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- MrGreenMrGreen
  ·2021-10-23
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- MrGreenMrGreen
  ·2021-10-22
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- MrGreenMrGreen
  ·2021-10-21
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- MrGreenMrGreen
  ·2021-10-19
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  UiPath: Buy For The Near Term, Hold For The Long Term
  Summary UiPath should deliver alpha over the near term thanks to its leadership position in the RPA
  UiPath: Buy For The Near Term, Hold For The Long Term
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- MrGreenMrGreen
  ·2021-10-15
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  Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.
  Tesla is the world’s most valuable car stock. Even the bears admit it.Thursday, Barclays analyst Brian Johnson raised his price target for Tesla stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.At $300, Johnson is saying that Tesla stock is worth about $300 billion. That’s more than Toyota Motor’s market capitalization of about $28
  Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.
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- MrGreenMrGreen
  ·2021-10-14
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  Apple shares rallied 0.8% in premarket trading
  Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due
  Apple shares rallied 0.8% in premarket trading
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- MrGreenMrGreen
  ·2021-10-05
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  Cathie Wood Sells Another $112M In Tesla And Buys These Stocks Instead
  Cathie Wood-led Ark Invest further trimmed its Tesla Inc on Monday. The popular asset management fir
  Cathie Wood Sells Another $112M In Tesla And Buys These Stocks Instead
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- MrGreenMrGreen
  ·2021-10-03
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  3 Unstoppable Stocks to Buy if There's a Stock Market Crash
  Short-term pain can lead to long-term gain for opportunistic investors.
  3 Unstoppable Stocks to Buy if There's a Stock Market Crash
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- MrGreenMrGreen
  ·2021-09-29
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- MrGreenMrGreen
  ·2021-09-29
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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853215053","repostId":"1115269681","repostType":4,"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859001339,"gmtCreate":1634633653718,"gmtModify":1634633654774,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859001339","repostId":"1120786064","repostType":4,"repost":{"id":"1120786064","kind":"news","pubTimestamp":1634612546,"share":"https://www.laohu8.com/m/news/1120786064?lang=&edition=full","pubTime":"2021-10-19 11:02","market":"us","language":"en","title":"UiPath: Buy For The Near Term, Hold For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1120786064","media":"Seeking Alpha","summary":"Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA","content":"<p><b>Summary</b></p>\n<ul>\n <li>UiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.</li>\n <li>Annual ramping of contracts should boost UiPath ARR which should in turn reflect positively in its price-action.</li>\n <li>Long-term is much less clear with high absolute and fair relative valuation combined with material execution risk.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dee1fdf98ac633e790ad107e02096867\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>piranka/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>UiPath(NYSE:PATH)&nbsp;is the leader of the robotic process automation (RPA) space. RPA will see increased demand in the current high-growth macro environment with labor shortage issues. UiPath is best positioned to capitalize on the opportunity.</p>\n<p>The company is switching its focus to annual ramping which will benefit it operationally with happier customers and higher margins and inflate what matters most for investors, its annual recurring revenue (ARR).</p>\n<p>Despite my bullishness over the short term, I’m less confident over the long. I see execution risks primarily arising from cloud transition and competitive threats. The relatively fair, but absolutely high valuation opens the door to sub-par price performance over the long term.</p>\n<p>I recommend buying UiPath and monitoring noted issues. In the current picture, I recommend selling UiPath after increased demand from the macro catalysts is factored into the price.</p>\n<p><b>Great Macro Backdrop for RPA Demand</b></p>\n<p>Demand for RPA will increase over the coming years. The backbone of my macro thesis is sticky wage inflation. There is strong labor demand with many firms downsizing during the pandemic and now all trying to re-grow their workforce in tandem. The private sector is trying to accommodate the strong pent-up demand following the pandemic. The reopening demand is further fueled by unprecedented government stimulus boosting incomes. Labor supply, however, is shrinking, both over the near term with increased incomes and structurally with many forced into early retirement and others taking a sabbatical from work who are evaluating life priorities. The shortage of labor supply and rising labor demand will cause wage inflation. Rising labor costs will catalyze investments that increase labor efficiency to protect margins; labor efficiency is th&nbsp;ekey value proposition of RPA.</p>\n<p>The demand for RPA was already very high. RPA was the fastest-growing enterprise software segment in 2020 for the third year&nbsp;in a row&nbsp;according to&nbsp;Gartner. The market research company&nbsp;expects&nbsp;the excellent performance to continue with double-digit growth rates through 2024. Bear in mind that the high labor demand with the reopening picture was unclear at the time of these reports (latest released May 2021) as was the wage inflation and short labor supply. I believe that RPA adoption rates will be even higher than the high expectations due to the favorable macro-backdrop.</p>\n<p>Corporate investments into RPA should be further catalyzed by strong economic growth and low interest rates. These are also central pillars of my reopening macro-view. Technical stagflation is top-of-mind, but the environment is ripe for corporate investment practically. GDP growth may be technically decelerating but is still very high; interest rates and inflation may be climbing, and I expect them to climb further, but are still very low. The strong economy and low rates will increase corporate investment spend, RPA vendors will be key beneficiaries.</p>\n<p>Business consulting firms’ RPA focus is both evidence of industry experts’ confidence in the upcoming RPA demand as well as a catalyzer to industry growth. Major professional services firms are pushing their RPA services including&nbsp;Accenture(NYSE:ACN),Deloitte,E&amp;Y,PwC,Cognizant(NASDAQ:CTSH),CGI(NYSE:GIB),Tata Consulting(TCS),Infosys(NYSE:INFY),Genpact(NYSE:G)&nbsp;along with many others. People in the know are investing in RPA as well as investing to grow RPA.</p>\n<p><b>As the Leading RPA Vendor, UiPath has a Bright Near-Medium Term Outlook</b></p>\n<p>UiPath is the undisputed leader in the RPA space. Gartner produces a&nbsp;Magic Quadrant&nbsp;for the industry (chart below) which compares market players in their ability to execute and on their vision. UiPath is above the rest with best-in-class execution ability with a complete vision. UiPath’s domination is obvious; this is its third consecutive year in the leader chair. The Forrester Wave, another trusted technology services research firm,places&nbsp;UiPath in the pole position on its matrix which compares current offerings, strategy, and market presence. UiPath’s leadership is reflected in its market share; UiPath has a 29%&nbsp;market share&nbsp;of the RPA space, more than double its nearest competitor. UiPath is dominating the secular growth enterprise software segment that is RPA.