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- StephanieCCHStephanieCCH
  ·2021-08-27
  Interesting
  Where Will IBM Stock Be In 5 Years? The Sum Vs. The Parts
  Summary IBM has seen sequential revenue declines for 9 out of the last 10 years, and its shareholde
  Where Will IBM Stock Be In 5 Years? The Sum Vs. The Parts
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- StephanieCCHStephanieCCH
  ·2021-08-26
  Thanks for sharing
  非常抱歉，此主贴已删除
  388 评论
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- StephanieCCHStephanieCCH
  ·2021-08-25
  Alibaba will be a better pick
  非常抱歉，此主贴已删除
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- StephanieCCHStephanieCCH
  ·2021-08-19
  Thanks for sharing
  3 Growth Stocks That Are Generating Tons of Free Cash
  Their free cash flow is 20% or more of revenue, which should have investors drooling.
  3 Growth Stocks That Are Generating Tons of Free Cash
  279 2
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- StephanieCCHStephanieCCH
  ·2021-08-18
  Thanks for sharing
  Wall Street slumps after weak retail sales, Home Depot results
  * Home Depot falls as U.S. same-store sales miss estimates * Auto shortages, spend shift to services
  Wall Street slumps after weak retail sales, Home Depot results
  336 1
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- StephanieCCHStephanieCCH
  ·2021-08-15
  Clean energy 👍
  非常抱歉，此主贴已删除
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- StephanieCCHStephanieCCH
  ·2021-08-13
  Nice!
  非常抱歉，此主贴已删除
  167 评论
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- StephanieCCHStephanieCCH
  ·2021-08-13
  Interesting
  Romeo Power shares jumped more than 13% in premarket trading.
  Romeo Power shares jumped more than 13% in premarket trading. Romeo Power, Inc. , an energy technolo
  Romeo Power shares jumped more than 13% in premarket trading.
  162 评论
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- StephanieCCHStephanieCCH
  ·2021-08-11
  Interesting
  Here's Who's Making a $1 Billion Bet on Moderna
  The total bet size is even higher.
  Here's Who's Making a $1 Billion Bet on Moderna
  272 评论
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- StephanieCCHStephanieCCH
  ·2021-08-10
  👍 nice
  非常抱歉，此主贴已删除
  263 评论
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The Sum Vs. The Parts","url":"https://stock-news.laohu8.com/highlight/detail?id=1105148569","media":"seekingalpha","summary":"Summary\n\nIBM has seen sequential revenue declines for 9 out of the last 10 years, and its shareholde","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM has seen sequential revenue declines for 9 out of the last 10 years, and its shareholders over this time have gotten to know pain and disappointment.</li>\n <li>The company now has a plan to spin off the low-growth/declining parts of the business into a new company called Kyndryl, while retaining the high-growth parts (cloud, AI, etc) at IBM.</li>\n <li>IBM is a cheap stock with a heavy debt load, declining revenue and margins, and a high dividend to pay. The spinoff could be their last hope at returning to greatness.</li>\n <li>Of course, the devil will be in the details with the spinoff, which is expected to close before year end.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/313d3fa3ce4a7636843bc498f8f8c2b8\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p><b>Can IBM Grow?</b></p>\n<p>IBM(NYSE:IBM), formally known as International Business Machines Corporation, is one of America's oldest and most venerable technology companies. However, over the past couple of decades, the company has struggled to compete with newer tech companies like Amazon(NASDAQ:AMZN). As such, despite a futile decades-long effort to boost earnings per share via layoffs and debt-funded acquisitions and share buybacks, IBM has been unable to escape the&nbsp;reality of its declining revenue. As such, the market has slowly but surely punished IBM with a lower share price.</p>\n<p>IBM's management team has a new plan to turn it all around, and this time it just might work. The idea, spin-off the slow-growth parts of the business into a new company called Kyndryl while retaining high-growth divisions like cloud computing, artificial intelligence, and software (including Red Hat) at IBM. Kyndryl is certainly an odd choice for a company name. The name sounds like a cross between some kind of comic book villain and the antihistamine drug Benadryl, but that's the new entity where IBM appears set to dump most of their underperforming businesses into. The deal is expected to close&nbsp;before year-end.</p>\n<p>The logic here is that the software and cloud business would be worth more as an independent company without being bogged down by a shrinking legacy business with ~100,000 employees. In other words, the investment bankers behind the deal would surely tell you that the sum should be worth more than the parts, but a lot of whether this deal works depends on the details. For example, how will the debt be split up among the companies? Will unprofitable divisions be closed, retained at IBM, or spun-off to the new company? IBM has said that they intend to maintain the dividend, but AT&amp;T(NYSE:T)was cornered by a lack of cash into breaking a similar promise with their&nbsp;recent spinoff announcement. We'll know more when Kyndryl files its initial Form 10 with the SEC. At least initially, the earnings power of the combined company should equal the sum of the two separate ones. Whether the tactic makes a meaningful change in the overall valuation of IBM will be an interesting case study. With this in mind, let's look at some financial and valuation metrics for IBM.