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KWORKS

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- KWORKSKWORKS
  ·2021-09-10
  $Tiger Brokers(TIGR)$ To the moon! $30 target!
  178 评论
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- KWORKSKWORKS
  ·2021-07-07
  Money CNN predicts Apple to go up to 185.
  301 评论
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- KWORKSKWORKS
  ·2021-07-07
  I think SNDL is going to bounce up.It’s price it’s at a discount what do you think?
  205 评论
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- KWORKSKWORKS
  ·2021-07-07
  Wow
  非常抱歉，此主贴已删除
  228 评论
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- KWORKSKWORKS
  ·2021-07-01
  3000
  Is NVIDIA Headed to $900? 3 Things to Know
  The growth opportunities are mounting for this leading chipmaker.
  Is NVIDIA Headed to $900? 3 Things to Know
  114 评论
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- KWORKSKWORKS
  ·2021-07-01
  Nice
  3 Expensive Tech Stocks to Buy in the Next Market Crash
  Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.
  3 Expensive Tech Stocks to Buy in the Next Market Crash
  195 评论
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- KWORKSKWORKS
  ·2021-04-14
  Must buy!!!!
  非常抱歉，此主贴已删除
  260 评论
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- KWORKSKWORKS
  ·2021-04-12
  Nice
  XPeng Inc.: A Reawakening
  Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go
  XPeng Inc.: A Reawakening
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- KWORKSKWORKS
  ·2021-04-12
  👍🏻👍🏻👍🏻
  3 Stocks to Invest in a Housing Boom
  There are signs that the U.S. housing market could be about to enter a multi-year growth period.
  3 Stocks to Invest in a Housing Boom
  193 评论
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href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> To the moon! $30 target!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> To the moon! $30 target!","text":"$Tiger Brokers(TIGR)$ To the moon! $30 target!","images":[{"img":"https://static.tigerbbs.com/ef824ef97ed8b870c565db4768610dca","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881076786","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140705122,"gmtCreate":1625671351466,"gmtModify":1631891796237,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"Money CNN predicts Apple to go up to 185.","listText":"Money CNN predicts Apple to go up to 185.","text":"Money CNN predicts Apple to go up to 185.","images":[{"img":"https://static.tigerbbs.com/06d5df5f36f4690e42663e004a2bb025","width":"1125","height":"2973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140705122","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140708556,"gmtCreate":1625671217175,"gmtModify":1631891796242,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"I think SNDL is going to bounce up.It’s price it’s at a discount what do you think?","listText":"I think SNDL is going to bounce up.It’s price it’s at a discount what do you think?","text":"I think SNDL is going to bounce up.It’s price it’s at a discount what do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140708556","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140700809,"gmtCreate":1625670998701,"gmtModify":1631891796244,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140700809","repostId":"2149313387","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158206796,"gmtCreate":1625149793215,"gmtModify":1631891796246,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"3000","listText":"3000","text":"3000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158206796","repostId":"2148051825","repostType":4,"repost":{"id":"2148051825","kind":"highlight","pubTimestamp":1625148286,"share":"https://www.laohu8.com/m/news/2148051825?lang=&edition=full","pubTime":"2021-07-01 22:04","market":"us","language":"en","title":"Is NVIDIA Headed to $900? 3 Things to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2148051825","media":"Motley Fool","summary":"The growth opportunities are mounting for this leading chipmaker.","content":"<p>Shares of <b>NVIDIA</b> (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.</p>\n<p>The analysts covering NVIDIA for <b>Bank of America</b>&nbsp;and <b>Raymond James</b> have both set a $900 price target on the stock, &nbsp;citing the company's momentum in the data center segment.&nbsp;What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of <b>SoftBank Group</b>'s (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.</p>\n<p>Still, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68c3ef593a36cf4b1a4d427edb80dcc\" tg-width=\"700\" tg-height=\"437\"><span>NVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.