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- 2Cupofcoffee2Cupofcoffee
  ·2021-11-30
  Buy the dip?
  非常抱歉，此主贴已删除
  1,186 评论
  3
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- 2Cupofcoffee2Cupofcoffee
  ·2021-10-14
  Great!
  SoFi stock rose 3.6% in premarket trading
  SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overw
  SoFi stock rose 3.6% in premarket trading
  1,027 2
  3
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- 2Cupofcoffee2Cupofcoffee
  ·2021-10-13
  Nice
  3 Growth Stocks That Could Turn $100,000 Into $1 Million
  These industry disruptors have the potential to deliver 1,000% gains -- or more.
  3 Growth Stocks That Could Turn $100,000 Into $1 Million
  1,132 评论
  1
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- 2Cupofcoffee2Cupofcoffee
  ·2021-07-25
  Good article
  Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
  Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p
  Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
  248 评论
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- 2Cupofcoffee2Cupofcoffee
  ·2021-02-26
  Something to think about..
  Why stock investors are starting to really worry about rising bond yields
  KEY POINTS Since February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%,
  Why stock investors are starting to really worry about rising bond yields
  186 评论
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- 2Cupofcoffee2Cupofcoffee
  ·2021-02-20
  Cool
  非常抱歉，此主贴已删除
  175 2
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- 2Cupofcoffee2Cupofcoffee
  ·2021-02-16
  Nice
  With Biden going big, Wall Street economists are growing bullish on the US economy
  New York (CNN Business) The Covid-ravaged American economy was on the verge of slipping into a doubl
  With Biden going big, Wall Street economists are growing bullish on the US economy
  127 评论
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the dip?","listText":"Buy the dip?","text":"Buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609825456","repostId":"1168898643","repostType":2,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825358075,"gmtCreate":1634204331190,"gmtModify":1634204331242,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/825358075","repostId":"1139633978","repostType":4,"repost":{"id":"1139633978","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634201918,"share":"https://www.laohu8.com/m/news/1139633978?lang=&edition=full","pubTime":"2021-10-14 16:58","market":"us","language":"en","title":"SoFi stock rose 3.6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139633978","media":"Tiger Newspress","summary":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overw","content":"<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi stock rose 3.6% in premarket trading</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\">\nSoFi stock rose 3.6% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoFi stock rose 3.6% in premarket trading&nbsp;as&nbsp;Morgan Stanley&nbsp;initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.</p>\n<p><img src=\"https://static.tigerbbs.com/07a5b9f3453324b84a0e3eff89ec6199\" tg-width=\"848\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p>\n<p>The hardest part of consumer finance, according to Morgan Stanley’s&nbsp;Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (<b>SOFI</b>), the company being a specialist in this specific segment is a major differentiator.</p>\n<p>“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”</p>\n<p>Lending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.</p>\n<p>Graseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”</p>\n<p>Getting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”</p>\n<p>This is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.</p>\n<p>And after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.</p>\n<p>Adding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”</p>\n<p>First off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.</p>\n<p>Secondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.</p>\n<p>Accordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.</p>\n<p>The rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.</p>\n<p><img src=\"https://static.tigerbbs.com/f6c91925bf747fb093b6ec6942bde326\" tg-width=\"1207\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139633978","content_text":"SoFi stock rose 3.6% in premarket trading as Morgan Stanley initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target.\n\nThe hardest part of consumer finance, according to Morgan Stanley’s Betsy Graseck, is lending. Outlining the bullish case for SoFi Technologies (SOFI), the company being a specialist in this specific segment is a major differentiator.\n“SoFi is unique,” says Graseck. “It is a challenger consumer finance company that is leading with lending; specifically refinancing a high yield student loan into a lower rate.”\nLending is particularly difficult as it requires understanding of credit and demands a high level of customer service. But helping to solve a consumer’s cash flow issue and leaving them with more cash on tap, rewards with “higher customer loyalty.” This lending first model “generates customer leads for SoFi’s other services,” of which there are plenty.\nGraseck uses the case of a post grad professional – HENRY – a “High Earner, Not Rich Yet customer,” who represents SOFI’s current core customer but is on “everyone’s target customer list.”\nGetting HENRY a “higher cash flow post a student loan refi,” has impacted his life. Now HENRY is “receptive to cross-buy opportunities into SoFi’s growing Financial Services product set, particularly brokerage, card, and mortgage.”\nThis is not just fiction, the data backs up the story. SoFi’s customers have been “ramping their cross buy,” and now make up 24% of SoFi’s total products.