</p>\n<p><b>IBM Stock Price</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09eee324f760e76c8ac959f7ee715b5e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>IBM Stock PriceData by YCharts</span></p>\n<p>As mentioned earlier, IBM has not been able to grow its share price with financial engineering. The picture improves when you look at IBM from a total return perspective, but companies that pay dividends out of retained earnings while the share price falls like IBM has are simply just machines for turning the return of initial shareholder capital into taxable dividends. This creates unnecessary taxes for shareholders while the company's payout ratio and debt ratios deteriorate—a pointless, lose-lose situation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe790a96a6683b2f1a0704eebe48ff8f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts IBM Financials</span></p>\n<p><b>IBM Financials</b></p>\n<p>Here is IBM's revenue, (trailing 12 months by quarter) over the last 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23b9826ec419f86a8ceabaaadfeee6a6\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Now here's a look at IBM's operating margins, again for the last 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f9cd7d5bc1e17fe0d818f5ff86e0238\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>And IBM's debt load.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf23d4b9026a4201b443db26491d106a\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Looking at IBM's&nbsp;balance sheet and income statement&nbsp;shows an unambiguous picture of a business in decline. This has been known for a long time. It's likely only a matter of time before the 4.7 percent dividend yield comes under pressure. Despite this, there are some signs of a turnaround. The past couple of quarterly earnings came in higher than estimates, and the dividend should be covered by&nbsp;expected earnings of $10.70for this year (the dividend wasn't covered last year).</p>\n<p>For next year, analysts&nbsp;expect earnings of nearly $12, but their revenue estimates are far more subdued, calling for about only a two-percent increase. There are a lot of things that companies can do to make earnings temporarily better, but revenue and revenue per share are much harder numbers to smooth out. To this point, I don't love IBM's accounting, the whole thing has a feel to it like they're robbing Peter to pay Paul, every quarter, for years on end.</p>\n<p><b>Where Will IBM Be in 5 Years?</b></p>\n<p>One thing we know is that IBM is highly likely to be two companies instead of one. IBM itself could likely trade for a higher multiple, perhaps in line with the S&amp;P's P/E ratio in the low 20s, while Kyndryl is likely to trade somewhere below 10x earnings. Of the two, IBM is likely to be the better investment. I would expect that the earnings per share would slowly decline for Kyndryl while growing 5-10 percent annually for IBM. One wild card here is how the debt for the two companies is split up. There is going to be a temptation to place more of the debt in Kyndryl to turn the new IBM into a star performer. This is the stuff of corporate law firms who make a lot more money per hour than I do, but my feeling is that the long-term bonds issued by IBM probably are going to have to be guaranteed by both companies going forward in some capacity, depending on the debt covenants. Some&nbsp;recent debt covenant cases&nbsp;with Hewlett Packard(NYSE:HPQ)and Penn National(NASDAQ:PENN)are worth reading.</p>\n<p>Just ballparking the combined company and recent earnings, my best estimate for 5-year returns is 0-2 percent annually if you hold both. Kyndryl probably will have to cut its dividend at some point if revenue doesn't start growing, while IBM itself can grow earnings handsomely on the software side and could possibly become a dividend growth stock. After the spinoff, I would expect high-single-digit annual returns for IBM proper and low-single-digit negative returns for Kyndryl. These would be subject to the valuations of both companies, but that's my best estimate at this point. What are your thoughts? Feel free to share your take in the comment section!</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>Where Will IBM Stock Be In 5 Years? The Sum Vs. The Parts</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\">\nWhere Will IBM Stock Be In 5 Years? The Sum Vs. The Parts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451811-ibm-stock-5-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM has seen sequential revenue declines for 9 out of the last 10 years, and its shareholders over this time have gotten to know pain and disappointment.\nThe company now has a plan to spin ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451811-ibm-stock-5-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4451811-ibm-stock-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105148569","content_text":"Summary\n\nIBM has seen sequential revenue declines for 9 out of the last 10 years, and its shareholders over this time have gotten to know pain and disappointment.\nThe company now has a plan to spin off the low-growth/declining parts of the business into a new company called Kyndryl, while retaining the high-growth parts (cloud, AI, etc) at IBM.\nIBM is a cheap stock with a heavy debt load, declining revenue and margins, and a high dividend to pay. The spinoff could be their last hope at returning to greatness.\nOf course, the devil will be in the details with the spinoff, which is expected to close before year end.\n\nSundry Photography/iStock Editorial via Getty Images\nCan IBM Grow?\nIBM(NYSE:IBM), formally known as International Business Machines Corporation, is one of America's oldest and most venerable technology companies. However, over the past couple of decades, the company has struggled to compete with newer tech companies like Amazon(NASDAQ:AMZN). As such, despite a futile decades-long effort to boost earnings per share via layoffs and debt-funded acquisitions and share buybacks, IBM has been unable to escape the reality of its declining revenue. As such, the market has slowly but surely punished IBM with a lower share price.\nIBM's management team has a new plan to turn it all around, and this time it just might work. The idea, spin-off the slow-growth parts of the business into a new company called Kyndryl while retaining high-growth divisions like cloud computing, artificial intelligence, and software (including Red Hat) at IBM. Kyndryl is certainly an odd choice for a company name. The name sounds like a cross between some kind of comic book villain and the antihistamine drug Benadryl, but that's the new entity where IBM appears set to dump most of their underperforming businesses into. The deal is expected to close before year-end.