</p>\n<p><img src=\"https://static.tigerbbs.com/53eae62a5495303c0d14baf4748d3ef0\" tg-width=\"640\" tg-height=\"718\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0401f457f330522fdcea2beed7b2efd4\" tg-width=\"567\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Source: The Forrester Wave as displayed on SmartBridge</span></p>\n<p>As the spending towards RPA grows so will UiPath’s revenue. As both the technical and market share leader it should see a very large percentage of the growing RPA spend. UiPath is among the best positioned to capitalize on the macroeconomic and corporate spending dynamics of the coming months.</p>\n<p><b>ARR is Important and ARR will Get a Boost</b></p>\n<p>The recent&nbsp;earnings call&nbsp;was very informative on UiPath’s ARR strategy. The company will be focusing on annual contracts instead of long-term ones. Usually, I wouldn’t be fond of this move as it means lower revenue visibility despite the pricing advantages of short-duration contracts. But in this case, I think that it’s the right thing to do. Annual contracts drive higher ROI for UiPath customers; according to management, customers make better use of UiPath when they get as much as they need instead of front-loading robots to take advantage of better prices through discounts. This is financially favorable for UiPath as well since long-term contracts tend to include price discounts; decreasing contract duration will result in fewer discounts and higher margins for UiPath.</p>\n<p>Annual recurring revenue is critical for any service that offers subscriptions. This is due to the resiliency of recurring revenues; contracts are near-impossible and subscriptions are difficult to cancel in a downturn. Moreover, subscription software products have a learning curve and are difficult to churn from. Subscription revenues are highly visible and are highly valued by the market evident in the commonness of nosebleed valuations in the SaaS space. ARR will be key to watch for UiPath as self-described as their “most important metric”.</p>\n<p>The switch to shorter-duration contracts will inflate ARR at the cost of revenue volatility.ASC 606&nbsp;mandates that a percentage of revenue be recognized immediately and the rest amortized for long-term contracts. This artificially increases front-period revenues. UiPath focusing on annual ramping as opposed to long-term deals will reduce near-term revenues. However, ARR will increase as yearly amounts will increase due to lower discounts. I believe that higher ARR is what the market values and that this switch will benefit UiPath in market sentiment as well as operationally.</p>\n<p><b>Take Advantage of the Current Decline</b></p>\n<p>UiPath shares declined dramatically in September to deeply below IPO levels. The drawdown is even more surprising given the excellent results the company announced which was met with an immediate ~10% fall.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c743698f0cef665c83ca663349c5dc9\" tg-width=\"640\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>I see two main reasons for the falling-knife-like price action in the face of excellent operating performance: weak guidance and early investors leaving the train.</p>\n<p>UiPath announced results that beat across the board. UiPath delivered a top-line beat of $195.5 mn in revenue vs. the consensus estimate of $186.5 coupled with an ARR growth of 60% YoY vs. 55% consensus expectations. The company delivered operating profits vs. expectations of deep losses along with almost $30 mn narrower than expected FCF burn. So why didn’t the market like the results? My guess is high expectations. I think that the guidance was low looking further into the&nbsp;release&nbsp;and&nbsp;prior releases. UiPath beat its ARR guidance this quarter by a whopping $23.5 mn ($726.5 mn vs. at the mid-point of $702 mn - $704 mn guidance range). However, full-year guidance was only increased by $26 mn (at the mid-point, the range increased from $850 mn - $855 mn to $876 mn - $881 mn). What the market is reading here is that the demand environment seems to be slowing in the second half of the year and that the growth may decelerate from here out.</p>\n<p>I disagree with the market. I think that the management is sandbagging the guidance and leaving itself room to overdeliver. I highly doubt that the demand for its products will decrease in this environment but only accelerate and the set-up for alpha is great over the near term.</p>\n<p>A lot of early investors cashed out further pushing down the price. UiPath’s IPO&nbsp;lockup expired on the 9th&nbsp;of September. This can be the case with IPOs as many venture and pre-IPO investors are not able to sell their shares for a certain period.</p>\n<p>Now is a great time to buy with a short-term horizon. Below is a chart of UiPath’s forward revenue multiple and its share price (values on the right axis). Company multiples decreased proportionally to its share price, underlying growth remained resilient. A lot of the sellers are shaken out today and, I think, the downside from here will require concrete negative news while a return to IPO multiples will only need “some” good news. Risk-reward is skewed in the direction of the bull. With solid catalysts on the way, I think that UiPath will perform nicely over the coming months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ebe0ce2030acb61150c809de27a646\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: CapitalIQ</span></p>\n<p><b>Competition is a Key Longer-Term Issue</b></p>\n<p>I’m less certain on future returns, however. The RPA space is attracting a lot of attention from giant enterprise vendors such as&nbsp;Microsoft(NASDAQ:MSFT),Salesforce(NYSE:CRM), and&nbsp;ServiceNow(NYSE:NOW), in addition to many other behemoths as well as pureplay competitors (competitive landscape is available in the charts above). Although this much attention from such important companies should be construed as a bullish sign in the viability of the product, competitive threats cannot be undermined. We see clearly that UiPath is far above the rest both in terms of capabilities and in market penetration, but these advantages may not be forever. The competitors mentioned have infinite financial resources and have a much, much wider sales network than that of UiPath. If these competitors decide to prioritize RPA, the outlook could be gloomy for UiPath.</p>\n<p>Increasing competition seems to be the view of industry experts as well. The&nbsp;Gartner&nbsp;report expects pricing to decrease in the coming years. This is likely the result of more similar products on the market eroding pricing power.</p>\n<p>I see little risk over the near term. With UiPath as the leader, it should be best positioned for the upcoming high-demand environment. Many enterprises want single vendors which will be a benefit for UiPath today as if one vendor is chosen it will likely be the one with the best product offering. However, if UiPath’s technical leadership narrows, the exact opposite could be the case.</p>\n<p>There is no reason to believe that UiPath will lose its leadership position currently. The company is investing heavily into R&amp;D (32% of revenues over the past year) and the investment is bearing fruit with a lot of improvements/products on the horizon (document understanding, task mining, platform-agnostic capabilities, integration, and many more). However, the competition is a must-watch for UiPath investors.