\nAnd after more than doubling the customer base over the past year from 1.2 million to 2.6 million, over the next two years, Graseck expects it to double again and reach 5.3 million. As the customer set doubles and SoFi “expands its product offerings,” the analyst believes Financial Services revenue growth will increase at a ~150% CAGR (compound annual growth rate) over the next 2 years.\nAdding to the bull case, the next 6 months could see two meaningful catalysts drive “faster revenue growth and positive revisions to management guidance.”\nFirst off, a surge in student loan volumes – a 70% increase, according to Graseck – should follow the expiration of the government’s student loan deferment program.\nSecondly, there’s the prospective approval of SoFi’s bank charter. “This alone could boost total revenues by ~10% in its first full year given benefits to NIM (net interest margin),” the analyst noted.\nAccordingly, Graseck initiated coverage of SoFi with an Overweight (i.e. Buy) rating and $25 price target. Investors could be pocketing gains of ~33%, should Graseck’s forecast hit the mark over the next 12 months.\nThe rest of the Street is almost just as effusive, projecting 12-month returns of ~31%, given the average price target clocks in at $24.58. Barring 1 Hold, all 5 other recent reviews are to Buy, culminating in the stock’s Strong Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822643360,"gmtCreate":1634130788478,"gmtModify":1634130788478,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"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/822643360","repostId":"2174135507","repostType":4,"repost":{"id":"2174135507","kind":"highlight","pubTimestamp":1634048761,"share":"https://www.laohu8.com/m/news/2174135507?lang=&edition=full","pubTime":"2021-10-12 22:26","market":"us","language":"en","title":"3 Growth Stocks That Could Turn $100,000 Into $1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2174135507","media":"Motley Fool","summary":"These industry disruptors have the potential to deliver 1,000% gains -- or more.","content":"<p>Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-bagger, an investment that increases to 10 times its original value.</p>\n<p>Finding stocks that can grow many times over isn't for the faint of heart, as investors must be prepared to withstand the inevitable peaks and valleys that come as a stock travels the road to greatness. For those with a cast-iron constitution, however, finding 10-baggers isn't as difficult as you might imagine.</p>\n<p>With that in mind, here are three disruptive growth stocks that have the potential to turn $100,000 into $1 million.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Ftwo-family-members-sitting-on-a-couch-watching-television.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>1. Roku: A digital advertising powerhouse</h2>\n<p>When investors consider <b>Roku</b> (NASDAQ:ROKU), they no doubt conjure up images of streaming video dominance, and with good reason. The company surpassed <b>Amazon</b>'s (NASDAQ:AMZN) Fire TV in 2020 as the streaming platform with the most users. More importantly, Roku's viewer base has been growing more quickly, even as Fire TV's growth was decelerating. Roku's active accounts accelerated by 39% year over year, while Amazon's growth slowed to 25%.</p>\n<p>Yet Roku's streaming platform is just a small part of the equation and a means to an end. The company uses its platform to serve up digital advertising, which is by far the largest part of its business.</p>\n<p>Roku's platform segment uses a three-pronged attack to continue to expand its ecosystem. The Roku Channel serves up fan-favorite content and the company keeps all the advertising that appears on its home-grown channel.</p>\n<p>It also developed a state-of-the-art connected TV (CTV) operating system (OS) from the ground up that it licenses to smart TV manufacturers so they don't have to reinvent the wheel. As a result, roughly 38% of all smart TVs sold in the U.S. last year contained the Roku OS, while it had a 31% market share in Canada. This strategy was so successful that Roku is expanding into new international markets, including the U.K., Germany, and Latin America, among others.</p>\n<p>Finally, the company controls 30% of the advertising space for the streaming apps and channels that show ads on its platform, while also getting a cut from streaming services when customers sign up via its platform.</p>\n<p>The platform segment and the resulting digital advertising account for the bulk of Roku's revenue, and business is booming. Last year, platform revenue grew 81% year over year, helping push gross profit up 63%.</p>\n<p>Yet that could be just the beginning. Roku has a total addressable market that's projected to grow to $769 billion by 2024. When viewed through the lens of the company's revenue of $1.78 billion last year, the magnitude of the opportunity comes clearly into focus.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Ftwo-young-professional-looking-at-a-laptop-in-a-data-center.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>2. MongoDB: The changing face of the database</h2>\n<p>When the original database was first designed, most information fit easily into rows and columns. Nowadays, however, data has evolved and consists of entire documents, video and audio files, photos, social media posts, and much more. Those working with legacy databases struggle to make it all work.</p>\n<p>That's where <b>MongoDB</b> (NASDAQ:MDB) comes in. The company hosts a state-of-the-art cloud-based platform that empowers users to pull and store data from a variety of non-traditional sources. This also provides new flexibility to developers, giving them greater leeway than ever before to design the next great app.</p>\n<p>MongoDB provides a free-to-use offering that lets customers get a feel for the ease of use and utility of its product, encouraging them to upgrade to its fully managed database-as-a-service (DBaaS) product, Atlas, which will propel the company to its next phase of growth.