</span></p>\n<h2>1. Data center growth could explode</h2>\n<p>Selling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Segment</th>\n   <th>Q1 Fiscal 2022</th>\n   <th>Q1 Fiscal 2021</th>\n   <th>Growth (Decline)</th>\n  </tr>\n  <tr>\n   <td>Gaming</td>\n   <td>$2.76 billion</td>\n   <td>$1.34 billion</td>\n   <td>106%</td>\n  </tr>\n  <tr>\n   <td>Data center</td>\n   <td>$2.05 billion</td>\n   <td>$1.14 billion</td>\n   <td>79%</td>\n  </tr>\n  <tr>\n   <td>Pro visualization</td>\n   <td>$372 million</td>\n   <td>$307 million</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Automotive</td>\n   <td>$154 million</td>\n   <td>$155 million</td>\n   <td>(0.65%)</td>\n  </tr>\n  <tr>\n   <td>OEM and other</td>\n   <td>$327 million</td>\n   <td>$138 million</td>\n   <td>136%</td>\n  </tr>\n  <tr>\n   <td>Total</td>\n   <td>$5.66 billion</td>\n   <td>$3.08 billion</td>\n   <td>84%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: NVIDIA. NVIDIA's fiscal year runs through January.</p>\n<p>NVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.</p>\n<p>NVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue.&nbsp;Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.</p>\n<h2>2. Chances of the Arm acquisition's approval are increasing</h2>\n<p>Meanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.</p>\n<p>Three top customers of Arm -- <b>Broadcom</b>, <b>MediaTek</b>, and <b>Marvell Technology</b>&nbsp;-- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.</p>\n<p>Some other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.</p>\n<p>But NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.</p>\n<p>Despite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"</p>\n<h2>3. NVIDIA has plenty of growth opportunities without the Arm acquisition</h2>\n<p>The addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.</p>\n<p>As the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85.&nbsp;The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.</p>\n<p>Even without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.</p>\n<p>Given these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.</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>Is NVIDIA Headed to $900? 3 Things to Know</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\">\nIs NVIDIA Headed to $900? 3 Things to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148051825","content_text":"Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.\nThe analysts covering NVIDIA for Bank of America and Raymond James have both set a $900 price target on the stock,  citing the company's momentum in the data center segment. What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of SoftBank Group's (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.\nStill, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.\nNVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.\n1. Data center growth could explode\nSelling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.\n\n\n\nSegment\nQ1 Fiscal 2022\nQ1 Fiscal 2021\nGrowth (Decline)\n\n\nGaming\n$2.76 billion\n$1.34 billion\n106%\n\n\nData center\n$2.05 billion\n$1.14 billion\n79%\n\n\nPro visualization\n$372 million\n$307 million\n21%\n\n\nAutomotive\n$154 million\n$155 million\n(0.65%)\n\n\nOEM and other\n$327 million\n$138 million\n136%\n\n\nTotal\n$5.66 billion\n$3.08 billion\n84%\n\n\n\nData source: NVIDIA. NVIDIA's fiscal year runs through January.\nNVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.\nNVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue. Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.\n2. Chances of the Arm acquisition's approval are increasing\nMeanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.\nThree top customers of Arm -- Broadcom, MediaTek, and Marvell Technology -- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.\nSome other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.\nBut NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.\nDespite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"\n3. NVIDIA has plenty of growth opportunities without the Arm acquisition\nThe addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.\nAs the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85. The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.\nEven without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.\nGiven these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158201412,"gmtCreate":1625149730236,"gmtModify":1631891796248,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158201412","repostId":"1199212665","repostType":4,"repost":{"id":"1199212665","kind":"news","pubTimestamp":1625146084,"share":"https://www.laohu8.com/m/news/1199212665?lang=&edition=full","pubTime":"2021-07-01 21:28","market":"us","language":"en","title":"3 Expensive Tech Stocks to Buy in the Next Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1199212665","media":"Motley Fool","summary":"Get ready to buy Snowflake and two other hot tech stocks if this frothy market collapses.","content":"<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.</p>\n<p>That sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.