\nThe logic here is that the software and cloud business would be worth more as an independent company without being bogged down by a shrinking legacy business with ~100,000 employees. In other words, the investment bankers behind the deal would surely tell you that the sum should be worth more than the parts, but a lot of whether this deal works depends on the details. For example, how will the debt be split up among the companies? Will unprofitable divisions be closed, retained at IBM, or spun-off to the new company? IBM has said that they intend to maintain the dividend, but AT&T(NYSE:T)was cornered by a lack of cash into breaking a similar promise with their recent spinoff announcement. We'll know more when Kyndryl files its initial Form 10 with the SEC. At least initially, the earnings power of the combined company should equal the sum of the two separate ones. Whether the tactic makes a meaningful change in the overall valuation of IBM will be an interesting case study. With this in mind, let's look at some financial and valuation metrics for IBM.\nIBM Stock Price\nIBM Stock PriceData by YCharts\nAs mentioned earlier, IBM has not been able to grow its share price with financial engineering. The picture improves when you look at IBM from a total return perspective, but companies that pay dividends out of retained earnings while the share price falls like IBM has are simply just machines for turning the return of initial shareholder capital into taxable dividends. This creates unnecessary taxes for shareholders while the company's payout ratio and debt ratios deteriorate—a pointless, lose-lose situation.\nData by YCharts IBM Financials\nIBM Financials\nHere is IBM's revenue, (trailing 12 months by quarter) over the last 10 years.\nData by YCharts\nNow here's a look at IBM's operating margins, again for the last 10 years.\nData by YCharts\nAnd IBM's debt load.\nData by YCharts\nLooking at IBM's balance sheet and income statement shows an unambiguous picture of a business in decline. This has been known for a long time. It's likely only a matter of time before the 4.7 percent dividend yield comes under pressure. Despite this, there are some signs of a turnaround. The past couple of quarterly earnings came in higher than estimates, and the dividend should be covered by expected earnings of $10.70for this year (the dividend wasn't covered last year).\nFor next year, analysts expect earnings of nearly $12, but their revenue estimates are far more subdued, calling for about only a two-percent increase. There are a lot of things that companies can do to make earnings temporarily better, but revenue and revenue per share are much harder numbers to smooth out. To this point, I don't love IBM's accounting, the whole thing has a feel to it like they're robbing Peter to pay Paul, every quarter, for years on end.\nWhere Will IBM Be in 5 Years?\nOne thing we know is that IBM is highly likely to be two companies instead of one. IBM itself could likely trade for a higher multiple, perhaps in line with the S&P's P/E ratio in the low 20s, while Kyndryl is likely to trade somewhere below 10x earnings. Of the two, IBM is likely to be the better investment. I would expect that the earnings per share would slowly decline for Kyndryl while growing 5-10 percent annually for IBM. One wild card here is how the debt for the two companies is split up. There is going to be a temptation to place more of the debt in Kyndryl to turn the new IBM into a star performer. This is the stuff of corporate law firms who make a lot more money per hour than I do, but my feeling is that the long-term bonds issued by IBM probably are going to have to be guaranteed by both companies going forward in some capacity, depending on the debt covenants. Some recent debt covenant cases with Hewlett Packard(NYSE:HPQ)and Penn National(NASDAQ:PENN)are worth reading.\nJust ballparking the combined company and recent earnings, my best estimate for 5-year returns is 0-2 percent annually if you hold both. Kyndryl probably will have to cut its dividend at some point if revenue doesn't start growing, while IBM itself can grow earnings handsomely on the software side and could possibly become a dividend growth stock. After the spinoff, I would expect high-single-digit annual returns for IBM proper and low-single-digit negative returns for Kyndryl. These would be subject to the valuations of both companies, but that's my best estimate at this point. What are your thoughts? Feel free to share your take in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837443887,"gmtCreate":1629908000149,"gmtModify":1631891268978,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837443887","repostId":"1195052190","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834457988,"gmtCreate":1629821900044,"gmtModify":1631891268991,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Alibaba will be a better pick","listText":"Alibaba will be a better pick","text":"Alibaba will be a better pick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834457988","repostId":"1189203464","repostType":4,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831453747,"gmtCreate":1629342833889,"gmtModify":1631891269002,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831453747","repostId":"2160314917","repostType":4,"repost":{"id":"2160314917","kind":"highlight","pubTimestamp":1629342430,"share":"https://www.laohu8.com/m/news/2160314917?lang=&edition=full","pubTime":"2021-08-19 11:07","market":"us","language":"en","title":"3 Growth Stocks That Are Generating Tons of Free Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=2160314917","media":"Motley Fool","summary":"Their free cash flow is 20% or more of revenue, which should have investors drooling.","content":"<p>One of the easiest ways to evaluate a company's business is by looking at its statement of cash flow. Here investors can avoid a lot of the noise and pitfalls that can come with simply looking at a company's income statement, such as investment-related gains that help disguise bad bottom lines or low-margin revenue growth. There's not much to hide with respect to cash -- it either increased or it didn't. And the statement of cash flow shows you how that happened.