back market share away from Tesla and other current models. Other factors like Tesla opening up their charging station network to all EV models, as well as a massive capital injection into EV charging stations in the most recent infrastructure spending bill in the United States, will surely help Tesla's income when it charges for the use, but it also helps other companies overcome the main hurdle of widespread adoption - clearing a pathway for more and more EV models to emerge.\nThe Short-Term Tailwinds Are Emerging\nTesla has several near-term tailwinds which will keep way ahead of any competition for the next 12 to 24 months. These mostly all boil down to profitability but also focus on various business model advantages.\n1. A positive profit margin: While other companies are just now beginning to invest in transforming their manufacturing facilities from fossil fuel intake engines to electric vehicle production, Tesla has done this and way more efficiently. Since they've built these from scratch, they've mostly automated the process and thus enjoy a much higher profit margin. Other companies won't see a profit per vehicle for years to come.\n2. Surging battery manufacturing: Although other companies have a mixed position on whether to manufacture their own batteries or set up joint ventures with existing companies, Tesla has been churning out batteries for years and have, as similar with the vehicle manufacturing process, nearly fully automated the process to maximize profits per unit.\n3. International manufacturing: Other companies, thus far, have focused on restructuring and transforming current assembly plants in the United States and will likely take several more years before they do so for other international facilities, which means they will need to spend a fortune shipping these new vehicles around the world to the EMEA and the Asia-Pacific. Tesla, on the other hand, has manufacturing facilities in the United States and in China and is set to open their plant in Germany as well as being in final development stages of an India plant, which will allow them to access a much larger market.\n4. Charging stations advantage: Although the new infrastructure bill in the United States, as well as massive investments in countries like Japan and China, are certain to put in hundreds of thousands of new EV charging stations across the globe, this will take time. So far, only Tesla has a real robust charging network across the world. A recent development, which does have negative elements to it as mentioned earlier, has a positive near term one - they will be raking in net profits from allowing other electric vehicles to charge on their network. This means that they'll likely be profiting from each vehicle their competitors churn out, at least until the scaling up of non-Tesla charging stations takes place.\n5. \"Other Business\" growth rate: While other automobile companies are still spending hand over fist on their other models and products, Tesla enjoys being only in high-growth industries like SolarCity's solar panels and battery sales. As I'll expand on in the next segment, they also don't have near-term or long-term financial obligations from these \"other business\" segments as establishment automobile companies have.\nBalance Sheet Advantages\nAlthough some elements of their balance sheet advantage are set to help them in the long run as well, they're mostly advantages for the short term since once these other companies begin making a profit from their EV sales - a lot of this will be reversed.\nTesla's main advantage, as mentioned earlier, is that they're actually raking in cash from each car they sell, allowing them to use that cash to continue and set up more manufacturing facilities and invest in battery technology, solar technology and production increases. This is contrary to other automobile companies which have high financial obligations to their other business segments like pensions and leases. This will further aid the company's overall profit margin, while they don't struggle with such obligations.\nThese other companies will need to use profits and cash from their existing legacy business segments to pay for their losses on each vehicle they produce, hurting their overall valuation moving forward.