</p>\n<p>That's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:<b>Snowflake</b>(NYSE:SNOW),<b>Twilio</b>(NYSE:TWLO), and&nbsp;<b>CrowdStrike</b>(NASDAQ:CRWD).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fde232ce39d9cd52a01fd6ec018cae53\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Snowflake</b></p>\n<p>Snowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from&nbsp;<b>Berkshire Hathaway</b>&nbsp;and&nbsp;<b>salesforce.com</b>.</p>\n<p>Snowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.</p>\n<p>Snowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.</p>\n<p>That growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.</p>\n<p>But Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, and<i>more than doubled</i>from $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.</p>\n<p>Analysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.</p>\n<p><b>2. Twilio</b></p>\n<p>Twilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps&nbsp;<b>Lyft</b>'s passengers contact their drivers, and&nbsp;<b>Airbnb</b>'s guests reach their hosts.</p>\n<p>In the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.</p>\n<p>Twilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.</p>\n<p>Twilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.</p>\n<p>Analysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.</p>\n<p>That near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.</p>\n<p><b>3. CrowdStrike</b></p>\n<p>CrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.</p>\n<p>CrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.</p>\n<p>In the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.</p>\n<p>CrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.</p>\n<p>Those&nbsp;numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Expensive Tech Stocks to Buy in the Next Market Crash</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 Expensive Tech Stocks to Buy in the Next Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","CRWD":"CrowdStrike Holdings, Inc.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/07/01/expensive-tech-stocks-to-buy-in-next-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199212665","content_text":"Many high-growth tech stocks have seen price pullbacks over the past few months, due to concerns about higher bond yields, inflation, and decelerating growth for companies that benefited from the pandemic.\nThat sell-off created some buying opportunities -- but some of the sector's pricier names merely pulled back slightly, held onto their gains, or even rallied. That relative strength is admirable, but it's a bit frustrating for investors who don't want to pay the wrong price for the right company.\nThat's why I'm making a shopping list of expensive tech stocks which I'd eagerly buy during the next market crash. Let's take a look at three of those companies:Snowflake(NYSE:SNOW),Twilio(NYSE:TWLO), and CrowdStrike(NASDAQ:CRWD).\nIMAGE SOURCE: GETTY IMAGES.\n1. Snowflake\nSnowflake was one of the hottest tech IPOs of 2020, thanks to its jaw-dropping growth rates and big investments from Berkshire Hathaway and salesforce.com.\nSnowflake'scloud-baseddata warehouse pulls all of a company's data onto a single platform, where it can then be fed into third-party data visualization apps. Its service breaks down the silos between different departments and computing platforms, which makes it easier for large companies to make data-driven decisions.\nSnowflake's number of customers jumped 73% to 4,139 in fiscal 2021 (which ended this January), including 186 of the Fortune 500 companies. Its revenue surged 124% to $592 million, as its net retention rate -- which gauges its year-over-year revenue growth per existing customer -- hit 165%.\nThat growth continued in the first quarter of 2022. Its revenue rose 110% year over year to $228.9 million, its number of customers increased 67% to 4,532, and it achieved a net retention rate of 168%.\nBut Snowflake isn't profitable yet. ItsGAAPnet loss widened from $348.5 million in fiscal 2020 to $539.1 million in fiscal 2021, andmore than doubledfrom $93.6 million to $203.2 million in the first quarter of 2022. It's also unprofitable on a non-GAAP basis, which excludes its stock-based compensation expenses.\nAnalysts expect Snowflake's revenue to rise 88% this year, with a narrower loss. However, its stock still trades at 65 times this year's sales -- which indicates there's still far too much growth baked into the stock. But if Snowflake gets cut in half in a crash, I'd considerstarting a big position.\n2. Twilio\nTwilio's cloud platform processes text messages, calls, and videos within apps. For example, it helps Lyft's passengers contact their drivers, and Airbnb's guests reach their hosts.\nIn the past, developers built those tools from scratch, which was generally time-consuming, buggy, and difficult to scale. However, developers can now outsource those features to Twilio's cloud service by simply adding a few lines of code to their apps.