</p>\n<p>Three companies that are doing exceptionally well with regard to generating positive free cash are <b>Align Technology&nbsp;</b>(NASDAQ:ALGN),&nbsp;<b><a href=\"https://laohu8.com/S/WDAY\">Workday</a>&nbsp;</b>(NASDAQ:WDAY), and&nbsp;<b>Activision Blizzard&nbsp;</b>(NASDAQ:ATVI). And with all of these businesses growing, there's likely more of the green stuff on the way.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F639290%2Fpeople-reviewing-a-chart.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Align Technology</h2>\n<p>Align Technology makes a variety of dentistry products, most notably its Invisalign clear aligners, which are more convenient than braces. The company makes strong margins on the products that not only help it turn a profit but generate significant cash too. Over the past two quarters, the company reported $1.4 billion in gross profit on sales of $1.9 billion, for a gross margin of 75%. And that, in turn, helped the company net $400 million in profit.</p>\n<p>What's even more impressive is that on revenue of $3.4 billion over the past 12 months, Align has generated free cash flow of $895 million -- which is some 26% of revenue. The company has consistently produced strong cash flow, and its 2020 free cash of $507 million was more than double the $243 million it brought in just three years earlier.</p>\n<p>One of the benefits of a company that generates so much cash is it can return cash to investors. While Align doesn't pay a dividend, earlier this year its board of directors authorized a stock repurchase program worth up to $1 billion, which allows repurchases to be made over the next three years.</p>\n<p>In the past year, the stock has risen more than 120%, outperforming the&nbsp;<b>S&amp;P 500</b>'s 32% gains by a wide margin. And it's easy to see why the company is a hit with investors. In its most recent quarterly results for the period ending June 30, Align's sales nearly tripled to $1 billion, and the company projects that its top line in 2021 will rise by up to 60% from the previous year. With growth like that, this healthcare stock could continue to climb even higher.</p>\n<h2>2. Workday</h2>\n<p>Workday makes cloud-based applications that can save businesses time and money through automation. At first glance, the business may not look that great on a cash basis given that it consistently posts losses. But a significant chunk of its expenses is paid out through stock-based compensation. In the fiscal year ending Jan. 31, Workday's stock-based compensation totaled more than $1 billion. Too many share issues can be problematic for a company and can drive down the share price in the process.</p>\n<p>However, Workday's share-based compensation has been relatively stable with respect to revenue; over the past three years, it has come in at around 23% of its top line.For a company that's growing, all that dilution hasn't had a terribly negative impact for shareholders -- the stock has nearly matched the S&amp;P 500, up 29% in the past year.</p>\n<p>The model won't work for all situations, but with the business generating 19% sales growth last fiscal year and the top line up 53% in two years, Workday has been a solid growth stock. The company expects 17% growth in its subscription revenue this year, which accounts for the vast majority (88%)&nbsp;of revenue.</p>\n<p>Strong revenue growth, combined with using stock-based compensation, allowed the company to net free cash flow of $1 billion last fiscal year, which represents 23% of revenue. Although it still results in dilution, stock-based compensation can provide the business some flexibility -- and at the same time give investors a bit more predictability in earnings with potentially fewer surprising share issues along the way.</p>\n<p>As businesses continue to move more of their operations to the cloud, a company like Workday could see more demand for its products and services in the future, making it an attractive growth stock to buy. Plus, with $3 billion in cash and marketable securities on its books as of the end of April, the company has plenty of options should it want to make a big splash with an acquisition.</p>\n<h2>3. Activision</h2>\n<p>Activision is the popular gaming company behind such popular titles as <i>Call of Duty</i> and&nbsp;<i>World of Warcraft</i>. It benefits from a loyal fanbase, which translates into consistency and growth. Even though investors may be down on stay-at-home stocks with the economy opening back up, Activision has continued to do remarkably well.</p>\n<p>When it released its second-quarter results on Aug. 3, the company reported revenue of $2.3 billion for the period ending June 30, which was not only higher than the $1.9 billion it reported a year earlier, but also came in higher than its guidance, which called for revenue of $2.1 billion. Over the past 12 months the business has brought in $2.5 billion in free cash flow on revenue of $8.9 billion, which is 28% of its top line.</p>\n<p>A note of caution for prospective investors: Activision has recently come under fire for its purportedly troublesome work environment, and the allegations are serious. The company said it has a law firm reviewing its procedures to help address these issues, but its president and other senior executives have departed in the wake of this situation.</p>\n<p>While the bad press has hurt the stock -- news of an employee walkout last month helped send the stock to lows not seen since last year -- it's worth remembering that investors tend to have short memories. However, the issues appear to be systemic and could have lasting implications on the company's ability to attract and retain talented employees.</p>\n<p>It remains to be seen whether this controversy will impact operations over the long-term. But with a strong, cash-generating business that continues to produce solid sales growth, Activision's stock has already started to rebound, and it could be a smart long-term buy at its current price if you're comfortable betting on a cultural turnaround.