\nAlthough Tesla has $6.9 billion inlong-term debt, a factor which kept many investors on the sidelines as debt racked up, they currently hold just under $16.3 billion in cash and equivalents, making their net debt position negative. They've been using the cash to pay down their debt as well,reducing their interest expense burdenfrom almost $800 million in 2020 to just over $500 million in 2021. Tesla paid back $15 billion in debt in 2021 for a net debt reduction of $6 billion. There's very little doubt that other automobile companies will be forced to take on more debt to finance increased production and in this raising rate environment, that can snowball.\nTesla is set to seecash flowof around $10 billion annually whereas a company like Ford has been fluctuating between a net positive and negative cash flow status for the past few years, and that's not expected to change through 2025 as they continue to increase investments in the electrification of their vehicles.\nWhat About Current Valuation\nAnalystscurrently expect the company to report EPS of $5.38 for 2021 and grow at a fast pace to reach EPS of $10.33 for 2024. As I mentioned in my earlier article, I believe that, given comparison with other major automobile companies, the company is fairly valued at around 75x forward earnings.\nI do, however, believe that some of the current competition expectations are overblown for the near term, as I've been mentioning throughout the entire article. Therefore, I do believe that Tesla will outperform current expectations at least through 2023. This means that a 75x forward earnings multiple is the ground base for appropriate valuation, I believe.\nThis presents the following fair value, with the implied increase potential:\nAs you can see, this means that Tesla is almost 40% overvalued relative to earnings expectations, even if they overcome them by as much as 20%. However, given that these expectations are likely to be beaten, I don't believe that shorting the company is a good idea, but one thing that is worth looking out for is a general market correction.\nThe Biggest Risk Of Owning Tesla\nThe biggest risk with owning Tesla right now is that, in a general market correction, which can happen at any moment as the post-pandemic trade is winding down, companies with lofty expectations tend to fall the most as fair value is sought beyond what their potential is way down the line.\nI don't believe that shorting Tesla is the right approach, even though my disclosures down below and in previous article state that I am, given general market exposure. I am short simply because I don't believe that much upwards potential is there, whilst downward potential in a market correction is vast. So, given that I am mostly long, this short is a general portfolio hedge while I reduce positions in case of a correction.\nIn Conclusion\nTesla has several positive catalysts which should keep them on top of the EV industry growth roster for the next 24 to 36 months, while other companies struggle to make even a single penny on their new vehicles. These are set, I believe, to allow them to beat earnings expectations for that time period.\nEven so, their long-term competitive pressures remain high and as I stated in my previous article - their long-term growth prospects will continue to dim as time moves on.\nEven with these positive near-term advantages, I still believe that the company is overvalued by as much as 40%, and although I do not favor shorting the company for this overvaluation, I remain slightly bearish on their long-term prospects and neutral to slightly bullish on their near-term one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800423077,"gmtCreate":1627313260999,"gmtModify":1633766203842,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment&nbsp;","listText":"Pls like my comment&nbsp;","text":"Pls like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800423077","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800426347,"gmtCreate":1627313389589,"gmtModify":1633766201460,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800426347","repostId":"1106388696","repostType":4,"repost":{"id":"1106388696","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627303616,"share":"https://www.laohu8.com/m/news/1106388696?lang=&edition=full","pubTime":"2021-07-26 20:46","market":"us","language":"en","title":"AMC Entertainment Tops Q2 Trends For Millenials And Gen Z, WISH Enters The Top 100","url":"https://stock-news.laohu8.com/highlight/detail?id=1106388696","media":"Benzinga","summary":"A quarterly report from Apex Clearing shows what the top owned stocks are among Millenials and Gen Z","content":"<p>A quarterly report from&nbsp;<b>Apex Clearing</b>&nbsp;shows what the top owned stocks are among Millenials and Gen Z. Here is a look at the top holdings and the biggest movers from the first quarter.