</p>\n<p>The company's financial results illustrate its success. Second-quarter revenue grew 44% year over year, but revenue from Atlas grew 83%, and accounted for 56% of MongoDB's total sales. That's impressive performance for a product that didn't exist five years ago. It's important to note that the company has yet to swing to profitability as it continues to invest heavily to ensure future growth.</p>\n<p>MongoDB's customer acquisition continues to propel its financial results. The company's customer base grew and surpassed 29,000, up 44% year over year. Perhaps more importantly, existing customers are spending more with each passing year, as evidenced by MongoDB's net AR expansion rate of 120%. Put another way, existing customers spent 20% more this year than they did the year before. The company now has 1,126 customers that spend $100,000 or more, an increase of 37%.</p>\n<p>Finally, MongoDB has a massive addressable market. CEO Dev Ittycheria cites data from IDC that the company operates in \"one of the largest and fastest-growing markets in all of software,\" with a total addressable market that's expected to top $97 billion by 2023. Considering MongoDB posted fiscal 2021 revenue of just $590 million, it has a long runway of growth ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646122%2Fperson-electronically-signing-a-document-esignature.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>3. DocuSign: (E) sign here</h2>\n<p>Fairly often, an investing opportunity is the result of a disconnect between what a company does and what investors \"think\" it does. Such is the case with <b>DocuSign</b> (NASDAQ:DOCU)</p>\n<p>When it comes to electronic signature (e-signature) technology, DocuSign is the industry leader. The company has a dominant 70% share in the large and growing digital signature market. What investors may not know, however, is that e-signature is just the <i>beginning</i> of DocuSign's opportunity, as CEO Dan Springer is quick to point out.</p>\n<p>\"Typically, e-signature is the first step that many customers take on their broader digital transformation journey with us,\" Springer said on a recent earnings call. \"So from a financial point of view, we believe this surge in e-signature adoption bodes well for future Agreement Cloud expansion.\" The digital signature acts as a funnel to introduce businesses to DocuSign's&nbsp;other services.</p>\n<p>The Agreement Cloud debuted in 2019, offering a laundry list of products and integrations that helps organizations digitally transform the archaic systems surrounding contracts and agreements. It provides cloud-based tools to prepare, sign, act on, and manage agreements. Users use the one-click consent feature online, automate the process to authenticate government-issued IDs, and manage the life cycle of agreements from concept to implementation.</p>\n<p>The company's financial results show that this strategy is bearing fruit. Last year, DocuSign's revenue grew 49% year over year and its adjusted earnings per share (EPS) grew 208%.</p>\n<p>Perhaps the most exciting aspect of the Agreement Cloud is its effect on DocuSign's total addressable market, which management estimates has doubled to more than $50 billion. Given that DocuSign generated revenue of just $1.5 billion last year, this illustrates the tremendous opportunity that remains.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ecc743d4bde2da42c0f1536df8fa50\" tg-width=\"720\" tg-height=\"499\" referrerpolicy=\"no-referrer\"><span>Data by YCharts.</span></p>\n<h2>Worth paying up for</h2>\n<p>Each of these growth stocks has been a long-term winner, but still has a market cap of between $30 billion and $50 billion -- giving them room to grow 10-fold in the coming years, as long as they continue along their current trajectory.</p>\n<p>There's another thing these companies have in common: Each has something of a hefty price tag when measured using traditional valuation metrics. MongoDB, DocuSign, and Roku are selling for 39, 28, and 19 times sales, respectively -- when a good price-to-sales ratio is generally between 1 and 2.</p>\n<p>That said, the killer combination of industry leadership, impressive, ongoing execution, and large addressable markets has convinced investors that these stocks are worth paying up for. Considering the breadth and length of the opportunities ahead for each company, <i>now</i> is the time to buy.</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 Growth Stocks That Could Turn $100,000 Into $1 Million</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 Growth Stocks That Could Turn $100,000 Into $1 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","ROKU":"Roku Inc","MDB":"MongoDB Inc."},"source_url":"https://www.fool.com/investing/2021/10/12/growth-stocks-could-turn-100000-into-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174135507","content_text":"Whether they admit it or not, every investor is looking for a life-changing investment that will grow many-fold, paving the way to financial independence. The rarest of these game-changers is the 10-bagger, an investment that increases to 10 times its original value.\nFinding stocks that can grow many times over isn't for the faint of heart, as investors must be prepared to withstand the inevitable peaks and valleys that come as a stock travels the road to greatness. For those with a cast-iron constitution, however, finding 10-baggers isn't as difficult as you might imagine.\nWith that in mind, here are three disruptive growth stocks that have the potential to turn $100,000 into $1 million.\nImage source: Getty Images.