\nTwilio's revenue rose 55% to $1.76 billion in 2020. Its net expansion rate, which is comparable to Snowflake's net retention rate, reached 137%. In the first quarter of 2021, its revenue jumped 62% year over year to $590 million as it integrated its recent purchase of the customer data firm Segment.\nTwilio remains unprofitable on a GAAP basis, but its non-GAAP net income rose 62% to $35.9 million in 2020. In the first quarter of 2021, its non-GAAP net income rose another 15% to $9.6 million.\nAnalysts expect its revenue to rise 44% this year, but for its non-GAAP earnings to dip into the red again amid higher investments and rising A2P (application-to-person) fees, which are now charged by carriers whenever an app accesses an SMS network.\nThat near-term outlook doesn't look great for a stock that trades at nearly 30 times this year's sales. However, I still think Twilio has great growth potential, and I'd definitely buy its stock at a lower price.\n3. CrowdStrike\nCrowdStrike is a cybersecurity company that differs from its industry peers in one major way. Most cybersecurity companies install on-site appliances to support their services, which can be expensive to maintain and difficult to scale as an organization expands. CrowdStrike eliminates those appliances by offering its end-to-end security platform as a cloud-based service.\nCrowdStrike's growth clearly reflects its disruptive potential. Its revenue rose 82% to $874.4 million in fiscal 2021 (which ended this January), its number of subscription customers increased 82% to 9,896, and its net retention rate stayed above 120%.\nIn the first quarter of fiscal 2022, its revenue rose 70% year over year to $302.8 million, its subscriber base expanded 82% year over year to 11,420, and it kept its retention rate above 120%.\nCrowdStrike also turned profitable on a non-GAAP basis in 2021, with a net profit of $62.6 million. Its non-GAAP net income rose more than fivefold year over year to $23.3 million in the first quarter of 2022.\nThose numbers are impressive, but CrowdStrike still trades at about 350 times forward earnings and more than 40 times this year's sales. Therefore, this is another stock I won't buy unless the market crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345725257,"gmtCreate":1618355659479,"gmtModify":1631891796251,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"Must buy!!!!","listText":"Must buy!!!!","text":"Must buy!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345725257","repostId":"2127017330","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342950436,"gmtCreate":1618158153225,"gmtModify":1631891796257,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342950436","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342950890,"gmtCreate":1618158111710,"gmtModify":1631891796259,"author":{"id":"3573519724523133","authorId":"3573519724523133","name":"KWORKS","avatar":"https://static.tigerbbs.com/5e4ebce9499d0247e4b136677358ea57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573519724523133","idStr":"3573519724523133"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342950890","repostId":"2126703887","repostType":4,"repost":{"id":"2126703887","kind":"highlight","pubTimestamp":1617976800,"share":"https://www.laohu8.com/m/news/2126703887?lang=&edition=full","pubTime":"2021-04-09 22:00","market":"us","language":"en","title":"3 Stocks to Invest in a Housing Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2126703887","media":"Lee Samaha","summary":"There are signs that the U.S. housing market could be about to enter a multi-year growth period.","content":"<p>With the U.S seemingly shrugging off the \"anything but housing\" mindset that inevitably kicked in after the great financial crisis over a decade ago and housing starts now back in growth mode, it's time to look at some companies that can benefit from a housing boom. I think plumbing and architectural products company <b>Masco</b> (NYSE:MAS), DIY toolmaker <b>Stanley Black &amp; Decker</b> (NYSE:SWK), and windows and door manufacturer <b>JELD-WEN</b> (NYSE:JELD) fit the bill. Here's why.</p><h2>Masco</h2><p>Masco generates 81% of its sales in North America, so it's safe to say it's a play on the U.S. housing market. Masco operates out of two business segments, with plumbing products generating 67% of sales from North America and decorative architectural products only selling to North America. Both segments are heavily exposed to the repair and remodel market (83% of sales for the plumbing products segment and 96% for decorative architectural products).</p><p>That said, the reality is that a booming housing market is synonymous with rising house prices and good housing sales. These metrics are key drivers of the repair and remodel market. Consumers feel the wealth effect from rising house prices, and homes get remodeled in anticipation of a sale or after a purchase. On the latest earnings call, CEO Keith Allman said: \"Home price appreciation was up nearly 30% in December and existing home sales were up over 22% compared to the prior year. Each of these metrics has a strong correlation with our sales on a lag basis.