</p>\n<p><b>What to Know:</b>Apex Clearing, which is going public in a SPAC merger with&nbsp;<b>Northern Star Investment Corp II</b>,trackedthe top 100 stocks held by Millenials and Gen Z across more than 1 million accounts.</p>\n<p><b>Top 10 Holdings:</b>Here were the top 10 held stocks in the second quarter by Millenials and Gen Z users across Apex Clearing platforms.</p>\n<ol>\n <li><b>AMC Entertainment Inc</b>: 25% of accounts (was #6 in the first quarter)</li>\n <li><b>Tesla Inc</b>: 11.6% of accounts (was #1)</li>\n <li><b>Apple Inc</b>: 8.4% of accounts (was #2)</li>\n <li><b>Amazon.com Inc</b>: 4.1% of accounts (was #3)</li>\n <li><b>Nio Inc</b>: 3.2% of accounts (was #5)</li>\n <li><b>GameStop Corp</b>: 3.2% of accounts (was #4)</li>\n <li><b>Microsoft Corporation</b>: 2.2% of accounts (was #9)</li>\n <li><b>Palantir Technologies</b>: 2.0% of accounts (was #7)</li>\n <li><b>Walt Disney Co</b>: 2.0% of accounts (was #8)</li>\n <li><b>Churchill Capital Corp IV</b>: 1.5% of accounts (was #10)</li>\n</ol>\n<p>The companies in the top 10 stayed the same in the second quarter, with the order changing slightly. AMC Entertainment made the biggest jump of the top stocks going from sixth to first and held by 25% of accounts, giving it a substantial lead.</p>\n<p>AMC was also held as the fifth overall position by Baby Boomers, according to Apex’s research.</p>\n<p><b>Big Movers:</b>Along with the moves in the top 10 holdings, the research from Apex showed some stocks that became more favorable to the younger demographic in the second quarter.</p>\n<p>This includes&nbsp;<b>ContextLogic Inc</b>, which was unranked in the first quarter and sat at position 13 in the second quarter, held in 1% of accounts.</p>\n<p><b>Tilray Inc</b>&nbsp;moved up from #59 to #27, represented in 0.5% of accounts. Unranked&nbsp;<b>Metal Materials</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>&nbsp;joined the top 100 at #28 and #31, respectively.</p>\n<p><b>Ashford Hospitality Trust</b>AHT 0.03%also went from unranked to #44 on the top 100 list.</p>\n<p>One of the big fallers was<b>Bionano Genomics Inc</b>&nbsp;going from #27 to #47 on the list and now held in 0.4% of accounts.</p>\n<p>Cryptocurrency-related names slid in the second quarter, with&nbsp;<b>Marathon Digital Holdings (</b>NASDAQ:MARA) falling 17 spots to #42 and&nbsp;<b>Riot Blockchain</b>&nbsp;falling 32 spots to #70. The&nbsp;<b>Grayscale Bitcoin Trust</b>&nbsp;had a big fall&nbsp;from #49 to #100.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Entertainment Tops Q2 Trends For Millenials And Gen Z, WISH Enters The Top 100</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\">\nAMC Entertainment Tops Q2 Trends For Millenials And Gen Z, WISH Enters The Top 100\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-26 20:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>A quarterly report from&nbsp;<b>Apex Clearing</b>&nbsp;shows what the top owned stocks are among Millenials and Gen Z. Here is a look at the top holdings and the biggest movers from the first quarter.</p>\n<p><b>What to Know:</b>Apex Clearing, which is going public in a SPAC merger with&nbsp;<b>Northern Star Investment Corp II</b>,trackedthe top 100 stocks held by Millenials and Gen Z across more than 1 million accounts.</p>\n<p><b>Top 10 Holdings:</b>Here were the top 10 held stocks in the second quarter by Millenials and Gen Z users across Apex Clearing platforms.</p>\n<ol>\n <li><b>AMC Entertainment Inc</b>: 25% of accounts (was #6 in the first quarter)</li>\n <li><b>Tesla Inc</b>: 11.6% of accounts (was #1)</li>\n <li><b>Apple Inc</b>: 8.4% of accounts (was #2)</li>\n <li><b>Amazon.com Inc</b>: 4.1% of accounts (was #3)</li>\n <li><b>Nio Inc</b>: 3.2% of accounts (was #5)</li>\n <li><b>GameStop Corp</b>: 3.2% of accounts (was #4)</li>\n <li><b>Microsoft Corporation</b>: 2.2% of accounts (was #9)</li>\n <li><b>Palantir Technologies</b>: 2.0% of accounts (was #7)</li>\n <li><b>Walt Disney Co</b>: 2.0% of accounts (was #8)</li>\n <li><b>Churchill Capital Corp IV</b>: 1.5% of accounts (was #10)</li>\n</ol>\n<p>The companies in the top 10 stayed the same in the second quarter, with the order changing slightly. AMC Entertainment made the biggest jump of the top stocks going from sixth to first and held by 25% of accounts, giving it a substantial lead.</p>\n<p>AMC was also held as the fifth overall position by Baby Boomers, according to Apex’s research.