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks That Are Generating Tons of Free Cash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks That Are Generating Tons of Free Cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/18/3-growth-stocks-that-are-generating-tons-of-free-c/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the easiest ways to evaluate a company's business is by looking at its statement of cash flow. Here investors can avoid a lot of the noise and pitfalls that can come with simply looking at a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/18/3-growth-stocks-that-are-generating-tons-of-free-c/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","WDAY":"Workday","ALGN":"艾利科技"},"source_url":"https://www.fool.com/investing/2021/08/18/3-growth-stocks-that-are-generating-tons-of-free-c/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160314917","content_text":"One of the easiest ways to evaluate a company's business is by looking at its statement of cash flow. Here investors can avoid a lot of the noise and pitfalls that can come with simply looking at a company's income statement, such as investment-related gains that help disguise bad bottom lines or low-margin revenue growth. There's not much to hide with respect to cash -- it either increased or it didn't. And the statement of cash flow shows you how that happened.\nThree companies that are doing exceptionally well with regard to generating positive free cash are Align Technology (NASDAQ:ALGN), Workday (NASDAQ:WDAY), and Activision Blizzard (NASDAQ:ATVI). And with all of these businesses growing, there's likely more of the green stuff on the way.\nImage source: Getty Images.\n1. Align Technology\nAlign Technology makes a variety of dentistry products, most notably its Invisalign clear aligners, which are more convenient than braces. The company makes strong margins on the products that not only help it turn a profit but generate significant cash too. Over the past two quarters, the company reported $1.4 billion in gross profit on sales of $1.9 billion, for a gross margin of 75%. And that, in turn, helped the company net $400 million in profit.\nWhat's even more impressive is that on revenue of $3.4 billion over the past 12 months, Align has generated free cash flow of $895 million -- which is some 26% of revenue. The company has consistently produced strong cash flow, and its 2020 free cash of $507 million was more than double the $243 million it brought in just three years earlier.\nOne of the benefits of a company that generates so much cash is it can return cash to investors. While Align doesn't pay a dividend, earlier this year its board of directors authorized a stock repurchase program worth up to $1 billion, which allows repurchases to be made over the next three years.\nIn the past year, the stock has risen more than 120%, outperforming the S&P 500's 32% gains by a wide margin. And it's easy to see why the company is a hit with investors. In its most recent quarterly results for the period ending June 30, Align's sales nearly tripled to $1 billion, and the company projects that its top line in 2021 will rise by up to 60% from the previous year. With growth like that, this healthcare stock could continue to climb even higher.\n2. Workday\nWorkday makes cloud-based applications that can save businesses time and money through automation. At first glance, the business may not look that great on a cash basis given that it consistently posts losses. But a significant chunk of its expenses is paid out through stock-based compensation. In the fiscal year ending Jan. 31, Workday's stock-based compensation totaled more than $1 billion. Too many share issues can be problematic for a company and can drive down the share price in the process.\nHowever, Workday's share-based compensation has been relatively stable with respect to revenue; over the past three years, it has come in at around 23% of its top line.For a company that's growing, all that dilution hasn't had a terribly negative impact for shareholders -- the stock has nearly matched the S&P 500, up 29% in the past year.\nThe model won't work for all situations, but with the business generating 19% sales growth last fiscal year and the top line up 53% in two years, Workday has been a solid growth stock. The company expects 17% growth in its subscription revenue this year, which accounts for the vast majority (88%) of revenue.\nStrong revenue growth, combined with using stock-based compensation, allowed the company to net free cash flow of $1 billion last fiscal year, which represents 23% of revenue. Although it still results in dilution, stock-based compensation can provide the business some flexibility -- and at the same time give investors a bit more predictability in earnings with potentially fewer surprising share issues along the way.\nAs businesses continue to move more of their operations to the cloud, a company like Workday could see more demand for its products and services in the future, making it an attractive growth stock to buy. Plus, with $3 billion in cash and marketable securities on its books as of the end of April, the company has plenty of options should it want to make a big splash with an acquisition.\n3. Activision\nActivision is the popular gaming company behind such popular titles as Call of Duty and World of Warcraft. It benefits from a loyal fanbase, which translates into consistency and growth. Even though investors may be down on stay-at-home stocks with the economy opening back up, Activision has continued to do remarkably well.\nWhen it released its second-quarter results on Aug. 3, the company reported revenue of $2.3 billion for the period ending June 30, which was not only higher than the $1.9 billion it reported a year earlier, but also came in higher than its guidance, which called for revenue of $2.1 billion. Over the past 12 months the business has brought in $2.5 billion in free cash flow on revenue of $8.9 billion, which is 28% of its top line.\nA note of caution for prospective investors: Activision has recently come under fire for its purportedly troublesome work environment, and the allegations are serious. The company said it has a law firm reviewing its procedures to help address these issues, but its president and other senior executives have departed in the wake of this situation.\nWhile the bad press has hurt the stock -- news of an employee walkout last month helped send the stock to lows not seen since last year -- it's worth remembering that investors tend to have short memories. However, the issues appear to be systemic and could have lasting implications on the company's ability to attract and retain talented employees.