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WilMic
2021-11-23
Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term
3 Hot Stocks Billionaires Can't Stop Buying
WilMic
2021-12-02
$UPST 20211203 187.5 PUT$
Walao!
WilMic
2021-11-28
What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right?
Got $5,000? These 2 Stocks Could Be Bargain Buys in 2022
WilMic
2021-11-07
Giant capital make giant profile, make sense
Buffett's Berkshire Hathaway boosts operating profit, lower stock gains hurt net results
WilMic
2021-11-23
Buy both lol
Nvidia or AMD: Which Stock Is the Better Buy?
WilMic
2021-11-06
I'll be a 50/50 situation light Bntx and Mrna.
Will Pfizer Outgun Merck With Oral COVID-19 Pill?
WilMic
2021-12-22
AAL up!
抱歉,原内容已删除
WilMic
2021-11-17
Buy
Should You Buy These 2 Stocks That Crushed Estimates?
WilMic
2021-11-06
Lucky I sold MRNA and Bntx at $300...else charm
Vaccine stocks slipped after Pfizer announced its good news
WilMic
2021-12-24
Buy now then wait long long ....all 3 go up together?
3 Stocks to Buy While They Are on Sale
WilMic
2021-12-01
Novax no promising sale yet...wait and see better
Novavax Vs. Pfizer Stock: Which Is The Better Buy?
WilMic
2021-10-20
$AVIR 20211119 35.0 PUT(AVIR)$
What the hell Covid!?
WilMic
2021-11-04
$Zillow(ZG)$
Good Luck to All who own Z
WilMic
2021-10-29
$TOP GLOVE CORPORATION BHD(BVA.SI)$
Time to get out from this swing stock!
WilMic
2021-10-22
$ChargePoint Holdings Inc.(CHPT)$
This is future sky rocket 🚀 stock to own
WilMic
2021-11-30
😂 LOL math must be fail.
抱歉,原内容已删除
WilMic
2021-07-26
Yes
抱歉,原内容已删除
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now then wait long long ....all 3 go up together?","listText":"Buy now then wait long long ....all 3 go up together?","text":"Buy now then wait long long ....all 3 go up together?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698848855","repostId":"1141357068","repostType":4,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691369292,"gmtCreate":1640137703124,"gmtModify":1640137703219,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"AAL up! ","listText":"AAL up! ","text":"AAL up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691369292","repostId":"1169166013","repostType":4,"repost":{"id":"1169166013","pubTimestamp":1640136588,"share":"https://www.laohu8.com/m/news/1169166013?lang=&edition=full","pubTime":"2021-12-22 09:29","market":"us","language":"en","title":"Biden Says He’s Considering Lifting U.S. Omicron Travel Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=1169166013","media":"Bloomberg","summary":"Travel restrictions had been imposed starting Nov. 29\nOmicron, first identified in Africa, now domin","content":"<ul>\n <li>Travel restrictions had been imposed starting Nov. 29</li>\n <li>Omicron, first identified in Africa, now dominates U.S. cases</li>\n</ul>\n<p>President Joe Biden said he’s considering lifting travel restrictions on people arriving from southern African countries where the omicron variant of coronavirus was first identified, after it became the dominant strain in the U.S.</p>\n<p>“I’m considering reversing, I’m going to talk with my team in the next couple days,” Biden told reporters at the White House on Tuesday. He said his health advisers had suggested he reconsider the ban.</p>\n<p>The Centers for Disease Control and Prevention said on Monday that omicron now accounts for more than 70% of new U.S. cases of Covid-19.</p>\n<p>The U.S. government imposed restrictions on people traveling from South Africa and seven other nearby nations on Nov. 29 after the discovery of the new variant. The CDC the next day notified airlines they must provide the names of passengers who had traveled in southern Africa in recent days so that local health agencies could conduct contact tracing.</p>\n<p>However successful the travel restrictions may have been in stopping people infected with the omicron variant from entering the U.S., it hasn’t prevented the Covid-19 mutation from rapidly becoming the dominant strain.</p>\n<p>Asked about Biden’s comments, Airlines for America, a trade group that represents large carriers, said in an emailed statement that “as the administration has said, the recent omicron-related country-based restrictions were intended to be temporary, not long-term, and will be updated as more data becomes available.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Says He’s Considering Lifting U.S. Omicron Travel Ban</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\">\nBiden Says He’s Considering Lifting U.S. Omicron Travel Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 09:29 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-21/biden-says-he-s-considering-lifting-u-s-omicron-travel-ban><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Travel restrictions had been imposed starting Nov. 29\nOmicron, first identified in Africa, now dominates U.S. cases\n\nPresident Joe Biden said he’s considering lifting travel restrictions on people ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-21/biden-says-he-s-considering-lifting-u-s-omicron-travel-ban\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-21/biden-says-he-s-considering-lifting-u-s-omicron-travel-ban","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169166013","content_text":"Travel restrictions had been imposed starting Nov. 29\nOmicron, first identified in Africa, now dominates U.S. cases\n\nPresident Joe Biden said he’s considering lifting travel restrictions on people arriving from southern African countries where the omicron variant of coronavirus was first identified, after it became the dominant strain in the U.S.\n“I’m considering reversing, I’m going to talk with my team in the next couple days,” Biden told reporters at the White House on Tuesday. He said his health advisers had suggested he reconsider the ban.\nThe Centers for Disease Control and Prevention said on Monday that omicron now accounts for more than 70% of new U.S. cases of Covid-19.\nThe U.S. government imposed restrictions on people traveling from South Africa and seven other nearby nations on Nov. 29 after the discovery of the new variant. The CDC the next day notified airlines they must provide the names of passengers who had traveled in southern Africa in recent days so that local health agencies could conduct contact tracing.\nHowever successful the travel restrictions may have been in stopping people infected with the omicron variant from entering the U.S., it hasn’t prevented the Covid-19 mutation from rapidly becoming the dominant strain.\nAsked about Biden’s comments, Airlines for America, a trade group that represents large carriers, said in an emailed statement that “as the administration has said, the recent omicron-related country-based restrictions were intended to be temporary, not long-term, and will be updated as more data becomes available.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601094620,"gmtCreate":1638458243308,"gmtModify":1638458243418,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/UPST 20211203 187.5 PUT\">$UPST 20211203 187.5 PUT$ </a>Walao!","listText":"<a href=\"https://laohu8.com/OPT/UPST 20211203 187.5 PUT\">$UPST 20211203 187.5 PUT$ </a>Walao!","text":"$UPST 20211203 187.5 PUT$ Walao!","images":[{"img":"https://static.tigerbbs.com/5ad0f1baae1812db097ad0a4257a75af","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601094620","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603086737,"gmtCreate":1638339480376,"gmtModify":1638339480444,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Novax no promising sale yet...wait and see better ","listText":"Novax no promising sale yet...wait and see better ","text":"Novax no promising sale yet...wait and see better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603086737","repostId":"1143190844","repostType":4,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609005485,"gmtCreate":1638203860642,"gmtModify":1638203860787,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"😂 LOL math must be fail. ","listText":"😂 LOL math must be fail. ","text":"😂 LOL math must be fail.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609005485","repostId":"600742944","repostType":1,"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600399465,"gmtCreate":1638063834100,"gmtModify":1638063834100,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right? ","listText":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right? ","text":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600399465","repostId":"2186340224","repostType":2,"repost":{"id":"2186340224","pubTimestamp":1638059445,"share":"https://www.laohu8.com/m/news/2186340224?lang=&edition=full","pubTime":"2021-11-28 08:30","market":"us","language":"en","title":"Got $5,000? These 2 Stocks Could Be Bargain Buys in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2186340224","media":"Motley Fool","summary":"Both of these businesses could be in much better shape a year from now.","content":"<p>Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, and this year's sell-off stock could be next year's top performer.</p>\n<p>That's exactly what I think of with <a href=\"https://laohu8.com/S/AZN\"><b>AstraZeneca </b></a> and <a href=\"https://laohu8.com/S/BYND\"><b>Beyond Meat </b></a>. Both of these stocks have been falling recently, but heading into next year, things could look a lot better. If you can afford to invest $5,000 into these stocks, here's why you should consider doing so.</p>\n<h4><b>1. AstraZeneca</b></h4>\n<p>Shares of COVID-19 vaccine-maker AstraZeneca are down 5% over the past three months, while the <b>S&P 500</b> has soared by more than 5%. The company released its third-quarter results on Nov. 12, which disappointed investors as it fell short of earnings expectations. The stock sank more than 6% on the day.</p>\n<p>But next year, things could look much different. Up until now, AstraZeneca hasn't been trying to make a profit from its COVID-19 vaccine. But now that the pandemic is turning into more of an endemic, the company is going to focus on turning a profit on the vaccine on any new orders.</p>\n<p>That means an increase in price. The company has been selling its vaccine for just a few dollars per dose, well below what other COVID-19 vaccine makers are charging countries.</p>\n<p>For the period ending Sept. 30, the company's COVID-19 vaccine generated over $1 billion in revenue. Meanwhile, rival vaccine-maker <b>Moderna</b> reported $4.8 billion in product sales for the same period, and <b>Pfizer</b>'s COVID-19 vaccine generated $13 billion in revenue, also during the same interval.</p>\n<p>While it's unclear just how much higher AstraZeneca's COVID-19-related revenue may climb on an increase in the vaccine's price, its top line is likely to get a boost next year nonetheless. Plus, it completed the acquisition of healthcare-company Alexion Pharmaceuticals in July, which has already started contributing to AstraZeneca's financials this past quarter to the tune of $1.3 billion in new revenue. Alexion's focus on rare diseases expands AstraZeneca's product mix and can set it up for some great gains over the long term.</p>\n<p>Although AstraZeneca incurred a net loss of $1.7 billion this past quarter, that's largely due to the acquisition of Alexion, as its operations are typically profitable. (In each of the previous four quarters, AstraZeneca has reported a profit margin of at least 6%.)</p>\n<p>As it integrates Alexion into its business and eliminates inefficiencies and redundancies, the company's financials will improve. That, combined with the additional revenue from the new business plus an increase in COVID-19 sales, could set the stock up for a terrific performance in 2022.</p>\n<h4><b>2. Beyond Meat</b></h4>\n<p>Beyond Meat's stock has been falling fast as it's down 36% in just three months. What was looking like it might be a promising year for the company amid reopenings has stalled due to the delta variant causing a spike in COVID-19 cases.</p>\n<p>The company had a bad earnings report and the stock has become a better buy in November. Although sales of $106.4 million for the period ending Oct. 2 rose 13% year over year, the company disappointed investors with a net loss of $54.8 million that was more than double the $19.3 million loss it reported in the same period in 2020. Beyond Meat doesn't project a picture of getting much better in the final quarter of the year, as it expects net revenue to fall within a range of just $85 million to $110 million.</p>\n<p>There's no shortage of bearishness surrounding Beyond Meat right now. But heading into next year, a lot can change. What's important is that the company has some great growth opportunities in place.</p>\n<p>Beyond's sales were up 13% this past quarter, but that was driven primarily by growth in the international markets, where revenue more than doubled to $38.9 million. In the U.S. market, sales of $67.5 million declined by 14%.</p>\n<p>However, if supply-chain issues resolve next year and COVID-19 case numbers come down as people receive booster shots, there's reason to believe that the U.S. numbers could strengthen with a return to normalcy in the economy. And fast-food restaurant <b>McDonald's</b> recently launched its McPlant burger (which features a Beyond Meat patty) in multiple U.S. cities. If successful, that could also lead to some improved financials for Beyond in 2022.</p>\n<p>Although the growth stock is beaten up today, a year from now, today's price could look like a bargain.</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>Got $5,000? These 2 Stocks Could Be Bargain Buys in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? These 2 Stocks Could Be Bargain Buys in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 08:30 GMT+8 <a href=https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","BYND":"Beyond Meat, Inc."},"source_url":"https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186340224","content_text":"Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, and this year's sell-off stock could be next year's top performer.\nThat's exactly what I think of with AstraZeneca and Beyond Meat . Both of these stocks have been falling recently, but heading into next year, things could look a lot better. If you can afford to invest $5,000 into these stocks, here's why you should consider doing so.\n1. AstraZeneca\nShares of COVID-19 vaccine-maker AstraZeneca are down 5% over the past three months, while the S&P 500 has soared by more than 5%. The company released its third-quarter results on Nov. 12, which disappointed investors as it fell short of earnings expectations. The stock sank more than 6% on the day.\nBut next year, things could look much different. Up until now, AstraZeneca hasn't been trying to make a profit from its COVID-19 vaccine. But now that the pandemic is turning into more of an endemic, the company is going to focus on turning a profit on the vaccine on any new orders.\nThat means an increase in price. The company has been selling its vaccine for just a few dollars per dose, well below what other COVID-19 vaccine makers are charging countries.\nFor the period ending Sept. 30, the company's COVID-19 vaccine generated over $1 billion in revenue. Meanwhile, rival vaccine-maker Moderna reported $4.8 billion in product sales for the same period, and Pfizer's COVID-19 vaccine generated $13 billion in revenue, also during the same interval.\nWhile it's unclear just how much higher AstraZeneca's COVID-19-related revenue may climb on an increase in the vaccine's price, its top line is likely to get a boost next year nonetheless. Plus, it completed the acquisition of healthcare-company Alexion Pharmaceuticals in July, which has already started contributing to AstraZeneca's financials this past quarter to the tune of $1.3 billion in new revenue. Alexion's focus on rare diseases expands AstraZeneca's product mix and can set it up for some great gains over the long term.\nAlthough AstraZeneca incurred a net loss of $1.7 billion this past quarter, that's largely due to the acquisition of Alexion, as its operations are typically profitable. (In each of the previous four quarters, AstraZeneca has reported a profit margin of at least 6%.)\nAs it integrates Alexion into its business and eliminates inefficiencies and redundancies, the company's financials will improve. That, combined with the additional revenue from the new business plus an increase in COVID-19 sales, could set the stock up for a terrific performance in 2022.\n2. Beyond Meat\nBeyond Meat's stock has been falling fast as it's down 36% in just three months. What was looking like it might be a promising year for the company amid reopenings has stalled due to the delta variant causing a spike in COVID-19 cases.\nThe company had a bad earnings report and the stock has become a better buy in November. Although sales of $106.4 million for the period ending Oct. 2 rose 13% year over year, the company disappointed investors with a net loss of $54.8 million that was more than double the $19.3 million loss it reported in the same period in 2020. Beyond Meat doesn't project a picture of getting much better in the final quarter of the year, as it expects net revenue to fall within a range of just $85 million to $110 million.\nThere's no shortage of bearishness surrounding Beyond Meat right now. But heading into next year, a lot can change. What's important is that the company has some great growth opportunities in place.\nBeyond's sales were up 13% this past quarter, but that was driven primarily by growth in the international markets, where revenue more than doubled to $38.9 million. In the U.S. market, sales of $67.5 million declined by 14%.\nHowever, if supply-chain issues resolve next year and COVID-19 case numbers come down as people receive booster shots, there's reason to believe that the U.S. numbers could strengthen with a return to normalcy in the economy. And fast-food restaurant McDonald's recently launched its McPlant burger (which features a Beyond Meat patty) in multiple U.S. cities. If successful, that could also lead to some improved financials for Beyond in 2022.\nAlthough the growth stock is beaten up today, a year from now, today's price could look like a bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875663998,"gmtCreate":1637644159793,"gmtModify":1637644159793,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term ","listText":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term ","text":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875663998","repostId":"2185871418","repostType":2,"repost":{"id":"2185871418","pubTimestamp":1637636612,"share":"https://www.laohu8.com/m/news/2185871418?lang=&edition=full","pubTime":"2021-11-23 11:03","market":"us","language":"en","title":"3 Hot Stocks Billionaires Can't Stop Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2185871418","media":"Motley Fool","summary":"Today, investors can buy two of the three at an even lower price.","content":"<p>It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge fund manager does, 13Fs can also be fertile ground for ideas --- some of which may be even cheaper today.</p>\n<p>Across three prominent money managers I follow, here are three of their most consequential buys from the tumultuous third quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33491ae21962eb797627de4d2264f495\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Duquesne Capital Management loads up on Coupang</h2>\n<p>Dusquesne Capital is run by Stan Druckenmiller, a star trader who used to work for George Soros. Druckenmiller has since shuttered his fund and now runs Duquesne Capital as a family office, but is still large enough that it must disclose trades to the SEC.</p>\n<p>Druckenmiller is currently a big fan of large-cap tech stocks, and recently made South Korean e-commerce player <b>Coupang</b> (NYSE:CPNG) his largest position, increasing his stake by 47% last quarter, making Coupang a 14% allocation in Duquesne's portfolio -- its largest position.</p>\n<p>It's unclear when Druckenmiller bought the stock in the third quarter, but hopefully it was closer to the end of September. Coupang has had a rough go of it since its IPO back in March, especially over the summer. After hitting the markets at $35 per share, Coupang ended its first day of trading at nearly $50. But since the Spring, it has been a long a slow steady decline, starting the third quarter in the low $40 range, only to end the quarter in the high $20s. After an October bounce, shares are once again back at a price of $27.16 as of this writing, following an earnings release that missed analyst expectations.</p>\n<p>Despite the negativity, all is not lost for Coupang, and it could be a stock for further research. While growth missed analyst expectations last quarter, it was still quite strong at 48%, with active customers growing 20% and spend per customer up 25% year-on-year. While the company continues to mint hefty net losses, it's encouraging that Coupang's gross margin expanded, with gross profits increasing 62% -- a higher rate than revenues.</p>\n<p>Coupang was a first-mover in South Korea in terms of one-day delivery capabilities, and it's investing heavily in Coupang Eats, aiming to link e-commerce with food delivery and turning Coupang into more of an indispensable platform South Koreans use every day. One encouraging key performance indicator: Coupang Eats was the most-downloaded app on iOS and second-most downloaded app on Android in South Korea in 2021. After a tough summer for e-commerce names, investors may want to dive deeper.