</p>\n<p><b>Big Movers:</b>Along with the moves in the top 10 holdings, the research from Apex showed some stocks that became more favorable to the younger demographic in the second quarter.</p>\n<p>This includes&nbsp;<b>ContextLogic Inc</b>, which was unranked in the first quarter and sat at position 13 in the second quarter, held in 1% of accounts.</p>\n<p><b>Tilray Inc</b>&nbsp;moved up from #59 to #27, represented in 0.5% of accounts. Unranked&nbsp;<b>Metal Materials</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>&nbsp;joined the top 100 at #28 and #31, respectively.</p>\n<p><b>Ashford Hospitality Trust</b>AHT 0.03%also went from unranked to #44 on the top 100 list.</p>\n<p>One of the big fallers was<b>Bionano Genomics Inc</b>&nbsp;going from #27 to #47 on the list and now held in 0.4% of accounts.</p>\n<p>Cryptocurrency-related names slid in the second quarter, with&nbsp;<b>Marathon Digital Holdings (</b>NASDAQ:MARA) falling 17 spots to #42 and&nbsp;<b>Riot Blockchain</b>&nbsp;falling 32 spots to #70. The&nbsp;<b>Grayscale Bitcoin Trust</b>&nbsp;had a big fall&nbsp;from #49 to #100.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GME":"游戏驿站","PLTR":"Palantir Technologies Inc.","AAPL":"苹果","TSLA":"特斯拉","DIS":"迪士尼","NIO":"蔚来","AMC":"AMC院线","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106388696","content_text":"A quarterly report from Apex Clearing shows what the top owned stocks are among Millenials and Gen Z. Here is a look at the top holdings and the biggest movers from the first quarter.\nWhat to Know:Apex Clearing, which is going public in a SPAC merger with Northern Star Investment Corp II,trackedthe top 100 stocks held by Millenials and Gen Z across more than 1 million accounts.\nTop 10 Holdings:Here were the top 10 held stocks in the second quarter by Millenials and Gen Z users across Apex Clearing platforms.\n\nAMC Entertainment Inc: 25% of accounts (was #6 in the first quarter)\nTesla Inc: 11.6% of accounts (was #1)\nApple Inc: 8.4% of accounts (was #2)\nAmazon.com Inc: 4.1% of accounts (was #3)\nNio Inc: 3.2% of accounts (was #5)\nGameStop Corp: 3.2% of accounts (was #4)\nMicrosoft Corporation: 2.2% of accounts (was #9)\nPalantir Technologies: 2.0% of accounts (was #7)\nWalt Disney Co: 2.0% of accounts (was #8)\nChurchill Capital Corp IV: 1.5% of accounts (was #10)\n\nThe companies in the top 10 stayed the same in the second quarter, with the order changing slightly. AMC Entertainment made the biggest jump of the top stocks going from sixth to first and held by 25% of accounts, giving it a substantial lead.\nAMC was also held as the fifth overall position by Baby Boomers, according to Apex’s research.\nBig Movers:Along with the moves in the top 10 holdings, the research from Apex showed some stocks that became more favorable to the younger demographic in the second quarter.\nThis includes ContextLogic Inc, which was unranked in the first quarter and sat at position 13 in the second quarter, held in 1% of accounts.\nTilray Inc moved up from #59 to #27, represented in 0.5% of accounts. Unranked Metal Materials and Coinbase Global Inc joined the top 100 at #28 and #31, respectively.\nAshford Hospitality TrustAHT 0.03%also went from unranked to #44 on the top 100 list.\nOne of the big fallers wasBionano Genomics Inc going from #27 to #47 on the list and now held in 0.4% of accounts.\nCryptocurrency-related names slid in the second quarter, with Marathon Digital Holdings (NASDAQ:MARA) falling 17 spots to #42 and Riot Blockchain falling 32 spots to #70. The Grayscale Bitcoin Trust had a big fall from #49 to #100.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800429098,"gmtCreate":1627313226814,"gmtModify":1633766204578,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800429098","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AMZN":"亚马逊","BMY":"施贵宝","BRK.A":"伯克希尔","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800423451,"gmtCreate":1627313283373,"gmtModify":1633766203376,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800423451","repostId":"1126483906","repostType":4,"repost":{"id":"1126483906","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627312464,"share":"https://www.laohu8.com/m/news/1126483906?lang=&edition=full","pubTime":"2021-07-26 23:14","market":"us","language":"en","title":"Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes","url":"https://stock-news.laohu8.com/highlight/detail?id=1126483906","media":"Benzinga","summary":"It may sound a bit harsh, but it feels like Boeing (NYSE:BA) just can’t get out of its own way.