\nIt remains to be seen whether this controversy will impact operations over the long-term. But with a strong, cash-generating business that continues to produce solid sales growth, Activision's stock has already started to rebound, and it could be a smart long-term buy at its current price if you're comfortable betting on a cultural turnaround.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833400982,"gmtCreate":1629252612846,"gmtModify":1631891269024,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833400982","repostId":"2160880977","repostType":4,"repost":{"id":"2160880977","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629240675,"share":"https://www.laohu8.com/m/news/2160880977?lang=&edition=full","pubTime":"2021-08-18 06:51","market":"us","language":"en","title":"Wall Street slumps after weak retail sales, Home Depot results","url":"https://stock-news.laohu8.com/highlight/detail?id=2160880977","media":"Reuters","summary":"* Home Depot falls as U.S. same-store sales miss estimates\n* Auto shortages, spend shift to services","content":"<p>* Home Depot falls as U.S. same-store sales miss estimates</p>\n<p>* Auto shortages, spend shift to services tank U.S. retail sales</p>\n<p>* Walmart flat after it raises sales forecast</p>\n<p>* Indexes down: Dow 0.79%, S&amp;P 0.71%, Nasdaq 0.93%</p>\n<p>Aug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&amp;P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.</p>\n<p>Most of the S&amp;P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.</p>\n<p>Home Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&amp;P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&amp;P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&amp;P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year. On Monday, the S&amp;P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</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>Wall Street slumps after weak retail sales, Home Depot results</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\">\nWall Street slumps after weak retail sales, Home Depot results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-18 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Home Depot falls as U.S. same-store sales miss estimates</p>\n<p>* Auto shortages, spend shift to services tank U.S. retail sales</p>\n<p>* Walmart flat after it raises sales forecast</p>\n<p>* Indexes down: Dow 0.79%, S&amp;P 0.71%, Nasdaq 0.93%</p>\n<p>Aug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&amp;P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.</p>\n<p>Most of the S&amp;P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.</p>\n<p>Home Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&amp;P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&amp;P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&amp;P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year. On Monday, the S&amp;P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","HBCP":"Home合众银行","HD":"家得宝",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160880977","content_text":"* Home Depot falls as U.S. same-store sales miss estimates\n* Auto shortages, spend shift to services tank U.S. retail sales\n* Walmart flat after it raises sales forecast\n* Indexes down: Dow 0.79%, S&P 0.71%, Nasdaq 0.93%\nAug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.\nMost of the S&P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.\nHome Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.\nA report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.\n“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\nPrior to Tuesday's drops, the S&P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.\n“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”\nThe Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.\nThe S&P 500 healthcare sector was a bright spot, ending up 1.1% on the day.\nWith the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year. On Monday, the S&P 500 closed 100% above its March 2020 low.\nStill, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.\nIn an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.\nInvestors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.\nIn other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.\nAbout 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830898070,"gmtCreate":1629040277290,"gmtModify":1631891269044,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Clean energy 👍","listText":"Clean energy 👍","text":"Clean energy 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830898070","repostId":"1138531277","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897902009,"gmtCreate":1628866031901,"gmtModify":1631891269048,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897902009","repostId":"1122574836","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897906836,"gmtCreate":1628866014525,"gmtModify":1631891269052,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897906836","repostId":"1107799045","repostType":4,"repost":{"id":"1107799045","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":1628842218,"share":"https://www.laohu8.com/m/news/1107799045?lang=&edition=full","pubTime":"2021-08-13 16:10","market":"us","language":"en","title":"Romeo Power shares jumped more than 13% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1107799045","media":"Tiger Newspress","summary":"Romeo Power shares jumped more than 13% in premarket trading.\nRomeo Power, Inc. , an energy technolo","content":"<p>Romeo Power&nbsp;shares&nbsp;jumped&nbsp;more&nbsp;than&nbsp;13%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/90bb3e8674cf7aa43830e60ef577052c\" tg-width=\"901\" tg-height=\"602\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/RMO\">Romeo Power, Inc.</a> , an energy technology leader delivering advanced electrification solutions for complex commercial vehicle applications, has entered into a long-term supply agreement for lithium-ion battery cells with LG Energy Solution, Ltd. (\"LG Energy\"), a Tier 1 battery cell and materials manufacturer.