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2021-12-02
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Tesla Is a Defensive Stock Now. It’s a ‘Twilight Zone World’.
swat_sg
2021-12-02
sad news
Aston Martin CFO steps down for personal reasons
swat_sg
2021-11-23
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It’s a ‘Twilight Zone World’.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193468323","media":"Barrons","summary":"Investors might figure that a high-growth stock with a big valuation and iconoclast CEO would be ris","content":"<p>Investors might figure that a high-growth stock with a big valuation and iconoclast CEO would be risker than the overall market. It may not be the correct call in the case of Tesla.</p>\n<p>Tesla stock (ticker: TSLA) rose 0.7% on Tuesday. The market, of course, had another rough day as investors digested news about the Omicron variant of Covid-19. plus word from Jerome Powell that the Federal Reserve might end its bond buying sooner than it had planned. The S&P 500 and Dow Jones Industrial Average both dropped 1.9%.</p>\n<p>It was, frankly, a good day to be overweight Tesla in a portfolio. What is curious about Tesla stock is that the same statement turned out to be true about half the the time the market went down over the past year.</p>\n<p>Coming into Wednesday, the S&P 500 had dropped just more than 100 trading days in the past year. Tesla stock has risen 50 times on those days. Stock in Microsoft (MSFT), for comparison, has risen about 28 times when the market has dropped. It looks safer to be in Tesla.</p>\n<p>“In some ways Tesla has become a defensive stock as investors know it’s highly levered to so many growth themes into 2022,” Wedbush analyst Dan Ives told <i>Barron’s</i>. Those themes include EVs’ growing penetration of the auto market, self- driving cars, and renewable energy. Tesla also sells solar panels and backup battery energy storage to residential customers and large utilities.</p>\n<p>“It’s a Twilight Zone world that Tesla is actually viewed as a safety blanket stock in rocky times,” Ives said. He rates Tesla stock at Buy and has a target of $1,400 for the price. Shares were near $1,152 on Wednesday morning.</p>\n<p>The case for Tesla as a defensive stock isn’t rock solid. Tesla is still prone to relatively big moves, up or down, on any given day. On up days, shares have gained about 2.5% on average over the past year. Tesla shares lost about 2.46%, on average, on down days over the same span.</p>\n<p>Microsoft shares, meanwhile, averaged a gain of 1.1% on average on their good days. The average decline was about 0.8% a day.</p>\n<p>The bigger daily swings, and the timing of each swing, also means that a person who held Tesla stock only on days when the S&P 500 was down over the past year would have lost 64% of the money they started with. The loss for someone who held the S&P 500 only on those same days would have been about 46%. The Tesla investor’s loss would have been bigger even though the stock didn’t drop on all the down days for the S&P 500.</p>\n<p>That’s an odd calculation, but it does show that simply going in the opposite direction of the market doesn’t eliminate all risk. Any individual stock will have bigger daily swings than the overall market, which is a collection of many stocks.</p>\n<p>The S&P 500 has gained about 0.6% on average on its up days and lost 0.57% on average on the down days, over the past year.</p>\n<p>The S&P, Tesla, and Microsoft have all had more up days than down days over the past year. There isn’t much difference in the overall percentage of days with gains. The S&P has risen about 57% of the trading days over the past year.</p>\n<p>Still, Tesla stock’s recent action does show two things: that the EV trend is fully ensconced in investors’ minds, and that the shift is an important one. EV news can trump almost anything else going on in the market over the short run. It’s no surprise given that EVs are transforming an industry that generates roughly $2.5 trillion in sales annually.</p>\n<p>So what was the news that had Tesla bulls salivating Tuesday? CEO Elon Musk said on Twitter (TWTR) he would be back on the company’s fourth-quarter earnings conference call, after skipping the third-quarter call, to provide a product outlook. That could mean a new model or an update on Cybertruck production.</p>\n<p>Tesla stock fell 4.4% on Wednesday. There isn’t much news. The company launched, and promptly sold out of, a Cybertruck-shaped whistle made available on the Tesla website.</p>\n<p>The whistle is cool, and convincing people to spend $50 for it is even cooler. That probably isn’t the reason for today’s rise though.