</p>\n<h2>Appaloosa goes bargain shopping at Macy's, and strikes gold</h2>\n<p>One of the best value investors I follow is David Tepper, who also runs a family office under the name of his prior hedge fund: Appaloosa. In the third quarter, Tepper loaded up on retailer <b>Macy's</b> (NYSE:M) – a move that looks awfully prescient today.</p>\n<p>Macy's finished the third quarter up about 30%, and is already up another 50% since the beginning of the fourth! Lucky for Tepper, he increased his Macy's stake by 93% last quarter, making it a 3.8% allocation, good for Appaloosa's seventh-largest position.</p>\n<p>Why the surge? Well, it's no surprise that many brick-and-mortar retail stocks were depressed during the pandemic. With consumers having saved money and vaccinations rolling out, \"revenge shopping\" was likely at play.</p>\n<p>But Macy's has other things going for it, too. In a lucky turn for shareholders, activist investor JANA Partners announced a stake in Macy's in October. JANA is proposing Macy's separate its high-growth e-commerce business from its brick-and-mortar stores, a move JANA believes could unlock serious value for shareholders, given that pure-play e-commerce stocks fetch much higher valuations than Macy's does today.</p>\n<p>On its recent earnings release, Macy's not only blew past analyst expectations for both revenue and adjusted earnings per share, but management also seemed open to the idea of exploring strategic alternatives. CEO Jeff Gennette said on the conference call with analysts: \"But based on how the market is assigning value e-commerce businesses, we just added AlixPartners, which we announced this morning as an objective third-party firm to really pressure test all of our analyses. And so, we're in the middle of that work, we need to complete our analysis, and we plan to provide an update after the work is complete.\"</p>\n<p>Yet despite Macy's incredible run following JANA's disclosure and solid earnings, the stock only trades around 12 times next year's earnings estimates. Some analysts still rate Macy's a \"buy\" with higher price targets today, even after its epic run. Macy's is definitely a stock to research for those who think U.S. consumer spending on apparel will remain strong as the economy reopens, or that an e-commerce spinoff may actually happen.</p>\n<h2>Lone Pine can't quit <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2>\n<p>Finally Stephen Mandel's Lone Pine Capital is a hedge fund to follow for growth-oriented names. In the third quarter, the company loaded up on a name you can actually buy for much cheaper today.</p>\n<p>During the third quarter, Lone Pine increased its <b>Twitter</b> (NYSE:TWTR) stake by 117%, raising it from a 2.2% allocation to a 4.4% allocation, good for the fund's seventh-largest position. That looks like rather inopportune timing, however, as Twitter spent much of the third quarter in the $60s. After a rough earnings season, it now trades around $48 per share.</p>\n<p>So what happened? Twitter's third quarter revenue actually came in slightly ahead of estimates, but perhaps analysts were looking for a bigger beat. Another worrisome trend is Twitter's stagnant U.S. monetizable daily users (mDAUs), which have ticked down since vaccines became widely distributed in the first quarter, though international mDAU growth remained solid.</p>\n<p>To its credit, Twitter was able to monetize those users better than peer <b>Snap</b> (NYSE:SNAP) did. iOS privacy changes began to affect all direct response advertising last quarter, and Snap was heavily affected. However, while Twitter recently only received about 15% of ad revenue from direct response ads, its growth is predicated on getting that to a 50-50 ratio. So, iOS changes that affect DR advertising may delay that growth trajectory.</p>\n<p>Oh, and Twitter also took an $809.5 million charge to settle a class action lawsuit over allegedly misleading investors years ago over how often users used its platform -- although that was known as of late September.</p>\n<p>Now discounted, Twitter is an interesting stock, as it has quite engaged and passionate users, but hasn't been able to scale in the way other social media platforms have. Management also continues to invest heavily in growth, limiting current profitability and making valuation difficult to figure out.</p>\n<p>However, management is high on new targeting and personalization measures that have led to increased engagement. Additionally, CEO Jack Dorsey is big on cryptocurrency, and likely has new innovations in the offing that could further link Twitter with digital e-commerce. Down by so much, Twitter may be worth investigating after its summer swoon.</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 Hot Stocks Billionaires Can't Stop Buying</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 Hot Stocks Billionaires Can't Stop Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 11:03 GMT+8 <a href=https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","TWTR":"Twitter","CPNG":"Coupang, Inc.","SNAP":"Snap Inc"},"source_url":"https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185871418","content_text":"It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge fund manager does, 13Fs can also be fertile ground for ideas --- some of which may be even cheaper today.\nAcross three prominent money managers I follow, here are three of their most consequential buys from the tumultuous third quarter.\nImage source: Getty Images.\nDuquesne Capital Management loads up on Coupang\nDusquesne Capital is run by Stan Druckenmiller, a star trader who used to work for George Soros. Druckenmiller has since shuttered his fund and now runs Duquesne Capital as a family office, but is still large enough that it must disclose trades to the SEC.\nDruckenmiller is currently a big fan of large-cap tech stocks, and recently made South Korean e-commerce player Coupang (NYSE:CPNG) his largest position, increasing his stake by 47% last quarter, making Coupang a 14% allocation in Duquesne's portfolio -- its largest position.\nIt's unclear when Druckenmiller bought the stock in the third quarter, but hopefully it was closer to the end of September. Coupang has had a rough go of it since its IPO back in March, especially over the summer. After hitting the markets at $35 per share, Coupang ended its first day of trading at nearly $50. But since the Spring, it has been a long a slow steady decline, starting the third quarter in the low $40 range, only to end the quarter in the high $20s. After an October bounce, shares are once again back at a price of $27.16 as of this writing, following an earnings release that missed analyst expectations.\nDespite the negativity, all is not lost for Coupang, and it could be a stock for further research. While growth missed analyst expectations last quarter, it was still quite strong at 48%, with active customers growing 20% and spend per customer up 25% year-on-year. While the company continues to mint hefty net losses, it's encouraging that Coupang's gross margin expanded, with gross profits increasing 62% -- a higher rate than revenues.\nCoupang was a first-mover in South Korea in terms of one-day delivery capabilities, and it's investing heavily in Coupang Eats, aiming to link e-commerce with food delivery and turning Coupang into more of an indispensable platform South Koreans use every day. One encouraging key performance indicator: Coupang Eats was the most-downloaded app on iOS and second-most downloaded app on Android in South Korea in 2021. After a tough summer for e-commerce names, investors may want to dive deeper.\nAppaloosa goes bargain shopping at Macy's, and strikes gold\nOne of the best value investors I follow is David Tepper, who also runs a family office under the name of his prior hedge fund: Appaloosa. In the third quarter, Tepper loaded up on retailer Macy's (NYSE:M) – a move that looks awfully prescient today.\nMacy's finished the third quarter up about 30%, and is already up another 50% since the beginning of the fourth! Lucky for Tepper, he increased his Macy's stake by 93% last quarter, making it a 3.8% allocation, good for Appaloosa's seventh-largest position.\nWhy the surge? Well, it's no surprise that many brick-and-mortar retail stocks were depressed during the pandemic. With consumers having saved money and vaccinations rolling out, \"revenge shopping\" was likely at play.\nBut Macy's has other things going for it, too. In a lucky turn for shareholders, activist investor JANA Partners announced a stake in Macy's in October. JANA is proposing Macy's separate its high-growth e-commerce business from its brick-and-mortar stores, a move JANA believes could unlock serious value for shareholders, given that pure-play e-commerce stocks fetch much higher valuations than Macy's does today.\nOn its recent earnings release, Macy's not only blew past analyst expectations for both revenue and adjusted earnings per share, but management also seemed open to the idea of exploring strategic alternatives. CEO Jeff Gennette said on the conference call with analysts: \"But based on how the market is assigning value e-commerce businesses, we just added AlixPartners, which we announced this morning as an objective third-party firm to really pressure test all of our analyses. And so, we're in the middle of that work, we need to complete our analysis, and we plan to provide an update after the work is complete.\"\nYet despite Macy's incredible run following JANA's disclosure and solid earnings, the stock only trades around 12 times next year's earnings estimates. Some analysts still rate Macy's a \"buy\" with higher price targets today, even after its epic run. Macy's is definitely a stock to research for those who think U.S. consumer spending on apparel will remain strong as the economy reopens, or that an e-commerce spinoff may actually happen.\nLone Pine can't quit Twitter\nFinally Stephen Mandel's Lone Pine Capital is a hedge fund to follow for growth-oriented names. In the third quarter, the company loaded up on a name you can actually buy for much cheaper today.\nDuring the third quarter, Lone Pine increased its Twitter (NYSE:TWTR) stake by 117%, raising it from a 2.2% allocation to a 4.4% allocation, good for the fund's seventh-largest position. That looks like rather inopportune timing, however, as Twitter spent much of the third quarter in the $60s. After a rough earnings season, it now trades around $48 per share.\nSo what happened? Twitter's third quarter revenue actually came in slightly ahead of estimates, but perhaps analysts were looking for a bigger beat. Another worrisome trend is Twitter's stagnant U.S. monetizable daily users (mDAUs), which have ticked down since vaccines became widely distributed in the first quarter, though international mDAU growth remained solid.\nTo its credit, Twitter was able to monetize those users better than peer Snap (NYSE:SNAP) did. iOS privacy changes began to affect all direct response advertising last quarter, and Snap was heavily affected. However, while Twitter recently only received about 15% of ad revenue from direct response ads, its growth is predicated on getting that to a 50-50 ratio. So, iOS changes that affect DR advertising may delay that growth trajectory.\nOh, and Twitter also took an $809.5 million charge to settle a class action lawsuit over allegedly misleading investors years ago over how often users used its platform -- although that was known as of late September.\nNow discounted, Twitter is an interesting stock, as it has quite engaged and passionate users, but hasn't been able to scale in the way other social media platforms have. Management also continues to invest heavily in growth, limiting current profitability and making valuation difficult to figure out.\nHowever, management is high on new targeting and personalization measures that have led to increased engagement. Additionally, CEO Jack Dorsey is big on cryptocurrency, and likely has new innovations in the offing that could further link Twitter with digital e-commerce. Down by so much, Twitter may be worth investigating after its summer swoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875660675,"gmtCreate":1637643918334,"gmtModify":1637643918436,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Buy both lol","listText":"Buy both lol","text":"Buy both lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875660675","repostId":"1107351089","repostType":2,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878908031,"gmtCreate":1637131725703,"gmtModify":1637131842898,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Buy ","listText":"Buy ","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878908031","repostId":"2183883805","repostType":2,"repost":{"id":"2183883805","pubTimestamp":1637120880,"share":"https://www.laohu8.com/m/news/2183883805?lang=&edition=full","pubTime":"2021-11-17 11:48","market":"us","language":"en","title":"Should You Buy These 2 Stocks That Crushed Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=2183883805","media":"Motley Fool","summary":"PubMatic and Fiverr just delivered fantastic Q3 earnings reports, and both have bright futures that investors could still profit from.","content":"<p><b>Fiverr</b> (NYSE:FVRR) and <b>PubMatic</b> (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake of those reports. That's good news for their established shareholders, but investors who haven't already gotten in on the action may be wondering if they missed the boat on these high-quality companies.</p>\n<p>The answer, simply, is no. When looking at Fiverr and PubMatic, it is clear that both companies still have tons of growth ahead of them, and are early in their stories. Here's why I think they are great investment choices at their current levels.</p>\n<h2>1. Fiverr: Reinventing work</h2>\n<p>Fiverr is looking to be more than just a marketplace where employers can find freelance workers. It wants to become an ecosystem where businesses and freelancers alike can grow. While its business model got a boost from the COVID-19 pandemic, it is not a pandemic stock. Businesses have been increasing their use of freelancers for years, and this trend likely won't stop. Some of Fiverr's growth was pulled forward by the pandemic, but that growth is continuing as restrictions are reduced.</p>\n<p>In the third quarter, revenue grew by 42% year over year to $74 million, and the number of active clients looking to hire freelancers rose 33% to 4.1 million. Customers have also increased their spending by 20% to $234 per buyer. Fiverr expects 2021 revenue to be 48% to 52% higher than 2020 revenue, reaching about $294 million. It generated $9 million in free cash flow in the third quarter, compared to $6 million in the year-ago quarter, but its net loss represented 19% of revenue -- which is an increase compared to both Q2 2021 and Q3 2020.</p>\n<p>The major risk that Fiverr has is competition from <b>Upwork</b> (NASDAQ:UPWK). Upwork makes more revenue, but Fiverr has been growing much faster since before the pandemic. Since 2018, Upwork's top line has grown by 134%, but Fiverr's has grown by 350%, and it looks like the stronger business today. Many investors see Fiverr as solely a pandemic investment, which is likely why shares are 44% off their all-time highs. But this is far from the case.</p>\n<p>Looking at its Q3 growth rates and management's guidance, it is obvious that Fiverr can continue growing rapidly even as more companies are able to get back to having more employees on site. Fiverr is helping create the future of work, and its third-quarter figures indicate that it can be successful in a post-pandemic environment. That should give investors the confidence to add this stock to their portfolios today.</p>\n<h2>2. PubMatic: The soon-to-be leader?</h2>\n<p>Sell-side adtech player PubMatic is more of an up-and-coming company, but it could quickly become a market leader. It crushed its Q3 estimates, and the stock jumped nearly 30% on the day after it reported earnings last week. Adtech companies, which connect advertisers and publishers, were expected to have a rough third quarter after <b>Apple</b> and <b>Google</b> announced that they were banning cookies on their platforms. Cookies provide adtech companies valuable information about consumers, so losing them was expected to impair their businesses.</p>\n<p>However, this was not the case for PubMatic. Unlike its major competitor, <b>Magnite</b> (NASDAQ:MGNI) -- which was hurt by these changes -- PubMatic was barely scratched. There were two main reasons why. First, Pubmatic has been developing a system that does not rely on cookies, obtaining information about consumers in other ways, and this method was successful in Q3. The company noted that over 66% of its revenue came from customers that used alternate identifiers for targeted ads.</p>\n<p>Second, the company was successful in connected TV (CTV) advertising -- a medium that will absorb a rapidly growing share of advertising budgets over the coming decade. Last quarter, Pubmatic's CTV revenue grew by more than seven times year over year, and the company reached 154 CTV publishers -- up 25% year over year. Its successes in that arena led to impressive top-line growth: Q3 revenue grew 54% over last year to $58 million, net income grew 118% to $13.5 million, and both of these metrics flew past analysts' estimates. Another impressive milestone for the company was that its net retention rate reached 157%, compared to 110% a year ago.</p>\n<p>Although Magnite is the leader on the sell-side of the adtech industry, PubMatic is starting to catch up. Magnite has been growing primarily by acquisition, while PubMatic's growth has been entirely organic. This suggests that if Magnite's spending spree ends, PubMatic could take over as the market leader. Ad spending is expected to reach $526 billion by 2024, and a fast-growing company like PubMatic could really capitalize on this massive market. This company's journey is still in its early stages -- and there's a long road for growth ahead of it.</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>Should You Buy These 2 Stocks That Crushed Estimates?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy These 2 Stocks That Crushed Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 11:48 GMT+8 <a href=https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fiverr (NYSE:FVRR) and PubMatic (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd.","BK4130":"人力资源与就业服务","PUBM":"PubMatic, Inc.","BK4009":"广告","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183883805","content_text":"Fiverr (NYSE:FVRR) and PubMatic (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake of those reports. That's good news for their established shareholders, but investors who haven't already gotten in on the action may be wondering if they missed the boat on these high-quality companies.\nThe answer, simply, is no. When looking at Fiverr and PubMatic, it is clear that both companies still have tons of growth ahead of them, and are early in their stories. Here's why I think they are great investment choices at their current levels.\n1. Fiverr: Reinventing work\nFiverr is looking to be more than just a marketplace where employers can find freelance workers. It wants to become an ecosystem where businesses and freelancers alike can grow. While its business model got a boost from the COVID-19 pandemic, it is not a pandemic stock. Businesses have been increasing their use of freelancers for years, and this trend likely won't stop. Some of Fiverr's growth was pulled forward by the pandemic, but that growth is continuing as restrictions are reduced.\nIn the third quarter, revenue grew by 42% year over year to $74 million, and the number of active clients looking to hire freelancers rose 33% to 4.1 million. Customers have also increased their spending by 20% to $234 per buyer. Fiverr expects 2021 revenue to be 48% to 52% higher than 2020 revenue, reaching about $294 million. It generated $9 million in free cash flow in the third quarter, compared to $6 million in the year-ago quarter, but its net loss represented 19% of revenue -- which is an increase compared to both Q2 2021 and Q3 2020.\nThe major risk that Fiverr has is competition from Upwork (NASDAQ:UPWK). Upwork makes more revenue, but Fiverr has been growing much faster since before the pandemic. Since 2018, Upwork's top line has grown by 134%, but Fiverr's has grown by 350%, and it looks like the stronger business today. Many investors see Fiverr as solely a pandemic investment, which is likely why shares are 44% off their all-time highs. But this is far from the case.\nLooking at its Q3 growth rates and management's guidance, it is obvious that Fiverr can continue growing rapidly even as more companies are able to get back to having more employees on site. Fiverr is helping create the future of work, and its third-quarter figures indicate that it can be successful in a post-pandemic environment. That should give investors the confidence to add this stock to their portfolios today.\n2. PubMatic: The soon-to-be leader?\nSell-side adtech player PubMatic is more of an up-and-coming company, but it could quickly become a market leader. It crushed its Q3 estimates, and the stock jumped nearly 30% on the day after it reported earnings last week. Adtech companies, which connect advertisers and publishers, were expected to have a rough third quarter after Apple and Google announced that they were banning cookies on their platforms. Cookies provide adtech companies valuable information about consumers, so losing them was expected to impair their businesses.\nHowever, this was not the case for PubMatic. Unlike its major competitor, Magnite (NASDAQ:MGNI) -- which was hurt by these changes -- PubMatic was barely scratched. There were two main reasons why. First, Pubmatic has been developing a system that does not rely on cookies, obtaining information about consumers in other ways, and this method was successful in Q3. The company noted that over 66% of its revenue came from customers that used alternate identifiers for targeted ads.