\"</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F620596%2Fgettyimages-91156679.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Masco sells a range of plumbing products. Image source: Getty Images</p><p>Allman forecasts that Masco's revenue will grow 2% to 6% organically in 2021 with a 3% contribution from acquisitions and 2% from favorable foreign exchange movement leading to total revenue growth of 7% to 11%. Earnings per share is forecast to be in the range of $3.25 to $3.45, representing a growth of 4.2% to 10.6%. That would be an excellent result in a year when Masco will lap the surge in home improvement spending that occurred in the second half of 2020 due to the pandemic.</p><p>Trading on less than 20 times current free cash flow  and with management expecting long-term organic revenue growth of 3% to 5% (plus 1% to 3% from acquisitions) and 10% growth in EPS, Masco looks to be a very good value if you think the U.S. is about to embark on a multi-year expansion the housing market.</p><p><img src=\"https://media.ycharts.com/charts/d193413db790ad80c721add3eea5643a.png\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p><p>Data by YCharts</p><h2>JELD-WEN</h2><p>Unlike most of the housing materials stocks, JELD-WEN sells more to the new residential construction market (47% of sales) than it does to the repair and remodel market (42% of sales). The remaining 11% of sales go to the non-residential construction market.</p><p>Slightly more than two-thirds of sales come from doors, with windows contributing 20% and ancillary products the remaining 13%. JELD is the leading player in North America's residential doors and the fifth-largest in residential windows. It's also No. 1 in both residential and non-residential doors in Europe. Overall, North America contributes almost 60% of its earnings. As such, U.S. new residential construction is probably the most crucial swing factor in its profits.</p><p>Management expects 4% to 7% revenue growth in 2021 with earnings before interest, taxation, depreciation, and amortization (EBITDA) rising 7.5% to 16.5% to between $480 million and $520 million.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F620596%2Fgettyimages-155418167.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Management believes a combination of consolidating its sites and modernizing production will lead to significant cost savings and an EBITDA margin of more than 15% over the long term compared to 10.5% in 2020. As such, JELD is as much a turnaround play as it is a company to invest in to get exposure from increasing U.S. housing starts.</p><h2>Stanley Black &amp; Decker</h2><p>Finally, Stanley Black &amp; Decker has potential upside from an extended period of strength in the U.S. housing market. The first port of call for housing-focused investors is Stanley's tools and storage business (71% of revenue). Around 63% of the segment's income comes from the U.S., and approximately 61% of total company revenue comes from the U.S.</p><p>A more robust U.S. housing market would boost the tools segment's power and hand tools sales, construction and DIY sales, and the Craftsman DIY brand.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F620596%2Fdiy-tools.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>However, Stanley also has upside potential from its investment in lawn and garden products company MTD. Management plans to exercise the option to buy the remaining 80% of the company Stanley doesn't currently own. Stanley CEO Jim Loree said the company is \"working on a multi-year roadmap to achieve 15% operating margin in the category.\"</p><p>For reference, MTD had an operating margin of 6% in 2020 on sales of $2.6 billion compared to Stanley's sales of $14.5 billion. A growing housing market probably means a stronger lawn and garden products market, and that would suit Stanley's growth aspirations just fine.</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 Stocks to Invest in a Housing Boom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Invest in a Housing Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/3-stocks-to-invest-in-a-housing-boom/><strong>Lee Samaha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the U.S seemingly shrugging off the \"anything but housing\" mindset that inevitably kicked in after the great financial crisis over a decade ago and housing starts now back in growth mode, it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/3-stocks-to-invest-in-a-housing-boom/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MAS":"马斯科","JELD":"JELD-WEN Holding Inc.","SWK":"美国史丹利公司"},"source_url":"https://www.fool.com/investing/2021/04/09/3-stocks-to-invest-in-a-housing-boom/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126703887","content_text":"With