</p>\n<p>This isn’t a dealbreaker as long as UiPath has the leading position, or at least until we see one or more of these enterprise software giants devoting serious resources towards the space. But the competition is still an issue as it creates execution risk; UiPath’s lunch is up for grabs if it can’t protect it.</p>\n<p><b>Industry Switch to Cloud Bears Execution Risk</b></p>\n<p>The future of the industry lies in the cloud; UiPath has a limited cloud offering.Only 2,850&nbsp;out of 9,100+ UiPath customers have adopted the company’s cloud offering the Automation Cloud. With a lot of these enterprises likely using hybrid solutions, UiPath’s cloud computing capabilities lag behind its on-site solutions. As innovative as UiPath is it will likely manage the transformation, but again, this presents an additional execution risk.</p>\n<p><b>Valuation is the Ultimate Long-Term Worry Despite Excellent KPIs</b></p>\n<p>UiPath has amazing KPIs. Its revenue and ARR growth are excellent and it's achieving this through minimal cash burn. The 144% net revenue retention rate is among the highest in the SaaS space and shows the value of the product. The space to land and expand is also growing with the number of customers rapidly increasing.</p>\n<p>However, these metrics, like the company’s leadership position, may not be permanent and may not be enough to support a lofty valuation. The entire SaaS space is extremely expensive in my opinion, and I would not consider being a long-term holder without absolute confidence. I don’t have absolute confidence in UiPath due to material execution risk, and to hold long-term I’d want to be compensated for that risk in valuation.</p>\n<p>Unfortunately, a lot of the benefits of UiPath are in the price in my opinion despite the recent drawdown. Below I’ve included my data table along with an output graph comparing two-year forward multiples with expected two-year revenue growth. The chart has a high r-squared meaning that the market values the relationship. UiPath is trading in line with peers implying that it’s pretty much fairly valued even when factoring in its very high growth expectations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/890bbbc5170ad5c0ca1ce941f057156b\" tg-width=\"619\" tg-height=\"656\" width=\"100%\" height=\"auto\"><span>Source: CapitalIQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/052ee96459416e5a26793dd2a4dccc87\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>Source: Author analysis</span></p>\n<p>I want to highlight that this comparison only justifies company valuation with respect to the SaaS space. If the SaaS space was valued like a normal industry, then I would most likely argue to buy UiPath and hold for the long-term as a quality company at a fair price. The absolute valuations are ridiculous in my opinion. The peer group average is 25x two-year forward revenues. Think about that for a minute. The Russell 3000 (represented here by iShares Russell 3000 ETF(NYSEARCA:IWV)) has a&nbsp;P/E ratio of 23x. This is trailing not forward. The SaaS group is trading at a higher ratio of not earnings but revenues. The space is very expensive and with rising interest rates, open to corrections. Of course, I see value and opportunity in certain SaaS plays, but I’m choosing to abstain here.</p>\n<p>The issue was manifested in the recent quarter. The stock sold off despite the excellent results. Though I don’t expect to see this over the next few quarters due to the excellent demand environment, this could be a risk thereafter. Despite the recent price decrease buffering the downside over the near term, there are still very high expectations of UiPath leaving further room for disappointment.</p>\n<p><b>Neutral in the Long-Term Despite Bullish on Short/Medium</b></p>\n<p>UiPath is a unique software play where I am bullish over the near term, but prefer to not own over the longer. Usually, I would see drawdown risk in most of my preferred software plays over the short term, but would see the company growing into its valuation over time. Here, I see strong near-term alpha with the company delivering beyond expectations and seeing price gains towards where its been. I am much less confident in the opportunity after the RPA demand arising from corporate capital spending towards labor efficiency gets priced in which should happen over the next year.</p>\n<p>I want to add a P.S. here and entertain the bull thesis. I am not an engineer. I have no competitive advantage in understanding the capabilities and advantages of software services. Thus, I can’t have confidence in my analysis (reading industry reports) of technology. If you have such capabilities and believe that UiPath has a strong competitive moat that may be difficult to replicate even with intense resource spend, then by all means be bullish over any time horizon (and please let me know in the comments).</p>\n<p>Rare case as would be the opposite usually. I’m not an engineer and don’t understand exact differentiators and capabilities. If there’s something UiPath does that can’t be replicated even with high resource spend, then bullish over the long-term as well (please let me know in the comments).</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>UiPath: Buy For The Near Term, Hold For The Long Term</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\">\nUiPath: Buy For The Near Term, Hold For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.\nAnnual ramping of contracts should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath"},"source_url":"https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120786064","content_text":"Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.\nAnnual ramping of contracts should boost UiPath ARR which should in turn reflect positively in its price-action.\nLong-term is much less clear with high absolute and fair relative valuation combined with material execution risk.\n\npiranka/E+ via Getty Images\nInvestment Thesis\nUiPath(NYSE:PATH) is the leader of the robotic process automation (RPA) space. RPA will see increased demand in the current high-growth macro environment with labor shortage issues. UiPath is best positioned to capitalize on the opportunity.\nThe company is switching its focus to annual ramping which will benefit it operationally with happier customers and higher margins and inflate what matters most for investors, its annual recurring revenue (ARR).\nDespite my bullishness over the short term, I’m less confident over the long. I see execution risks primarily arising from cloud transition and competitive threats. The relatively fair, but absolutely high valuation opens the door to sub-par price performance over the long term.\nI recommend buying UiPath and monitoring noted issues. In the current picture, I recommend selling UiPath after increased demand from the macro catalysts is factored into the price.\nGreat Macro Backdrop for RPA Demand\nDemand for RPA will increase over the coming years. The backbone of my macro thesis is sticky wage inflation. There is strong labor demand with many firms downsizing during the pandemic and now all trying to re-grow their workforce in tandem. The private sector is trying to accommodate the strong pent-up demand following the pandemic. The reopening demand is further fueled by unprecedented government stimulus boosting incomes. Labor supply, however, is shrinking, both over the near term with increased incomes and structurally with many forced into early retirement and others taking a sabbatical from work who are evaluating life priorities. The shortage of labor supply and rising labor demand will cause wage inflation. Rising labor costs will catalyze investments that increase labor efficiency to protect margins; labor efficiency is th ekey value proposition of RPA.