\nSecond, the company was successful in connected TV (CTV) advertising -- a medium that will absorb a rapidly growing share of advertising budgets over the coming decade. Last quarter, Pubmatic's CTV revenue grew by more than seven times year over year, and the company reached 154 CTV publishers -- up 25% year over year. Its successes in that arena led to impressive top-line growth: Q3 revenue grew 54% over last year to $58 million, net income grew 118% to $13.5 million, and both of these metrics flew past analysts' estimates. Another impressive milestone for the company was that its net retention rate reached 157%, compared to 110% a year ago.\nAlthough Magnite is the leader on the sell-side of the adtech industry, PubMatic is starting to catch up. Magnite has been growing primarily by acquisition, while PubMatic's growth has been entirely organic. This suggests that if Magnite's spending spree ends, PubMatic could take over as the market leader. Ad spending is expected to reach $526 billion by 2024, and a fast-growing company like PubMatic could really capitalize on this massive market. This company's journey is still in its early stages -- and there's a long road for growth ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845006652,"gmtCreate":1636250249094,"gmtModify":1636250377005,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Giant capital make giant profile, make sense","listText":"Giant capital make giant profile, make sense","text":"Giant capital make giant profile, make sense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845006652","repostId":"2181374735","repostType":2,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842879076,"gmtCreate":1636165300723,"gmtModify":1636165300858,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"I'll be a 50/50 situation light Bntx and Mrna. ","listText":"I'll be a 50/50 situation light Bntx and Mrna. ","text":"I'll be a 50/50 situation light Bntx and Mrna.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842879076","repostId":"1152406340","repostType":2,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842970043,"gmtCreate":1636128111606,"gmtModify":1636128111696,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Lucky I sold MRNA and Bntx at $300...else charm","listText":"Lucky I sold MRNA and Bntx at $300...else charm","text":"Lucky I sold MRNA and Bntx at $300...else charm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842970043","repostId":"1196545101","repostType":2,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848958002,"gmtCreate":1635955893902,"gmtModify":1635955894024,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a> Good Luck to All who own Z","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a> Good Luck to All who own Z","text":"$Zillow(ZG)$ Good Luck to All who own Z","images":[{"img":"https://static.tigerbbs.com/5ca743ee0be2af8df9427a80b1afd0b0","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848958002","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857067182,"gmtCreate":1635496227761,"gmtModify":1635496227860,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a> Time to get out from this swing stock! ","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a> Time to get out from this swing stock! ","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$ Time to get out from this swing stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857067182","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851227375,"gmtCreate":1634911432914,"gmtModify":1634911806973,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>This is future sky rocket 🚀 stock to own","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>This is future sky rocket 🚀 stock to own","text":"$ChargePoint Holdings Inc.(CHPT)$This is future sky rocket 🚀 stock to own","images":[{"img":"https://static.tigerbbs.com/d75e40b449f22919dafb7a52d8f4b34b","width":"720","height":"1780"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851227375","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859175881,"gmtCreate":1634684425999,"gmtModify":1634694780681,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVIR\">$AVIR 20211119 35.0 PUT(AVIR)$</a>What the hell Covid!?","listText":"<a href=\"https://laohu8.com/S/AVIR\">$AVIR 20211119 35.0 PUT(AVIR)$</a>What the hell Covid!?","text":"$AVIR 20211119 35.0 PUT(AVIR)$What the hell Covid!?","images":[{"img":"https://static.tigerbbs.com/a8d5fa9d12e11c440eb295014c761db2","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859175881","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800133615,"gmtCreate":1627285290337,"gmtModify":1633766529277,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800133615","repostId":"2153626987","repostType":4,"repost":{"id":"2153626987","pubTimestamp":1627285213,"share":"https://www.laohu8.com/m/news/2153626987?lang=&edition=full","pubTime":"2021-07-26 15:40","market":"us","language":"en","title":"You know who doesn't hate Facebook? Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2153626987","media":"MarketWatch","summary":"Facebook earnings preview: As bad news continues to roll in, social-media powerhouse just keeps putt","content":"<p>Facebook earnings preview: As bad news continues to roll in, social-media powerhouse just keeps putting up record profit and revenue in booming online-ad market</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9740535c9c9796bfa9fdcbc37b0ce0d9\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Facebook Inc. reports fiscal second-quarter earnings on July 28. GETTY IMAGES</span></p>\n<p>Excuse us if you've heard this song before: Facebook Inc. -- under siege from the president and his predecessor, the Federal Trade Commission, a bestselling book and lawmakers -- is expected to rack up record revenue and net income when it reports earnings.</p>\n<p>So at least investors are happy as the social-networking juggernaut chugs along unabated, with billions of dollars in advertising, a market value topping $1 trillion and 3.3 billion users and counting heading into Wednesday's second-quarter report. Analysts also still like Facebook (FB), with Cowen analyst John Blackledge recently raising his forecast for second-quarter ad revenue to $28.8 billion, reflecting the 'what-me-worry?' Teflon sheen encasing the company and its chief executive, Mark Zuckerberg.</p>\n<p>The general mood in digital advertising is that -- considerable political and regulatory issues aside -- Facebook and Google parent Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) \"remain dominant today and are regularly the preferred platforms for advertisers,\" a Wedbush Securities note observed on July 19. The mood is likely even cheerier after spectacular revenue results from <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR) and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) on Thursday underscored what financial analysts have been saying for weeks : A surge in digital advertising will greatly work to the advantage of Facebook and Alphabet.</p>\n<p>\"We have written much about the strength of the online ad markets over the past 9 months...but even we underestimated 2Q/3Q results,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Brian Nowak said of Twitter and Snap in a Friday note. \"These trends and results are positive reads for Google/Facebook/Pinterest<a href=\"https://laohu8.com/S/PINS\">$(PINS)$</a>/Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>ads into next week.\"</p>\n<p>The booming results, ironically, also have drawn the attention of lawmakers attempting to rein in the ever-expanding economic clout and market power of Big Tech. On July 16, President Joe Biden specifically called out Facebook and other social-media sites for their role in the spread of COVID-19 vaccine misinformation Saturday. \"At a time when COVID-19 cases are rising in America, the Biden administration has chosen to blame a handful of American social-media companies,\" wrote Guy Rosen, Facebook's vice president of integrity.</p>\n<p>Not to be left out, former President Donald Trump is suing Facebook, Twitter and Google for \"canceling\" him after the Jan. 6 insurrection which chronicles the dysfunction of Facebook's executive decision makers and penchant for blame deflection -- not to mention ongoing investigation by the FTC and a raft of antitrust bills that, among other objectives, attempt to undo Facebook's acquisitions of Instagram and WhatsApp.</p>\n<p>In response, Zuckerberg appears to be thinking of pitching his company in a new way. In an interview with The Verge this week, Zuckerberg outlined an ambitious plan to transform the social-networking giant into a so-called metaverse company \"where instead of just viewing content -- you are in it,\" he said. \"But the metaverse isn't just virtual reality. It's going to be accessible across all of our different computing platforms -- VR and AR, but also PC, and also mobile devices and game consoles.\"</p>\n<p>Expect to hear more about the \"metaverse\" plans when Zuckerberg and other Facebook execs hold a conference call Wednesday evening, as well as questions about all the forces aligning against Facebook. Just don't expect that any of that will have an effect on the money that keeps flowing into the social-media giant.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Analysts on average expect Facebook to report earnings of $3.04 a share, up from $1.71 a share a year ago. Analysts had been forecasting $2.49 a share at the end of March.</p>\n<p>Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are projecting earnings of $3.04 a share on average.</p>\n<p><b>Revenue: </b>Analysts on average expect Facebook to report $27.85 billion in second-quarter revenue. Estimize contributors predict $27.84 billion on average.</p>\n<p><b>Stock movement: </b>Facebook shares declined after four of the past eight quarterly earnings reports, with a 7.3% gain after first-quarter results. Facebook's stock is up 28% so far this year, while the S&P 500 index SPX has climbed 16%.</p>\n<p><b>What analysts are saying</b></p>\n<p>A herd of Facebook analysts, led by the aforementioned Wedbush Securities, expect (record) business as usual despite the anti-Facebook climate and changes to Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> iOS 14.5 that inhibit Facebook and other company's ability to track users and show them certain ads.</p>\n<p>\"Google Search, Facebook, Google Shopping, and Instagram were ranked most often as the highest [return on advertising spend] platforms,\" Wedbush Securities analysts gleaned from a survey of advertisers on the impact of return on investment from Apple's privacy efforts.</p>\n<p>\"Overall, our channel checks imply a strong and possibly noisy 2Q for Facebook,\" MKM Partners analyst Rohit Kulkarni said in a July 12 note to clients that rates Facebook shares as buy with a price target of $380. \"However, we believe 2H21 innovation pipeline for the core FB/IG products appears to be accelerating, with the Instagram app redo (with TikTok-style vertical videos, Reels front-and-center), more gaming content, smart ad recommendations and growing focus on creator economy.\"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You know who doesn't hate Facebook? Wall Street</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\">\nYou know who doesn't hate Facebook? Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:40 GMT+8 <a href=https://www.marketwatch.com/story/you-know-who-doesnt-hate-facebook-wall-street-11627058531?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook earnings preview: As bad news continues to roll in, social-media powerhouse just keeps putting up record profit and revenue in booming online-ad market\nFacebook Inc. reports fiscal second-...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-know-who-doesnt-hate-facebook-wall-street-11627058531?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/you-know-who-doesnt-hate-facebook-wall-street-11627058531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153626987","content_text":"Facebook earnings preview: As bad news continues to roll in, social-media powerhouse just keeps putting up record profit and revenue in booming online-ad market\nFacebook Inc. reports fiscal second-quarter earnings on July 28. GETTY IMAGES\nExcuse us if you've heard this song before: Facebook Inc. -- under siege from the president and his predecessor, the Federal Trade Commission, a bestselling book and lawmakers -- is expected to rack up record revenue and net income when it reports earnings.\nSo at least investors are happy as the social-networking juggernaut chugs along unabated, with billions of dollars in advertising, a market value topping $1 trillion and 3.3 billion users and counting heading into Wednesday's second-quarter report. Analysts also still like Facebook (FB), with Cowen analyst John Blackledge recently raising his forecast for second-quarter ad revenue to $28.8 billion, reflecting the 'what-me-worry?' Teflon sheen encasing the company and its chief executive, Mark Zuckerberg.\nThe general mood in digital advertising is that -- considerable political and regulatory issues aside -- Facebook and Google parent Alphabet Inc. $(GOOGL)$(GOOGL) \"remain dominant today and are regularly the preferred platforms for advertisers,\" a Wedbush Securities note observed on July 19. The mood is likely even cheerier after spectacular revenue results from Twitter Inc. (TWTR) and Snap Inc. (SNAP) on Thursday underscored what financial analysts have been saying for weeks : A surge in digital advertising will greatly work to the advantage of Facebook and Alphabet.\n\"We have written much about the strength of the online ad markets over the past 9 months...but even we underestimated 2Q/3Q results,\" Morgan Stanley analyst Brian Nowak said of Twitter and Snap in a Friday note. \"These trends and results are positive reads for Google/Facebook/Pinterest$(PINS)$/Amazon $(AMZN)$ads into next week.\"\nThe booming results, ironically, also have drawn the attention of lawmakers attempting to rein in the ever-expanding economic clout and market power of Big Tech. On July 16, President Joe Biden specifically called out Facebook and other social-media sites for their role in the spread of COVID-19 vaccine misinformation Saturday. \"At a time when COVID-19 cases are rising in America, the Biden administration has chosen to blame a handful of American social-media companies,\" wrote Guy Rosen, Facebook's vice president of integrity.\nNot to be left out, former President Donald Trump is suing Facebook, Twitter and Google for \"canceling\" him after the Jan. 6 insurrection which chronicles the dysfunction of Facebook's executive decision makers and penchant for blame deflection -- not to mention ongoing investigation by the FTC and a raft of antitrust bills that, among other objectives, attempt to undo Facebook's acquisitions of Instagram and WhatsApp.\nIn response, Zuckerberg appears to be thinking of pitching his company in a new way. In an interview with The Verge this week, Zuckerberg outlined an ambitious plan to transform the social-networking giant into a so-called metaverse company \"where instead of just viewing content -- you are in it,\" he said. \"But the metaverse isn't just virtual reality. It's going to be accessible across all of our different computing platforms -- VR and AR, but also PC, and also mobile devices and game consoles.\"\nExpect to hear more about the \"metaverse\" plans when Zuckerberg and other Facebook execs hold a conference call Wednesday evening, as well as questions about all the forces aligning against Facebook. Just don't expect that any of that will have an effect on the money that keeps flowing into the social-media giant.\nWhat to expect\nEarnings: Analysts on average expect Facebook to report earnings of $3.04 a share, up from $1.71 a share a year ago. Analysts had been forecasting $2.49 a share at the end of March.\nContributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are projecting earnings of $3.04 a share on average.\nRevenue: Analysts on average expect Facebook to report $27.85 billion in second-quarter revenue. Estimize contributors predict $27.84 billion on average.\nStock movement: Facebook shares declined after four of the past eight quarterly earnings reports, with a 7.3% gain after first-quarter results. Facebook's stock is up 28% so far this year, while the S&P 500 index SPX has climbed 16%.\nWhat analysts are saying\nA herd of Facebook analysts, led by the aforementioned Wedbush Securities, expect (record) business as usual despite the anti-Facebook climate and changes to Apple Inc.'s $(AAPL)$ iOS 14.5 that inhibit Facebook and other company's ability to track users and show them certain ads.\n\"Google Search, Facebook, Google Shopping, and Instagram were ranked most often as the highest [return on advertising spend] platforms,\" Wedbush Securities analysts gleaned from a survey of advertisers on the impact of return on investment from Apple's privacy efforts.\n\"Overall, our channel checks imply a strong and possibly noisy 2Q for Facebook,\" MKM Partners analyst Rohit Kulkarni said in a July 12 note to clients that rates Facebook shares as buy with a price target of $380. \"However, we believe 2H21 innovation pipeline for the core FB/IG products appears to be accelerating, with the Instagram app redo (with TikTok-style vertical videos, Reels front-and-center), more gaming content, smart ad recommendations and growing focus on creator economy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":875663998,"gmtCreate":1637644159793,"gmtModify":1637644159793,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term ","listText":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term ","text":"Billionaire want to become the Real shareholder. Up or down doesn't matter for Billionaires. So long biz generate return for him. Trader look for profit not long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875663998","repostId":"2185871418","repostType":2,"repost":{"id":"2185871418","pubTimestamp":1637636612,"share":"https://www.laohu8.com/m/news/2185871418?lang=&edition=full","pubTime":"2021-11-23 11:03","market":"us","language":"en","title":"3 Hot Stocks Billionaires Can't Stop Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2185871418","media":"Motley Fool","summary":"Today, investors can buy two of the three at an even lower price.","content":"<p>It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge fund manager does, 13Fs can also be fertile ground for ideas --- some of which may be even cheaper today.</p>\n<p>Across three prominent money managers I follow, here are three of their most consequential buys from the tumultuous third quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33491ae21962eb797627de4d2264f495\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Duquesne Capital Management loads up on Coupang</h2>\n<p>Dusquesne Capital is run by Stan Druckenmiller, a star trader who used to work for George Soros. Druckenmiller has since shuttered his fund and now runs Duquesne Capital as a family office, but is still large enough that it must disclose trades to the SEC.</p>\n<p>Druckenmiller is currently a big fan of large-cap tech stocks, and recently made South Korean e-commerce player <b>Coupang</b> (NYSE:CPNG) his largest position, increasing his stake by 47% last quarter, making Coupang a 14% allocation in Duquesne's portfolio -- its largest position.</p>\n<p>It's unclear when Druckenmiller bought the stock in the third quarter, but hopefully it was closer to the end of September. Coupang has had a rough go of it since its IPO back in March, especially over the summer. After hitting the markets at $35 per share, Coupang ended its first day of trading at nearly $50. But since the Spring, it has been a long a slow steady decline, starting the third quarter in the low $40 range, only to end the quarter in the high $20s. After an October bounce, shares are once again back at a price of $27.16 as of this writing, following an earnings release that missed analyst expectations.</p>\n<p>Despite the negativity, all is not lost for Coupang, and it could be a stock for further research. While growth missed analyst expectations last quarter, it was still quite strong at 48%, with active customers growing 20% and spend per customer up 25% year-on-year. While the company continues to mint hefty net losses, it's encouraging that Coupang's gross margin expanded, with gross profits increasing 62% -- a higher rate than revenues.</p>\n<p>Coupang was a first-mover in South Korea in terms of one-day delivery capabilities, and it's investing heavily in Coupang Eats, aiming to link e-commerce with food delivery and turning Coupang into more of an indispensable platform South Koreans use every day. One encouraging key performance indicator: Coupang Eats was the most-downloaded app on iOS and second-most downloaded app on Android in South Korea in 2021. After a tough summer for e-commerce names, investors may want to dive deeper.</p>\n<h2>Appaloosa goes bargain shopping at Macy's, and strikes gold</h2>\n<p>One of the best value investors I follow is David Tepper, who also runs a family office under the name of his prior hedge fund: Appaloosa. In the third quarter, Tepper loaded up on retailer <b>Macy's</b> (NYSE:M) – a move that looks awfully prescient today.</p>\n<p>Macy's finished the third quarter up about 30%, and is already up another 50% since the beginning of the fourth! Lucky for Tepper, he increased his Macy's stake by 93% last quarter, making it a 3.8% allocation, good for Appaloosa's seventh-largest position.