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2021-12-17

Thanks for heads up. Pls like. 😊

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2021-12-17

Good 👍

3 Cheap Energy Stocks to Buy Right Now

2021-12-17

Telsa 😍

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2021-12-17

$SVB Financial Group(SIVB)$Is it too late to enter? Thanks

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And you can collect fat yields if you act today.","content":"<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into <b>Enterprise Products Partners</b> (NYSE:EPD), <b>Magellan Midstream Partners</b> (NYSE:MMP), and <b>Enbridge</b> (NYSE:ENB).</p>\n<h2>1. The bellwether</h2>\n<p>One of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.</p>\n<p>Enterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil &amp; gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.</p>\n<h2>2. Focused on oil</h2>\n<p>Magellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.</p>\n<p>What's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.</p>\n<p><img src=\"https://static.tigerbbs.com/b8cff6902538ef473ac8295b95e0c893\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>MMP Dividend Yield data by YCharts</p>\n<h2>3. Expanding its reach</h2>\n<p>The last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil.&nbsp;And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.</p>\n<p>What's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.</p>\n<h2>The unloved niche</h2>\n<p>In the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.</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 Cheap Energy Stocks to Buy Right Now</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 Cheap Energy Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/\">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.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191453039","content_text":"The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into Enterprise Products Partners (NYSE:EPD), Magellan Midstream Partners (NYSE:MMP), and Enbridge (NYSE:ENB).\n1. The bellwether\nOne of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.\nEnterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.\n2. Focused on oil\nMagellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.\nWhat's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.\n\nMMP Dividend Yield data by YCharts\n3. Expanding its reach\nThe last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.\nWhat's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.\nThe unloved niche\nIn the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699056552,"gmtCreate":1639727457197,"gmtModify":1639727457197,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100833454173050","authorIdStr":"4100833454173050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIVB\">$SVB Financial Group(SIVB)$</a>Is it too late to enter? Thanks&nbsp;","listText":"<a href=\"https://laohu8.com/S/SIVB\">$SVB Financial Group(SIVB)$</a>Is it too late to enter? Thanks&nbsp;","text":"$SVB Financial Group(SIVB)$Is it too late to enter? Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699056552","isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699050418,"gmtCreate":1639726615154,"gmtModify":1639726615154,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100833454173050","authorIdStr":"4100833454173050"},"themes":[],"htmlText":"Thanks for heads up. Pls like. 😊","listText":"Thanks for heads up. Pls like. 😊","text":"Thanks for heads up. Pls like. 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699050418","repostId":"1169026598","repostType":4,"repost":{"id":"1169026598","pubTimestamp":1639698567,"share":"https://www.laohu8.com/m/news/1169026598?lang=&edition=full","pubTime":"2021-12-17 07:49","market":"us","language":"en","title":"Intel: Mobileye IPO Could Be A Masterstroke","url":"https://stock-news.laohu8.com/highlight/detail?id=1169026598","media":"seekingalpha","summary":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious gr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.</li>\n <li>Mobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.</li>\n <li>At ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.</li>\n <li>According to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.</li>\n <li>Even after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.</li>\n <li>Looking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Despite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).</p>\n<p>In today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.</p>\n<p>Let's begin our analysis by deciphering the logic behind an IPO for Mobileye.</p>\n<p><b>Understanding The Motivation Behind Intel's Mobileye Spinoff</b></p>\n<p>Soon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).</p>\n<p></p>\n<p>The semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.</p>\n<p>Pat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.</p>\n<p><img src=\"https://static.tigerbbs.com/469130405b455b41aba450a41af1ccd1\" tg-width=\"1122\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p>\n<p>Intel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.</p>\n<p>Another way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).</p>\n<p>Asset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.</p>\n<p><b>Pat Says Mobileye Is Comparable To Tesla! Is It Though?</b></p>\n<p>In 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.</p>\n<p>In the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.</p>\n<p>Since Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.</p>\n<p>Mobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.</p>\n<p>Although Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.</p>\n<p>Looking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.</p>\n<p><b>Estimating Mobileye's Fair Value</b></p>\n<p>To determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</li>\n <li></li>\n <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</li>\n <li></li>\n <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</li>\n <li></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<p>Mobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS &amp; Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).</p>\n<p>As you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.</p>\n<p>If Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.</p>\n<p>Even after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>With Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.</p>\n<p>Intel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.</p>\n<p>Key Takeaway: I rate Intel a strong buy at $50.