\nThe demand for RPA was already very high. RPA was the fastest-growing enterprise software segment in 2020 for the third year in a row according to Gartner. The market research company expects the excellent performance to continue with double-digit growth rates through 2024. Bear in mind that the high labor demand with the reopening picture was unclear at the time of these reports (latest released May 2021) as was the wage inflation and short labor supply. I believe that RPA adoption rates will be even higher than the high expectations due to the favorable macro-backdrop.\nCorporate investments into RPA should be further catalyzed by strong economic growth and low interest rates. These are also central pillars of my reopening macro-view. Technical stagflation is top-of-mind, but the environment is ripe for corporate investment practically. GDP growth may be technically decelerating but is still very high; interest rates and inflation may be climbing, and I expect them to climb further, but are still very low. The strong economy and low rates will increase corporate investment spend, RPA vendors will be key beneficiaries.\nBusiness consulting firms’ RPA focus is both evidence of industry experts’ confidence in the upcoming RPA demand as well as a catalyzer to industry growth. Major professional services firms are pushing their RPA services including Accenture(NYSE:ACN),Deloitte,E&Y,PwC,Cognizant(NASDAQ:CTSH),CGI(NYSE:GIB),Tata Consulting(TCS),Infosys(NYSE:INFY),Genpact(NYSE:G) along with many others. People in the know are investing in RPA as well as investing to grow RPA.\nAs the Leading RPA Vendor, UiPath has a Bright Near-Medium Term Outlook\nUiPath is the undisputed leader in the RPA space. Gartner produces a Magic Quadrant for the industry (chart below) which compares market players in their ability to execute and on their vision. UiPath is above the rest with best-in-class execution ability with a complete vision. UiPath’s domination is obvious; this is its third consecutive year in the leader chair. The Forrester Wave, another trusted technology services research firm,places UiPath in the pole position on its matrix which compares current offerings, strategy, and market presence. UiPath’s leadership is reflected in its market share; UiPath has a 29% market share of the RPA space, more than double its nearest competitor. UiPath is dominating the secular growth enterprise software segment that is RPA.\n\nSource: The Forrester Wave as displayed on SmartBridge\nAs the spending towards RPA grows so will UiPath’s revenue. As both the technical and market share leader it should see a very large percentage of the growing RPA spend. UiPath is among the best positioned to capitalize on the macroeconomic and corporate spending dynamics of the coming months.\nARR is Important and ARR will Get a Boost\nThe recent earnings call was very informative on UiPath’s ARR strategy. The company will be focusing on annual contracts instead of long-term ones. Usually, I wouldn’t be fond of this move as it means lower revenue visibility despite the pricing advantages of short-duration contracts. But in this case, I think that it’s the right thing to do. Annual contracts drive higher ROI for UiPath customers; according to management, customers make better use of UiPath when they get as much as they need instead of front-loading robots to take advantage of better prices through discounts. This is financially favorable for UiPath as well since long-term contracts tend to include price discounts; decreasing contract duration will result in fewer discounts and higher margins for UiPath.\nAnnual recurring revenue is critical for any service that offers subscriptions. This is due to the resiliency of recurring revenues; contracts are near-impossible and subscriptions are difficult to cancel in a downturn. Moreover, subscription software products have a learning curve and are difficult to churn from. Subscription revenues are highly visible and are highly valued by the market evident in the commonness of nosebleed valuations in the SaaS space. ARR will be key to watch for UiPath as self-described as their “most important metric”.\nThe switch to shorter-duration contracts will inflate ARR at the cost of revenue volatility.ASC 606 mandates that a percentage of revenue be recognized immediately and the rest amortized for long-term contracts. This artificially increases front-period revenues. UiPath focusing on annual ramping as opposed to long-term deals will reduce near-term revenues. However, ARR will increase as yearly amounts will increase due to lower discounts. I believe that higher ARR is what the market values and that this switch will benefit UiPath in market sentiment as well as operationally.\nTake Advantage of the Current Decline\nUiPath shares declined dramatically in September to deeply below IPO levels. The drawdown is even more surprising given the excellent results the company announced which was met with an immediate ~10% fall.\nSource: TradingView\nI see two main reasons for the falling-knife-like price action in the face of excellent operating performance: weak guidance and early investors leaving the train.\nUiPath announced results that beat across the board. UiPath delivered a top-line beat of $195.5 mn in revenue vs. the consensus estimate of $186.5 coupled with an ARR growth of 60% YoY vs. 55% consensus expectations. The company delivered operating profits vs. expectations of deep losses along with almost $30 mn narrower than expected FCF burn. So why didn’t the market like the results? My guess is high expectations. I think that the guidance was low looking further into the release and prior releases. UiPath beat its ARR guidance this quarter by a whopping $23.5 mn ($726.5 mn vs. at the mid-point of $702 mn - $704 mn guidance range). However, full-year guidance was only increased by $26 mn (at the mid-point, the range increased from $850 mn - $855 mn to $876 mn - $881 mn). What the market is reading here is that the demand environment seems to be slowing in the second half of the year and that the growth may decelerate from here out.\nI disagree with the market. I think that the management is sandbagging the guidance and leaving itself room to overdeliver. I highly doubt that the demand for its products will decrease in this environment but only accelerate and the set-up for alpha is great over the near term.\nA lot of early investors cashed out further pushing down the price. UiPath’s IPO lockup expired on the 9th of September. This can be the case with IPOs as many venture and pre-IPO investors are not able to sell their shares for a certain period.\nNow is a great time to buy with a short-term horizon. Below is a chart of UiPath’s forward revenue multiple and its share price (values on the right axis). Company multiples decreased proportionally to its share price, underlying growth remained resilient. A lot of the sellers are shaken out today and, I think, the downside from here will require concrete negative news while a return to IPO multiples will only need “some” good news. Risk-reward is skewed in the direction of the bull. With solid catalysts on the way, I think that UiPath will perform nicely over the coming months.\nSource: CapitalIQ\nCompetition is a Key Longer-Term Issue\nI’m less certain on future returns, however. The RPA space is attracting a lot of attention from giant enterprise vendors such as Microsoft(NASDAQ:MSFT),Salesforce(NYSE:CRM), and ServiceNow(NYSE:NOW), in addition to many other behemoths as well as pureplay competitors (competitive landscape is available in the charts above). Although this much attention from such important companies should be construed as a bullish sign in the viability of the product, competitive threats cannot be undermined. We see clearly that UiPath is far above the rest both in terms of capabilities and in market penetration, but these advantages may not be forever. The competitors mentioned have infinite financial resources and have a much, much wider sales network than that of UiPath. If these competitors decide to prioritize RPA, the outlook could be gloomy for UiPath.