</p>\n<p>Why the surge? Well, it's no surprise that many brick-and-mortar retail stocks were depressed during the pandemic. With consumers having saved money and vaccinations rolling out, \"revenge shopping\" was likely at play.</p>\n<p>But Macy's has other things going for it, too. In a lucky turn for shareholders, activist investor JANA Partners announced a stake in Macy's in October. JANA is proposing Macy's separate its high-growth e-commerce business from its brick-and-mortar stores, a move JANA believes could unlock serious value for shareholders, given that pure-play e-commerce stocks fetch much higher valuations than Macy's does today.</p>\n<p>On its recent earnings release, Macy's not only blew past analyst expectations for both revenue and adjusted earnings per share, but management also seemed open to the idea of exploring strategic alternatives. CEO Jeff Gennette said on the conference call with analysts: \"But based on how the market is assigning value e-commerce businesses, we just added AlixPartners, which we announced this morning as an objective third-party firm to really pressure test all of our analyses. And so, we're in the middle of that work, we need to complete our analysis, and we plan to provide an update after the work is complete.\"</p>\n<p>Yet despite Macy's incredible run following JANA's disclosure and solid earnings, the stock only trades around 12 times next year's earnings estimates. Some analysts still rate Macy's a \"buy\" with higher price targets today, even after its epic run. Macy's is definitely a stock to research for those who think U.S. consumer spending on apparel will remain strong as the economy reopens, or that an e-commerce spinoff may actually happen.</p>\n<h2>Lone Pine can't quit <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2>\n<p>Finally Stephen Mandel's Lone Pine Capital is a hedge fund to follow for growth-oriented names. In the third quarter, the company loaded up on a name you can actually buy for much cheaper today.</p>\n<p>During the third quarter, Lone Pine increased its <b>Twitter</b> (NYSE:TWTR) stake by 117%, raising it from a 2.2% allocation to a 4.4% allocation, good for the fund's seventh-largest position. That looks like rather inopportune timing, however, as Twitter spent much of the third quarter in the $60s. After a rough earnings season, it now trades around $48 per share.</p>\n<p>So what happened? Twitter's third quarter revenue actually came in slightly ahead of estimates, but perhaps analysts were looking for a bigger beat. Another worrisome trend is Twitter's stagnant U.S. monetizable daily users (mDAUs), which have ticked down since vaccines became widely distributed in the first quarter, though international mDAU growth remained solid.</p>\n<p>To its credit, Twitter was able to monetize those users better than peer <b>Snap</b> (NYSE:SNAP) did. iOS privacy changes began to affect all direct response advertising last quarter, and Snap was heavily affected. However, while Twitter recently only received about 15% of ad revenue from direct response ads, its growth is predicated on getting that to a 50-50 ratio. So, iOS changes that affect DR advertising may delay that growth trajectory.</p>\n<p>Oh, and Twitter also took an $809.5 million charge to settle a class action lawsuit over allegedly misleading investors years ago over how often users used its platform -- although that was known as of late September.</p>\n<p>Now discounted, Twitter is an interesting stock, as it has quite engaged and passionate users, but hasn't been able to scale in the way other social media platforms have. Management also continues to invest heavily in growth, limiting current profitability and making valuation difficult to figure out.</p>\n<p>However, management is high on new targeting and personalization measures that have led to increased engagement. Additionally, CEO Jack Dorsey is big on cryptocurrency, and likely has new innovations in the offing that could further link Twitter with digital e-commerce. Down by so much, Twitter may be worth investigating after its summer swoon.</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 Hot Stocks Billionaires Can't Stop Buying</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 Hot Stocks Billionaires Can't Stop Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 11:03 GMT+8 <a href=https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","TWTR":"Twitter","CPNG":"Coupang, Inc.","SNAP":"Snap Inc"},"source_url":"https://www.fool.com/investing/2021/11/22/3-hot-stocks-billionaires-cant-stop-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185871418","content_text":"It's 13F season, that time mid-way through the quarter when top money managers disclose their buys and sells from the previous quarter. While one should never just buy a stock because a famous hedge fund manager does, 13Fs can also be fertile ground for ideas --- some of which may be even cheaper today.\nAcross three prominent money managers I follow, here are three of their most consequential buys from the tumultuous third quarter.\nImage source: Getty Images.\nDuquesne Capital Management loads up on Coupang\nDusquesne Capital is run by Stan Druckenmiller, a star trader who used to work for George Soros. Druckenmiller has since shuttered his fund and now runs Duquesne Capital as a family office, but is still large enough that it must disclose trades to the SEC.\nDruckenmiller is currently a big fan of large-cap tech stocks, and recently made South Korean e-commerce player Coupang (NYSE:CPNG) his largest position, increasing his stake by 47% last quarter, making Coupang a 14% allocation in Duquesne's portfolio -- its largest position.\nIt's unclear when Druckenmiller bought the stock in the third quarter, but hopefully it was closer to the end of September. Coupang has had a rough go of it since its IPO back in March, especially over the summer. After hitting the markets at $35 per share, Coupang ended its first day of trading at nearly $50. But since the Spring, it has been a long a slow steady decline, starting the third quarter in the low $40 range, only to end the quarter in the high $20s. After an October bounce, shares are once again back at a price of $27.16 as of this writing, following an earnings release that missed analyst expectations.\nDespite the negativity, all is not lost for Coupang, and it could be a stock for further research. While growth missed analyst expectations last quarter, it was still quite strong at 48%, with active customers growing 20% and spend per customer up 25% year-on-year. While the company continues to mint hefty net losses, it's encouraging that Coupang's gross margin expanded, with gross profits increasing 62% -- a higher rate than revenues.\nCoupang was a first-mover in South Korea in terms of one-day delivery capabilities, and it's investing heavily in Coupang Eats, aiming to link e-commerce with food delivery and turning Coupang into more of an indispensable platform South Koreans use every day. One encouraging key performance indicator: Coupang Eats was the most-downloaded app on iOS and second-most downloaded app on Android in South Korea in 2021. After a tough summer for e-commerce names, investors may want to dive deeper.\nAppaloosa goes bargain shopping at Macy's, and strikes gold\nOne of the best value investors I follow is David Tepper, who also runs a family office under the name of his prior hedge fund: Appaloosa. In the third quarter, Tepper loaded up on retailer Macy's (NYSE:M) – a move that looks awfully prescient today.\nMacy's finished the third quarter up about 30%, and is already up another 50% since the beginning of the fourth! Lucky for Tepper, he increased his Macy's stake by 93% last quarter, making it a 3.8% allocation, good for Appaloosa's seventh-largest position.\nWhy the surge? Well, it's no surprise that many brick-and-mortar retail stocks were depressed during the pandemic. With consumers having saved money and vaccinations rolling out, \"revenge shopping\" was likely at play.\nBut Macy's has other things going for it, too. In a lucky turn for shareholders, activist investor JANA Partners announced a stake in Macy's in October. JANA is proposing Macy's separate its high-growth e-commerce business from its brick-and-mortar stores, a move JANA believes could unlock serious value for shareholders, given that pure-play e-commerce stocks fetch much higher valuations than Macy's does today.\nOn its recent earnings release, Macy's not only blew past analyst expectations for both revenue and adjusted earnings per share, but management also seemed open to the idea of exploring strategic alternatives. CEO Jeff Gennette said on the conference call with analysts: \"But based on how the market is assigning value e-commerce businesses, we just added AlixPartners, which we announced this morning as an objective third-party firm to really pressure test all of our analyses. And so, we're in the middle of that work, we need to complete our analysis, and we plan to provide an update after the work is complete.\"\nYet despite Macy's incredible run following JANA's disclosure and solid earnings, the stock only trades around 12 times next year's earnings estimates. Some analysts still rate Macy's a \"buy\" with higher price targets today, even after its epic run. Macy's is definitely a stock to research for those who think U.S. consumer spending on apparel will remain strong as the economy reopens, or that an e-commerce spinoff may actually happen.\nLone Pine can't quit Twitter\nFinally Stephen Mandel's Lone Pine Capital is a hedge fund to follow for growth-oriented names. In the third quarter, the company loaded up on a name you can actually buy for much cheaper today.\nDuring the third quarter, Lone Pine increased its Twitter (NYSE:TWTR) stake by 117%, raising it from a 2.2% allocation to a 4.4% allocation, good for the fund's seventh-largest position. That looks like rather inopportune timing, however, as Twitter spent much of the third quarter in the $60s. After a rough earnings season, it now trades around $48 per share.\nSo what happened? Twitter's third quarter revenue actually came in slightly ahead of estimates, but perhaps analysts were looking for a bigger beat. Another worrisome trend is Twitter's stagnant U.S. monetizable daily users (mDAUs), which have ticked down since vaccines became widely distributed in the first quarter, though international mDAU growth remained solid.\nTo its credit, Twitter was able to monetize those users better than peer Snap (NYSE:SNAP) did. iOS privacy changes began to affect all direct response advertising last quarter, and Snap was heavily affected. However, while Twitter recently only received about 15% of ad revenue from direct response ads, its growth is predicated on getting that to a 50-50 ratio. So, iOS changes that affect DR advertising may delay that growth trajectory.\nOh, and Twitter also took an $809.5 million charge to settle a class action lawsuit over allegedly misleading investors years ago over how often users used its platform -- although that was known as of late September.\nNow discounted, Twitter is an interesting stock, as it has quite engaged and passionate users, but hasn't been able to scale in the way other social media platforms have. Management also continues to invest heavily in growth, limiting current profitability and making valuation difficult to figure out.\nHowever, management is high on new targeting and personalization measures that have led to increased engagement. Additionally, CEO Jack Dorsey is big on cryptocurrency, and likely has new innovations in the offing that could further link Twitter with digital e-commerce. Down by so much, Twitter may be worth investigating after its summer swoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601094620,"gmtCreate":1638458243308,"gmtModify":1638458243418,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/UPST 20211203 187.5 PUT\">$UPST 20211203 187.5 PUT$ </a>Walao!","listText":"<a href=\"https://laohu8.com/OPT/UPST 20211203 187.5 PUT\">$UPST 20211203 187.5 PUT$ </a>Walao!","text":"$UPST 20211203 187.5 PUT$ Walao!","images":[{"img":"https://static.tigerbbs.com/5ad0f1baae1812db097ad0a4257a75af","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601094620","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600399465,"gmtCreate":1638063834100,"gmtModify":1638063834100,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right? ","listText":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right? ","text":"What if continue bearish for another 2 years? My $5k stuck? Opportunity to earn more well be gone right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600399465","repostId":"2186340224","repostType":2,"repost":{"id":"2186340224","pubTimestamp":1638059445,"share":"https://www.laohu8.com/m/news/2186340224?lang=&edition=full","pubTime":"2021-11-28 08:30","market":"us","language":"en","title":"Got $5,000? These 2 Stocks Could Be Bargain Buys in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2186340224","media":"Motley Fool","summary":"Both of these businesses could be in much better shape a year from now.","content":"<p>Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, and this year's sell-off stock could be next year's top performer.</p>\n<p>That's exactly what I think of with <a href=\"https://laohu8.com/S/AZN\"><b>AstraZeneca </b></a> and <a href=\"https://laohu8.com/S/BYND\"><b>Beyond Meat </b></a>. Both of these stocks have been falling recently, but heading into next year, things could look a lot better. If you can afford to invest $5,000 into these stocks, here's why you should consider doing so.</p>\n<h4><b>1. AstraZeneca</b></h4>\n<p>Shares of COVID-19 vaccine-maker AstraZeneca are down 5% over the past three months, while the <b>S&P 500</b> has soared by more than 5%. The company released its third-quarter results on Nov. 12, which disappointed investors as it fell short of earnings expectations. The stock sank more than 6% on the day.</p>\n<p>But next year, things could look much different. Up until now, AstraZeneca hasn't been trying to make a profit from its COVID-19 vaccine. But now that the pandemic is turning into more of an endemic, the company is going to focus on turning a profit on the vaccine on any new orders.</p>\n<p>That means an increase in price. The company has been selling its vaccine for just a few dollars per dose, well below what other COVID-19 vaccine makers are charging countries.</p>\n<p>For the period ending Sept. 30, the company's COVID-19 vaccine generated over $1 billion in revenue. Meanwhile, rival vaccine-maker <b>Moderna</b> reported $4.8 billion in product sales for the same period, and <b>Pfizer</b>'s COVID-19 vaccine generated $13 billion in revenue, also during the same interval.</p>\n<p>While it's unclear just how much higher AstraZeneca's COVID-19-related revenue may climb on an increase in the vaccine's price, its top line is likely to get a boost next year nonetheless. Plus, it completed the acquisition of healthcare-company Alexion Pharmaceuticals in July, which has already started contributing to AstraZeneca's financials this past quarter to the tune of $1.3 billion in new revenue. Alexion's focus on rare diseases expands AstraZeneca's product mix and can set it up for some great gains over the long term.</p>\n<p>Although AstraZeneca incurred a net loss of $1.7 billion this past quarter, that's largely due to the acquisition of Alexion, as its operations are typically profitable. (In each of the previous four quarters, AstraZeneca has reported a profit margin of at least 6%.)</p>\n<p>As it integrates Alexion into its business and eliminates inefficiencies and redundancies, the company's financials will improve. That, combined with the additional revenue from the new business plus an increase in COVID-19 sales, could set the stock up for a terrific performance in 2022.</p>\n<h4><b>2. Beyond Meat</b></h4>\n<p>Beyond Meat's stock has been falling fast as it's down 36% in just three months. What was looking like it might be a promising year for the company amid reopenings has stalled due to the delta variant causing a spike in COVID-19 cases.</p>\n<p>The company had a bad earnings report and the stock has become a better buy in November. Although sales of $106.4 million for the period ending Oct. 2 rose 13% year over year, the company disappointed investors with a net loss of $54.8 million that was more than double the $19.3 million loss it reported in the same period in 2020. Beyond Meat doesn't project a picture of getting much better in the final quarter of the year, as it expects net revenue to fall within a range of just $85 million to $110 million.</p>\n<p>There's no shortage of bearishness surrounding Beyond Meat right now. But heading into next year, a lot can change. What's important is that the company has some great growth opportunities in place.</p>\n<p>Beyond's sales were up 13% this past quarter, but that was driven primarily by growth in the international markets, where revenue more than doubled to $38.9 million. In the U.S. market, sales of $67.5 million declined by 14%.</p>\n<p>However, if supply-chain issues resolve next year and COVID-19 case numbers come down as people receive booster shots, there's reason to believe that the U.S. numbers could strengthen with a return to normalcy in the economy. And fast-food restaurant <b>McDonald's</b> recently launched its McPlant burger (which features a Beyond Meat patty) in multiple U.S. cities. If successful, that could also lead to some improved financials for Beyond in 2022.</p>\n<p>Although the growth stock is beaten up today, a year from now, today's price could look like a bargain.</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>Got $5,000? These 2 Stocks Could Be Bargain Buys in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? These 2 Stocks Could Be Bargain Buys in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 08:30 GMT+8 <a href=https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","BYND":"Beyond Meat, Inc."},"source_url":"https://www.fool.com/investing/2021/11/27/these-2-stocks-could-be-bargain-buys-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186340224","content_text":"Investing in stocks that are falling can be tough to do; nobody wants to look at their portfolio and see red. But if you're investing for the long haul, you know that short-term trends could subside, and this year's sell-off stock could be next year's top performer.\nThat's exactly what I think of with AstraZeneca and Beyond Meat . Both of these stocks have been falling recently, but heading into next year, things could look a lot better. If you can afford to invest $5,000 into these stocks, here's why you should consider doing so.\n1. AstraZeneca\nShares of COVID-19 vaccine-maker AstraZeneca are down 5% over the past three months, while the S&P 500 has soared by more than 5%. The company released its third-quarter results on Nov. 12, which disappointed investors as it fell short of earnings expectations. The stock sank more than 6% on the day.\nBut next year, things could look much different. Up until now, AstraZeneca hasn't been trying to make a profit from its COVID-19 vaccine. But now that the pandemic is turning into more of an endemic, the company is going to focus on turning a profit on the vaccine on any new orders.\nThat means an increase in price. The company has been selling its vaccine for just a few dollars per dose, well below what other COVID-19 vaccine makers are charging countries.\nFor the period ending Sept. 30, the company's COVID-19 vaccine generated over $1 billion in revenue. Meanwhile, rival vaccine-maker Moderna reported $4.8 billion in product sales for the same period, and Pfizer's COVID-19 vaccine generated $13 billion in revenue, also during the same interval.\nWhile it's unclear just how much higher AstraZeneca's COVID-19-related revenue may climb on an increase in the vaccine's price, its top line is likely to get a boost next year nonetheless. Plus, it completed the acquisition of healthcare-company Alexion Pharmaceuticals in July, which has already started contributing to AstraZeneca's financials this past quarter to the tune of $1.3 billion in new revenue. Alexion's focus on rare diseases expands AstraZeneca's product mix and can set it up for some great gains over the long term.\nAlthough AstraZeneca incurred a net loss of $1.7 billion this past quarter, that's largely due to the acquisition of Alexion, as its operations are typically profitable. (In each of the previous four quarters, AstraZeneca has reported a profit margin of at least 6%.)\nAs it integrates Alexion into its business and eliminates inefficiencies and redundancies, the company's financials will improve. That, combined with the additional revenue from the new business plus an increase in COVID-19 sales, could set the stock up for a terrific performance in 2022.\n2. Beyond Meat\nBeyond Meat's stock has been falling fast as it's down 36% in just three months. What was looking like it might be a promising year for the company amid reopenings has stalled due to the delta variant causing a spike in COVID-19 cases.\nThe company had a bad earnings report and the stock has become a better buy in November. Although sales of $106.4 million for the period ending Oct. 2 rose 13% year over year, the company disappointed investors with a net loss of $54.8 million that was more than double the $19.3 million loss it reported in the same period in 2020. Beyond Meat doesn't project a picture of getting much better in the final quarter of the year, as it expects net revenue to fall within a range of just $85 million to $110 million.