\n1. Roku: A digital advertising powerhouse\nWhen investors consider Roku (NASDAQ:ROKU), they no doubt conjure up images of streaming video dominance, and with good reason. The company surpassed Amazon's (NASDAQ:AMZN) Fire TV in 2020 as the streaming platform with the most users. More importantly, Roku's viewer base has been growing more quickly, even as Fire TV's growth was decelerating. Roku's active accounts accelerated by 39% year over year, while Amazon's growth slowed to 25%.\nYet Roku's streaming platform is just a small part of the equation and a means to an end. The company uses its platform to serve up digital advertising, which is by far the largest part of its business.\nRoku's platform segment uses a three-pronged attack to continue to expand its ecosystem. The Roku Channel serves up fan-favorite content and the company keeps all the advertising that appears on its home-grown channel.\nIt also developed a state-of-the-art connected TV (CTV) operating system (OS) from the ground up that it licenses to smart TV manufacturers so they don't have to reinvent the wheel. As a result, roughly 38% of all smart TVs sold in the U.S. last year contained the Roku OS, while it had a 31% market share in Canada. This strategy was so successful that Roku is expanding into new international markets, including the U.K., Germany, and Latin America, among others.\nFinally, the company controls 30% of the advertising space for the streaming apps and channels that show ads on its platform, while also getting a cut from streaming services when customers sign up via its platform.\nThe platform segment and the resulting digital advertising account for the bulk of Roku's revenue, and business is booming. Last year, platform revenue grew 81% year over year, helping push gross profit up 63%.\nYet that could be just the beginning. Roku has a total addressable market that's projected to grow to $769 billion by 2024. When viewed through the lens of the company's revenue of $1.78 billion last year, the magnitude of the opportunity comes clearly into focus.\nImage source: Getty Images.\n2. MongoDB: The changing face of the database\nWhen the original database was first designed, most information fit easily into rows and columns. Nowadays, however, data has evolved and consists of entire documents, video and audio files, photos, social media posts, and much more. Those working with legacy databases struggle to make it all work.\nThat's where MongoDB (NASDAQ:MDB) comes in. The company hosts a state-of-the-art cloud-based platform that empowers users to pull and store data from a variety of non-traditional sources. This also provides new flexibility to developers, giving them greater leeway than ever before to design the next great app.\nMongoDB provides a free-to-use offering that lets customers get a feel for the ease of use and utility of its product, encouraging them to upgrade to its fully managed database-as-a-service (DBaaS) product, Atlas, which will propel the company to its next phase of growth.\nThe company's financial results illustrate its success. Second-quarter revenue grew 44% year over year, but revenue from Atlas grew 83%, and accounted for 56% of MongoDB's total sales. That's impressive performance for a product that didn't exist five years ago. It's important to note that the company has yet to swing to profitability as it continues to invest heavily to ensure future growth.\nMongoDB's customer acquisition continues to propel its financial results. The company's customer base grew and surpassed 29,000, up 44% year over year. Perhaps more importantly, existing customers are spending more with each passing year, as evidenced by MongoDB's net AR expansion rate of 120%. Put another way, existing customers spent 20% more this year than they did the year before. The company now has 1,126 customers that spend $100,000 or more, an increase of 37%.\nFinally, MongoDB has a massive addressable market. CEO Dev Ittycheria cites data from IDC that the company operates in \"one of the largest and fastest-growing markets in all of software,\" with a total addressable market that's expected to top $97 billion by 2023. Considering MongoDB posted fiscal 2021 revenue of just $590 million, it has a long runway of growth ahead.\nImage source: Getty Images.\n3. DocuSign: (E) sign here\nFairly often, an investing opportunity is the result of a disconnect between what a company does and what investors \"think\" it does. Such is the case with DocuSign (NASDAQ:DOCU)\nWhen it comes to electronic signature (e-signature) technology, DocuSign is the industry leader. The company has a dominant 70% share in the large and growing digital signature market. What investors may not know, however, is that e-signature is just the beginning of DocuSign's opportunity, as CEO Dan Springer is quick to point out.\n\"Typically, e-signature is the first step that many customers take on their broader digital transformation journey with us,\" Springer said on a recent earnings call. \"So from a financial point of view, we believe this surge in e-signature adoption bodes well for future Agreement Cloud expansion.\" The digital signature acts as a funnel to introduce businesses to DocuSign's other services.\nThe Agreement Cloud debuted in 2019, offering a laundry list of products and integrations that helps organizations digitally transform the archaic systems surrounding contracts and agreements. It provides cloud-based tools to prepare, sign, act on, and manage agreements. Users use the one-click consent feature online, automate the process to authenticate government-issued IDs, and manage the life cycle of agreements from concept to implementation.\nThe company's financial results show that this strategy is bearing fruit. Last year, DocuSign's revenue grew 49% year over year and its adjusted earnings per share (EPS) grew 208%.\nPerhaps the most exciting aspect of the Agreement Cloud is its effect on DocuSign's total addressable market, which management estimates has doubled to more than $50 billion. Given that DocuSign generated revenue of just $1.5 billion last year, this illustrates the tremendous opportunity that remains.