</p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</p>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Mobileye IPO Could Be A Masterstroke</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Mobileye IPO Could Be A Masterstroke\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4474906-intel-mobileye-ipo-masterstroke","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169026598","content_text":"Summary\n\nIntel is spinning off Mobileye via an IPO in mid 2022 to raise capital for its ambitious growth plans. In this note, we will discuss the logic of this transaction.\nMobileye is one of the leading players in autonomous vehicle technology, which means it should command a much higher multiple than Intel.\nAt ~9x Price-to-FCF, Intel is massively undervalued, and as such Mobileye's valuation is suppressed. The IPO is likely to act as a significant value unlocking event for Intel.\nAccording to my analysis, Mobileye could quite easily fetch a valuation of $50-100B in the current market environment. Hence, Intel could raise a significant sum by selling just a minor stake.\nEven after the IPO, Intel will continue to control Mobileye with a majority stake, and Intel's CEO, Pat Gelsinger, will be shaping Mobileye's future as the Chairman of its Board. Hence, Intel is getting the best of both worlds with this deal. I rate Intel a strong buy at $50.\nLooking for a portfolio of ideas like this one? Members of Beating the Market get exclusive access to our model portfolio.\n\nIntroduction\nDespite the astounding rally in chip stocks over the last 18-24 months, Intel's (NASDAQ:INTC) valuation (~12x P/FCF) continues to remain depressed. The semiconductor supply shortage is showing no signs of abating, with Intel selling all that it could make. In 2021, Intel is set to generate record revenues and operating cash flows. Although Intel is facing margin pressures due to heightened competition, its business fundamentals remain strong. Intel's balance sheet and free cash flow generation are robust. An inflationary environment is supposed to be supportive of cash flow machines like Intel. Hence, the weak price action in Intel is puzzling (even after considering Intel's manufacturing woes over the last few years).\nIn today's note, we will focus our discussion on Intel's upcoming spinoff Mobileye, which is likely to act as a value unlocking catalyst for this chip giant.\nLet's begin our analysis by deciphering the logic behind an IPO for Mobileye.\nUnderstanding The Motivation Behind Intel's Mobileye Spinoff\nSoon after rejoining Intel as CEO, Pat Gelsinger outlined an aggressive hybrid-sourcing and foundry plan to take the semiconductor giant back to its past glory (after some woeful execution from previous management). On paper, Pat's strategy is very simple. Intel will outsource next-gen chip manufacturing to foundries like TSMC (NYSE:TSM), which would enable them to compete against rivals like AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). While Intel is working toward fixing its manufacturing woes and regaining the technological lead at the node level, the company also is opening up its manufacturing plants in the Western Hemisphere for other companies (i.e., entering the foundry business).\n\nThe semiconductor industry is undergoing a painful supply crisis that has had far-reaching impacts across multiple industries. With the EV revolution, the demand for automotive chips is set to explode higher. Hence, the chip shortage could last for years and years. Only a handful of companies can solve this crisis, and Intel is probably the only company that could help abate this semiconductor shortage in the Western Hemisphere.\nPat Gelsinger has put forward an aggressive growth plan for Intel, which could see the company growing at ~10-12% CAGR from 2023-2027. However, Pat's plan is highly capital intensive, and so Intel needs more capital.\n\nIntel is set to enter a heavy capex-spending cycle with plans to increase capex for 2022 to ~$25B-$28B. With Intel's stock trading close to record low valuation (by P/FCF) from the past 10 years, raising capital through fresh equity issuance would be highly dilutionary for Intel's shareholders. Intel is one of the most-hated stocks on Wall Street, and the management certainly is not interested in alienating more of its investor base. Hence, a capital raise through equity is ruled out.\nAnother way to raise capital would be through debt issuance, and Intel's balance sheet and free cash flow generation are strong enough to allow for more debt. However, Intel's margins are set to come under pressure due to a potential price war with the likes of AMD, and with increased CAPEX-spending, Intel's free cash flows may suffer too in the near term. Hence, Intel's management could be unwilling to raise more capital via debt (which already stands at ~$40B).\nAsset monetization was probably the only viable alternative for raising capital to fund Intel's growth plan. And if we look at Intel's business, Mobileye is probably the most under-appreciated asset buried under a steep conglomerate discount. Mobileye is a category-leading business in autonomous driving (one of the hottest spaces in the market), and it would undoubtedly command a much higher trading multiple in the current market environment than what Intel paid for it back in 2017. Hence, the Mobileye spinoff is a very sound and logical decision from Intel's management.\nPat Says Mobileye Is Comparable To Tesla! Is It Though?\nIn 2017, Intel acquired Mobileye for an eye-watering sum of ~$15.3B. Since this acquisition, Mobileye has delivered significant revenue growth, achieved numerous technical innovations, and invested capital toward solving the most critical problems in the scaled deployment of autonomous driving technology. Unlike most IPOs, Mobileye is already a highly-profitable company. Hence, Intel could get a big return on its investment by selling a minority stake in Mobileye.\nIn the last 12 months, Mobileye has generated revenues of $1.36B, with operating profits coming in at $471M (operating margin of ~35%). Also, Mobileye achieved the milestone of delivering its 100 millionth EyeQ SOC, unveiled its production robotaxi (network coming live in 2022) and won 41 new ADAS and full self-driving programs with 30 legacy automakers. In a nutshell, Mobileye has taken tremendous strides both from a technical and financial standpoint.\nSince Mobileye has always operated as an independent subsidiary within Intel, the separation won't be hard. The strategic partnership with Intel will remain in place, and higher visibility should enable Mobileye to win more partners across the globe. With its robotaxi network set to go live in 2022, Mobileye is probably going to be the first to market in L3/L4 AV technology.