\nThere's no shortage of bearishness surrounding Beyond Meat right now. But heading into next year, a lot can change. What's important is that the company has some great growth opportunities in place.\nBeyond's sales were up 13% this past quarter, but that was driven primarily by growth in the international markets, where revenue more than doubled to $38.9 million. In the U.S. market, sales of $67.5 million declined by 14%.\nHowever, if supply-chain issues resolve next year and COVID-19 case numbers come down as people receive booster shots, there's reason to believe that the U.S. numbers could strengthen with a return to normalcy in the economy. And fast-food restaurant McDonald's recently launched its McPlant burger (which features a Beyond Meat patty) in multiple U.S. cities. If successful, that could also lead to some improved financials for Beyond in 2022.\nAlthough the growth stock is beaten up today, a year from now, today's price could look like a bargain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845006652,"gmtCreate":1636250249094,"gmtModify":1636250377005,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Giant capital make giant profile, make sense","listText":"Giant capital make giant profile, make sense","text":"Giant capital make giant profile, make sense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845006652","repostId":"2181374735","repostType":2,"repost":{"id":"2181374735","pubTimestamp":1636200960,"share":"https://www.laohu8.com/m/news/2181374735?lang=&edition=full","pubTime":"2021-11-06 20:16","market":"us","language":"en","title":"Buffett's Berkshire Hathaway boosts operating profit, lower stock gains hurt net results","url":"https://stock-news.laohu8.com/highlight/detail?id=2181374735","media":"StreetInsider","summary":"(Reuters) - Warren Buffett's Berkshire Hathaway Inc said on Saturday it has extended its rebound fro","content":"<p>(Reuters) - Warren Buffett's Berkshire Hathaway Inc said on Saturday it has extended its rebound from the early stages of the pandemic, with improved results in many businesses offsetting a greater loss from insurance underwriting.</p>\n<p>Berkshire also said it repurchased $7.6 billion of its own stock in the third quarter, reflecting its need to put some cash to work as stock prices regularly set new highs and purchases of whole companies appear too expensive.</p>\n<p>Quarterly operating profit rose 18% to $6.47 billion compared with $5.48 billion in the year-earlier period.</p>\n<p>Net income declined 66% to $10.3 billion, or $6,882 per Class A share, from $30.1 billion, reflecting lower unrealized gains on Berkshire's common stock holdings including Apple Inc and $Bank of America Corp(BAC-N)$.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett's Berkshire Hathaway boosts operating profit, lower stock gains hurt net results</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\">\nBuffett's Berkshire Hathaway boosts operating profit, lower stock gains hurt net results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 20:16 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19172264><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Warren Buffett's Berkshire Hathaway Inc said on Saturday it has extended its rebound from the early stages of the pandemic, with improved results in many businesses offsetting a greater ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19172264\">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","BRK.A":"伯克希尔"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19172264","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181374735","content_text":"(Reuters) - Warren Buffett's Berkshire Hathaway Inc said on Saturday it has extended its rebound from the early stages of the pandemic, with improved results in many businesses offsetting a greater loss from insurance underwriting.\nBerkshire also said it repurchased $7.6 billion of its own stock in the third quarter, reflecting its need to put some cash to work as stock prices regularly set new highs and purchases of whole companies appear too expensive.\nQuarterly operating profit rose 18% to $6.47 billion compared with $5.48 billion in the year-earlier period.\nNet income declined 66% to $10.3 billion, or $6,882 per Class A share, from $30.1 billion, reflecting lower unrealized gains on Berkshire's common stock holdings including Apple Inc and $Bank of America Corp(BAC-N)$.","news_type":1},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875660675,"gmtCreate":1637643918334,"gmtModify":1637643918436,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Buy both lol","listText":"Buy both lol","text":"Buy both lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875660675","repostId":"1107351089","repostType":2,"repost":{"id":"1107351089","pubTimestamp":1637623277,"share":"https://www.laohu8.com/m/news/1107351089?lang=&edition=full","pubTime":"2021-11-23 07:21","market":"us","language":"en","title":"Nvidia or AMD: Which Stock Is the Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107351089","media":"TheStreet","summary":"Semiconductor stocks have been on fire this year. NVDA and AMD are among the most popular stocks on ","content":"<p>Semiconductor stocks have been on fire this year. NVDA and AMD are among the most popular stocks on the main Reddit forums – but which is a better pick?</p>\n<p>The semiconductor industry has been under “bullish attack” in 2021. The iShares Semiconductor ETF(<b>SOXX</b>) is up more than 50% in the past year, with two of the most relevant players in the sector competing for the spotlight: NVIDIA and Advanced Micro Devices(<b>AMD</b>).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3401b1f213322e232b5914c45385c546\" tg-width=\"687\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Figure 1: NVDA, AMD and SOXX price chart over 1-year period.</span></p>\n<p>The rally has been fueled by several catalysts: sustainable revenue growth with long-term opportunities in areas like games, EV and the metaverse; rich gross margins; and strong balance sheets. Today, we look at NVIDIA and AMD stocks and ask the question: which of these two is a better buy at current levels?</p>\n<p><b>NVDA stock according to Wall Street</b></p>\n<p>NVDA has a consensus strong buy rating by Wall Street experts, based on 24 reports released in the past 3 months. The average price target on the stock is $356, which represents very modest 8% upside potential from current levels.</p>\n<p>The chip company announced Q3 results on November 17. Since then, analysts have reinforced their bullishness as the stock surged another 12% after earnings.</p>\n<ul>\n <li>Bank of America analyst Vivek Arya raised the company’s price target to $375.00 from $340.00 after earnings, pointing at 14% upside potential. The analyst sees NVDA’s having a unique combination of “highly leverageable silicon, software, scale and systems expertise” that will continue to position it at the forefront of some of the largest and fastest growth markets in tech.</li>\n</ul>\n<ul>\n <li>Craig-Hallum analyst Richard Shannon also raised NVDA’s price target after earnings to $350 from $220, suggesting modest gain opportunity of 6%. While he keeps a buy rating on the shares, he also suspects that the gaming cycle has hit its peak. Still, the analyst is raising estimates as nothing seems to be slowing NVIDIA in the data center.</li>\n</ul>\n<ul>\n <li>Susquehanna analyst Christopher Rolland reiterated his buy recommendation on NVDA after earnings, forecasting a 9% upside potential. The analyst sees data center as the star of the show, and he expects to see even more growth in 4Q.</li>\n</ul>\n<p><b>AMD stock according to Wall Street</b></p>\n<p>Analysts are also bullish on AMD stock, based on 22 recent reports. But the recommendation, in this case, is only a “moderate buy” and the $142 average price target counterintuitively represents 9% downside potential. AMD share price has probably run to fast for Wall Street to catch up.</p>\n<ul>\n <li>Wedbush analyst Matt Bryson maintained a buy recommendation a few days ago and raised AMD’s price target to $165 for mid-single digit upside potential. According to the analyst, \"so as long as AMD executes,\" the company should be able to gain share over the mid-term to fuel growth over the next few years. Mr. Bryson also mentioned AMD's data center, which makes him more confident in the thesis.</li>\n</ul>\n<ul>\n <li>Goldman Sachs’ Toshiya Hari, also an AMD bull,raised the share price target to $170. The analyst seemed surprised by the Meta/Facebook design win since the company has historically been a loyal user of Intel processors. The expert is also encouraged by the company's updated server CPU product pipeline. In the end, AMD should grow market share, margins, EPS, and FCF beyond what Wall Street has been modeling, according to Goldman.</li>\n</ul>\n<ul>\n <li>Jefferies analyst Mark Lipacis is another one with a buy recommendation on AMD, but his $145 price target on the stock represents downside risk of 7%. The analyst’s bull case relies on Meta Platforms being a huge deal win for AMD to accelerate market share gains.</li>\n</ul>\n<p><b>Wall Street Memes’ take</b></p>\n<p>The fundamentals of both NVDA and AMD appear to be as strong as ever. Accelerated growth in the core business segments and upbeat outlook should appeal to growth investors. However, such expectations for future financial results could be valuing NVDA and AMD at too rich a multiple.</p>\n<p>NVDA, for instance, trades at a current P/E ratio of 74 times – the second highest multiple among the 20 largest companies by market cap, only trailing Tesla TSLA). AMD, valued at a slightly lower P/E ratio of 64 times, cannot be considered a bargain either.</p>\n<p>More easily than finding many fundamental differences between NVDA and AMD, we see more similarities between the stocks. Both companies should attract growth investors who think that the long-term opportunities in tech might be underappreciated today. The more value-conscious investor, however, will probably be discouraged by the valuation multiples in both cases.</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>Nvidia or AMD: Which Stock Is the Better Buy?</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\">\nNvidia or AMD: Which Stock Is the Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 07:21 GMT+8 <a href=https://www.thestreet.com/memestocks/reddit-trends/nvidia-or-amd-stock-which-is-a-better-buy-now><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks have been on fire this year. NVDA and AMD are among the most popular stocks on the main Reddit forums – but which is a better pick?\nThe semiconductor industry has been under “...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/nvidia-or-amd-stock-which-is-a-better-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/nvidia-or-amd-stock-which-is-a-better-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107351089","content_text":"Semiconductor stocks have been on fire this year. NVDA and AMD are among the most popular stocks on the main Reddit forums – but which is a better pick?\nThe semiconductor industry has been under “bullish attack” in 2021. The iShares Semiconductor ETF(SOXX) is up more than 50% in the past year, with two of the most relevant players in the sector competing for the spotlight: NVIDIA and Advanced Micro Devices(AMD).\nFigure 1: NVDA, AMD and SOXX price chart over 1-year period.\nThe rally has been fueled by several catalysts: sustainable revenue growth with long-term opportunities in areas like games, EV and the metaverse; rich gross margins; and strong balance sheets. Today, we look at NVIDIA and AMD stocks and ask the question: which of these two is a better buy at current levels?\nNVDA stock according to Wall Street\nNVDA has a consensus strong buy rating by Wall Street experts, based on 24 reports released in the past 3 months. The average price target on the stock is $356, which represents very modest 8% upside potential from current levels.\nThe chip company announced Q3 results on November 17. Since then, analysts have reinforced their bullishness as the stock surged another 12% after earnings.\n\nBank of America analyst Vivek Arya raised the company’s price target to $375.00 from $340.00 after earnings, pointing at 14% upside potential. The analyst sees NVDA’s having a unique combination of “highly leverageable silicon, software, scale and systems expertise” that will continue to position it at the forefront of some of the largest and fastest growth markets in tech.\n\n\nCraig-Hallum analyst Richard Shannon also raised NVDA’s price target after earnings to $350 from $220, suggesting modest gain opportunity of 6%. While he keeps a buy rating on the shares, he also suspects that the gaming cycle has hit its peak. Still, the analyst is raising estimates as nothing seems to be slowing NVIDIA in the data center.\n\n\nSusquehanna analyst Christopher Rolland reiterated his buy recommendation on NVDA after earnings, forecasting a 9% upside potential. The analyst sees data center as the star of the show, and he expects to see even more growth in 4Q.\n\nAMD stock according to Wall Street\nAnalysts are also bullish on AMD stock, based on 22 recent reports. But the recommendation, in this case, is only a “moderate buy” and the $142 average price target counterintuitively represents 9% downside potential. AMD share price has probably run to fast for Wall Street to catch up.\n\nWedbush analyst Matt Bryson maintained a buy recommendation a few days ago and raised AMD’s price target to $165 for mid-single digit upside potential. According to the analyst, \"so as long as AMD executes,\" the company should be able to gain share over the mid-term to fuel growth over the next few years. Mr. Bryson also mentioned AMD's data center, which makes him more confident in the thesis.\n\n\nGoldman Sachs’ Toshiya Hari, also an AMD bull,raised the share price target to $170. The analyst seemed surprised by the Meta/Facebook design win since the company has historically been a loyal user of Intel processors. The expert is also encouraged by the company's updated server CPU product pipeline. In the end, AMD should grow market share, margins, EPS, and FCF beyond what Wall Street has been modeling, according to Goldman.\n\n\nJefferies analyst Mark Lipacis is another one with a buy recommendation on AMD, but his $145 price target on the stock represents downside risk of 7%. The analyst’s bull case relies on Meta Platforms being a huge deal win for AMD to accelerate market share gains.\n\nWall Street Memes’ take\nThe fundamentals of both NVDA and AMD appear to be as strong as ever. Accelerated growth in the core business segments and upbeat outlook should appeal to growth investors. However, such expectations for future financial results could be valuing NVDA and AMD at too rich a multiple.\nNVDA, for instance, trades at a current P/E ratio of 74 times – the second highest multiple among the 20 largest companies by market cap, only trailing Tesla TSLA). AMD, valued at a slightly lower P/E ratio of 64 times, cannot be considered a bargain either.\nMore easily than finding many fundamental differences between NVDA and AMD, we see more similarities between the stocks. Both companies should attract growth investors who think that the long-term opportunities in tech might be underappreciated today. The more value-conscious investor, however, will probably be discouraged by the valuation multiples in both cases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842879076,"gmtCreate":1636165300723,"gmtModify":1636165300858,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"I'll be a 50/50 situation light Bntx and Mrna. ","listText":"I'll be a 50/50 situation light Bntx and Mrna. ","text":"I'll be a 50/50 situation light Bntx and Mrna.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842879076","repostId":"1152406340","repostType":2,"repost":{"id":"1152406340","pubTimestamp":1636157546,"share":"https://www.laohu8.com/m/news/1152406340?lang=&edition=full","pubTime":"2021-11-06 08:12","market":"us","language":"en","title":"Will Pfizer Outgun Merck With Oral COVID-19 Pill?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406340","media":"Benzinga","summary":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy ","content":"<p><b>Merck, Inc.</b> is locking horns with peer <b>Pfizer, Inc.</b> in what could be termed as the battle supremacy in the COVID-19 treatment market.</p>\n<p>The stakes are high, with an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.</p>\n<p><b>Pfizer Dips Into COVID-19 Treatment Arena:</b>After acing the COVID-19 vaccine race along with its German partner <b>BioNTech SE</b>, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.</p>\n<p>The company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.</p>\n<p>The positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.</p>\n<p>Merck had its share of upside in early October when it reported positive Phase 3 data for an oral COVID-19 pill, molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.</p>\n<p>These two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.</p>\n<p><b>Pfizer Vs. Merck Data Comparison:</b>As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.</p>\n<p>Only about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.</p>\n<p>Similar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.</p>\n<p>Merck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.</p>\n<p>Through day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight deaths in patients who received placebo.</p>\n<p>Not only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.</p>\n<p>\"Between <b>Roche Holding AG's</b> recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.</p>\n<p><b>Authorization Before Year-End?</b>At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.</p>\n<p>It plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.</p>\n<p>BofA expects the application to be soon submitted to the FDA, with an authorization likely by the end of the year.</p>\n<p>Meanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.</p>\n<p>Its application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.</p>\n<p>The commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.</p>\n<p>Meanwhile, <b>Gilead, Inc.'s</b> antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.</p>\n<p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Pfizer Outgun Merck With Oral COVID-19 Pill?</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\">\nWill Pfizer Outgun Merck With Oral COVID-19 Pill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 08:12 GMT+8 <a href=https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","PFE":"辉瑞"},"source_url":"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406340","content_text":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.\nPfizer Dips Into COVID-19 Treatment Arena:After acing the COVID-19 vaccine race along with its German partner BioNTech SE, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.\nThe company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.\nThe positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.\nMerck had its share of upside in early October when it reported positive Phase 3 data for an oral COVID-19 pill, molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.\nThese two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.\nPfizer Vs. Merck Data Comparison:As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.\nOnly about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.\nSimilar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.\nMerck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.\nThrough day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight deaths in patients who received placebo.\nNot only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.\n\"Between Roche Holding AG's recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.\nAuthorization Before Year-End?At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.\nIt plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.\nBofA expects the application to be soon submitted to the FDA, with an authorization likely by the end of the year.\nMeanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.\nIts application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.\nThe commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.\nMeanwhile, Gilead, Inc.'s antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691369292,"gmtCreate":1640137703124,"gmtModify":1640137703219,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"AAL up! ","listText":"AAL up! ","text":"AAL up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691369292","repostId":"1169166013","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878908031,"gmtCreate":1637131725703,"gmtModify":1637131842898,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Buy ","listText":"Buy ","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878908031","repostId":"2183883805","repostType":2,"repost":{"id":"2183883805","pubTimestamp":1637120880,"share":"https://www.laohu8.com/m/news/2183883805?lang=&edition=full","pubTime":"2021-11-17 11:48","market":"us","language":"en","title":"Should You Buy These 2 Stocks That Crushed Estimates?","url":"https://stock-news.laohu8.com/highlight/detail?id=2183883805","media":"Motley Fool","summary":"PubMatic and Fiverr just delivered fantastic Q3 earnings reports, and both have bright futures that investors could still profit from.","content":"<p><b>Fiverr</b> (NYSE:FVRR) and <b>PubMatic</b> (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake of those reports. That's good news for their established shareholders, but investors who haven't already gotten in on the action may be wondering if they missed the boat on these high-quality companies.