\nData by YCharts.\nWorth paying up for\nEach of these growth stocks has been a long-term winner, but still has a market cap of between $30 billion and $50 billion -- giving them room to grow 10-fold in the coming years, as long as they continue along their current trajectory.\nThere's another thing these companies have in common: Each has something of a hefty price tag when measured using traditional valuation metrics. MongoDB, DocuSign, and Roku are selling for 39, 28, and 19 times sales, respectively -- when a good price-to-sales ratio is generally between 1 and 2.\nThat said, the killer combination of industry leadership, impressive, ongoing execution, and large addressable markets has convinced investors that these stocks are worth paying up for. Considering the breadth and length of the opportunities ahead for each company, now is the time to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177144049,"gmtCreate":1627190067481,"gmtModify":1633767279722,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177144049","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368662309,"gmtCreate":1614319301401,"gmtModify":1703476298785,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"themes":[],"htmlText":"Something to think about..","listText":"Something to think about..","text":"Something to think about..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368662309","repostId":"1108379103","repostType":4,"repost":{"id":"1108379103","kind":"news","pubTimestamp":1614306313,"share":"https://www.laohu8.com/m/news/1108379103?lang=&edition=full","pubTime":"2021-02-26 10:25","market":"us","language":"en","title":"Why stock investors are starting to really worry about rising bond yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1108379103","media":"cnbc","summary":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, ","content":"<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Why stock investors are starting to really worry about rising bond yields</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\">\nWhy stock investors are starting to really worry about rising bond yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108379103","content_text":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the potential for inflation.\nSaid one investor on the impact to equities: “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.”\n\nStock investors are trying desperately to interpret what a rise in bond yields means for the stock market.\nSince February 10th,10-year Treasury yields— which are not inflation adjusted — have moved from 1.13% to as high as 1.61%, a rise of 48 basis points,the highest level in a year. (One basis point equals 0.01%)\nFear of inflation is causing investors to speculate the Federal Reserve may have to shift policy sooner than expected, by either reducing bond purchases or even raising rates at some point. That would be a negative for stocks. The Dow was down 559 points on Thursday.\nPeter Tchir from Academy Securities says the recent rise in 10-year bond yields represents a perception about inflation, but not necessarily the reality:  “The rise in 10-year bond yields does not reflect an actual rise in inflation, it reflects that investors anticipate there will be a rise in inflation,” he told me.\nTchir notes that Federal Reserve Chairman Jerome Powell has been pushing back against the idea that over-the-top inflation is coming, noting in his testimony that broad signs of inflation have not been present in the real world, and that if they do occur any such rises would be “transitory.”\nWho’s right on inflation?\nBond investors are getting worried about the potential for inflation.  Powell says to stop worrying about it.  Who’s right?\nIt depends on who you ask, and what you are looking at.\nDo we see inflation in the real world?  We do in commodities: Oil is approaching the highest since 2018, for example, and copper is at an almost 10-year high.\nBut signs of consumer inflation, for example, have been muted, with inflation at or below 2% for many years.\nBulls like Tchir insist that, in this case, the rise in bond yields is not a negative for stocks: “This time the rise in yields is coming from economic growth, stimulus, and infrastructure.  All of that is good for stocks.  That’s why this rise doesn’t scare me too much.”\nHe says the rise in commodity prices can be easily absorbed, and believes that much of that rise is just a temporary condition reflecting the reopening, and that prices will revert back to “normal” levels over time.\nHans Mikkelsen, credit strategist at Bank of America, is not so sure.  He agrees with Tchir on economic growth, but thinks it will be much stronger than anticipated and that will push inflation up:  “Since the summer of 2020 economists have consistently underestimated economic growth to an extent never seen before. There appears a real risk the Fed is not going to be able to sound dovish much longer and that transition could see wider credit spreads.”\nStocks on edge\nThe key to the game, Tchir insists, is whether Powell can stick to his guns:  “If the Fed remains committed to keeping short-term yields low, that will give people comfort we will not get a ‘taper tantrum,’ where rates suddenly skyrocket.   Powell has told us he is comfortable with inflation and he is not going to react to short-term movements.  I believe he is going to stick to his guns.”\nThere’s another issue:  Because stock prices are so high there is no room for error.  Small shifts in yields could cause tech investors in particular to take profits, under the assumption that this is as good as it gets.\nVeteran stock commentator Michael Farr from Farr, Miller & Washington has already told clients that even this relatively modest rise in rates is a signal:  “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.  