</p>\n<p>Under the long-term supply agreement, LG Energy has committed to supplying cells to Romeo Power that equal 8GWh of energy through 2028. Romeo Power expects to use the allocated cells to manufacture battery packs for approximately 29,000 electric vehicles sold or operated by its customers.</p>\n<p>Romeo Power will facilitate LG Energy’s build of an additional assembly line in Ochang, Korea through a recoupable pre-payment of $64.7 million. The agreement was approved by both Boards of Directors and became effective on August 10, 2021.</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>Romeo Power shares jumped more than 13% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRomeo Power shares jumped more than 13% 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\">2021-08-13 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Romeo Power&nbsp;shares&nbsp;jumped&nbsp;more&nbsp;than&nbsp;13%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/90bb3e8674cf7aa43830e60ef577052c\" tg-width=\"901\" tg-height=\"602\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/RMO\">Romeo Power, Inc.</a> , an energy technology leader delivering advanced electrification solutions for complex commercial vehicle applications, has entered into a long-term supply agreement for lithium-ion battery cells with LG Energy Solution, Ltd. (\"LG Energy\"), a Tier 1 battery cell and materials manufacturer.</p>\n<p>Under the long-term supply agreement, LG Energy has committed to supplying cells to Romeo Power that equal 8GWh of energy through 2028. Romeo Power expects to use the allocated cells to manufacture battery packs for approximately 29,000 electric vehicles sold or operated by its customers.</p>\n<p>Romeo Power will facilitate LG Energy’s build of an additional assembly line in Ochang, Korea through a recoupable pre-payment of $64.7 million. The agreement was approved by both Boards of Directors and became effective on August 10, 2021.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RMO":"Romeo Power, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107799045","content_text":"Romeo Power shares jumped more than 13% in premarket trading.\nRomeo Power, Inc. , an energy technology leader delivering advanced electrification solutions for complex commercial vehicle applications, has entered into a long-term supply agreement for lithium-ion battery cells with LG Energy Solution, Ltd. (\"LG Energy\"), a Tier 1 battery cell and materials manufacturer.\nUnder the long-term supply agreement, LG Energy has committed to supplying cells to Romeo Power that equal 8GWh of energy through 2028. Romeo Power expects to use the allocated cells to manufacture battery packs for approximately 29,000 electric vehicles sold or operated by its customers.\nRomeo Power will facilitate LG Energy’s build of an additional assembly line in Ochang, Korea through a recoupable pre-payment of $64.7 million. The agreement was approved by both Boards of Directors and became effective on August 10, 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892843849,"gmtCreate":1628650373881,"gmtModify":1631891269066,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892843849","repostId":"2158048475","repostType":4,"repost":{"id":"2158048475","kind":"highlight","pubTimestamp":1628600160,"share":"https://www.laohu8.com/m/news/2158048475?lang=&edition=full","pubTime":"2021-08-10 20:56","market":"us","language":"en","title":"Here's Who's Making a $1 Billion Bet on Moderna","url":"https://stock-news.laohu8.com/highlight/detail?id=2158048475","media":"Motley Fool","summary":"The total bet size is even higher.","content":"<p>Few stocks are as hot as&nbsp;<b>Moderna</b> (NASDAQ:MRNA) is right now. The vaccine maker's shares have soared more than 360% so far this year. And that comes on top of the 434% gain in 2020.</p>\n<p>That kind of performance tends to attract investors' attention -- and deservedly so. Some might view the vaccine stock as overpriced now that its market cap tops $190 billion. But not everyone.</p>\n<p>There's <a href=\"https://laohu8.com/S/AONE.U\">one</a> investor preparing to make a $1 billion bet on Moderna. Who is it? None other than Moderna itself.</p>\n<h2>Investing heavily</h2>\n<p>Moderna stated in its second-quarter update that its board of directors authorized a share repurchase program of up to $1 billion. Don't expect the company to spend all that money at one time, though. The authorized funds can be used over a two-year period to buy back shares.</p>\n<p>Actually, Moderna has invested and will invest a lot more than just $1 billion in its business. CFO David Meline noted in the company's Q2 conference call that Moderna more than tripled its research and development spending year over year in the first half of 2021. He said to expect significantly increased R&amp;D investments going forward.</p>\n<p>In addition, Moderna plans to make between $450 million and $550 million this year in capital investments. These investments include a major expansion of capacity to be able to manufacture up to 3 billion doses of its COVID-19 vaccine in 2022. The company is also investing in technology improvements and beefing up its global commercial operations.</p>\n<h2>Why buy back shares?</h2>\n<p>Probably the most important reason why Moderna is preparing to invest so much in itself is that the company's management team is very confident in its business prospects. CEO Stéphane Bancel said in the Q2 call, \"We are very optimistic about the future of Moderna and we are just getting started.\"</p>\n<p>Another reason why Moderna is ready to spend up to $1 billion in stock buybacks is that it's likely going to have more cash than it knows what to do with. The company ended the second quarter with a cash stockpile of $12.2 billion. That amount will almost certainly continue to grow.</p>\n<p>Moderna expects to rake in $20 billion in sales from its COVID-19 vaccine this year. It already has advance purchase agreements worth $12 billion plus another $8 billion in options for next year.</p>\n<p>Repurchasing shares is actually Moderna's third investment priority. The company first wants to reinvest in its base business, which includes the aforementioned increased R&amp;D and capital spending. Moderna also is interested in expanding its pipeline through business development, deals including licensing and acquisitions.