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is a Defensive Stock Now. It’s a ‘Twilight Zone World’.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is a Defensive Stock Now. It’s a ‘Twilight Zone World’.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 15:31 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-defensive-play-51638375402?mod=md_stockoverview_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors might figure that a high-growth stock with a big valuation and iconoclast CEO would be risker than the overall market. It may not be the correct call in the case of Tesla.\nTesla stock (...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-defensive-play-51638375402?mod=md_stockoverview_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-defensive-play-51638375402?mod=md_stockoverview_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193468323","content_text":"Investors might figure that a high-growth stock with a big valuation and iconoclast CEO would be risker than the overall market. It may not be the correct call in the case of Tesla.\nTesla stock (ticker: TSLA) rose 0.7% on Tuesday. The market, of course, had another rough day as investors digested news about the Omicron variant of Covid-19. plus word from Jerome Powell that the Federal Reserve might end its bond buying sooner than it had planned. The S&P 500 and Dow Jones Industrial Average both dropped 1.9%.\nIt was, frankly, a good day to be overweight Tesla in a portfolio. What is curious about Tesla stock is that the same statement turned out to be true about half the the time the market went down over the past year.\nComing into Wednesday, the S&P 500 had dropped just more than 100 trading days in the past year. Tesla stock has risen 50 times on those days. Stock in Microsoft (MSFT), for comparison, has risen about 28 times when the market has dropped. It looks safer to be in Tesla.\n“In some ways Tesla has become a defensive stock as investors know it’s highly levered to so many growth themes into 2022,” Wedbush analyst Dan Ives told Barron’s. Those themes include EVs’ growing penetration of the auto market, self- driving cars, and renewable energy. Tesla also sells solar panels and backup battery energy storage to residential customers and large utilities.\n“It’s a Twilight Zone world that Tesla is actually viewed as a safety blanket stock in rocky times,” Ives said. He rates Tesla stock at Buy and has a target of $1,400 for the price. Shares were near $1,152 on Wednesday morning.\nThe case for Tesla as a defensive stock isn’t rock solid. Tesla is still prone to relatively big moves, up or down, on any given day. On up days, shares have gained about 2.5% on average over the past year. Tesla shares lost about 2.46%, on average, on down days over the same span.\nMicrosoft shares, meanwhile, averaged a gain of 1.1% on average on their good days. The average decline was about 0.8% a day.\nThe bigger daily swings, and the timing of each swing, also means that a person who held Tesla stock only on days when the S&P 500 was down over the past year would have lost 64% of the money they started with. The loss for someone who held the S&P 500 only on those same days would have been about 46%. The Tesla investor’s loss would have been bigger even though the stock didn’t drop on all the down days for the S&P 500.\nThat’s an odd calculation, but it does show that simply going in the opposite direction of the market doesn’t eliminate all risk. Any individual stock will have bigger daily swings than the overall market, which is a collection of many stocks.\nThe S&P 500 has gained about 0.6% on average on its up days and lost 0.57% on average on the down days, over the past year.\nThe S&P, Tesla, and Microsoft have all had more up days than down days over the past year. There isn’t much difference in the overall percentage of days with gains. The S&P has risen about 57% of the trading days over the past year.\nStill, Tesla stock’s recent action does show two things: that the EV trend is fully ensconced in investors’ minds, and that the shift is an important one. EV news can trump almost anything else going on in the market over the short run. It’s no surprise given that EVs are transforming an industry that generates roughly $2.5 trillion in sales annually.\nSo what was the news that had Tesla bulls salivating Tuesday? CEO Elon Musk said on Twitter (TWTR) he would be back on the company’s fourth-quarter earnings conference call, after skipping the third-quarter call, to provide a product outlook. That could mean a new model or an update on Cybertruck production.