Investors must now recognize that there are alternative opportunities out there, including both heretofore underperforming stocks as well as incrementally more attractive bonds.  A powerful economic rebound combined with rising interest rates and higher inflation, if that indeed transpires, will change the investment backdrop in a meaningful way.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360048264,"gmtCreate":1613800947958,"gmtModify":1634552157004,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360048264","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385058403,"gmtCreate":1613489973202,"gmtModify":1634553441083,"author":{"id":"3575023049990670","authorId":"3575023049990670","name":"2Cupofcoffee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575023049990670","authorIdStr":"3575023049990670"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385058403","repostId":"1108705396","repostType":4,"repost":{"id":"1108705396","kind":"news","pubTimestamp":1613469786,"share":"https://www.laohu8.com/m/news/1108705396?lang=&edition=full","pubTime":"2021-02-16 18:03","market":"us","language":"en","title":"With Biden going big, Wall Street economists are growing bullish on the US economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1108705396","media":"CNN Business","summary":"New York (CNN Business) The Covid-ravaged American economy was on the verge of slipping into a doubl","content":"<p><b>New York (CNN Business)&nbsp;</b>The Covid-ravaged American economy was on the verge of slipping into a double-dip recession at the end of 2020. The pandemic was intensifying,gridlock paralyzed Washington&nbsp;and millions of families were about to&nbsp;lose crucial benefits.</p>\n<p>Fast forward two months, and the&nbsp;economy is still struggling-- but confidence in the recovery is growing, rapidly.</p>\n<p>Economists are swiftly upgrading their GDP and unemployment forecasts and pulling forward the date when the Federal Reserve will be able to lift rock-bottom interest rates. Goldman Sachs is predicting the US economy will grow at the fastest clip in more than three decades.</p>\n<p>The renewed optimism is being driven by two major factors: the&nbsp;health crisis is easing&nbsp;and Uncle Sam is&nbsp;coming to the rescue with staggering amounts of aid-- hundreds of billions more than seemed to be in the cards just months ago.</p>\n<p>After supplying $4 trillion of relief last year, Washington is expected to pump in another $2 trillion of deficit-financed support in 2021, according to Moody's Analytics. That represents more than a quarter of annual US GDP.</p>\n<p>\"That is a lot of economic juice,\" Mark Zandi, chief economist at Moody's Analytics, told CNN Business.</p>\n<p>The turning point happened last month&nbsp;when Democrats took narrow control of the US Senate by sweeping the runoff races in Georgia. That opened a path for&nbsp;President Joe Biden's $1.9 trillion American Rescue Plan, which features $1,400 stimulus checks, enhanced unemployment benefits and a $350 billion lifeline to state and local governments.</p>\n<p><b>'Summer mini-boom'</b></p>\n<p>Before the Georgia elections, Zandi didn't think the US economy would return to full employment (a strong labor market with 4% unemployment) until the spring or summer of 2023. Now, he expects that achievement to happen next spring, echoing a&nbsp;forecast by Treasury Secretary Janet Yellen.</p>\n<p>\"Super-charged fiscal policy\" means the argument for the US economy growing faster than its peers \"seems to get stronger day-by-day,\" economists at Bank of America wrote in a recent report to clients.</p>\n<p>Oxford Economics chief US economist Gregory Daco is calling for a \"summer mini-boom\" in the United States and 5.9% GDP growth in 2021.</p>\n<p>Likewise, Jefferies economists say \"explosive income growth (courtesy of fiscal stimulus) is likely to propel US GDP 6.4% higher this year and nearly 5% next year.\"</p>\n<p>\"If anything, our forecast might be too conservative,\" Jefferies told clients in a recent note, pointing out that its view incorporates just $1 trillion of the Biden plan.</p>\n<p>Indeed, Goldman Sachs upgraded its 2021 GDP forecast to 6.8% earlier this week because the Wall Street bank now assumes additional fiscal relief of $1.5 trillion, up from $1.1 trillion previously. If Goldman's prediction comes true, it would be the fastest annual GDP growth for the United States since 1989,according to the St. Louis Fed.</p>\n<p>The rosy GDP forecasts are well above what the Federal Reserve is calling for. In December, the Fed expected 2021 GDP growth of just 4.2% and said unemployment wouldn't slip below 4% until 2023.</p>\n<p><b>Double-dip recession averted</b></p>\n<p>The Fed tends to be conservative with its economic forecasts. And, crucially, the Fed forecast was released at a time when political dysfunction in DC was casting a shadow over the US economy.</p>\n<p>For months, Republicans and Democrats tried and failed to reach a deal on extending crucial unemployment and eviction benefits scheduled to lapse and providing more forgivable loans to small businesses. And then when a deal was finally reached, former President Donald Trump threatened to blow it up.</p>\n<p>At the last minute, Trump signed the $900 billion relief package into law, averting economic disaster.</p>\n<p>\"Without that, we would be in a double dip recession,\" said Zandi, the Moody's economist.</p>\n<p>Slammed by the pandemic, the US economy limped to the end of 2020 and started this year slowly. In December, employers cut jobs in for the first time since the spring. And the United States&nbsp;added just 49,000 jobs in January.</p>\n<p>Jobless claims remain alarmingly high. Another 793,000 Americans filed for first time unemployment benefits last week alone. For context, that is above the worst levels of the Great Recession.