\nAfte","content":"<p>It may sound a bit harsh, but it feels like&nbsp;<b>Boeing</b>&nbsp;(NYSE:BA) just can’t get out of its own way.</p>\n<p>After resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.</p>\n<p>All of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&amp;P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.</p>\n<p>Going into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.</p>\n<p>The 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.</p>\n<p>This issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.</p>\n<p>To make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.</p>\n<p>Earnings Call Could Offer View On Travel Trends</p>\n<p>The company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.</p>\n<p>BA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.</p>\n<p>However, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call,&nbsp;<b>Delta</b>(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0b312d27469daa156236d67dd0b89e2b\" tg-width=\"1400\" tg-height=\"736\" width=\"100%\" height=\"auto\"></p>\n<p><b>FIGURE 1:</b>&nbsp;<b>LONG DESCENT</b>. Shares of&nbsp;<b>Boeing</b>&nbsp;(BA—candlestick) are trading way below their 2021 high and have been outpaced by the&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX—purple line) so far this year. Data source: NYSE, S&amp;P Dow Jones Indices. Chart source: The&nbsp;thinkorswim® platform from TD&nbsp;Ameritrade.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p>At a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.</p>\n<p>“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”</p>\n<p>One thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.</p>\n<p><b>Quarter Interrupted By 787 Concern, Covid</b></p>\n<p>Before the 787 issue arose, you could argue BA was having a pretty decent Q2.</p>\n<p>For instance, in late June,&nbsp;<b>United Airlines</b>(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.</p>\n<p>The UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.</p>\n<p>Boeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.</p>\n<p>Last time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.</p>\n<p>At the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.</p>\n<p>“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.</p>\n<p>That guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.</p>\n<p>Last time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.</p>\n<p>Reuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.</p>\n<p>Things seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.</p>\n<p>Looking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.</p>\n<p>Boeing Earnings And Options Activity</p>\n<p>BA is expected to report<b>&nbsp;adjusted EPS of $-0.72 per share</b>, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $17.78 billion</b>—up 51% from a year ago.</p>\n<p>The options market has priced in a&nbsp;<b>3.3% stock move</b>&nbsp;in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the&nbsp;thinkorswim®&nbsp;platform.</p>\n<p>Looking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes</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\">\nBoeing Earnings Approach As Company Deals With New Snag Affecting 787 Planes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-26 23:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It may sound a bit harsh, but it feels like&nbsp;<b>Boeing</b>&nbsp;(NYSE:BA) just can’t get out of its own way.</p>\n<p>After resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.</p>\n<p>All of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&amp;P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.</p>\n<p>Going into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.</p>\n<p>The 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.</p>\n<p>This issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.</p>\n<p>To make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.</p>\n<p>Earnings Call Could Offer View On Travel Trends</p>\n<p>The company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.</p>\n<p>BA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.</p>\n<p>However, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call,&nbsp;<b>Delta</b>(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0b312d27469daa156236d67dd0b89e2b\" tg-width=\"1400\" tg-height=\"736\" width=\"100%\" height=\"auto\"></p>\n<p><b>FIGURE 1:</b>&nbsp;<b>LONG DESCENT</b>. Shares of&nbsp;<b>Boeing</b>&nbsp;(BA—candlestick) are trading way below their 2021 high and have been outpaced by the&nbsp;<b>S&amp;P 500 Index</b>&nbsp;(SPX—purple line) so far this year. Data source: NYSE, S&amp;P Dow Jones Indices. Chart source: The&nbsp;thinkorswim® platform from TD&nbsp;Ameritrade.