\nMobileye is truly at an inflection point, and its future looks as bright as ever. Some critics would say that Intel is selling its future to chase the past. However, we must acknowledge the realities around us. The hype around autonomous driving and EVs has never been higher, and Mobileye's spectacular growth story is buried under Intel's umbrella. By bringing Mobileye to the public markets as a standalone entity, Intel is likely to receive a cash boost (at a rich trading multiple), whilst it will also maintain its majority stake (control) in the company.\nAlthough Pat compared Mobileye to Tesla (NASDAQ:TSLA) due to its AV technology (and future Robotaxi business), I think it's more comparable to Nvidia. For the purpose of this note, we shall create a guesstimate for Mobileye's valuation using trading multiples for both Tesla and Nvidia. Due to its relatively small size, I would expect Mobileye to command a higher multiple than these companies.\nLooking through the lens of relative valuation, Mobileye's IPO could be valued anywhere in the range of ~$50B to $70B. However, let us also determine Mobileye's absolute valuation using its financials.\nEstimating Mobileye's Fair Value\nTo determine Mobileye's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\n\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\n\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nIn step 4, the model accounts for dividends.\n\nAssumptions:\nMobileye is a rapidly-growing, highly-profitable business. With a massive TAM and leading ADAS & Autonomous Vehicle [AV] technology, Mobileye is set to ride an enormous secular growth trend as the shift to autonomous-driving EVs accelerates over the 2020s. Hence, a 10-year CAGR growth rate of 25% could be highly conservative. As the MoovitAV robotaxi network grows, Mobileye's margins are likely to head higher. Therefore, Mobileye's FCF margin could quite comfortably hover at more than 30% when the business matures, and growth slows down (not going to happen for another decade or two).\nAs you can see, Mobileye is worth ~$15 per share or ~$60B market cap. The assumptions utilized in this valuation exercise are conservative, which means Mobileye could be worth even more than $60B.\nIf Mobileye's 10-year CAGR revenue growth rate were to be in the 30%-50% range (instead of our estimate of 25%), Mobileye's fair value would come out to be ~$88B to ~$340B. At a $1T valuation, Tesla's implied 10-year CAGR revenue growth rate is ~50%. Since Mobileye is growing from a much smaller base, and considering the fact that it could become the industry standard for AV technology (by leveraging existing relationships with legacy automakers like Ford, BMW, and many others), I would imagine Mobileye has a better chance of delivering such hyper-growth than Tesla.\nEven after the spinoff of Mobileye, Intel would generate revenues of ~$73B in 2022 with virtually zero impact on its cash flow generation. Although Intel will lose one of its key assets in this transaction (not really, as Intel will still control Mobileye through a majority stake), the proceeds will help Intel's management execute its ambitious growth plans. Using conservative estimates, Intel (minus Mobileye) is still worth ~$70 per share (~$280B market cap) (this valuation exercise is available in my previous articles on Intel). Therefore, the Mobileye spinoff is very likely to unlock hidden value for Intel's shareholders.\nConcluding Thoughts\nWith Intel's market cap hovering at just about $200B, raising capital through stock issuance is not viable. Although Intel's balance sheet and free cash flow generation remain robust, the company is entering a heavy capex-spending cycle, which makes an additional debt raise troublesome. Mobileye is one of the faster-growing business lines at Intel. However, selling a small piece of it could yield a massive sum for Intel, which could be utilized toward Pat Gelsinger's ambitious growth plan for the company. According to my analysis, Mobileye could fetch a valuation of $50B-$100B in the current market environment, and I think Intel will end up raising ~$10B-$15B from the Mobileye IPO while retaining control of the company. I like this move from Intel's management as I can see significant value unlocking from this spinoff.\nIntel is a deeply undervalued cash cow that pays out a healthy, growing dividend. With the Mobileye IPO set to unlock some of Intel's hidden value, I expect to see big capital appreciation in Intel over the next 12-24 months. Therefore, I continue to rate Intel a strong buy at $50.\nKey Takeaway: I rate Intel a strong buy at $50.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699020786,"gmtCreate":1639725168271,"gmtModify":1639725169300,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100833454173050","authorIdStr":"4100833454173050"},"themes":[],"htmlText":"Telsa 😍","listText":"Telsa 😍","text":"Telsa 😍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699020786","repostId":"1162808117","repostType":4,"repost":{"id":"1162808117","pubTimestamp":1639709791,"share":"https://www.laohu8.com/m/news/1162808117?lang=&edition=full","pubTime":"2021-12-17 10:56","market":"us","language":"en","title":"Top 10 Meme Stocks of 2021 and How They’ll Fare in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1162808117","media":"InvestorPlace","summary":"It's time to decide which of these meme stocks are good investments\nSource: Michael Vi / Shutterstoc","content":"<p>It's time to decide which of these meme stocks are good investments</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/328b1ec2a89b0b45da9884d8db54b98f\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Michael Vi / Shutterstock.com</span></p>\n<p>We’re past the point of denial about meme stocks. What looked unsustainable nine months ago is proving to have staying power. Retail investors continue to identify their favorite stocks and drive up the price.</p>\n<p>The bullish case for meme stocks says that retail investors, with more research available to them than ever before, are willing to take a risk on companies that may be the next&nbsp;<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>). The bearish case is that they may be propping up companies that deserve to trade for much, much lower.</p>\n<p>Who’s to say which side is right? I tend to believe that some of the moral outrage being expressed by retail investors against hedge funds is a rationale to avoid admitting that they’re investment strategy is similar to gambling. But there are many things in life that are a gamble and it’s not my money.</p>\n<p>That argument will continue to play out in 2022. So it may be interesting to look at 10 meme stocks that have been part of the this movement in 2021. And it’s also time to take a look at how these stocks may fare in 2022.