\nIncreasing competition seems to be the view of industry experts as well. The Gartner report expects pricing to decrease in the coming years. This is likely the result of more similar products on the market eroding pricing power.\nI see little risk over the near term. With UiPath as the leader, it should be best positioned for the upcoming high-demand environment. Many enterprises want single vendors which will be a benefit for UiPath today as if one vendor is chosen it will likely be the one with the best product offering. However, if UiPath’s technical leadership narrows, the exact opposite could be the case.\nThere is no reason to believe that UiPath will lose its leadership position currently. The company is investing heavily into R&D (32% of revenues over the past year) and the investment is bearing fruit with a lot of improvements/products on the horizon (document understanding, task mining, platform-agnostic capabilities, integration, and many more). However, the competition is a must-watch for UiPath investors.\nThis isn’t a dealbreaker as long as UiPath has the leading position, or at least until we see one or more of these enterprise software giants devoting serious resources towards the space. But the competition is still an issue as it creates execution risk; UiPath’s lunch is up for grabs if it can’t protect it.\nIndustry Switch to Cloud Bears Execution Risk\nThe future of the industry lies in the cloud; UiPath has a limited cloud offering.Only 2,850 out of 9,100+ UiPath customers have adopted the company’s cloud offering the Automation Cloud. With a lot of these enterprises likely using hybrid solutions, UiPath’s cloud computing capabilities lag behind its on-site solutions. As innovative as UiPath is it will likely manage the transformation, but again, this presents an additional execution risk.\nValuation is the Ultimate Long-Term Worry Despite Excellent KPIs\nUiPath has amazing KPIs. Its revenue and ARR growth are excellent and it's achieving this through minimal cash burn. The 144% net revenue retention rate is among the highest in the SaaS space and shows the value of the product. The space to land and expand is also growing with the number of customers rapidly increasing.\nHowever, these metrics, like the company’s leadership position, may not be permanent and may not be enough to support a lofty valuation. The entire SaaS space is extremely expensive in my opinion, and I would not consider being a long-term holder without absolute confidence. I don’t have absolute confidence in UiPath due to material execution risk, and to hold long-term I’d want to be compensated for that risk in valuation.\nUnfortunately, a lot of the benefits of UiPath are in the price in my opinion despite the recent drawdown. Below I’ve included my data table along with an output graph comparing two-year forward multiples with expected two-year revenue growth. The chart has a high r-squared meaning that the market values the relationship. UiPath is trading in line with peers implying that it’s pretty much fairly valued even when factoring in its very high growth expectations.\nSource: CapitalIQ\nSource: Author analysis\nI want to highlight that this comparison only justifies company valuation with respect to the SaaS space. If the SaaS space was valued like a normal industry, then I would most likely argue to buy UiPath and hold for the long-term as a quality company at a fair price. The absolute valuations are ridiculous in my opinion. The peer group average is 25x two-year forward revenues. Think about that for a minute. The Russell 3000 (represented here by iShares Russell 3000 ETF(NYSEARCA:IWV)) has a P/E ratio of 23x. This is trailing not forward. The SaaS group is trading at a higher ratio of not earnings but revenues. The space is very expensive and with rising interest rates, open to corrections. Of course, I see value and opportunity in certain SaaS plays, but I’m choosing to abstain here.\nThe issue was manifested in the recent quarter. The stock sold off despite the excellent results. Though I don’t expect to see this over the next few quarters due to the excellent demand environment, this could be a risk thereafter. Despite the recent price decrease buffering the downside over the near term, there are still very high expectations of UiPath leaving further room for disappointment.\nNeutral in the Long-Term Despite Bullish on Short/Medium\nUiPath is a unique software play where I am bullish over the near term, but prefer to not own over the longer. Usually, I would see drawdown risk in most of my preferred software plays over the short term, but would see the company growing into its valuation over time. Here, I see strong near-term alpha with the company delivering beyond expectations and seeing price gains towards where its been. I am much less confident in the opportunity after the RPA demand arising from corporate capital spending towards labor efficiency gets priced in which should happen over the next year.\nI want to add a P.S. here and entertain the bull thesis. I am not an engineer. I have no competitive advantage in understanding the capabilities and advantages of software services. Thus, I can’t have confidence in my analysis (reading industry reports) of technology. If you have such capabilities and believe that UiPath has a strong competitive moat that may be difficult to replicate even with intense resource spend, then by all means be bullish over any time horizon (and please let me know in the comments).\nRare case as would be the opposite usually. I’m not an engineer and don’t understand exact differentiators and capabilities. If there’s something UiPath does that can’t be replicated even with high resource spend, then bullish over the long-term as well (please let me know in the comments).","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824829538,"gmtCreate":1634303592006,"gmtModify":1634303593238,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824829538","repostId":"1128641889","repostType":4,"repost":{"id":"1128641889","kind":"news","pubTimestamp":1634227362,"share":"https://www.laohu8.com/m/news/1128641889?lang=&edition=full","pubTime":"2021-10-15 00:02","market":"us","language":"en","title":"Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.","url":"https://stock-news.laohu8.com/highlight/detail?id=1128641889","media":"Barrons","summary":"Tesla is the world’s most valuable car stock. Even the bears admit it.Thursday, Barclays analyst Brian Johnson raised his price target for Tesla  stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.At $300, Johnson is saying that Tesla stock is worth about $300 billion.  That’s more than Toyota Motor’s  market capitalization of about $28","content":"<p>Tesla&nbsp;is the world’s most valuable car stock. Even the bears admit it.</p>\n<p>Thursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.</p>\n<p>At $300, Johnson is saying that Tesla stock is worth about $300 billion. (Tesla has about 1 billion shares outstanding, making the math easy.) That’s more than&nbsp;Toyota Motor’s&nbsp;(TM) market capitalization of about $287 billion. Another analyst now believes there is no more valuable car company than Tesla.</p>\n<p>Tesla remains a very controversial stock on Wall Street. Analyst price targets—even removing the top and bottom targets to reduce skew—range from $150 to $1,080 a share. The $930 bull-bear spread is more than 100% of the current stock price and two to three times wider than the average spread for large stocks.</p>\n<p>The bull-bear spread for&nbsp;Microsoft&nbsp;(MSFT), for instance, is about $100 a share or roughly 33% of the stock’s recent $296.31 price.