</p>\n<p><b>Vaccines to the rescue</b></p>\n<p>But there are glimmers of hope on the pandemic. Although Covid deaths remain unthinkably high, hospitalizations and cases have retreated.</p>\n<p>Critically, the rollout of coronavirus vaccines is accelerating. Out of a total of 66 million vaccines distributed, about 70% have been administered, according to Morgan Stanley.</p>\n<p>And Dr. Anthony Fauci, the nation's top infectious disease expert,told NBC News Thursday&nbsp;that the United States may be able to vaccinate most Americans by the middle or end of summer.</p>\n<p>All of this has allowed states including California, New York and New Jersey to relax health restrictions crushing restaurants and other small businesses.</p>\n<p>That's not to say the pandemic is over. In fact,one risk is that new Covid-19 variants&nbsp;force US states and cities to once again tighten health restrictions.</p>\n<p><b>Low-wage workers are still hurting badly</b></p>\n<p>Against this backdrop, many economists are urging Washington to push ahead with plans for aggressive fiscal stimulus.</p>\n<p>\"Foot flat on the accelerator, please,\" Zandi, the Moody's economist said. \"Policymaking 101 says err on the side of doing too much, rather than too little.\"</p>\n<p>Doing too little risks worsening America's inequality problem. That's because this recession, more than prior ones, disproportionately hurt low-income workers in hard-hit sectors such as restaurants, childcare and hospitality.</p>\n<p>Employment levels of low-wage workers (those making less than $27,000 per year) is still down more than 20%, according to the Opportunity Insights Economic tracker. By contrast, employment levels of those making more than $60,000 per year are above pre-crisis levels.</p>\n<p>\"Biden's team is unlikely to break out the champagne over reaching full employment if it isn't evident across income and racial groups,\" economists at Bank of America wrote in a report to clients.</p>\n<p>However, Danielle DiMartino Booth, a former Fed official who is now CEO of Quill Intelligence, worries the focus on providing income, instead of investing in infrastructure and reskilling workers, will make the country addicted to stimulus.</p>\n<p>\"The economy is going to turn into this dependent patient, always waiting for the next injection,\" Booth said.</p>\n<p><b>'Bring it on'</b></p>\n<p>Some economists, including former Treasury Secretary Larry Summers, have warned there is a risk that Washington&nbsp;overheats the economy by injecting too much support.</p>\n<p>\"You could have quite the inflation scare in the next few months that will test the bond market and the Fed,\" Booth said.</p>\n<p>And that in turn would spook the&nbsp;red-hot stock market.</p>\n<p>Fed watchers are moving up their timelines for when the central bank will be able to end its emergency policies.</p>\n<p>Citing \"signs of a firmer inflation outlook,\" Goldman Sachs now expects the Fed to start \"tapering\" its asset purchases in early 2022 and to raise interest rates in the first half of 2024.</p>\n<p>Zandi isn't losing sleep over inflation, mostly because the United States is far from full employment.</p>\n<p>\"It's a vastly overstated worry,\" he said. \"Bring it on. Our biggest problem for more than a decade has been low inflation. Higher inflation would be a high-class problem to have.\"</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>With Biden going big, Wall Street economists are growing bullish on the US economy</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\">\nWith Biden going big, Wall Street economists are growing bullish on the US economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 18:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/02/11/economy/economy-jobs-biden-stimulus/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) The Covid-ravaged American economy was on the verge of slipping into a double-dip recession at the end of 2020. The pandemic was intensifying,gridlock paralyzed Washington and ...</p>\n\n<a href=\"https://edition.cnn.com/2021/02/11/economy/economy-jobs-biden-stimulus/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/02/11/economy/economy-jobs-biden-stimulus/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108705396","content_text":"New York (CNN Business) The Covid-ravaged American economy was on the verge of slipping into a double-dip recession at the end of 2020. The pandemic was intensifying,gridlock paralyzed Washington and millions of families were about to lose crucial benefits.\nFast forward two months, and the economy is still struggling-- but confidence in the recovery is growing, rapidly.\nEconomists are swiftly upgrading their GDP and unemployment forecasts and pulling forward the date when the Federal Reserve will be able to lift rock-bottom interest rates. Goldman Sachs is predicting the US economy will grow at the fastest clip in more than three decades.\nThe renewed optimism is being driven by two major factors: the health crisis is easing and Uncle Sam is coming to the rescue with staggering amounts of aid-- hundreds of billions more than seemed to be in the cards just months ago.\nAfter supplying $4 trillion of relief last year, Washington is expected to pump in another $2 trillion of deficit-financed support in 2021, according to Moody's Analytics. That represents more than a quarter of annual US GDP.\n\"That is a lot of economic juice,\" Mark Zandi, chief economist at Moody's Analytics, told CNN Business.\nThe turning point happened last month when Democrats took narrow control of the US Senate by sweeping the runoff races in Georgia. That opened a path for President Joe Biden's $1.9 trillion American Rescue Plan, which features $1,400 stimulus checks, enhanced unemployment benefits and a $350 billion lifeline to state and local governments.