</p>\n<ul>\n <li><b>GameStop</b>(NYSE:<b><u>GME</u></b>)</li>\n <li><b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>)</li>\n <li><b>BlackBerry</b>(NYSE:<b><u>BB</u></b>)</li>\n <li><b>Clover Health</b>(NASDAQ:<b><u>CLOV</u></b>)</li>\n <li><b>Zomedica</b>(NYSE:<b><u>ZOM</u></b>)</li>\n <li><b>Sundial Growers</b>(NASDAQ:<b><u>SNDL</u></b>)</li>\n <li><b>Bed Bath &amp; Beyond</b>(NASDAQ:<b><u>BBBY</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>)</li>\n <li><b>XPresSpa</b>(NASDAQ:<b><u>XSPA</u></b>)</li>\n</ul>\n<p><b>GameStop (GME)</b></p>\n<p>GameStop is the company that made the terms “meme stocks” and “short squeeze” household names. The initial surge in GME stock was caused by retail investors who identified a high level of short interest in the stock. This led to the short squeeze to end all short squeezes. GameStop stock moved from $17.25 to a closing price of $347.51 in late January.</p>\n<p>However, a&nbsp;recent report&nbsp;from the&nbsp;<b>Securities &amp; Exchange Commission</b>(SEC) confirms that the rise in the GME stock price was largely due to retail investors continuing to bid the stock higher, not as much short sellers covering their position.</p>\n<p>Needless to say, the stock price wasn’t sustainable, but GME stock is still up over 600% in 2021. It’s unrealistic to expect that the company will deliver that kind of performance in 2022. The company’s ability to pivot from a brick-and-mortar to a digital model has yet to be determined. But at this point, loyal GameStop investors believe in the stock, and that may be enough to push the stock higher.</p>\n<p><b>AMC Entertainment (AMC)</b></p>\n<p>When it comes to meme stocks, AMC Entertainment is the Robin to GameStop’s Batman. However, the AMC apes may say the opposite is true. It really doesn’t matter. What matters is that the committed AMC army has seen the stock post a 1,000% gain in 2021.</p>\n<p>The company is known for its chain of movie theatres. That was a troubled business model prior to the pandemic. However, as is the case with GameStop, the stock is not moving forward because investors are putting stock in the company’s current fundamentals; they have their eyes fixed on the future.</p>\n<p>Between AMC’s move into the non-fungible token (NFT) space and its willingness to accept some forms of cryptocurrency, the retail crowd believes there’s an emerging growth story for AMC stock.</p>\n<p>I don’t share that belief. Revenue for 2021 is expected to be about a billion dollars shy of where it was in 2019. Yet at this point in 2019, AMC stock was trading at around $8. As for 2022, the loyalty of retail investors could prop up the stock for some time to come. However, like GameStop, conservative investors should stay far away.</p>\n<p><b>BlackBerry (BB)</b></p>\n<p>BlackBerry may be best known to some people as the manufacturer of the mobile phone of the same name. And while some people may long to have their BlackBerry, the larger story of the company had to do with the safety and security that was built into the product. That’s because BlackBerry is, at its core, a software company.</p>\n<p>And that’s why, if you’re looking to buy the stock in 2022, you’ll want to look at their cybersecurity offerings that currently accounts for approximately two-thirds of BlackBerry’s revenue.</p>\n<p>There is some sentiment that BlackBerry is an acquisition target. However, the reason to buy BB stock is for its strategic partnerships with&nbsp;<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) and Amazon. The latter is the most intriguing because it will allow BlackBerry’s Intelligent Vehicle Data Platform (IVY) to provide a&nbsp;consistent and secure common app&nbsp;that can be used for autonomous driving.</p>\n<p>Although the autonomous vehicle (AV) future may be years away, if you believe in that future, a small, speculative position in BB stock may pay off in the long run.</p>\n<p><b>Clover Health (CLOV)</b></p>\n<p>Like many companies on this list, the risk/reward calculus for Clover Health in 2022 comes down to its ability to generate revenue with its Clover Assistant. The Clover Assistant uses AI and predictive analysis to give doctors actionable patient care information that will drive better health outcomes.</p>\n<p>The bullish case says that by focusing on Medicare Advantage patients, Clover Health has a huge addressable market. The flipside to that argument is that many doctors the company is targeting don’t have that many Medicare Advantage patients.</p>\n<p>And, because of the regulatory environment that surrounds Medicate Advantage, it may not be as profitable as expected. One way that the company may look to address this is by opening up the Clover Assistant to fee-for-service Medicare patients.</p>\n<p>With that said, CLOV stock does have a $9 price target from the analyst community, which suggests that risk-tolerant investors may be rewarded for their investment.</p>\n<p><b>Zomedica (ZOM)</b></p>\n<p>I’ve followed Zomedica for most of 2021 and thought it was miscast as a meme stock. But the stock chart says it all. ZOM stock was literally a penny stock in December 2020. But in the first two months of 2021, it soared to over $2 a share. It’s since fallen back and is now back in penny stock territory.</p>\n<p>The story of Zomedica will come down to the acceptance of its Truforma product. This allows veterinarians to run diagnostic tests in their offices that they currently would have to send to an outside lab at additional time and expense. The company has launched a Customer Appreciation Program that will seed the product in veterinarian offices at no cost. The catalyst is that the offices make an agreement to buy the assays that are required to run the diagnostic tests directly from Zomedica.</p>\n<p>The company also recently acquired PulseVet, which gives the company another revenue-generation opportunity for the company that should start contributing to the company’s revenue in the next few quarters.</p>\n<p><b>Sundial Growers (SNDL)</b></p>\n<p>The cannabis sector continues to draw speculative interest, although profitability still seems to be years away. And Sundial Growers remains one of the most volatile stocks in the sector.</p>\n<p>If you’re going to invest in SNDL stock in 2022, you have to be convinced that their business model will work. But before you answer that question, you have to buy into what that business model is. It appears that the most profitable path is if the company can benefit from its affiliate filing an application to be a Business Development Company (BDC).</p>\n<p>This would seem like a better option than trying to forge a path ahead as a cannabis retailer. That continues to be a difficult path for any cannabis company, particularly as legalization in the United States is likely going to take longer than expected.