</p>\n<p>The answer, simply, is no. When looking at Fiverr and PubMatic, it is clear that both companies still have tons of growth ahead of them, and are early in their stories. Here's why I think they are great investment choices at their current levels.</p>\n<h2>1. Fiverr: Reinventing work</h2>\n<p>Fiverr is looking to be more than just a marketplace where employers can find freelance workers. It wants to become an ecosystem where businesses and freelancers alike can grow. While its business model got a boost from the COVID-19 pandemic, it is not a pandemic stock. Businesses have been increasing their use of freelancers for years, and this trend likely won't stop. Some of Fiverr's growth was pulled forward by the pandemic, but that growth is continuing as restrictions are reduced.</p>\n<p>In the third quarter, revenue grew by 42% year over year to $74 million, and the number of active clients looking to hire freelancers rose 33% to 4.1 million. Customers have also increased their spending by 20% to $234 per buyer. Fiverr expects 2021 revenue to be 48% to 52% higher than 2020 revenue, reaching about $294 million. It generated $9 million in free cash flow in the third quarter, compared to $6 million in the year-ago quarter, but its net loss represented 19% of revenue -- which is an increase compared to both Q2 2021 and Q3 2020.</p>\n<p>The major risk that Fiverr has is competition from <b>Upwork</b> (NASDAQ:UPWK). Upwork makes more revenue, but Fiverr has been growing much faster since before the pandemic. Since 2018, Upwork's top line has grown by 134%, but Fiverr's has grown by 350%, and it looks like the stronger business today. Many investors see Fiverr as solely a pandemic investment, which is likely why shares are 44% off their all-time highs. But this is far from the case.</p>\n<p>Looking at its Q3 growth rates and management's guidance, it is obvious that Fiverr can continue growing rapidly even as more companies are able to get back to having more employees on site. Fiverr is helping create the future of work, and its third-quarter figures indicate that it can be successful in a post-pandemic environment. That should give investors the confidence to add this stock to their portfolios today.</p>\n<h2>2. PubMatic: The soon-to-be leader?</h2>\n<p>Sell-side adtech player PubMatic is more of an up-and-coming company, but it could quickly become a market leader. It crushed its Q3 estimates, and the stock jumped nearly 30% on the day after it reported earnings last week. Adtech companies, which connect advertisers and publishers, were expected to have a rough third quarter after <b>Apple</b> and <b>Google</b> announced that they were banning cookies on their platforms. Cookies provide adtech companies valuable information about consumers, so losing them was expected to impair their businesses.</p>\n<p>However, this was not the case for PubMatic. Unlike its major competitor, <b>Magnite</b> (NASDAQ:MGNI) -- which was hurt by these changes -- PubMatic was barely scratched. There were two main reasons why. First, Pubmatic has been developing a system that does not rely on cookies, obtaining information about consumers in other ways, and this method was successful in Q3. The company noted that over 66% of its revenue came from customers that used alternate identifiers for targeted ads.</p>\n<p>Second, the company was successful in connected TV (CTV) advertising -- a medium that will absorb a rapidly growing share of advertising budgets over the coming decade. Last quarter, Pubmatic's CTV revenue grew by more than seven times year over year, and the company reached 154 CTV publishers -- up 25% year over year. Its successes in that arena led to impressive top-line growth: Q3 revenue grew 54% over last year to $58 million, net income grew 118% to $13.5 million, and both of these metrics flew past analysts' estimates. Another impressive milestone for the company was that its net retention rate reached 157%, compared to 110% a year ago.</p>\n<p>Although Magnite is the leader on the sell-side of the adtech industry, PubMatic is starting to catch up. Magnite has been growing primarily by acquisition, while PubMatic's growth has been entirely organic. This suggests that if Magnite's spending spree ends, PubMatic could take over as the market leader. Ad spending is expected to reach $526 billion by 2024, and a fast-growing company like PubMatic could really capitalize on this massive market. This company's journey is still in its early stages -- and there's a long road for growth ahead of it.</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>Should You Buy These 2 Stocks That Crushed Estimates?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy These 2 Stocks That Crushed Estimates?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 11:48 GMT+8 <a href=https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fiverr (NYSE:FVRR) and PubMatic (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd.","BK4130":"人力资源与就业服务","PUBM":"PubMatic, Inc.","BK4009":"广告","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2021/11/16/should-you-buy-these-two-stocks-that-crushed-estim/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183883805","content_text":"Fiverr (NYSE:FVRR) and PubMatic (NASDAQ:PUBM) delivered their third-quarter results last week, and investors liked what they saw: Their shares jumped by 12% and more than 40% respectively in the wake of those reports. That's good news for their established shareholders, but investors who haven't already gotten in on the action may be wondering if they missed the boat on these high-quality companies.\nThe answer, simply, is no. When looking at Fiverr and PubMatic, it is clear that both companies still have tons of growth ahead of them, and are early in their stories. Here's why I think they are great investment choices at their current levels.\n1. Fiverr: Reinventing work\nFiverr is looking to be more than just a marketplace where employers can find freelance workers. It wants to become an ecosystem where businesses and freelancers alike can grow. While its business model got a boost from the COVID-19 pandemic, it is not a pandemic stock. Businesses have been increasing their use of freelancers for years, and this trend likely won't stop. Some of Fiverr's growth was pulled forward by the pandemic, but that growth is continuing as restrictions are reduced.\nIn the third quarter, revenue grew by 42% year over year to $74 million, and the number of active clients looking to hire freelancers rose 33% to 4.1 million. Customers have also increased their spending by 20% to $234 per buyer. Fiverr expects 2021 revenue to be 48% to 52% higher than 2020 revenue, reaching about $294 million. It generated $9 million in free cash flow in the third quarter, compared to $6 million in the year-ago quarter, but its net loss represented 19% of revenue -- which is an increase compared to both Q2 2021 and Q3 2020.\nThe major risk that Fiverr has is competition from Upwork (NASDAQ:UPWK). Upwork makes more revenue, but Fiverr has been growing much faster since before the pandemic. Since 2018, Upwork's top line has grown by 134%, but Fiverr's has grown by 350%, and it looks like the stronger business today. Many investors see Fiverr as solely a pandemic investment, which is likely why shares are 44% off their all-time highs. But this is far from the case.\nLooking at its Q3 growth rates and management's guidance, it is obvious that Fiverr can continue growing rapidly even as more companies are able to get back to having more employees on site. Fiverr is helping create the future of work, and its third-quarter figures indicate that it can be successful in a post-pandemic environment. That should give investors the confidence to add this stock to their portfolios today.\n2. PubMatic: The soon-to-be leader?\nSell-side adtech player PubMatic is more of an up-and-coming company, but it could quickly become a market leader. It crushed its Q3 estimates, and the stock jumped nearly 30% on the day after it reported earnings last week. Adtech companies, which connect advertisers and publishers, were expected to have a rough third quarter after Apple and Google announced that they were banning cookies on their platforms. Cookies provide adtech companies valuable information about consumers, so losing them was expected to impair their businesses.\nHowever, this was not the case for PubMatic. Unlike its major competitor, Magnite (NASDAQ:MGNI) -- which was hurt by these changes -- PubMatic was barely scratched. There were two main reasons why. First, Pubmatic has been developing a system that does not rely on cookies, obtaining information about consumers in other ways, and this method was successful in Q3. The company noted that over 66% of its revenue came from customers that used alternate identifiers for targeted ads.\nSecond, the company was successful in connected TV (CTV) advertising -- a medium that will absorb a rapidly growing share of advertising budgets over the coming decade. Last quarter, Pubmatic's CTV revenue grew by more than seven times year over year, and the company reached 154 CTV publishers -- up 25% year over year. Its successes in that arena led to impressive top-line growth: Q3 revenue grew 54% over last year to $58 million, net income grew 118% to $13.5 million, and both of these metrics flew past analysts' estimates. Another impressive milestone for the company was that its net retention rate reached 157%, compared to 110% a year ago.\nAlthough Magnite is the leader on the sell-side of the adtech industry, PubMatic is starting to catch up. Magnite has been growing primarily by acquisition, while PubMatic's growth has been entirely organic. This suggests that if Magnite's spending spree ends, PubMatic could take over as the market leader. Ad spending is expected to reach $526 billion by 2024, and a fast-growing company like PubMatic could really capitalize on this massive market. This company's journey is still in its early stages -- and there's a long road for growth ahead of it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842970043,"gmtCreate":1636128111606,"gmtModify":1636128111696,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Lucky I sold MRNA and Bntx at $300...else charm","listText":"Lucky I sold MRNA and Bntx at $300...else charm","text":"Lucky I sold MRNA and Bntx at $300...else charm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842970043","repostId":"1196545101","repostType":2,"repost":{"id":"1196545101","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636114848,"share":"https://www.laohu8.com/m/news/1196545101?lang=&edition=full","pubTime":"2021-11-05 20:20","market":"us","language":"en","title":"Vaccine stocks slipped after Pfizer announced its good news","url":"https://stock-news.laohu8.com/highlight/detail?id=1196545101","media":"Tiger Newspress","summary":"Vaccine stocks slipped after Pfizer announced his good news.Pfizer said its Covid-19 pill reduced hospitalizations and deaths in high-risk patients by 89%.BioNTech SE,Moderna,Novavax,Merck,Regeneron Pharmaceuticals,Vir Biotechnology,Inovio Pharmaceuticals,Gilead Sciences,Eli Lilly and AstraZeneca fell between 1% and 11%.Whlie Pfizer surged 12% in premarket trading.","content":"<p>Vaccine stocks slipped after Pfizer announced his good news.Pfizer said its Covid-19 pill reduced hospitalizations and deaths in high-risk patients by 89%.</p>\n<p>BioNTech SE,Moderna,Novavax,Merck,Regeneron Pharmaceuticals,Vir Biotechnology,Inovio Pharmaceuticals,Gilead Sciences,Eli Lilly and AstraZeneca fell between 1% and 11%.Whlie Pfizer surged 12% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8a70ae8e53167b1da5670c9bd985e930\" tg-width=\"402\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></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>Vaccine stocks slipped after Pfizer announced its good news</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\">\nVaccine stocks slipped after Pfizer announced its good news\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-05 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Vaccine stocks slipped after Pfizer announced his good news.Pfizer said its Covid-19 pill reduced hospitalizations and deaths in high-risk patients by 89%.</p>\n<p>BioNTech SE,Moderna,Novavax,Merck,Regeneron Pharmaceuticals,Vir Biotechnology,Inovio Pharmaceuticals,Gilead Sciences,Eli Lilly and AstraZeneca fell between 1% and 11%.Whlie Pfizer surged 12% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/8a70ae8e53167b1da5670c9bd985e930\" tg-width=\"402\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","LLY":"礼来","AZN":"阿斯利康","BNTX":"BioNTech SE","VIR":"Vir Biotechnology, Inc.","MRNA":"Moderna, Inc.","REGN":"再生元制药公司","INO":"伊诺维奥制药","GILD":"吉利德科学","PFE":"辉瑞","MRK":"默沙东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196545101","content_text":"Vaccine stocks slipped after Pfizer announced his good news.Pfizer said its Covid-19 pill reduced hospitalizations and deaths in high-risk patients by 89%.\nBioNTech SE,Moderna,Novavax,Merck,Regeneron Pharmaceuticals,Vir Biotechnology,Inovio Pharmaceuticals,Gilead Sciences,Eli Lilly and AstraZeneca fell between 1% and 11%.Whlie Pfizer surged 12% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698848855,"gmtCreate":1640351598698,"gmtModify":1640351617984,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Buy now then wait long long ....all 3 go up together?","listText":"Buy now then wait long long ....all 3 go up together?","text":"Buy now then wait long long ....all 3 go up together?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698848855","repostId":"1141357068","repostType":4,"repost":{"id":"1141357068","pubTimestamp":1640337018,"share":"https://www.laohu8.com/m/news/1141357068?lang=&edition=full","pubTime":"2021-12-24 17:10","market":"us","language":"en","title":"3 Stocks to Buy While They Are on Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1141357068","media":"Motley Fool","summary":"The market has been particularly harsh to high-growth stocks over recent months, causing major price","content":"<p>The market has been particularly harsh to high-growth stocks over recent months, causing major price declines in otherwise solid companies. The omicron coronavirus variant, soaring inflation, and the possibility of interest rate hikes next year are all causing uncertainty for investors today.</p>\n<p>Opportunities to buy outstanding businesses at significant discounts to their recent highs are rare. Now is not the time to abandon your long-term investing strategy. Instead, take a look at the following stocks as potential additions to your portfolio right now.</p>\n<p><b>1. Etsy</b></p>\n<p>The first stock you should consider is online marketplace <b>Etsy</b> (NASDAQ:ETSY). It's down 26% in the past month as investors worry that the pandemic-induced surge in demand for its unique goods will fade with economies slowly reopening. But if we zoom out and focus on the bigger picture, Etsy is doing just fine.</p>\n<p>The platform generated $3.1 billion in gross merchandise sales (GMS) in the third quarter, up 17.9% over the year-ago period. This was all the more impressive given that a year ago GMS shot up 119%. The ecosystem is robust and growing with 96 million active buyers and 7.5 million active sellers, both of which are up substantially on a sequential basis.</p>\n<p>Over the past 12 months, Etsy's profit margin was a superb 21.6%. And the business is a cash cow, producing $584 million in free cash flow during that time. That leaves lots of room to potentially buy back stock, further boosting earnings per share.</p>\n<p>The stock has been a massive outperformer, skyrocketing nearly 1,600% over the past five years. But don't think the party is over for this booming e-commerce business. CEO Josh Silverman has ambitions to create a \"House of Brands\" that will penetrate what the leadership team believes is a $1.7 trillion global opportunity. The recent acquisitions of Depop, a secondhand-fashion reseller, and Elo7, known as the Etsy of Brazil, should help support that vision of growth for the company in the decade ahead.</p>\n<p><b>2. The Joint Corp.</b></p>\n<p>Who knew that offering fast and affordable back adjustments would be such a lucrative business model? That's exactly what <b>The Joint Corp.</b> (NASDAQ:JYNT)is doing. The nationwide franchisor and operator of 666 chiropractic clinics has been growing at a breathtaking pace. A decade ago, the company had just 26 locations.</p>\n<p>After reaching an all-time high of $107.30 in early September, the stock has crashed over 40%. Even so, the price is up 135% year to date. This company does away with the traditional, insurance-based structure by letting patients walk in (no appointment needed) and receive quick and effective treatment from a licensed chiropractor. At $29, a visit here is often lower than co-pays at independent chiropractor offices.</p>\n<p>The model is working. Same-store sales for locations open at least four years jumped 21% in the latest quarter. And with annual spending on back pain in the U.S. estimated to be $134 billion, there is a massive market opportunity. The Joint's trailing-12-month revenue totaled $75 million.</p>\n<p>Management is confident the company can one day have 1,800 locations in the U.S., almost triple its current footprint. With 295 clinics in active development and 132 franchise licenses sold in the first nine months of 2021, The Joint is well on its way to bringing chiropractic care to the masses.</p>\n<p><b>3. Roku</b></p>\n<p>Perhaps the biggest shocker on this list is <b>Roku</b> (NASDAQ:ROKU), which has seen its stock shed roughly half of its value since July. Some challenges, including missing Wall Street's sales estimates in the third quarter plus supply-chain bottlenecks, are certainly pressuring the stock. But I still firmly believe that the long-term outlook for Roku is intact.</p>\n<p>This top streaming business is attractive not because of its media sticks, which have actually been sold at a loss in the past two quarters, but because of its burgeoning platform segment. This is where high-margin advertising and subscription fees are. In the most recent quarter, the platform business represented 86% of total revenue, a figure that has steadily increased over time.</p>\n<p>Roku's 56.4 million active accounts streamed 18 billion hours of content in the latest three-month period. But what really stood out was the average revenue per user of $40.10. The monster success of The Roku Channel, now a top-five channel on the platform, has further helped ad revenue. This allows even greater investment in content (including 50 new original series planned over the next two years), bringing in new viewers.</p>\n<p>The management team, led by CEO Anthony Wood, thinks that streaming is the future of video entertainment. The ongoing decline of cable-TV subscribers makes this trend undeniable. Roku will continue riding this wave as it tackles overseas markets, particularly in Europe and Latin America.</p>\n<p>Taking advantage of what the market is giving you today by adding shares in these proven winners, now at steep discounts, could be a game-changer for your portfolio.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy While They Are on Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy While They Are on Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 17:10 GMT+8 <a href=https://www.fool.com/investing/2021/12/23/3-stocks-to-buy-while-they-are-on-sale/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has been particularly harsh to high-growth stocks over recent months, causing major price declines in otherwise solid companies. The omicron coronavirus variant, soaring inflation, and the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/3-stocks-to-buy-while-they-are-on-sale/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","JYNT":"The Joint Corp.","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/12/23/3-stocks-to-buy-while-they-are-on-sale/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141357068","content_text":"The market has been particularly harsh to high-growth stocks over recent months, causing major price declines in otherwise solid companies. The omicron coronavirus variant, soaring inflation, and the possibility of interest rate hikes next year are all causing uncertainty for investors today.\nOpportunities to buy outstanding businesses at significant discounts to their recent highs are rare. Now is not the time to abandon your long-term investing strategy. Instead, take a look at the following stocks as potential additions to your portfolio right now.\n1. Etsy\nThe first stock you should consider is online marketplace Etsy (NASDAQ:ETSY). It's down 26% in the past month as investors worry that the pandemic-induced surge in demand for its unique goods will fade with economies slowly reopening. But if we zoom out and focus on the bigger picture, Etsy is doing just fine.\nThe platform generated $3.1 billion in gross merchandise sales (GMS) in the third quarter, up 17.9% over the year-ago period. This was all the more impressive given that a year ago GMS shot up 119%. The ecosystem is robust and growing with 96 million active buyers and 7.5 million active sellers, both of which are up substantially on a sequential basis.\nOver the past 12 months, Etsy's profit margin was a superb 21.6%. And the business is a cash cow, producing $584 million in free cash flow during that time. That leaves lots of room to potentially buy back stock, further boosting earnings per share.