&nbsp;<i>For illustrative purposes only. Past performance does not guarantee future results.</i></p>\n<p>At a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.</p>\n<p>“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”</p>\n<p>One thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.</p>\n<p><b>Quarter Interrupted By 787 Concern, Covid</b></p>\n<p>Before the 787 issue arose, you could argue BA was having a pretty decent Q2.</p>\n<p>For instance, in late June,&nbsp;<b>United Airlines</b>(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.</p>\n<p>The UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.</p>\n<p>Boeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.</p>\n<p>Last time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.</p>\n<p>At the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.</p>\n<p>“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.</p>\n<p>That guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.</p>\n<p>Last time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.</p>\n<p>Reuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.</p>\n<p>Things seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.</p>\n<p>Looking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.</p>\n<p>Boeing Earnings And Options Activity</p>\n<p>BA is expected to report<b>&nbsp;adjusted EPS of $-0.72 per share</b>, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates.&nbsp;<b>Revenue is projected at $17.78 billion</b>—up 51% from a year ago.</p>\n<p>The options market has priced in a&nbsp;<b>3.3% stock move</b>&nbsp;in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the&nbsp;thinkorswim®&nbsp;platform.</p>\n<p>Looking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126483906","content_text":"It may sound a bit harsh, but it feels like Boeing (NYSE:BA) just can’t get out of its own way.\nAfter resuming 737-MAX flights in the U.S. in late 2020 following a nearly two-year grounding, BA continues to have issues with its 787 planes. The 737-MAX return wasn’t perfect, either, with electrical issues cropping up on some planes.\nAll of this could help explain the disappointing performance of BA’s stock. As of mid-July, it was up just 2% in 2021, well behind the 16% growth of the S&P 500 Index (SPX). It’s also lagged counterparts in the Industrial sector, which is up nearly 17% this year.\nGoing into earnings later this week, BA has some things to celebrate from Q2 but also faces some new concerns. Most recently, BA said it will cut 787 “Dreamliner” production after finding a production-related structural defect, Reuters reported. In addition, a major customer partially canceled a 737-MAX order. It was a double whammy to the U.S. plane maker’s COVID-19 pandemic recovery.\nThe 787’s problem apparently comes down to manufacturing quality. There are questions about whether the planes’ fuselage is properly joined together down to the tiny fractions of an inch necessary, and whether the company’s verification process of that issue was adequate, media reports said.\nThis issue doesn’t affect planes already in service, so no grounding is required, BA said. Still, it’s holding up deliveries of some new planes and raises questions about the company’s basic manufacturing process and inspection abilities. That could be a bit unsettling for airlines buying BA equipment. The company has about 100 undelivered Dreamliners. In April it said it expected to deliver a majority of those jets during 2021. However, BA now says it won’t hit that target because of the 787’s problems.\nTo make things worse, BA suffered 60 order cancellations in June, up sharply from May. All of these issues swirl around as BA prepares to report its Q2 results this Wednesday.\nEarnings Call Could Offer View On Travel Trends\nThe company’s call could be a chance for investors to regroup and get some additional insight into the new 787 issue, how many planes it affects, and how long this might take to resolve. It’s also a good opportunity to get BA’s view on the airline industry’s recovery and how much it might be hurt by this new wave of Covid cases.