</p>\n<p><b>Bed Bath &amp; Beyond (BBBY)</b></p>\n<p>Bed Bath &amp; Beyond is a curious case among the meme stocks. I can’t say the company is doing anything definitively wrong. But it’s also not doing anything that justifies a stock price that at one point was over $35 a share in 2021.</p>\n<p>That’s why it’s part of this meme stock list, because retail investors have figured out a formula and they’re making it work. Still, you have to be careful with your expectations. The company’s revenue and earnings are still down from pre-pandemic levels and yet the stock price is above pre-pandemic levels.</p>\n<p>The company recently announced a partnership with&nbsp;<b>Kroger</b>(NYSE:<b><u>KR</u></b>) that got some investors excited. However, it doesn’t appear to be a move that will be noticeable to the bottom line for several quarters, if ever.</p>\n<p>Bed Bath &amp; Beyond is making some moves to close underperforming stores and introduce private-label brands. But it’s unclear how much playing defense will be able to help, which makes BBBY stock a risky option in 2022.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>Before meme stocks were a thing, there was Tesla. And one thing you can say about owning TSLA is that there’s never a dull moment. After the stock climbed to over $1,200 a share this year, it’s down to around $930, and that still has rewarded investors to the tune of a 32% gain for the year.</p>\n<p>I’ve long felt that TSLA stock is valued the way it is because investors view it as a technology play more than an electric vehicle (EV) play. However, it would seem that the company’s immediate fortunes will depend on its EV business, which should be a catalyst in 2022.</p>\n<p>Faisal Humayun recently wrote, Tesla plans to launch a&nbsp;$25,000 fully autonomous electric vehicle. That would be a clear game changer in terms of market share. And with $16.1 billion of cash on hand, the company has the balance sheet to invest in future expansion and innovation.</p>\n<p><b>ContextLogic (WISH)</b></p>\n<p>The only words I can offer to those looking to invest in ContextLogic is let the buyer beware. I can’t say the company isn’t trying to improve its financial situation. But the long-term outlook for WISH stock is troubled. And it’s unclear what the sales outlook is.&nbsp; Plus, the company’s founder and chief executive officer (CEO) announced he will be stepping aside as soon as a replacement is found.</p>\n<p>On the other hand, if you’re a believer in the speculative nature of the meme stock movement, then there are few stocks that bear it out more than WISH stock. The stock continues to be propped up by retail investors. And the analyst community gives the company a share price of over $11. That’s a gain of over 250% from its current price.</p>\n<p>But short interest remains high. And if you’re looking to open a position on WISH stock, you may want to wait until the outlook becomes clear.</p>\n<p><b>XPresSpa (XSPA)</b></p>\n<p>I have to admit, if someone had told me there was a business case for XpresSpa Group in 2022, I would have been skeptical. And while I won’t be buying XSPA stock anytime soon, I’ll let you decide for yourself.</p>\n<p>For those who are unfamiliar, the company has two business units. Its namesake unit, XpresSpa, offers premium spa services and “exclusive travel products and accessories through partnership with some of the leading cosmetics brands in the world.”</p>\n<p>However, with the collapse of travel during the Covid-19 pandemic, the company made a strategic pivot to turn their existing facilities into Covid-19 testing facilities. The idea was to have a location for airline crews and passengers to get fast, convenient testing at the airport.</p>\n<p>And as the pandemic remains in the public consciousness, rapid testing will remain a viable option, particularly as a significant segment of the population remains unvaccinated. However, it’s fair to question how much revenue the company can generate from this model. The company was continuing to lose money so it’s certainly not enough to be profitable.</p>\n<p>And with the company losing money prior to the pandemic in its prior business model, this is still a speculative bet.</p>","source":"lsy1606302653667","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>Top 10 Meme Stocks of 2021 and How They’ll Fare 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\">\nTop 10 Meme Stocks of 2021 and How They’ll Fare in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/top-10-meme-stocks-and-how-they-fare-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's time to decide which of these meme stocks are good investments\nSource: Michael Vi / Shutterstock.com\nWe’re past the point of denial about meme stocks. What looked unsustainable nine months ago is...</p>\n\n<a href=\"https://investorplace.com/2021/12/top-10-meme-stocks-and-how-they-fare-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc.","BBBY":"3B家居","BB":"黑莓","CLOV":"Clover Health Corp","GME":"游戏驿站","AMC":"AMC院线","TSLA":"特斯拉","ZOM":"Zomedica Pharmaceuticals Corp."},"source_url":"https://investorplace.com/2021/12/top-10-meme-stocks-and-how-they-fare-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162808117","content_text":"It's time to decide which of these meme stocks are good investments\nSource: Michael Vi / Shutterstock.com\nWe’re past the point of denial about meme stocks. What looked unsustainable nine months ago is proving to have staying power. Retail investors continue to identify their favorite stocks and drive up the price.\nThe bullish case for meme stocks says that retail investors, with more research available to them than ever before, are willing to take a risk on companies that may be the next Amazon(NASDAQ:AMZN). The bearish case is that they may be propping up companies that deserve to trade for much, much lower.\nWho’s to say which side is right? I tend to believe that some of the moral outrage being expressed by retail investors against hedge funds is a rationale to avoid admitting that they’re investment strategy is similar to gambling. But there are many things in life that are a gamble and it’s not my money.\nThat argument will continue to play out in 2022. So it may be interesting to look at 10 meme stocks that have been part of the this movement in 2021. And it’s also time to take a look at how these stocks may fare in 2022.\n\nGameStop(NYSE:GME)\nAMC Entertainment(NYSE:AMC)\nBlackBerry(NYSE:BB)\nClover Health(NASDAQ:CLOV)\nZomedica(NYSE:ZOM)\nSundial Growers(NASDAQ:SNDL)\nBed Bath & Beyond(NASDAQ:BBBY)\nTesla(NASDAQ:TSLA)\nContextLogic(NASDAQ:WISH)\nXPresSpa(NASDAQ:XSPA)\n\nGameStop (GME)\nGameStop is the company that made the terms “meme stocks” and “short squeeze” household names. The initial surge in GME stock was caused by retail investors who identified a high level of short interest in the stock. This led to the short squeeze to end all short squeezes. GameStop stock moved from $17.25 to a closing price of $347.51 in late January.