\nThe stock has been a massive outperformer, skyrocketing nearly 1,600% over the past five years. But don't think the party is over for this booming e-commerce business. CEO Josh Silverman has ambitions to create a \"House of Brands\" that will penetrate what the leadership team believes is a $1.7 trillion global opportunity. The recent acquisitions of Depop, a secondhand-fashion reseller, and Elo7, known as the Etsy of Brazil, should help support that vision of growth for the company in the decade ahead.\n2. The Joint Corp.\nWho knew that offering fast and affordable back adjustments would be such a lucrative business model? That's exactly what The Joint Corp. (NASDAQ:JYNT)is doing. The nationwide franchisor and operator of 666 chiropractic clinics has been growing at a breathtaking pace. A decade ago, the company had just 26 locations.\nAfter reaching an all-time high of $107.30 in early September, the stock has crashed over 40%. Even so, the price is up 135% year to date. This company does away with the traditional, insurance-based structure by letting patients walk in (no appointment needed) and receive quick and effective treatment from a licensed chiropractor. At $29, a visit here is often lower than co-pays at independent chiropractor offices.\nThe model is working. Same-store sales for locations open at least four years jumped 21% in the latest quarter. And with annual spending on back pain in the U.S. estimated to be $134 billion, there is a massive market opportunity. The Joint's trailing-12-month revenue totaled $75 million.\nManagement is confident the company can one day have 1,800 locations in the U.S., almost triple its current footprint. With 295 clinics in active development and 132 franchise licenses sold in the first nine months of 2021, The Joint is well on its way to bringing chiropractic care to the masses.\n3. Roku\nPerhaps the biggest shocker on this list is Roku (NASDAQ:ROKU), which has seen its stock shed roughly half of its value since July. Some challenges, including missing Wall Street's sales estimates in the third quarter plus supply-chain bottlenecks, are certainly pressuring the stock. But I still firmly believe that the long-term outlook for Roku is intact.\nThis top streaming business is attractive not because of its media sticks, which have actually been sold at a loss in the past two quarters, but because of its burgeoning platform segment. This is where high-margin advertising and subscription fees are. In the most recent quarter, the platform business represented 86% of total revenue, a figure that has steadily increased over time.\nRoku's 56.4 million active accounts streamed 18 billion hours of content in the latest three-month period. But what really stood out was the average revenue per user of $40.10. The monster success of The Roku Channel, now a top-five channel on the platform, has further helped ad revenue. This allows even greater investment in content (including 50 new original series planned over the next two years), bringing in new viewers.\nThe management team, led by CEO Anthony Wood, thinks that streaming is the future of video entertainment. The ongoing decline of cable-TV subscribers makes this trend undeniable. Roku will continue riding this wave as it tackles overseas markets, particularly in Europe and Latin America.\nTaking advantage of what the market is giving you today by adding shares in these proven winners, now at steep discounts, could be a game-changer for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603086737,"gmtCreate":1638339480376,"gmtModify":1638339480444,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"Novax no promising sale yet...wait and see better ","listText":"Novax no promising sale yet...wait and see better ","text":"Novax no promising sale yet...wait and see better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603086737","repostId":"1143190844","repostType":4,"repost":{"id":"1143190844","pubTimestamp":1638338816,"share":"https://www.laohu8.com/m/news/1143190844?lang=&edition=full","pubTime":"2021-12-01 14:06","market":"us","language":"en","title":"Novavax Vs. Pfizer Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143190844","media":"seekingalpha","summary":"Summary\n\nPfizer expects Comirnaty to account for $36B in revenue in FY21 and $29B in sales in FY22.\n","content":"<p>Summary</p>\n<ul>\n <li>Pfizer expects Comirnaty to account for $36B in revenue in FY21 and $29B in sales in FY22.</li>\n <li>Pfizer recently filed for the Emergency Use Authorization for its COVID-19 antiviral candidate, PAXLOVID, which is expected to bring in $24B in sales in FY22.</li>\n <li>Novavax obtained its regulatory approvals for NVX-CoV2373 in both Indonesia and the Philippines. The company can finally start fulfilling its $7B worth of purchase obligations.</li>\n <li>We discuss which stock is the better buy for investors now.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>Pfizer (PFE) expects to sell2.3B of its vaccines in FY2021, representing up to 44.5% of total projected sales of $82B. In addition, the company guided Cominarty sales to account for $36B of revenue in FY2021 and $29B in FY2022. Pfizer also recently submitted itsCOVID-19 Antiviral Candidate, PAXLOVID, for Emergency Use Authorization (EUA) in the US. PAXLOVID achieved89% efficacy in its clinical trials in reducing the risk of COVID-19-related hospitalization or death. As a result,SVB Leerinkestimates PAXLOVID to bring in $24B of sales for Pfizer in FY2022.</p>\n<p>Novavax (NVAX) has$7B worth of Advance Purchase Agreements of NVX-CoV2373 to fulfill by FY2022. Novavax has also finally obtained its regulatory approvals in Indonesia and the Philippines while awaiting approvals in many other countries. Though Novavax has yet to submit for US FDA approval, we believe its vaccine could have more potential within the lower-income countries.</p>\n<p>We discuss which stock is the better buy now.</p>\n<p>Omicron - The Variant Of Concern</p>\n<p>On 14 November 2021, a new variant of the COVID-19 virus, B.1.1.529,Omicron, was detected in Gauteng, South Africa. Scientists hypothesized that the Omicron could be an escape variant due to the doubling of mutations compared to the Delta variant. As the most predominant strain globally,CDC reported that the Delta variant caused more infections and spread faster than its early forms. Some scientists have indicated that the high number of mutations may be linked to its resistance to antibodies and possibly be more contagious. Prof Ravi Gupta, from the University of Cambridge, said:</p>\n<blockquote>\n Beta was all immune escape and nothing else, Delta had infectivity and modest immune escape, this potentially has both to high degrees.\" (BBC)\n</blockquote>\n<p>Furthermore, the new highly mutated virus is considerably different from those originally used to design the existing COVID-19 vaccines. As a result, there is a legitimate concern that Omicron may\"elude the targeted immune response\"by the current vaccines and be highly virulent. Professor Lawrence Young, a virologist at Britain's Warwick University, said,</p>\n<blockquote>\n This new variant of the COVID-19 virus is very worrying. It is the most heavily mutated version of the virus we have seen to date. Some of the mutations that are similar to changes we've seen in other variants of concern are associated with enhanced transmissibility and with partial resistance to immunity induced by vaccination or natural infection.\" (CNA)\n</blockquote>\n<p>As a result of the discovery, countries have placed travel restrictions on those arriving from Africa. It includes the US, EU, the UK, Canada, Australia, Japan, Singapore, and many others. In addition, the stock market has also been affected, especially those in the travel and hospitality industry. Many expect that the Omicron may cause another surge in lockdowns and further delay the global recovery from the pandemic. It is worrying indeed since international travel lanes have just reopened in early November 2021.</p>\n<p>Nonetheless,Pfizer and BioNTechhave long prepared for the emergence of the supposed \"escape variant.\" \"Pfizer and BioNTech (BNTX) took actions months ago to be able to adapt the mRNA vaccine within six weeks and ship initial batches within 100 days,\" the company said. In addition, Moderna (MRNA), Johnson & Johnson (JNJ), and AstraZeneca (AZN) have started their investigation on the efficacy of their vaccines against the new variant of concern. They expect to announce lab-based experimental results in two weeks.</p>\n<p><b>Pfizer is The Market Leader in COVID-19 Vaccines</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c98f222e0c383e30a5c184acf70d6240\" tg-width=\"856\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Pfizer Revenue. Source: S&P Capital IQ</span></p>\n<p>Pfizer enjoyed immense growth in its revenue since the first distribution of its COVID-19 vaccine in December 2020. In barely a year, Pfizer bulldozed its way into delivering2.11B doses of its COVID-19 vaccine. In doing so, the company has inoculated 13.3% of the world's population with two doses of Comirnaty.</p>\n<p>In FQ3'21, Pfizer recorded $24.1B in revenue, representing a 233.9% YoY growth compared to pre-COVID-19 levels. In the same quarter, Pfizer also reported growth in other segments. In FQ3'21, the Oncology and Hospital segments reported 31.4% and 24% growth from FQ3'19 sales, respectively. Furthermore, Eliquis (oral anticoagulant from Internal Medicine) and IBRANCE (breast cancer treatment from Oncology) generated $1.34B and $1.38 in sales. It represented a 31.3% and 7.6% increase from FQ3'19, respectively. The growth for Eliquiswas due to a 16% increase in prescription volume, while IBRANCE was driven by deferred diagnosis and treatment caused by the pandemic.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d00b01fc6db5a73811ce8f8d7e9de4f\" tg-width=\"847\" tg-height=\"521\" width=\"100%\" height=\"auto\"><span>Pfizer Revenue By Segment. Source: Company filings</span></p>\n<p>Pfizer also expects additional revenue from its COVID-19 vaccine due to the US FDA approval of its pediatric application in ages five to eleven. As of 22 November 2021, the Canadian,Malaysian, and Singapore governments have already approved or procured Comirnaty for the pediatric age group. Many other countries globally are also considering Comirnatyfor its young children. As the market leader in the COVID-19 vaccines, Pfizer will also report its clinical results for those aged two to five by Q4'21 and six months to two years old by Q1'22. Furthermore, booster shots have been approved by the USCDCandEU public health agency for all adults. It paves the way for a robust recurring revenue market for Pfizer.</p>\n<p>Pfizer aims to distribute2.3B doses of its vaccines by the end of 2021, accounting for$36B of revenue. Furthermore, in FQ3'21, Pfizerraised its guidance for FY2021's total revenue to $81B to $82B. The difference is mainly attributed to robust sales in Comirnaty. The raised guidance also reflects the international community's confidence in Pfizer's vaccine.</p>\n<p>But, consensus estimates expect Pfizer to post $81.3B in total revenue in FY2022, of which vaccine sales will account for $29B. The estimates suggest normalization in Comirnaty sales through FY2023, as COVID-19 becomes endemic.</p>\n<p>However, we expect additional upside to Pfizer's revenue attributed to its antiviral COVID-19 candidate and the possibility of Pfizer's adapted vaccine against the Omicron variant.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a45c8c8167dd4302253c667fb7074bc9\" tg-width=\"847\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Pfizer Projected Revenue. Source: S&P Capital IQ</span></p>\n<p>On 16 November 2021, Pfizer filed for EUA for PAXLOVID, its COVID-19 antiviral treatment. The treatment achieved 89% efficacy in clinical trials, which is better than Merck'sMolnupiravir at 30%. PAXLOVID's treatment is suitable for patients with mild to moderate symptoms, with a high risk of hospitalization or death. The US government also signed an Advanced Purchase Agreement(APA) for 10M doses, worth $529 per treatment course. The treatment may be delivered to the patients as early as Q4'21, upon FDA approval.SVB Leerinkestimated that PAXLOVID might account for an additional $24B in Pfizer's FY2022 revenue. Therefore, it could add further upside to Pfizer's vaccines revenue.</p>\n<p>Furthermore,Pfizer has licensed PAXLOVIDto Medicines Patent Pool(MPP), a United Nations-backed public health organization. It allows other generic drug manufacturers to produce the COVID-19 antiviral pill at lower prices. The reduced price will increase the pills' outreach to53% of the global population from 95 low- and middle-income countries.</p>\n<p>Thus far, Pfizer has demonstrated exemplary execution.The company has managed to clear its clinical trials and the US FDA regulatory processes/ approvals speedily. In addition, no other COVID-19 vaccine makers have come close to the Pfizer/BioNTech partnership regarding its COVID-19 vaccines revenue. Its success is attributed to decades-old expertise and existing infrastructure in the Pharmaceuticals industry, paired with BioNTech's brilliant mRNA technology.</p>\n<p>Moreover, Pfizer has a solid portfolio of therapeutics, including Eliquis, IBRANCE, and the Prevnar family (Pneumococcal vaccine). These 3 drugs have accounted for $16.3B in revenue in the last twelve months (LTM).</p>\n<p><b>Pfizer's Aggressive Product Pipeline</b></p>\n<p>Pfizer continues to expand with94 programs in development. Of these, nine are in the registration stage, with 38 programs in phase 2/3 clinical trials. Furthermore, there are six mRNA programs in collaboration with BioNTech for COVID-19 vaccines and one directly under Pfizer for its mRNA Influenza vaccine (phase 1).</p>\n<p>Pfizer has also acquired and collaborated with many companies in multiple specializations, such as oncology, gene therapy, and cardiovascular treatment, as part of its long-term expansion plan. These investments have resulted in three approvals and four Emergency Use Authorizations, with many more in research and development. Over the next 18 months, Pfizer also expectsten program approvals. In addition, since 2019, Pfizer has:</p>\n<ul>\n <li>Acquired Array BioPharma, a pre-revenue pharmaceutical company specializing in Oncology</li>\n <li>Acquired Therachon, a pre-revenue biotechnology company with interests in Achondroplasia and Short Bowel Syndrome</li>\n <li>Acquired Trillium Therapeutics Inc. (TRIL), a pre-revenue immuno-oncology company specializing in Oncology</li>\n <li>Collaborated with Vivet Therapeutics for research on Wilson disease gene therapy</li>\n <li>Collaborated with Akcea Therapeutics, Inc. (AKCA) for the treatment of cardiovascular and metabolic diseases</li>\n <li>Collaborated with Valneva SE (OTCPK:INRLF) for the development of Lyme disease vaccine candidate, VLA15</li>\n <li>Collaborated with Myovant Sciences Ltd. (MYOV) for the treatment of advanced prostate cancer</li>\n <li>Collaborated with Arvinas, Inc. (ARVN) to treat breast cancer and improve the efficacy of IBRANCE (Pfizer's approved breast cancer treatment) for metastatic settings</li>\n</ul>\n<p>Pfizer'spipelineincludesmultiple research and developmentsuch as:</p>\n<ul>\n <li>Vaccines, including Prevnar 20 (Pneumococcal) and Respiratory Syncytial Virus (RSV)</li>\n <li>Oncology, including the breast, prostate, and blood cancer</li>\n <li>Rare Diseases, including gene therapies for hemophilia A/B and Duchenne's Muscular Dystrophy</li>\n <li>Internal Medicine, including diabetes</li>\n <li>Immunology and Inflammation, including rheumatoid arthritis, inflammatory bowel disease, and vitiligo</li>\n</ul>\n<p>Based on its existing portfolio and pipeline, Pfizer guided future revenue growth at a CAGR of 6% through FY2025. The guidance does not include its COVID-19 vaccine, Comirnaty, or potential earnings from future mRNA programs. Nevertheless, it shows that Pfizer is confident in its future growth despite the normalization from the Cominarty sales. With an arsenal of profitable therapeutics and promising research and development, Pfizer looks fantastic as an anchor investment for a pharmaceutical investor.</p>\n<p><b>Novavax's Nascent Foray into The BioTech Sector</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ee7b67ab7c5e746455428648918245c\" tg-width=\"917\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Emergency Use Authorisation Application. Source:Novavax</span></p>\n<p>Novavax has already obtained its EUA approvals for its COVID-19 vaccine, NVX-CoV2373, in Indonesian 1 November 2021 and the Philippineson 17 November 2021. Furthermore, many other approvals are pending in the UK, Australia, Canada, Europe, WHO, India, New Zealand, South Korea, and Singapore. To prepare for the regulatory approval and potential rollout of its vaccines, Novavax has increased its manufacturing capacity in multiple territories, up to 150M vaccine doses a month. As a result, the company projected over2B doses to be distributed in FY2022. The established global supply chain for the production of Novavax's COVID-19 vaccine includes:</p>\n<ul>\n <li>Serum Institute of India</li>\n <li>Novavax's site in the Czech Republic and Sweden</li>\n <li>SK Bioscience Co in South Korea</li>\n <li>Takeda Pharmaceutical Company in Japan</li>\n <li>Biofibre in Spain</li>\n <li>Fujifilm in the US and UK</li>\n <li>Mabion in Poland</li>\n <li>the National Research Council in Poland and Canada</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6c9f5618ee41b46f9f2325c8a28c011\" tg-width=\"871\" tg-height=\"477\" width=\"100%\" height=\"auto\"><span>Novavax Global Supply Chain. Source:Novavax</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34de59290b1dc616668e3a0fb2936290\" tg-width=\"858\" tg-height=\"531\" width=\"100%\" height=\"auto\"><span>Novavax Revenue. Source: S&P Capital IQ</span></p>\n<p>In FQ3'21, Novavax reported$179M revenue. The number includes $98M from government contracts, $41M from CEPI grant revenue, and $40M from royalty revenue. The royalty revenue came from SK Biosciences' sales of NVX-CoV2373 antigen components to the government. Novavax is expected to report revenue of $1.4B for FY2021. The sales will include part of the$7B worth of Advance Purchase Agreements of NVX-CoV2373 to be shipped globally.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f0b307cda2b15d1695dd4762af1c3a0\" tg-width=\"857\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Novavax Projected Revenue. Source: S&P Capital IQ</span></p>\n<p>Currently, Novavax has several COVID-19 clinical trials in progress globally. The US and Australian trial participants have received their booster shots at 6 and 12 months after the two-dose regimen. The company previously reported that the6 monthly boosters shot sufficiently increased the functional levels of wild-type neutralization and the IgG antibody. With such promising results, Novavax aims to complete its booster clinical trial for regulatory submissions as well.</p>\n<p>By the end of 2021, Novavax aims to complete its regulatory submission globally, especially to the US FDA and EMA. In addition, the company will also proceed with the dosage selection for its combinedNanoFlu/NVX-CoV2373clinical trial (to be further discussed later).</p>\n<p>Novavax's Robust Pipeline In Influenza</p>\n<p>Beyond its COVID-19 vaccine, Novavax has eight other programs in development. There are three in Phase 2/3 clinical stage, which are ResVax, RSV F, and NanoFlu. Both ResVax and RSV F targets Respiratory Syncytial Virus (RSV) in different age groups. However, both have not passed the necessary clinical test. Therefore, they also do not have the required efficacy for EMA & FDA approval.</p>\n<p>On the other hand, NanoFlu has recorded top-line results for both clinical trialsagainstSanofi's approved flu vaccine Fluzone Quadrivalent. Sanofi is currently the largest manufacturer of influenza vaccines in the world. Notably, Sanofi supplied250 million doses of Influenza vaccines globally in 2020, worth$2.9B in sales. Therefore, Novavax may capitalize on a massive global Influenza market. As of early 2020, the US FDA has already granted NanoFlu a Fast Track Designation. In September 2021, Novavax also published the NanoFlu Influenza Vaccine Phase 3 Clinical Trial results. However, it remains to be seen when Novavax will file for US FDA approval and if it will be granted.</p>\n<p>Furthermore, in May 2021, Novavax announced the results of its combined vaccineNanoFlu/NVX-CoV2373in a pre-clinical test. The combined vaccine is a potential breakthrough as an annual COVID-19 booster shot and Influenza vaccine. Phase III clinical (animal) trials have detected little virus or none in the upper and lower respiratory tracts. In September 2021, Novavax initiated the combined vaccine trial Phase I/II in Australia for 640 healthy adults aged 50 to 70 years. These participants had either been fully vaccinated or previously infected with the SARS-CoV-2 virus.</p>\n<p>In November 2021, Novavax published the full results of a combined vaccine trial involving NVX-CoV2373 and an approved influenza vaccine from Seqirus UK Limited. It proves that there are no safety issues while relatively preserving the immune responses from both vaccines. As a result, the combined vaccineNanoFlu/NVX-CoV2373may have a massive impact as the alternative to mRNA COVID-19 vaccines, combined with a highly effective Influenza shot.</p>\n<p>Compared to Pfizer's pipeline, Novavax's pipeline appear to have more concentrated applications and less diversified. However, we cannot discount that Novavax has only started to get its momentum going while Pfizer is already leading the herd. They are at entirely different scales and timeline altogether. We believe that NanoFlu has shown great potential in its clinical trials. Upon regulatory approval, NanoFlu could generate substantial revenue from the global Influenza vaccines market, which is expected to exceed$9.5B by 2027.