\nBA is coming off of six consecutive quarterly losses, but until recently its executives had expressed optimism about 2021 bringing some positives. Passenger airline traffic continues to improve despite the Delta variant, with the number of people going through airport checkpoints often reaching two million a day, according to the Transportation Safety Agency (TSA). That’s still several hundred thousand a day below the 2019 numbers, but a huge year-over-year improvement.\nHowever, long-haul traffic is far from being out of the woods, hurting demand for some of the widebody craft that BA builds. Earlier this month in its earnings call, Delta(NYSE:DAL) offered some hope for business travel coming back. That’s another area that’s been slow to recover.\n\nFIGURE 1: LONG DESCENT. Shares of Boeing (BA—candlestick) are trading way below their 2021 high and have been outpaced by the S&P 500 Index (SPX—purple line) so far this year. Data source: NYSE, S&P Dow Jones Indices. Chart source: The thinkorswim® platform from TD Ameritrade. For illustrative purposes only. Past performance does not guarantee future results.\nAt a financial presentation early last month, BA’s CEO Dave Calhoun talked about BA having “three mountains to climb.” They included recertifying the 737-MAX, recovering from Covid, and repairing or restoring deliveries in China.\n“We have to have a framework where our governments want to get back together, restore trade in selected areas, and I think in the case of the United States, Boeing and commercial aerospace has to be a high priority in light of the number of US jobs that are attached to it and the global leadership position that we’ve enjoyed as an industry for so long,” Calhoun said. “That’s predicated on doing business and trying to continue to do business in China. So those three mountains we’re still at different stages of recovering from.”\nOne thing that could make recovery easier, assuming BA can quickly resolve this new 787 challenge, is the quick pace of reopening. Calhoun last month said the industry’s recovery has been “pretty robust,” but now that’s being called into question as the Delta variant of Covid surges.\nQuarter Interrupted By 787 Concern, Covid\nBefore the 787 issue arose, you could argue BA was having a pretty decent Q2.\nFor instance, in late June, United Airlines(NASDAQ:UAL) announced it was buying 200 737-MAX planes as part of an expansion plan. Of those, 150 are Max 10’s, the largest in the family. BA completed its first MAX 10 test flight in June.\nThe UAL purchase was a nice shot of confidence for BA investors after two years of MAX issues. And the order made June the best month for new BA orders since 2018, before two crashes grounded the MAX.\nBoeing said it delivered 45 jets last month. Of those, 33 were 737 MAX jets, two were military versions of the 737 and 10 were widebody jets. But only one was a 787, to Turkish Airlines. Most of the rest of the widebodies were either freighter aircraft or military jets, an indication of the weakness in the widebody part of the market, CNN noted.\nLast time out, BA’s executives continued to sound cautiously optimistic about what 2021 would bring. They said the overall climate remains “challenging” and that domestic air traffic was recovering more quickly than international.\nAt the time, BA said it expected revenue, earnings, and operating cash to improve from 2020, driven by commercial deliveries.\n“Revenue improvement from 2020 to 2021 will be driven mainly by higher 737 and 787 deliveries as we plan to unwind inventory and deliver from the production lines,” said Gregory Smith, BA’s chief financial officer, on the Q1 earnings call.\nThat guidance now could be called into question. Looking ahead to Q2 earnings, investors might want to focus on whether BA can stick to its forecast for improved 2021 earnings and revenue considering its new challenges.\nLast time out, BA reiterated its forecast to increase production of the 737 MAX to 31 per month in early 2022 and its estimate to deliver its first 777X wide-body jet in late 2023. This coming earnings call offers investors a chance to see if BA is sticking to those timetables.\nReuters reported recently that BA doesn’t intend to raise MAX production until the China situation is clear. BA still awaits Chinese regulatory approval to resume flights of the plane in China.\nThings seemed to improve a bit earlier this month when Chinese regulators expressed willingness to allow flight tests of the aircraft, media reports said. Hopefully, BA can provide an update on China during its call.