\nHowever, a recent report from the Securities & Exchange Commission(SEC) confirms that the rise in the GME stock price was largely due to retail investors continuing to bid the stock higher, not as much short sellers covering their position.\nNeedless to say, the stock price wasn’t sustainable, but GME stock is still up over 600% in 2021. It’s unrealistic to expect that the company will deliver that kind of performance in 2022. The company’s ability to pivot from a brick-and-mortar to a digital model has yet to be determined. But at this point, loyal GameStop investors believe in the stock, and that may be enough to push the stock higher.\nAMC Entertainment (AMC)\nWhen it comes to meme stocks, AMC Entertainment is the Robin to GameStop’s Batman. However, the AMC apes may say the opposite is true. It really doesn’t matter. What matters is that the committed AMC army has seen the stock post a 1,000% gain in 2021.\nThe company is known for its chain of movie theatres. That was a troubled business model prior to the pandemic. However, as is the case with GameStop, the stock is not moving forward because investors are putting stock in the company’s current fundamentals; they have their eyes fixed on the future.\nBetween AMC’s move into the non-fungible token (NFT) space and its willingness to accept some forms of cryptocurrency, the retail crowd believes there’s an emerging growth story for AMC stock.\nI don’t share that belief. Revenue for 2021 is expected to be about a billion dollars shy of where it was in 2019. Yet at this point in 2019, AMC stock was trading at around $8. As for 2022, the loyalty of retail investors could prop up the stock for some time to come. However, like GameStop, conservative investors should stay far away.\nBlackBerry (BB)\nBlackBerry may be best known to some people as the manufacturer of the mobile phone of the same name. And while some people may long to have their BlackBerry, the larger story of the company had to do with the safety and security that was built into the product. That’s because BlackBerry is, at its core, a software company.\nAnd that’s why, if you’re looking to buy the stock in 2022, you’ll want to look at their cybersecurity offerings that currently accounts for approximately two-thirds of BlackBerry’s revenue.\nThere is some sentiment that BlackBerry is an acquisition target. However, the reason to buy BB stock is for its strategic partnerships with Microsoft(NASDAQ:MSFT) and Amazon. The latter is the most intriguing because it will allow BlackBerry’s Intelligent Vehicle Data Platform (IVY) to provide a consistent and secure common app that can be used for autonomous driving.\nAlthough the autonomous vehicle (AV) future may be years away, if you believe in that future, a small, speculative position in BB stock may pay off in the long run.\nClover Health (CLOV)\nLike many companies on this list, the risk/reward calculus for Clover Health in 2022 comes down to its ability to generate revenue with its Clover Assistant. The Clover Assistant uses AI and predictive analysis to give doctors actionable patient care information that will drive better health outcomes.\nThe bullish case says that by focusing on Medicare Advantage patients, Clover Health has a huge addressable market. The flipside to that argument is that many doctors the company is targeting don’t have that many Medicare Advantage patients.\nAnd, because of the regulatory environment that surrounds Medicate Advantage, it may not be as profitable as expected. One way that the company may look to address this is by opening up the Clover Assistant to fee-for-service Medicare patients.\nWith that said, CLOV stock does have a $9 price target from the analyst community, which suggests that risk-tolerant investors may be rewarded for their investment.\nZomedica (ZOM)\nI’ve followed Zomedica for most of 2021 and thought it was miscast as a meme stock. But the stock chart says it all. ZOM stock was literally a penny stock in December 2020. But in the first two months of 2021, it soared to over $2 a share. It’s since fallen back and is now back in penny stock territory.\nThe story of Zomedica will come down to the acceptance of its Truforma product. This allows veterinarians to run diagnostic tests in their offices that they currently would have to send to an outside lab at additional time and expense. The company has launched a Customer Appreciation Program that will seed the product in veterinarian offices at no cost. The catalyst is that the offices make an agreement to buy the assays that are required to run the diagnostic tests directly from Zomedica.\nThe company also recently acquired PulseVet, which gives the company another revenue-generation opportunity for the company that should start contributing to the company’s revenue in the next few quarters.\nSundial Growers (SNDL)\nThe cannabis sector continues to draw speculative interest, although profitability still seems to be years away. And Sundial Growers remains one of the most volatile stocks in the sector.\nIf you’re going to invest in SNDL stock in 2022, you have to be convinced that their business model will work. But before you answer that question, you have to buy into what that business model is. It appears that the most profitable path is if the company can benefit from its affiliate filing an application to be a Business Development Company (BDC).\nThis would seem like a better option than trying to forge a path ahead as a cannabis retailer. That continues to be a difficult path for any cannabis company, particularly as legalization in the United States is likely going to take longer than expected.\nBed Bath & Beyond (BBBY)\nBed Bath & Beyond is a curious case among the meme stocks. I can’t say the company is doing anything definitively wrong. But it’s also not doing anything that justifies a stock price that at one point was over $35 a share in 2021.\nThat’s why it’s part of this meme stock list, because retail investors have figured out a formula and they’re making it work. Still, you have to be careful with your expectations. The company’s revenue and earnings are still down from pre-pandemic levels and yet the stock price is above pre-pandemic levels.\nThe company recently announced a partnership with Kroger(NYSE:KR) that got some investors excited. However, it doesn’t appear to be a move that will be noticeable to the bottom line for several quarters, if ever.