</p>\n<p><b>So, Which Stock is The Better Buy?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/132d624d7587dac52e1a3f2a2458ac72\" tg-width=\"854\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Pfizer And Novavax EV/ Fwd Revenue. Source: S&P Capital IQ</span></p>\n<p>Pfizer stock is currently trading at an EV/FY2022 revenue of 3.56x. It's significantly lower than its peers' comps set mean of 6.57x. Meanwhile, Novavax stock is trading at an EV/FY2022 revenue of 3.1x, considering the $7B purchase obligations. Furthermore, both are lower than Moderna stock at an EV/FY2022 revenue of 5.83x. As compared to Moderna and Pfizer stock, Novavax stock certainly looks like a huge bargain now.</p>\n<p>Novavax has already obtained its EUA approvals in Indonesia and the Philippines, with many more pending globally. Its stock also looks attractive due to its potential mass rollout in lower-income countries. Nevertheless, we acknowledge that Novavax is still a fledgling company compared to Pfizer's decades-old experience. Investors looking for a reliable stock with a strong dividend payout should buy Pfizer stock at its dips. Moreover, Pfizer stock has had a discernible long-term uptrend over the last five years. PFE stock looks like a solid anchor stock for any pharmaceutical investor, given its robust pipeline, immaculate execution, and stable profitability.</p>\n<p><i>Therefore, we rate both stocks at Buy.</i>However, we consider NVAX stock as more of a speculative play than a core anchor stock. Therefore, for investors who are more conservative, PFE stock might be a better buy. Nonetheless, NVAX stock could offer huge potential upside as a speculative stock in a well-diversified pharma portfolio.</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>Novavax Vs. Pfizer Stock: Which Is The Better Buy?</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\">\nNovavax Vs. Pfizer Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 14:06 GMT+8 <a href=https://seekingalpha.com/article/4472461-novavax-vs-pfizer-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPfizer expects Comirnaty to account for $36B in revenue in FY21 and $29B in sales in FY22.\nPfizer recently filed for the Emergency Use Authorization for its COVID-19 antiviral candidate, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4472461-novavax-vs-pfizer-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://seekingalpha.com/article/4472461-novavax-vs-pfizer-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143190844","content_text":"Summary\n\nPfizer expects Comirnaty to account for $36B in revenue in FY21 and $29B in sales in FY22.\nPfizer recently filed for the Emergency Use Authorization for its COVID-19 antiviral candidate, PAXLOVID, which is expected to bring in $24B in sales in FY22.\nNovavax obtained its regulatory approvals for NVX-CoV2373 in both Indonesia and the Philippines. The company can finally start fulfilling its $7B worth of purchase obligations.\nWe discuss which stock is the better buy for investors now.\n\nInvestment Thesis\nPfizer (PFE) expects to sell2.3B of its vaccines in FY2021, representing up to 44.5% of total projected sales of $82B. In addition, the company guided Cominarty sales to account for $36B of revenue in FY2021 and $29B in FY2022. Pfizer also recently submitted itsCOVID-19 Antiviral Candidate, PAXLOVID, for Emergency Use Authorization (EUA) in the US. PAXLOVID achieved89% efficacy in its clinical trials in reducing the risk of COVID-19-related hospitalization or death. As a result,SVB Leerinkestimates PAXLOVID to bring in $24B of sales for Pfizer in FY2022.\nNovavax (NVAX) has$7B worth of Advance Purchase Agreements of NVX-CoV2373 to fulfill by FY2022. Novavax has also finally obtained its regulatory approvals in Indonesia and the Philippines while awaiting approvals in many other countries. Though Novavax has yet to submit for US FDA approval, we believe its vaccine could have more potential within the lower-income countries.\nWe discuss which stock is the better buy now.\nOmicron - The Variant Of Concern\nOn 14 November 2021, a new variant of the COVID-19 virus, B.1.1.529,Omicron, was detected in Gauteng, South Africa. Scientists hypothesized that the Omicron could be an escape variant due to the doubling of mutations compared to the Delta variant. As the most predominant strain globally,CDC reported that the Delta variant caused more infections and spread faster than its early forms. Some scientists have indicated that the high number of mutations may be linked to its resistance to antibodies and possibly be more contagious. Prof Ravi Gupta, from the University of Cambridge, said:\n\n Beta was all immune escape and nothing else, Delta had infectivity and modest immune escape, this potentially has both to high degrees.\" (BBC)\n\nFurthermore, the new highly mutated virus is considerably different from those originally used to design the existing COVID-19 vaccines. As a result, there is a legitimate concern that Omicron may\"elude the targeted immune response\"by the current vaccines and be highly virulent. Professor Lawrence Young, a virologist at Britain's Warwick University, said,\n\n This new variant of the COVID-19 virus is very worrying. It is the most heavily mutated version of the virus we have seen to date. Some of the mutations that are similar to changes we've seen in other variants of concern are associated with enhanced transmissibility and with partial resistance to immunity induced by vaccination or natural infection.\" (CNA)\n\nAs a result of the discovery, countries have placed travel restrictions on those arriving from Africa. It includes the US, EU, the UK, Canada, Australia, Japan, Singapore, and many others. In addition, the stock market has also been affected, especially those in the travel and hospitality industry. Many expect that the Omicron may cause another surge in lockdowns and further delay the global recovery from the pandemic. It is worrying indeed since international travel lanes have just reopened in early November 2021.\nNonetheless,Pfizer and BioNTechhave long prepared for the emergence of the supposed \"escape variant.\" \"Pfizer and BioNTech (BNTX) took actions months ago to be able to adapt the mRNA vaccine within six weeks and ship initial batches within 100 days,\" the company said. In addition, Moderna (MRNA), Johnson & Johnson (JNJ), and AstraZeneca (AZN) have started their investigation on the efficacy of their vaccines against the new variant of concern. They expect to announce lab-based experimental results in two weeks.\nPfizer is The Market Leader in COVID-19 Vaccines\nPfizer Revenue. Source: S&P Capital IQ\nPfizer enjoyed immense growth in its revenue since the first distribution of its COVID-19 vaccine in December 2020. In barely a year, Pfizer bulldozed its way into delivering2.11B doses of its COVID-19 vaccine. In doing so, the company has inoculated 13.3% of the world's population with two doses of Comirnaty.\nIn FQ3'21, Pfizer recorded $24.1B in revenue, representing a 233.9% YoY growth compared to pre-COVID-19 levels. In the same quarter, Pfizer also reported growth in other segments. In FQ3'21, the Oncology and Hospital segments reported 31.4% and 24% growth from FQ3'19 sales, respectively. Furthermore, Eliquis (oral anticoagulant from Internal Medicine) and IBRANCE (breast cancer treatment from Oncology) generated $1.34B and $1.38 in sales. It represented a 31.3% and 7.6% increase from FQ3'19, respectively. The growth for Eliquiswas due to a 16% increase in prescription volume, while IBRANCE was driven by deferred diagnosis and treatment caused by the pandemic.\nPfizer Revenue By Segment. Source: Company filings\nPfizer also expects additional revenue from its COVID-19 vaccine due to the US FDA approval of its pediatric application in ages five to eleven. As of 22 November 2021, the Canadian,Malaysian, and Singapore governments have already approved or procured Comirnaty for the pediatric age group. Many other countries globally are also considering Comirnatyfor its young children. As the market leader in the COVID-19 vaccines, Pfizer will also report its clinical results for those aged two to five by Q4'21 and six months to two years old by Q1'22. Furthermore, booster shots have been approved by the USCDCandEU public health agency for all adults. It paves the way for a robust recurring revenue market for Pfizer.\nPfizer aims to distribute2.3B doses of its vaccines by the end of 2021, accounting for$36B of revenue. Furthermore, in FQ3'21, Pfizerraised its guidance for FY2021's total revenue to $81B to $82B. The difference is mainly attributed to robust sales in Comirnaty. The raised guidance also reflects the international community's confidence in Pfizer's vaccine.\nBut, consensus estimates expect Pfizer to post $81.3B in total revenue in FY2022, of which vaccine sales will account for $29B. The estimates suggest normalization in Comirnaty sales through FY2023, as COVID-19 becomes endemic.\nHowever, we expect additional upside to Pfizer's revenue attributed to its antiviral COVID-19 candidate and the possibility of Pfizer's adapted vaccine against the Omicron variant.\nPfizer Projected Revenue. Source: S&P Capital IQ\nOn 16 November 2021, Pfizer filed for EUA for PAXLOVID, its COVID-19 antiviral treatment. The treatment achieved 89% efficacy in clinical trials, which is better than Merck'sMolnupiravir at 30%. PAXLOVID's treatment is suitable for patients with mild to moderate symptoms, with a high risk of hospitalization or death. The US government also signed an Advanced Purchase Agreement(APA) for 10M doses, worth $529 per treatment course. The treatment may be delivered to the patients as early as Q4'21, upon FDA approval.SVB Leerinkestimated that PAXLOVID might account for an additional $24B in Pfizer's FY2022 revenue. Therefore, it could add further upside to Pfizer's vaccines revenue.\nFurthermore,Pfizer has licensed PAXLOVIDto Medicines Patent Pool(MPP), a United Nations-backed public health organization. It allows other generic drug manufacturers to produce the COVID-19 antiviral pill at lower prices. The reduced price will increase the pills' outreach to53% of the global population from 95 low- and middle-income countries.\nThus far, Pfizer has demonstrated exemplary execution.The company has managed to clear its clinical trials and the US FDA regulatory processes/ approvals speedily. In addition, no other COVID-19 vaccine makers have come close to the Pfizer/BioNTech partnership regarding its COVID-19 vaccines revenue. Its success is attributed to decades-old expertise and existing infrastructure in the Pharmaceuticals industry, paired with BioNTech's brilliant mRNA technology.\nMoreover, Pfizer has a solid portfolio of therapeutics, including Eliquis, IBRANCE, and the Prevnar family (Pneumococcal vaccine). These 3 drugs have accounted for $16.3B in revenue in the last twelve months (LTM).\nPfizer's Aggressive Product Pipeline\nPfizer continues to expand with94 programs in development. Of these, nine are in the registration stage, with 38 programs in phase 2/3 clinical trials. Furthermore, there are six mRNA programs in collaboration with BioNTech for COVID-19 vaccines and one directly under Pfizer for its mRNA Influenza vaccine (phase 1).\nPfizer has also acquired and collaborated with many companies in multiple specializations, such as oncology, gene therapy, and cardiovascular treatment, as part of its long-term expansion plan. These investments have resulted in three approvals and four Emergency Use Authorizations, with many more in research and development. Over the next 18 months, Pfizer also expectsten program approvals. In addition, since 2019, Pfizer has:\n\nAcquired Array BioPharma, a pre-revenue pharmaceutical company specializing in Oncology\nAcquired Therachon, a pre-revenue biotechnology company with interests in Achondroplasia and Short Bowel Syndrome\nAcquired Trillium Therapeutics Inc. (TRIL), a pre-revenue immuno-oncology company specializing in Oncology\nCollaborated with Vivet Therapeutics for research on Wilson disease gene therapy\nCollaborated with Akcea Therapeutics, Inc. (AKCA) for the treatment of cardiovascular and metabolic diseases\nCollaborated with Valneva SE (OTCPK:INRLF) for the development of Lyme disease vaccine candidate, VLA15\nCollaborated with Myovant Sciences Ltd. (MYOV) for the treatment of advanced prostate cancer\nCollaborated with Arvinas, Inc. (ARVN) to treat breast cancer and improve the efficacy of IBRANCE (Pfizer's approved breast cancer treatment) for metastatic settings\n\nPfizer'spipelineincludesmultiple research and developmentsuch as:\n\nVaccines, including Prevnar 20 (Pneumococcal) and Respiratory Syncytial Virus (RSV)\nOncology, including the breast, prostate, and blood cancer\nRare Diseases, including gene therapies for hemophilia A/B and Duchenne's Muscular Dystrophy\nInternal Medicine, including diabetes\nImmunology and Inflammation, including rheumatoid arthritis, inflammatory bowel disease, and vitiligo\n\nBased on its existing portfolio and pipeline, Pfizer guided future revenue growth at a CAGR of 6% through FY2025. The guidance does not include its COVID-19 vaccine, Comirnaty, or potential earnings from future mRNA programs. Nevertheless, it shows that Pfizer is confident in its future growth despite the normalization from the Cominarty sales. With an arsenal of profitable therapeutics and promising research and development, Pfizer looks fantastic as an anchor investment for a pharmaceutical investor.\nNovavax's Nascent Foray into The BioTech Sector\nEmergency Use Authorisation Application. Source:Novavax\nNovavax has already obtained its EUA approvals for its COVID-19 vaccine, NVX-CoV2373, in Indonesian 1 November 2021 and the Philippineson 17 November 2021. Furthermore, many other approvals are pending in the UK, Australia, Canada, Europe, WHO, India, New Zealand, South Korea, and Singapore. To prepare for the regulatory approval and potential rollout of its vaccines, Novavax has increased its manufacturing capacity in multiple territories, up to 150M vaccine doses a month. As a result, the company projected over2B doses to be distributed in FY2022. The established global supply chain for the production of Novavax's COVID-19 vaccine includes:\n\nSerum Institute of India\nNovavax's site in the Czech Republic and Sweden\nSK Bioscience Co in South Korea\nTakeda Pharmaceutical Company in Japan\nBiofibre in Spain\nFujifilm in the US and UK\nMabion in Poland\nthe National Research Council in Poland and Canada\n\nNovavax Global Supply Chain. Source:Novavax\nNovavax Revenue. Source: S&P Capital IQ\nIn FQ3'21, Novavax reported$179M revenue. The number includes $98M from government contracts, $41M from CEPI grant revenue, and $40M from royalty revenue. The royalty revenue came from SK Biosciences' sales of NVX-CoV2373 antigen components to the government. Novavax is expected to report revenue of $1.4B for FY2021. The sales will include part of the$7B worth of Advance Purchase Agreements of NVX-CoV2373 to be shipped globally.\nNovavax Projected Revenue. Source: S&P Capital IQ\nCurrently, Novavax has several COVID-19 clinical trials in progress globally. The US and Australian trial participants have received their booster shots at 6 and 12 months after the two-dose regimen. The company previously reported that the6 monthly boosters shot sufficiently increased the functional levels of wild-type neutralization and the IgG antibody. With such promising results, Novavax aims to complete its booster clinical trial for regulatory submissions as well.\nBy the end of 2021, Novavax aims to complete its regulatory submission globally, especially to the US FDA and EMA. In addition, the company will also proceed with the dosage selection for its combinedNanoFlu/NVX-CoV2373clinical trial (to be further discussed later).\nNovavax's Robust Pipeline In Influenza\nBeyond its COVID-19 vaccine, Novavax has eight other programs in development. There are three in Phase 2/3 clinical stage, which are ResVax, RSV F, and NanoFlu. Both ResVax and RSV F targets Respiratory Syncytial Virus (RSV) in different age groups. However, both have not passed the necessary clinical test. Therefore, they also do not have the required efficacy for EMA & FDA approval.\nOn the other hand, NanoFlu has recorded top-line results for both clinical trialsagainstSanofi's approved flu vaccine Fluzone Quadrivalent. Sanofi is currently the largest manufacturer of influenza vaccines in the world. Notably, Sanofi supplied250 million doses of Influenza vaccines globally in 2020, worth$2.9B in sales. Therefore, Novavax may capitalize on a massive global Influenza market. As of early 2020, the US FDA has already granted NanoFlu a Fast Track Designation. In September 2021, Novavax also published the NanoFlu Influenza Vaccine Phase 3 Clinical Trial results. However, it remains to be seen when Novavax will file for US FDA approval and if it will be granted.\nFurthermore, in May 2021, Novavax announced the results of its combined vaccineNanoFlu/NVX-CoV2373in a pre-clinical test. The combined vaccine is a potential breakthrough as an annual COVID-19 booster shot and Influenza vaccine. Phase III clinical (animal) trials have detected little virus or none in the upper and lower respiratory tracts. In September 2021, Novavax initiated the combined vaccine trial Phase I/II in Australia for 640 healthy adults aged 50 to 70 years. These participants had either been fully vaccinated or previously infected with the SARS-CoV-2 virus.\nIn November 2021, Novavax published the full results of a combined vaccine trial involving NVX-CoV2373 and an approved influenza vaccine from Seqirus UK Limited. It proves that there are no safety issues while relatively preserving the immune responses from both vaccines. As a result, the combined vaccineNanoFlu/NVX-CoV2373may have a massive impact as the alternative to mRNA COVID-19 vaccines, combined with a highly effective Influenza shot.\nCompared to Pfizer's pipeline, Novavax's pipeline appear to have more concentrated applications and less diversified. However, we cannot discount that Novavax has only started to get its momentum going while Pfizer is already leading the herd. They are at entirely different scales and timeline altogether. We believe that NanoFlu has shown great potential in its clinical trials. Upon regulatory approval, NanoFlu could generate substantial revenue from the global Influenza vaccines market, which is expected to exceed$9.5B by 2027.\nSo, Which Stock is The Better Buy?\nPfizer And Novavax EV/ Fwd Revenue. Source: S&P Capital IQ\nPfizer stock is currently trading at an EV/FY2022 revenue of 3.56x. It's significantly lower than its peers' comps set mean of 6.57x. Meanwhile, Novavax stock is trading at an EV/FY2022 revenue of 3.1x, considering the $7B purchase obligations. Furthermore, both are lower than Moderna stock at an EV/FY2022 revenue of 5.83x. As compared to Moderna and Pfizer stock, Novavax stock certainly looks like a huge bargain now.\nNovavax has already obtained its EUA approvals in Indonesia and the Philippines, with many more pending globally. Its stock also looks attractive due to its potential mass rollout in lower-income countries. Nevertheless, we acknowledge that Novavax is still a fledgling company compared to Pfizer's decades-old experience. Investors looking for a reliable stock with a strong dividend payout should buy Pfizer stock at its dips. Moreover, Pfizer stock has had a discernible long-term uptrend over the last five years. PFE stock looks like a solid anchor stock for any pharmaceutical investor, given its robust pipeline, immaculate execution, and stable profitability.\nTherefore, we rate both stocks at Buy.However, we consider NVAX stock as more of a speculative play than a core anchor stock. Therefore, for investors who are more conservative, PFE stock might be a better buy. Nonetheless, NVAX stock could offer huge potential upside as a speculative stock in a well-diversified pharma portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859175881,"gmtCreate":1634684425999,"gmtModify":1634694780681,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVIR\">$AVIR 20211119 35.0 PUT(AVIR)$</a>What the hell Covid!?","listText":"<a href=\"https://laohu8.com/S/AVIR\">$AVIR 20211119 35.0 PUT(AVIR)$</a>What the hell Covid!?","text":"$AVIR 20211119 35.0 PUT(AVIR)$What the hell Covid!?","images":[{"img":"https://static.tigerbbs.com/a8d5fa9d12e11c440eb295014c761db2","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859175881","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848958002,"gmtCreate":1635955893902,"gmtModify":1635955894024,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a> Good Luck to All who own Z","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a> Good Luck to All who own Z","text":"$Zillow(ZG)$ Good Luck to All who own Z","images":[{"img":"https://static.tigerbbs.com/5ca743ee0be2af8df9427a80b1afd0b0","width":"1080","height":"2172"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848958002","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857067182,"gmtCreate":1635496227761,"gmtModify":1635496227860,"author":{"id":"4090040387780440","authorId":"4090040387780440","name":"WilMic","avatar":"https://static.tigerbbs.com/7df19ab56ab9c1603935c4992ab4cc86","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090040387780440","authorIdStr":"4090040387780440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a> Time to get out from this swing stock! ","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a> Time to get out from this swing stock! 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