</p>\n<p>Moderna's board seems to think that the company will still have plenty of money left over after investing in those two top priorities. Based on the company's revenue projections, it should easily be able to spare $1 billion for stock buybacks.</p>\n<h2>A good bet?</h2>\n<p>Just because Moderna <i>can</i> spend $1 billion on share repurchases doesn't mean that it <i>should</i> do so. I don't think Moderna should make that $1 billion bet in buying back shares.&nbsp;My view is that stock buybacks at Moderna's current valuation (or anywhere close to it) would be ill-advised.</p>\n<p>Of course, Moderna could wait to buy back shares only on pullbacks.&nbsp;However, unless its shares plunge significantly, I think that Moderna would better serve its shareholders by making a strategic acquisition with the $1 billion than buying its own richly priced shares.</p>\n<p>The company needs to be able to generate growth after the worst of the pandemic ends. With only one non-COVID-19 pipeline candidate soon to enter late-stage testing, buying a smaller biotech is the easiest way to achieve that growth.</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>Here's Who's Making a $1 Billion Bet on Moderna</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\">\nHere's Who's Making a $1 Billion Bet on Moderna\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 20:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/heres-whos-making-a-1-billion-bet-on-moderna/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few stocks are as hot as Moderna (NASDAQ:MRNA) is right now. The vaccine maker's shares have soared more than 360% so far this year. And that comes on top of the 434% gain in 2020.\nThat kind of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/heres-whos-making-a-1-billion-bet-on-moderna/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/08/10/heres-whos-making-a-1-billion-bet-on-moderna/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158048475","content_text":"Few stocks are as hot as Moderna (NASDAQ:MRNA) is right now. The vaccine maker's shares have soared more than 360% so far this year. And that comes on top of the 434% gain in 2020.\nThat kind of performance tends to attract investors' attention -- and deservedly so. Some might view the vaccine stock as overpriced now that its market cap tops $190 billion. But not everyone.\nThere's one investor preparing to make a $1 billion bet on Moderna. Who is it? None other than Moderna itself.\nInvesting heavily\nModerna stated in its second-quarter update that its board of directors authorized a share repurchase program of up to $1 billion. Don't expect the company to spend all that money at one time, though. The authorized funds can be used over a two-year period to buy back shares.\nActually, Moderna has invested and will invest a lot more than just $1 billion in its business. CFO David Meline noted in the company's Q2 conference call that Moderna more than tripled its research and development spending year over year in the first half of 2021. He said to expect significantly increased R&D investments going forward.\nIn addition, Moderna plans to make between $450 million and $550 million this year in capital investments. These investments include a major expansion of capacity to be able to manufacture up to 3 billion doses of its COVID-19 vaccine in 2022. The company is also investing in technology improvements and beefing up its global commercial operations.\nWhy buy back shares?\nProbably the most important reason why Moderna is preparing to invest so much in itself is that the company's management team is very confident in its business prospects. CEO Stéphane Bancel said in the Q2 call, \"We are very optimistic about the future of Moderna and we are just getting started.\"\nAnother reason why Moderna is ready to spend up to $1 billion in stock buybacks is that it's likely going to have more cash than it knows what to do with. The company ended the second quarter with a cash stockpile of $12.2 billion. That amount will almost certainly continue to grow.\nModerna expects to rake in $20 billion in sales from its COVID-19 vaccine this year. It already has advance purchase agreements worth $12 billion plus another $8 billion in options for next year.\nRepurchasing shares is actually Moderna's third investment priority. The company first wants to reinvest in its base business, which includes the aforementioned increased R&D and capital spending. Moderna also is interested in expanding its pipeline through business development, deals including licensing and acquisitions.\nModerna's board seems to think that the company will still have plenty of money left over after investing in those two top priorities. Based on the company's revenue projections, it should easily be able to spare $1 billion for stock buybacks.\nA good bet?\nJust because Moderna can spend $1 billion on share repurchases doesn't mean that it should do so. I don't think Moderna should make that $1 billion bet in buying back shares. My view is that stock buybacks at Moderna's current valuation (or anywhere close to it) would be ill-advised.\nOf course, Moderna could wait to buy back shares only on pullbacks. However, unless its shares plunge significantly, I think that Moderna would better serve its shareholders by making a strategic acquisition with the $1 billion than buying its own richly priced shares.\nThe company needs to be able to generate growth after the worst of the pandemic ends. With only one non-COVID-19 pipeline candidate soon to enter late-stage testing, buying a smaller biotech is the easiest way to achieve that growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896251542,"gmtCreate":1628587134686,"gmtModify":1631891269078,"author":{"id":"3576720131456704","authorId":"3576720131456704","name":"StephanieCCH","avatar":"https://static.tigerbbs.com/92b6ecf9837c466df852858bfcbddfdf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576720131456704","authorIdStr":"3576720131456704"},"themes":[],"htmlText":"👍 nice","listText":"👍 nice","text":"👍 nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896251542","repostId":"1127196790","repostType":4,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}