</p>\n<p>The Tesla controversy boils down, in large part, to a debate about what Tesla is. Bears believe it is a car company and that competition will erode its margins and slow its growth. Bulls believe Tesla is a platform tech company with many businesses—such as stationary power—along with its core car operations and that Tesla’s lead over automotive peers in things such as autonomous driving and battery management software will enable high growth for a decade while maintaining leading EV market share.</p>\n<p>Johnson, for his part, is a traditional auto analyst covering more than 20 companies. He appears to fall in the former camp. He rates&nbsp;General Motors&nbsp;(GM) and&nbsp;Ford Motor&nbsp;(F) stock Buy. Those two stocks trade for single-digit price-to-earnings ratios. Tesla trades for roughly 100 times estimated 2022 earnings.</p>\n<p>He raised his price target because, despite believing the company is overvalued, things are looking good going into the third-quarter earnings release due October 20.</p>\n<p>For the third quarter, Wall Street is looking for about $1.50 in per-share earnings from $13.5 billion in sales. The company earned $1.45 in adjusted per-share earnings from $12 billion in sales during the second quarter.</p>\n<p>Tesla stock has been on a strong run, reflecting the good setup into earnings. Shares are up about 21% over the past three months. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are both down slightly over the same span.</p>\n<p>Its stock rose 0.4% to $821.75 in premarket trading.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 00:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-price-51634217724?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is the world’s most valuable car stock. Even the bears admit it.\nThursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-price-51634217724?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-51634217724?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128641889","content_text":"Tesla is the world’s most valuable car stock. Even the bears admit it.\nThursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.\nAt $300, Johnson is saying that Tesla stock is worth about $300 billion. (Tesla has about 1 billion shares outstanding, making the math easy.) That’s more than Toyota Motor’s (TM) market capitalization of about $287 billion. Another analyst now believes there is no more valuable car company than Tesla.\nTesla remains a very controversial stock on Wall Street. Analyst price targets—even removing the top and bottom targets to reduce skew—range from $150 to $1,080 a share. The $930 bull-bear spread is more than 100% of the current stock price and two to three times wider than the average spread for large stocks.\nThe bull-bear spread for Microsoft (MSFT), for instance, is about $100 a share or roughly 33% of the stock’s recent $296.31 price.\nThe Tesla controversy boils down, in large part, to a debate about what Tesla is. Bears believe it is a car company and that competition will erode its margins and slow its growth. Bulls believe Tesla is a platform tech company with many businesses—such as stationary power—along with its core car operations and that Tesla’s lead over automotive peers in things such as autonomous driving and battery management software will enable high growth for a decade while maintaining leading EV market share.\nJohnson, for his part, is a traditional auto analyst covering more than 20 companies. He appears to fall in the former camp. He rates General Motors (GM) and Ford Motor (F) stock Buy. Those two stocks trade for single-digit price-to-earnings ratios. Tesla trades for roughly 100 times estimated 2022 earnings.\nHe raised his price target because, despite believing the company is overvalued, things are looking good going into the third-quarter earnings release due October 20.\nFor the third quarter, Wall Street is looking for about $1.50 in per-share earnings from $13.5 billion in sales. The company earned $1.45 in adjusted per-share earnings from $12 billion in sales during the second quarter.\nTesla stock has been on a strong run, reflecting the good setup into earnings. Shares are up about 21% over the past three months. The S&P 500 and Dow Jones Industrial Average are both down slightly over the same span.\nIts stock rose 0.4% to $821.75 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825324597,"gmtCreate":1634203509854,"gmtModify":1634203510143,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/825324597","repostId":"1176807279","repostType":4,"repost":{"id":"1176807279","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":1634203027,"share":"https://www.laohu8.com/m/news/1176807279?lang=&edition=full","pubTime":"2021-10-14 17:17","market":"us","language":"en","title":"Apple shares rallied 0.8% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176807279","media":"Tiger Newspress","summary":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due ","content":"<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</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>Apple shares rallied 0.8% 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{ 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}\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\">\nApple shares rallied 0.8% 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 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176807279","content_text":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.\n\nMorgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.\nMorgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.\n\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.\n\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.\nShares of the Cupertino, Calif., company on Wednesday slipped 0.4% to $140.91.\nThe investment firm maintained its overweight rating on the stock with a price target of $168 a share.\n\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.\nBroadcom and Texas Instruments are manufacturing partners for Apple.\nApple had expected to produce 90 million new iPhone models in the last three months of the year.\nBut it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.\n\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820769581,"gmtCreate":1633434836538,"gmtModify":1633434837659,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820769581","repostId":"1108250220","repostType":4,"repost":{"id":"1108250220","kind":"news","pubTimestamp":1633425317,"share":"https://www.laohu8.com/m/news/1108250220?lang=&edition=full","pubTime":"2021-10-05 17:15","market":"us","language":"en","title":"Cathie Wood Sells Another $112M In Tesla And Buys These Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1108250220","media":"Benzinga","summary":"Cathie Wood-led Ark Invest further trimmed its Tesla Inc on Monday.\nThe popular asset management fir","content":"<p><b>Cathie Wood</b>-led&nbsp;<b>Ark Invest</b>&nbsp;further trimmed its&nbsp;<b>Tesla</b>&nbsp;<b>Inc</b>&nbsp;on Monday.</p>\n<p>The popular asset management firm sold 143,152 shares, estimated to be worth $111.87 million, in&nbsp;<b>the Elon Musk-</b>led company on Monday, its ninth such trade in Tesla since early September.</p>\n<p>Including the latest sale, the New York-based money managing firm has sold about $719 million worth of shares&nbsp;in the Palo Alto, California-based company, beginning September.</p>\n<p>The New York-based investment firm sold shares in Tesla via the&nbsp;<b>Ark Next Generation Internet ETF</b>, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;and the&nbsp;<b>Ark Innovation ETF</b>&nbsp;on Monday.</p>\n<p>Tesla shares, which have risen about 6% since Sept. 10, when Ark Invest began booking&nbsp;profit in the stock, closed 0.8% higher at $781.53 a share on Monday. On a YTD basis, Tesla shares have risen about 7.1% as of Monday’s close.