\nLooking further out, analysts expect BA to return to positive earnings by later this year. Consensus for the current quarter is at $0.02 a share, climbing to $0.57 in Q4. But a lot of this depends on BA getting out of its own way and operating smoothly. For now, investors don’t seem too sure BA can do that, judging from the stock’s recent performance.\nBoeing Earnings And Options Activity\nBA is expected to report adjusted EPS of $-0.72 per share, vs. earnings of $-4.79 per share in the prior-year quarter, according to third-party consensus analyst estimates. Revenue is projected at $17.78 billion—up 51% from a year ago.\nThe options market has priced in a 3.3% stock move in either direction around the upcoming earnings release according to the Market Maker Move™ indicator on the thinkorswim® platform.\nLooking at the July 30 weekly options expiration, put activity has been spread out, but with some concentration at the 200 strike. Calls have been most active at the 230 and 240 strikes. Implied volatility is in the 9th percentile as of Monday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800426804,"gmtCreate":1627313402308,"gmtModify":1633766201237,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wowowoww","listText":"Wowowoww","text":"Wowowoww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800426804","repostId":"1106388696","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800428572,"gmtCreate":1627313372596,"gmtModify":1633766201908,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wowwww","listText":"Wowwww","text":"Wowwww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800428572","repostId":"1172003910","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831122055,"gmtCreate":1629295949077,"gmtModify":1633685895031,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831122055","repostId":"896828140","repostType":1,"repost":{"id":896828140,"gmtCreate":1628570726280,"gmtModify":1628579962584,"author":{"id":"3435528500881363","authorId":"3435528500881363","name":"品狼星","avatar":"https://static.tigerbbs.com/501b3058bf2e15ee7618830a2ece9031","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3435528500881363","authorIdStr":"3435528500881363"},"themes":[],"title":"60w美刀布局爱奇艺","htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","text":"$爱奇艺(IQ)$今年3月，老虎获利之后，基本上找不到好的标的，提走了几百万改善生活，留58w刀，继续坐镇美股。期间做了很多次短线：做多晶科，结果被洗出来陪了14万刀，只差一周回本。做空amc赚7万刀，做了两个月菲莫国际期权赚十万，做空三傻和**奇艺的t赚4-5万，到了8月经历了中概股的暴跌，由于做空股票帮我摊平了做多的风险和亏损，抵挡了最残暴的那几波。目前结余63万。遥想半年前做空跟谁学，被120元爆仓，亏损10万刀，如今跟谁学（高途）只有区区2-3元。你会不会想发笑。是的，股票你看对了形势，没用，还要耐的住时间。从3月到8月期间我差不多十次入金爱奇艺，已经全部布局结束。成本锁定在了12.3。如果从58万资金布局开始算时，目前我的爱奇艺成本不会高于10.5。爱奇艺如今是我的超级重仓股！如果不出差错，在爱奇艺暴涨之前（预计1-2年）这可能是我最后一篇帖子。下面，我来说说为何看好爱奇艺：之前我评价过，但重仓之后，我会做一个完结评价。1）便宜！如果说100亿美金的爱奇艺是白菜价，那么80亿美金的爱奇艺就是白送钱。爱奇艺的版权价值也不只这个钱。别忘了它可是替代电视平台的新网络平台。2）爱奇艺综艺自制能力，排名第二，大有取代芒果综艺一哥的趋势。湖南电台综艺江河日下，廉颇老矣。网综将是未来综艺新趋势。3）爱奇艺电视剧自制能力排名第一，相比腾讯古装大ip，堆流量的玩法，爱奇艺的电视剧的适应年龄段要宽范的多。腾讯是适合25岁以下，爱奇艺是全年龄段。这也是腾讯s+级电视剧很多，热度都很高，但很少爆款的原因。未来自制+平台树立高门槛，单独的影视创作团队，没有生存空间，以后爱奇艺获得的版权成本会越来越低，不排除一毛不拔就上车出品的可能。4）爱奇艺网络电影分账能力第一。爱奇艺平均一天半一部电影上新，腾讯平均三天，优酷平均","images":[{"img":"https://static.tigerbbs.com/b27f734348e7031a7bec7c1bcbb42266","width":"1125","height":"2436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896828140","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809509687,"gmtCreate":1627375735849,"gmtModify":1633765594931,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Pls like my comment","listText":"Pls like my comment","text":"Pls like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809509687","repostId":"1171859603","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809500252,"gmtCreate":1627375694876,"gmtModify":1633765595373,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809500252","repostId":"1111620145","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800421965,"gmtCreate":1627313296057,"gmtModify":1633766203254,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"&nbsp;Wow","listText":"&nbsp;Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800421965","repostId":"1165362820","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800420066,"gmtCreate":1627313163355,"gmtModify":1633766205350,"author":{"id":"4087314522552780","authorId":"4087314522552780","name":"Jason1114","avatar":"https://static.tigerbbs.com/a1e52b3dc7729c29bac92b24251997bf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087314522552780","authorIdStr":"4087314522552780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800420066","repostId":"1177576068","repostType":4,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}