\nTesla stock fell 4.4% on Wednesday. There isn’t much news. The company launched, and promptly sold out of, a Cybertruck-shaped whistle made available on the Tesla website.\nThe whistle is cool, and convincing people to spend $50 for it is even cooler. That probably isn’t the reason for today’s rise though.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603545877,"gmtCreate":1638433541700,"gmtModify":1638433541770,"author":{"id":"4095569972564800","authorId":"4095569972564800","name":"swat_sg","avatar":"https://static.tigerbbs.com/b8d9139de63510faa3f91abf00834541","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"sad news","listText":"sad news","text":"sad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603545877","repostId":"2188594373","repostType":4,"repost":{"id":"2188594373","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1638431025,"share":"https://www.laohu8.com/m/news/2188594373?lang=&edition=full","pubTime":"2021-12-02 15:43","market":"us","language":"en","title":"Aston Martin CFO steps down for personal reasons","url":"https://stock-news.laohu8.com/highlight/detail?id=2188594373","media":"Reuters","summary":"Dec 2 (Reuters) - Aston Martin Chief Financial Officer Kenneth Gregor will step down due to personal","content":"<p>Dec 2 (Reuters) - Aston Martin Chief Financial Officer Kenneth Gregor will step down due to personal reasons after about 18 months in the role, the luxury carmaker said on Thursday.</p>\n<p>Gregor will step down as finance chief and executive director by June 30, 2022, and the board has initiated a process to appoint a replacement, the company said.</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>Aston Martin CFO steps down for personal reasons</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\">\nAston Martin CFO steps down for personal reasons\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-02 15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 2 (Reuters) - Aston Martin Chief Financial Officer Kenneth Gregor will step down due to personal reasons after about 18 months in the role, the luxury carmaker said on Thursday.</p>\n<p>Gregor will step down as finance chief and executive director by June 30, 2022, and the board has initiated a process to appoint a replacement, the company said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMGDF":"Aston Martin Lagonda Global Holdings plc.","AML.UK":"阿斯顿马丁"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188594373","content_text":"Dec 2 (Reuters) - Aston Martin Chief Financial Officer Kenneth Gregor will step down due to personal reasons after about 18 months in the role, the luxury carmaker said on Thursday.\nGregor will step down as finance chief and executive director by June 30, 2022, and the board has initiated a process to appoint a replacement, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875664606,"gmtCreate":1637645118079,"gmtModify":1637645118187,"author":{"id":"4095569972564800","authorId":"4095569972564800","name":"swat_sg","avatar":"https://static.tigerbbs.com/b8d9139de63510faa3f91abf00834541","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875664606","repostId":"2185871418","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875664606,"gmtCreate":1637645118079,"gmtModify":1637645118187,"author":{"id":"4095569972564800","authorId":"4095569972564800","name":"swat_sg","avatar":"https://static.tigerbbs.com/b8d9139de63510faa3f91abf00834541","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875664606","repostId":"2185871418","repostType":4,"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":{"CPNG":"Coupang, Inc.","SNAP":"Snap Inc","TWTR":"Twitter","M":"梅西百货"},"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":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603545475,"gmtCreate":1638433597552,"gmtModify":1638433597625,"author":{"id":"4095569972564800","authorId":"4095569972564800","name":"swat_sg","avatar":"https://static.tigerbbs.com/b8d9139de63510faa3f91abf00834541","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yy","listText":"yy","text":"yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603545475","repostId":"1193468323","repostType":2,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603545877,"gmtCreate":1638433541700,"gmtModify":1638433541770,"author":{"id":"4095569972564800","authorId":"4095569972564800","name":"swat_sg","avatar":"https://static.tigerbbs.com/b8d9139de63510faa3f91abf00834541","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"sad news","listText":"sad news","text":"sad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603545877","repostId":"2188594373","repostType":4,"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