</p>\n<p>Wood’s firm holds large bets in Tesla, which it predicts will hit the$3,000 mark at the end of 2025.</p>\n<p>Each of the three ETFs count Tesla as their largest exposure and held a total of 3.60 million shares — worth $2.79 billion — in the electric vehicle company, ahead of Monday’s trade.</p>\n<p>Ark Invest continues to have&nbsp;over 10% exposure to Tesla in each of its three active exchange-traded funds.</p>\n<p>Here are some of the other key trades for Ark on Monday:</p>\n<ul>\n <li>Bought 167,251 shares — estimated to be worth $9.76 million — in&nbsp;<b>Twitter Inc</b>&nbsp;, on the day shares of the Jack Dorsey-led social media company closed 5.79% lower at $58.39 a share.</li>\n <li>Bought 54,625 shares — estimated to be worth $12.52 million — in&nbsp;<b>Coinbase Global Inc</b>&nbsp;shares closed 0.80% lower at $229.31 on Monday.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $112M In Tesla And Buys These Stocks Instead</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\">\nCathie Wood Sells Another $112M In Tesla And Buys These Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/21/10/23233008/cathie-wood-sells-another-112m-in-tesla-and-buys-these-stocks-instead><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Invest further trimmed its Tesla Inc on Monday.\nThe popular asset management firm sold 143,152 shares, estimated to be worth $111.87 million, in the Elon Musk-led company on Monday...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/10/23233008/cathie-wood-sells-another-112m-in-tesla-and-buys-these-stocks-instead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/10/23233008/cathie-wood-sells-another-112m-in-tesla-and-buys-these-stocks-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108250220","content_text":"Cathie Wood-led Ark Invest further trimmed its Tesla Inc on Monday.\nThe popular asset management firm sold 143,152 shares, estimated to be worth $111.87 million, in the Elon Musk-led company on Monday, its ninth such trade in Tesla since early September.\nIncluding the latest sale, the New York-based money managing firm has sold about $719 million worth of shares in the Palo Alto, California-based company, beginning September.\nThe New York-based investment firm sold shares in Tesla via the Ark Next Generation Internet ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Innovation ETF on Monday.\nTesla shares, which have risen about 6% since Sept. 10, when Ark Invest began booking profit in the stock, closed 0.8% higher at $781.53 a share on Monday. On a YTD basis, Tesla shares have risen about 7.1% as of Monday’s close.\nWood’s firm holds large bets in Tesla, which it predicts will hit the$3,000 mark at the end of 2025.\nEach of the three ETFs count Tesla as their largest exposure and held a total of 3.60 million shares — worth $2.79 billion — in the electric vehicle company, ahead of Monday’s trade.\nArk Invest continues to have over 10% exposure to Tesla in each of its three active exchange-traded funds.\nHere are some of the other key trades for Ark on Monday:\n\nBought 167,251 shares — estimated to be worth $9.76 million — in Twitter Inc , on the day shares of the Jack Dorsey-led social media company closed 5.79% lower at $58.39 a share.\nBought 54,625 shares — estimated to be worth $12.52 million — in Coinbase Global Inc shares closed 0.80% lower at $229.31 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867613606,"gmtCreate":1633250062265,"gmtModify":1633250063395,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"Like pl","listText":"Like pl","text":"Like pl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867613606","repostId":"2172614079","repostType":4,"repost":{"id":"2172614079","kind":"highlight","pubTimestamp":1633236989,"share":"https://www.laohu8.com/m/news/2172614079?lang=&edition=full","pubTime":"2021-10-03 12:56","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy if There's a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2172614079","media":"Motley Fool","summary":"Short-term pain can lead to long-term gain for opportunistic investors.","content":"<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the <b>S&amp;P 500</b> (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.</p>\n<p>Unfortunately, all rallies eventually come to an end on Wall Street.</p>\n<p>Even though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and <a href=\"https://laohu8.com/S/AONE.U\">one</a> could be brewing.</p>\n<h2>A stock market crash could be coming</h2>\n<p>History offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&amp;P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.</p>\n<p>Another chief concern is valuation. The S&amp;P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&amp;P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.</p>\n<p>Rising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.</p>\n<p>There have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.</p>\n<p>And, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&amp;P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.</p>\n<h2>A crash would be the perfect time to buy these unstoppable stocks</h2>\n<p>While stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.</p>\n<p>If the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.</p>\n<h2>Mastercard</h2>\n<p>Although financial stocks are highly cyclical, payment-processing behemoth <b>Mastercard</b> (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.</p>\n<p>Believe it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.</p>\n<p>Mastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.</p>\n<p>Additionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.</p>\n<h2>NextEra Energy</h2>\n<p>For conservative investors who favor minimal volatility and steady income, electric utility stock <b>NextEra Energy</b> (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.</p>\n<p>The first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.</p>\n<p>What really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.</p>\n<p>Although these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.</p>\n<p>A final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.</p>\n<h2>Amazon</h2>\n<p>The third unstoppable stock to buy if a market crash occurs is dominant e-commerce player <b>Amazon</b> (NASDAQ:AMZN).</p>\n<p>When I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. <b>Walmart</b>&nbsp;is the second-largest online retailer by market share, and Amazon has more than five times its share.</p>\n<p>But Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.</p>\n<p>What's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.</p>\n<p>This is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.</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 Unstoppable Stocks to Buy if There's a Stock Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Stocks to Buy if There's a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 12:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","MA":"万事达","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2021/10/02/3-unstoppable-stocks-to-buy-if-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172614079","content_text":"For 18 months, Wall Street and investors have enjoyed a historic bounce-back rally in the S&P 500 (SNPINDEX:^GSPC). After shedding a third of its value in under five weeks, the widely followed index doubled from its bear-market bottom in less than 17 months.\nUnfortunately, all rallies eventually come to an end on Wall Street.\nEven though we can't precisely predict when a stock market crash will happen, how long it'll last, how steep the decline will be, or even what'll trigger it ahead of time, we do know that crashes and corrections are normal occurrences -- and one could be brewing.