the U.S seemingly shrugging off the \"anything but housing\" mindset that inevitably kicked in after the great financial crisis over a decade ago and housing starts now back in growth mode, it's time to look at some companies that can benefit from a housing boom. I think plumbing and architectural products company Masco (NYSE:MAS), DIY toolmaker Stanley Black & Decker (NYSE:SWK), and windows and door manufacturer JELD-WEN (NYSE:JELD) fit the bill. Here's why.MascoMasco generates 81% of its sales in North America, so it's safe to say it's a play on the U.S. housing market. Masco operates out of two business segments, with plumbing products generating 67% of sales from North America and decorative architectural products only selling to North America. Both segments are heavily exposed to the repair and remodel market (83% of sales for the plumbing products segment and 96% for decorative architectural products).That said, the reality is that a booming housing market is synonymous with rising house prices and good housing sales. These metrics are key drivers of the repair and remodel market. Consumers feel the wealth effect from rising house prices, and homes get remodeled in anticipation of a sale or after a purchase. On the latest earnings call, CEO Keith Allman said: \"Home price appreciation was up nearly 30% in December and existing home sales were up over 22% compared to the prior year. Each of these metrics has a strong correlation with our sales on a lag basis.\"Masco sells a range of plumbing products. Image source: Getty ImagesAllman forecasts that Masco's revenue will grow 2% to 6% organically in 2021 with a 3% contribution from acquisitions and 2% from favorable foreign exchange movement leading to total revenue growth of 7% to 11%. Earnings per share is forecast to be in the range of $3.25 to $3.45, representing a growth of 4.2% to 10.6%. That would be an excellent result in a year when Masco will lap the surge in home improvement spending that occurred in the second half of 2020 due to the pandemic.Trading on less than 20 times current free cash flow  and with management expecting long-term organic revenue growth of 3% to 5% (plus 1% to 3% from acquisitions) and 10% growth in EPS, Masco looks to be a very good value if you think the U.S. is about to embark on a multi-year expansion the housing market.Data by YChartsJELD-WENUnlike most of the housing materials stocks, JELD-WEN sells more to the new residential construction market (47% of sales) than it does to the repair and remodel market (42% of sales). The remaining 11% of sales go to the non-residential construction market.Slightly more than two-thirds of sales come from doors, with windows contributing 20% and ancillary products the remaining 13%. JELD is the leading player in North America's residential doors and the fifth-largest in residential windows. It's also No. 1 in both residential and non-residential doors in Europe. Overall, North America contributes almost 60% of its earnings. As such, U.S. new residential construction is probably the most crucial swing factor in its profits.Management expects 4% to 7% revenue growth in 2021 with earnings before interest, taxation, depreciation, and amortization (EBITDA) rising 7.5% to 16.5% to between $480 million and $520 million.Image source: Getty Images.Management believes a combination of consolidating its sites and modernizing production will lead to significant cost savings and an EBITDA margin of more than 15% over the long term compared to 10.5% in 2020. As such, JELD is as much a turnaround play as it is a company to invest in to get exposure from increasing U.S. housing starts.Stanley Black & DeckerFinally, Stanley Black & Decker has potential upside from an extended period of strength in the U.S. housing market. The first port of call for housing-focused investors is Stanley's tools and storage business (71% of revenue). Around 63% of the segment's income comes from the U.S., and approximately 61% of total company revenue comes from the U.S.A more robust U.S. housing market would boost the tools segment's power and hand tools sales, construction and DIY sales, and the Craftsman DIY brand.Image source: Getty Images.However, Stanley also has upside potential from its investment in lawn and garden products company MTD. Management plans to exercise the option to buy the remaining 80% of the company Stanley doesn't currently own. Stanley CEO Jim Loree said the company is \"working on a multi-year roadmap to achieve 15% operating margin in the category.\"For reference, MTD had an operating margin of 6% in 2020 on sales of $2.6 billion compared to Stanley's sales of $14.5 billion. A growing housing market probably means a stronger lawn and garden products market, and that would suit Stanley's growth aspirations just fine.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}