\n'Summer mini-boom'\nBefore the Georgia elections, Zandi didn't think the US economy would return to full employment (a strong labor market with 4% unemployment) until the spring or summer of 2023. Now, he expects that achievement to happen next spring, echoing a forecast by Treasury Secretary Janet Yellen.\n\"Super-charged fiscal policy\" means the argument for the US economy growing faster than its peers \"seems to get stronger day-by-day,\" economists at Bank of America wrote in a recent report to clients.\nOxford Economics chief US economist Gregory Daco is calling for a \"summer mini-boom\" in the United States and 5.9% GDP growth in 2021.\nLikewise, Jefferies economists say \"explosive income growth (courtesy of fiscal stimulus) is likely to propel US GDP 6.4% higher this year and nearly 5% next year.\"\n\"If anything, our forecast might be too conservative,\" Jefferies told clients in a recent note, pointing out that its view incorporates just $1 trillion of the Biden plan.\nIndeed, Goldman Sachs upgraded its 2021 GDP forecast to 6.8% earlier this week because the Wall Street bank now assumes additional fiscal relief of $1.5 trillion, up from $1.1 trillion previously. If Goldman's prediction comes true, it would be the fastest annual GDP growth for the United States since 1989,according to the St. Louis Fed.\nThe rosy GDP forecasts are well above what the Federal Reserve is calling for. In December, the Fed expected 2021 GDP growth of just 4.2% and said unemployment wouldn't slip below 4% until 2023.\nDouble-dip recession averted\nThe Fed tends to be conservative with its economic forecasts. And, crucially, the Fed forecast was released at a time when political dysfunction in DC was casting a shadow over the US economy.\nFor months, Republicans and Democrats tried and failed to reach a deal on extending crucial unemployment and eviction benefits scheduled to lapse and providing more forgivable loans to small businesses. And then when a deal was finally reached, former President Donald Trump threatened to blow it up.\nAt the last minute, Trump signed the $900 billion relief package into law, averting economic disaster.\n\"Without that, we would be in a double dip recession,\" said Zandi, the Moody's economist.\nSlammed by the pandemic, the US economy limped to the end of 2020 and started this year slowly. In December, employers cut jobs in for the first time since the spring. And the United States added just 49,000 jobs in January.\nJobless claims remain alarmingly high. Another 793,000 Americans filed for first time unemployment benefits last week alone. For context, that is above the worst levels of the Great Recession.\nVaccines to the rescue\nBut there are glimmers of hope on the pandemic. Although Covid deaths remain unthinkably high, hospitalizations and cases have retreated.\nCritically, the rollout of coronavirus vaccines is accelerating. Out of a total of 66 million vaccines distributed, about 70% have been administered, according to Morgan Stanley.\nAnd Dr. Anthony Fauci, the nation's top infectious disease expert,told NBC News Thursday that the United States may be able to vaccinate most Americans by the middle or end of summer.\nAll of this has allowed states including California, New York and New Jersey to relax health restrictions crushing restaurants and other small businesses.\nThat's not to say the pandemic is over. In fact,one risk is that new Covid-19 variants force US states and cities to once again tighten health restrictions.\nLow-wage workers are still hurting badly\nAgainst this backdrop, many economists are urging Washington to push ahead with plans for aggressive fiscal stimulus.\n\"Foot flat on the accelerator, please,\" Zandi, the Moody's economist said. \"Policymaking 101 says err on the side of doing too much, rather than too little.\"\nDoing too little risks worsening America's inequality problem. That's because this recession, more than prior ones, disproportionately hurt low-income workers in hard-hit sectors such as restaurants, childcare and hospitality.\nEmployment levels of low-wage workers (those making less than $27,000 per year) is still down more than 20%, according to the Opportunity Insights Economic tracker. By contrast, employment levels of those making more than $60,000 per year are above pre-crisis levels.\n\"Biden's team is unlikely to break out the champagne over reaching full employment if it isn't evident across income and racial groups,\" economists at Bank of America wrote in a report to clients.\nHowever, Danielle DiMartino Booth, a former Fed official who is now CEO of Quill Intelligence, worries the focus on providing income, instead of investing in infrastructure and reskilling workers, will make the country addicted to stimulus.\n\"The economy is going to turn into this dependent patient, always waiting for the next injection,\" Booth said.\n'Bring it on'\nSome economists, including former Treasury Secretary Larry Summers, have warned there is a risk that Washington overheats the economy by injecting too much support.\n\"You could have quite the inflation scare in the next few months that will test the bond market and the Fed,\" Booth said.\nAnd that in turn would spook the red-hot stock market.\nFed watchers are moving up their timelines for when the central bank will be able to end its emergency policies.\nCiting \"signs of a firmer inflation outlook,\" Goldman Sachs now expects the Fed to start \"tapering\" its asset purchases in early 2022 and to raise interest rates in the first half of 2024.\nZandi isn't losing sleep over inflation, mostly because the United States is far from full employment.\n\"It's a vastly overstated worry,\" he said. \"Bring it on. Our biggest problem for more than a decade has been low inflation. Higher inflation would be a high-class problem to have.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}