\nA stock market crash could be coming\nHistory offers one clue as to why the current record-breaking rally could end. Following each of the previous eight bear-market bottoms, dating back to 1960, the benchmark S&P 500 has had either one or two double-digit percentage declines within three years. We're halfway to that point and haven't yet seen a notable correction.\nAnother chief concern is valuation. The S&P 500 ended Sept. 27 with a Shiller price-to-earnings (P/E) ratio of 38.4. The Shiller P/E examines inflation-adjusted earnings over the past 10 years. A reading of 38.4 for the S&P 500 is nearly a two-decade high and well more than double the 151-year average reading for the index. More importantly, the previous four times the Shiller P/E ratio surpassed 30, the index subsequently lost at least 20%.\nRising margin debt is also worrisome. Margin debt describes the amount of money being borrowed with interest to buy or short-sell securities. While it's not uncommon to see margin debt increase over time, it is uncharacteristic to see margin debt rise rapidly over a short time frame.\nThere have been three instances over the past quarter of a century where margin debt rose by 60% or more in a single year. One of those instances occurred this year. The previous two directly preceded the popping of the dot-com bubble and the Great Recession.\nAnd, as noted, crashes and corrections are par for the course when investing in the greatest long-term wealth creator on the planet. There have been 38 double-digit percentage crashes or corrections in the S&P 500 since the beginning of 1950. This works out to a correction every 1.87 years. Although Wall Street doesn't strictly adhere to averages, it does put into perspective how common it is for equities to swoon from time to time.\nA crash would be the perfect time to buy these unstoppable stocks\nWhile stock market crashes and steep corrections have a tendency to put investors on edge, they're actually the perfect opportunity to go shopping. All notable moves lower in the stock market have eventually been erased by a bull market rally. Buying great companies and being patient is usually a wealth-building recipe.\nIf the market were to crash or undergo a steep correction, buying this trio of unstoppable stocks would be a wise move.\nMastercard\nAlthough financial stocks are highly cyclical, payment-processing behemoth Mastercard (NYSE:MA) could certainly be described as unstoppable, and would be perfect to scoop up at a discount were a crash or correction to arise.\nBelieve it or not, the cyclical nature of Mastercard's operations is arguably its greatest strength. Yes, periods of economic contraction and recessions are inevitable. When domestic and global economies struggle, businesses and people spend less, which means less in the way of merchant revenue for Mastercard. However, periods of contraction usually last for a few months or a couple of quarters, at most. By comparison, the last economic expansion in the U.S. lasted 11 years. Mastercard benefits immensely from these disproportionately long periods of expansion domestically and abroad.\nMastercard's success is also a function of its focus. This is a company that strictly deals with the processing side of the equation and has resisted the urge to become a lender. While not lending is, in theory, costing the company the opportunity to generate interest and fee income, it also means Mastercard has no liability when credit delinquencies rise during recessions. Not having to set aside capital to cover credit losses is a big reason the company's profit margin has stayed above 40%.\nAdditionally, a majority of the world's transactions are still being conducted in cash. Mastercard has a long runway with which to push its payments infrastructure into emerging and underbanked regions of the world.\nNextEra Energy\nFor conservative investors who favor minimal volatility and steady income, electric utility stock NextEra Energy (NYSE:NEE) would be a really smart place to put your money to work if a stock market crash occurs.\nThe first thing working in NextEra's favor is that it supplies a basic need service: Electricity. No matter how well or poorly the stock market or U.S. economy are performing, demand for electricity among homeowners and renters doesn't fluctuate much from year to year. Being a supplier of electricity means NextEra can count on highly predictable cash flow, which helps its management team outlay capital for projects without compromising the company's profitability or its payout.\nWhat really sets NextEra Energy apart is its renewable energy focus. No utility in the U.S. is currently generating more capacity from solar or wind power than NextEra. And with the company plowing $50 billion to $55 billion (in aggregate) into new infrastructure projects between 2020 and 2022, no company is going to be anywhere close to NextEra in terms of renewable power generation for a long time to come.\nAlthough these projects aren't cheap, they're substantially lowering electricity generation costs and have lifted the company's compound annual growth rate to the high single digits for more than a decade. In comparison, most electric utilities have a low single-digit growth rate.\nA final layer of safety can be found with the company's regulated utility operations (i.e., those not powered by renewable sources). Though regulated utilities can't hike their prices at will, they also aren't exposed to potentially volatile wholesale electricity pricing. Thus, NextEra's regulated operations add to the predictability of its cash flow.\nAmazon\nThe third unstoppable stock to buy if a market crash occurs is dominant e-commerce player Amazon (NASDAQ:AMZN).\nWhen I say Amazon is a dominant online retailer, I mean it in every sense of the word. When eMarketer released a report in late April examining U.S. online sales market share in 2021, it estimated Amazon would control roughly $0.40 of every $1 spent domestically. Walmart is the second-largest online retailer by market share, and Amazon has more than five times its share.\nBut Amazon is keenly aware that retail margins aren't the best. That's why it's actively promoted its subscription Prime service. Amazon is collecting tens of billions in revenue each year from its subscriptions, which plays a key role in buoying thin retail margins and ensures the company can undercut brick-and-mortar retailers on price. Prime members are also given incentive to stay within the Amazon ecosystem of products and services.\nWhat's too often overlooked with Amazon is that it's also the most dominant company in cloud infrastructure services. Amazon Web Services (AWS) is currently pacing more than $59 billion in annual run-rate sales, and AWS brought in close to a third of global cloud infrastructure spend in the first quarter, according to Canalys.\nThis is important, because cloud and subscription services offer considerably juicier margins than online retail sales. As a result, these segments should play a key role in more than doubling Amazon's operating cash flow by mid-decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862240157,"gmtCreate":1632884549438,"gmtModify":1632884549734,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"Like pl","listText":"Like pl","text":"Like pl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862240157","repostId":"1188597251","repostType":4,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862255863,"gmtCreate":1632884334579,"gmtModify":1632884334906,"author":{"id":"3576511277084418","authorId":"3576511277084418","name":"MrGreen","avatar":"https://static.tigerbbs.com/15d34383baa6cc8886d9224669a807d4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576511277084418","authorIdStr":"3576511277084418"},"themes":[],"htmlText":"a","listText":"a","text":"a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862255863","repostId":"1197419014","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}