\nBed Bath & Beyond is making some moves to close underperforming stores and introduce private-label brands. But it’s unclear how much playing defense will be able to help, which makes BBBY stock a risky option in 2022.\nTesla (TSLA)\nBefore meme stocks were a thing, there was Tesla. And one thing you can say about owning TSLA is that there’s never a dull moment. After the stock climbed to over $1,200 a share this year, it’s down to around $930, and that still has rewarded investors to the tune of a 32% gain for the year.\nI’ve long felt that TSLA stock is valued the way it is because investors view it as a technology play more than an electric vehicle (EV) play. However, it would seem that the company’s immediate fortunes will depend on its EV business, which should be a catalyst in 2022.\nFaisal Humayun recently wrote, Tesla plans to launch a $25,000 fully autonomous electric vehicle. That would be a clear game changer in terms of market share. And with $16.1 billion of cash on hand, the company has the balance sheet to invest in future expansion and innovation.\nContextLogic (WISH)\nThe only words I can offer to those looking to invest in ContextLogic is let the buyer beware. I can’t say the company isn’t trying to improve its financial situation. But the long-term outlook for WISH stock is troubled. And it’s unclear what the sales outlook is.  Plus, the company’s founder and chief executive officer (CEO) announced he will be stepping aside as soon as a replacement is found.\nOn the other hand, if you’re a believer in the speculative nature of the meme stock movement, then there are few stocks that bear it out more than WISH stock. The stock continues to be propped up by retail investors. And the analyst community gives the company a share price of over $11. That’s a gain of over 250% from its current price.\nBut short interest remains high. And if you’re looking to open a position on WISH stock, you may want to wait until the outlook becomes clear.\nXPresSpa (XSPA)\nI have to admit, if someone had told me there was a business case for XpresSpa Group in 2022, I would have been skeptical. And while I won’t be buying XSPA stock anytime soon, I’ll let you decide for yourself.\nFor those who are unfamiliar, the company has two business units. Its namesake unit, XpresSpa, offers premium spa services and “exclusive travel products and accessories through partnership with some of the leading cosmetics brands in the world.”\nHowever, with the collapse of travel during the Covid-19 pandemic, the company made a strategic pivot to turn their existing facilities into Covid-19 testing facilities. The idea was to have a location for airline crews and passengers to get fast, convenient testing at the airport.\nAnd as the pandemic remains in the public consciousness, rapid testing will remain a viable option, particularly as a significant segment of the population remains unvaccinated. However, it’s fair to question how much revenue the company can generate from this model. The company was continuing to lose money so it’s certainly not enough to be profitable.\nAnd with the company losing money prior to the pandemic in its prior business model, this is still a speculative bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":699050418,"gmtCreate":1639726615154,"gmtModify":1639726615154,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100833454173050","idStr":"4100833454173050"},"themes":[],"htmlText":"Thanks for heads up. Pls like. 😊","listText":"Thanks for heads up. Pls like. 😊","text":"Thanks for heads up. Pls like. 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699050418","repostId":"1169026598","repostType":4,"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699378624,"gmtCreate":1639752874123,"gmtModify":1639752888812,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100833454173050","idStr":"4100833454173050"},"themes":[],"htmlText":"Good 👍","listText":"Good 👍","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699378624","repostId":"2191453039","repostType":4,"repost":{"id":"2191453039","pubTimestamp":1639667741,"share":"https://www.laohu8.com/m/news/2191453039?lang=&edition=full","pubTime":"2021-12-16 23:15","market":"us","language":"en","title":"3 Cheap Energy Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191453039","media":"Motley Fool","summary":"There's one area of the energy sector that isn't getting any respect. And you can collect fat yields if you act today.","content":"<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into <b>Enterprise Products Partners</b> (NYSE:EPD), <b>Magellan Midstream Partners</b> (NYSE:MMP), and <b>Enbridge</b> (NYSE:ENB).</p>\n<h2>1. The bellwether</h2>\n<p>One of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.</p>\n<p>Enterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil &amp; gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.</p>\n<h2>2. Focused on oil</h2>\n<p>Magellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.</p>\n<p>What's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.</p>\n<p><img src=\"https://static.tigerbbs.com/b8cff6902538ef473ac8295b95e0c893\" tg-width=\"720\" tg-height=\"483\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>MMP Dividend Yield data by YCharts</p>\n<h2>3. Expanding its reach</h2>\n<p>The last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil.&nbsp;And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.</p>\n<p>What's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.</p>\n<h2>The unloved niche</h2>\n<p>In the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.</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 Cheap Energy Stocks to Buy Right Now</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 Cheap Energy Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/\">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.fool.com/investing/2021/12/16/3-cheap-energy-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191453039","content_text":"The broader energy sector has been a bit volatile of late, with oil prices driven higher and lower by the latest coronavirus news. However, overall, oil prices and oil stocks have staged a material rebound since the drilling industry's pandemic downturn in 2020. One niche in the energy space that's still not feeling much investor love, however, is the midstream space. And investors looking for solid companies with big yields would do well to dig into Enterprise Products Partners (NYSE:EPD), Magellan Midstream Partners (NYSE:MMP), and Enbridge (NYSE:ENB).\n1. The bellwether\nOne of the first names that comes to mind when investors think of midstream investments is usually Enterprise Products Partners, a $46 billion market cap North American master limited partnership (MLP). Its collection of pipelines, storage, transportation, and processing assets would be virtually impossible to replace. And, like the other two names here, it largely gets paid for the use of its assets, so commodity volatility isn't a huge deal. And with demand for oil and natural gas likely to remain strong for decades to come, thanks to growing global demand for energy, there's no reason to expect Enterprise's systems to suddenly run on empty. That fact remains true even as clean energy investment ramps up, since it will take many years for these options to displace oil and natural gas.\nEnterprise currently yields a historically high 8.4% backed by a distribution that has been increased annually for 23 consecutive years. The MLP covered its distribution with distributable cash flow by 1.7 times in the third quarter as well, so there's ample leeway for adversity before the payment would be at risk. That said, with clean energy investment on the upswing, growth is a big question mark. Historically, ground-up construction of oil & gas infrastructure has played a big role, but now that's less certain. So look for Enterprise to be more acquisitive and for distribution growth to be a bit on the low side (think low single digits at best). However, with a huge yield, that probably won't upset income-oriented investors looking for a broadly diversified, and cheap, energy investment.\n2. Focused on oil\nMagellan Midstream Partners is another MLP, but is much smaller with a market cap that's just under $10 billion. Unlike Enterprise, Magellan has a fairly concentrated business focused on transporting and storing oil (about 30% of operating margin) and refined products (70%) like gasoline. Its fortunes are tied far more tightly to the ups and downs of the economy because of that, given that demand for refined products tends to ebb and flow with economic activity. While it largely fee-based business still avoids the ups and downs of commodity prices, the economic shutdowns related to the pandemic in 2020 depressed demand for its midstream assets because demand for refined products fell. That left investors worried about the partnership's ability to support its distribution. In fact, as it started 2021, the company was projecting distribution coverage of just 1.1 times, which is cutting it pretty tight compared with the coverage levels at Enterprise. However, thanks to the economic reopenings, coverage is now expected to be a touch over 1.2 times. That's the MLP's long-term target.\nWhat's interesting about Magellan is that its distribution yield is a huge 9.1%, easily at the high end of its historical range and even higher than what you'll get from Enterprise. And that distribution has been increased annually every year since Magellan's initial public offering in 2001. Indeed, despite the headwinds it faced in 2020, it has continued to prioritize distribution growth. One of the key reasons it was able to do this is that Magellan has long focused on maintaining a strong balance sheet, noting that its financial debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) ratio is usually at the low end of the industry. Don't look for massive distribution growth here (though the MLP did recently initiate a large share buyback as a way to return value to investors), but so long as refined products are in demand, Magellan's business should remain resilient.\n\nMMP Dividend Yield data by YCharts\n3. Expanding its reach\nThe last name up is Canada's Enbridge, with a $76 billion market cap and a historically high 7.1% dividend yield. Like Enterprise, it is one of the largest midstream names in North America, with a massive portfolio of fee-driven assets. However, it's not exactly a pure play. Roughly 14% of EBITDA comes from a natural gas distribution business, which is a utility operation, and 3% comes from contract-based renewable power assets. The natural gas distribution operation is benefiting from the switch to the cleaner-burning fuel, which is often cheaper and more convenient for customers, from dirtier alternatives like heating oil. And the company's renewable power investments give it a toehold in the area that could, eventually, displace demand for its midstream services.\nWhat's interesting here is that Enbridge is generating a huge amount of cash today, expecting to have around $2 billion in excess cash flow in 2022 above its current investment plans. That's money that can be used to grow the business (potentially including more clean energy investment), strengthen the balance sheet, or be returned to investors via dividend growth and stock buybacks. Given the high yield today, dividend growth is likely to be modest since investors aren't rewarding the company for its fat payout. However, Enbridge is in Dividend Aristocrat territory with 26 years of annual dividend increases under its belt and no sign that this trend is going to change. So, if the yield were to come back down toward more historical levels, it wouldn't be shocking to see Enbridge shift distribution growth higher again. For investors looking to hedge their energy bets against a clean energy future, Enbridge is a good, cash-rich option.\nThe unloved niche\nIn the grand scheme of the energy sector, midstream assets are pretty boring. That's actually part of their allure for dividend investors, however, because they are highly reliable businesses. Right now, Wall Street is more focused on clean energy than reliable oil-tied businesses, even though there are likely to be decades of demand ahead for midstream companies. If you can think past the groupthink that often drives stock prices, Enterprise, Magellan, and Enbridge are all high-yield energy options that look very cheap today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699020786,"gmtCreate":1639725168271,"gmtModify":1639725169300,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100833454173050","idStr":"4100833454173050"},"themes":[],"htmlText":"Telsa 😍","listText":"Telsa 😍","text":"Telsa 😍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699020786","repostId":"1162808117","repostType":4,"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699056552,"gmtCreate":1639727457197,"gmtModify":1639727457197,"author":{"id":"4100833454173050","authorId":"4100833454173050","name":"DiAngel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100833454173050","idStr":"4100833454173050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIVB\">$SVB Financial Group(SIVB)$</a>Is it too late to enter? Thanks&nbsp;","listText":"<a href=\"https://laohu8.com/S/SIVB\">$SVB Financial Group(SIVB)$</a>Is it too late to enter? Thanks&nbsp;","text":"$SVB Financial Group(SIVB)$Is it too late to enter? Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699056552","isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}