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Stock-Market Investors Should Watch the "Best Leading Indicator of Trouble Ahead"

2021-09-09

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2022-07-13

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2021-07-08

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2 Stocks to Buy and Hold Through Any Market Downturn

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08:21","market":"us","language":"en","title":"Real-Money Funds Dump $100 Billion of Stocks on Rebalancing","url":"https://stock-news.laohu8.com/highlight/detail?id=1184333109","media":"Bloomberg","summary":"Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies wi","content":"<div>\n<p>Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies will need to buy bondsThe world’s biggest money managers are set to unload up to $100 billion of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Real-Money Funds Dump $100 Billion of Stocks on Rebalancing</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{ 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.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\">\nReal-Money Funds Dump $100 Billion of Stocks on Rebalancing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies will need to buy bondsThe world’s biggest money managers are set to unload up to $100 billion of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-17/pension-wealth-funds-dump-100-billion-of-stocks-in-quarter-end-rebalancing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184333109","content_text":"Stock sales break 2022 rebalancing trend that stoked ralliesFunds that hew to balanced strategies will need to buy bondsThe world’s biggest money managers are set to unload up to $100 billion of stocks in the final few weeks of the year, adding to a selloff that’s snowballed since Jerome Powell’s unequivocal message that policymakers will press on with aggressive tightening at the risk of job cuts and a recession.Notwithstanding their losses this week, equities gained over the quarter, driving up their value relative to other asset classes and forcing managers with strict allocation mandates to sell them to meet targets. Bonds are the likely beneficiaries of sales by sovereign wealth, pension and balanced mutual funds looking to replenish their fixed-income holdings, according to JPMorgan Chase & Co. and StoneX Financial Inc.When December wraps up, sovereign wealth funds could be done selling roughly $29 billion in equities while US defined benefit pension plans would need to shift up to $70 billion from equities to bonds to meet their long-term targets and bring them back to September levels, JPMorgan estimates.The pension and sovereign wealth funds that form the backbone of the investing community typically rebalance their market exposures every quarter to achieve a mix of 60% stocks and 40% bonds.“The recent equity market correction and bond rally is consistent with the rebalancing hypothesis,” said Vincent Deluard, a macro strategist at StoneX, who projects that some of the rebalancing has already happened this week. “Investors had to sell stocks and buy bonds to get back to target. It makes sense for this to continue until the end of the year.”The adjustments away from equities will compound some $30 billion of forced sales expected by trend-chasing quants following a slide that’s taken the S&P 500 down about 6% from its November high.The latest blow came Wednesday when Chair Powell warned interest rates would remain elevated to tame inflation at the end of the Federal Reserve’s final 2022 meeting, dashing hopes the central bank was preparing to ratchet down its aggressive tightening campaign. Instead policymakers indicated they will keep hiking to a peak beyond what the market had anticipated.According to JPMorgan calculations, Japan’s $1.6 trillion GPIF, the world’s largest pension fund, would have to sell $17 billion of equities to get back to its target asset allocation. The $1.3 trillion Norwegian Oil Fund could move $12 billion from stocks to bonds.A spokesperson for Norges Bank Investment Management, which manages the Norwegian Oil Fund, declined to comment. A spokesperson for GPIF didn’t immediately respond to an email outside of business hours seeking comment.The forecasted sales mark a reversal from the first and second quarter trend where big funds were forced to buy stocks and fanned strong, but short-lived rallies. The last time such funds had to unload stocks to rebalance was in the fourth quarter of 2021, according to JPMorgan strategist Nikolaos Panigirtzoglou.Even so, this month’s sales are likely to pale in comparison to last December’s.“The estimated rebalancing flow was almost double of the one estimated for the current quarter,” Panigirtzoglou said.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923614640,"gmtCreate":1670848057681,"gmtModify":1676538445052,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572043809285615","idStr":"3572043809285615"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla 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data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965108138","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9915538104,"gmtCreate":1665065918708,"gmtModify":1676537551985,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915538104","repostId":"2273840514","repostType":4,"repost":{"id":"2273840514","kind":"news","pubTimestamp":1665044703,"share":"https://ttm.financial/m/news/2273840514?lang=en_US&edition=fundamental","pubTime":"2022-10-06 16:25","market":"us","language":"en","title":"Tesla: Agree To Buy At $200, Get Instant 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2273840514","media":"Seeking Alpha","summary":"Return:The premium collected  for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be hi","content":"<html><head></head><body><h2>Summary</h2><ul><li>A 10% haircut after losing 36% from highs makes Tesla more attractive.</li><li>This article explains why $200 is attractive to us.</li><li>Always be aware of your risks when dealing with options. Play safe.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f3cb26254a710c00fc93610b6f816b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.</p><p>The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla&#39;s recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169ef27872a01b2f4e10b8f2bbb3595a\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/><span>TSLA Option Chain (Think or Swim)</span></p>Key data points</h2><ul><li>Strike Price: $200</li><li>Expiration Date: November 4th, 2022, exactly a month from today.</li><li>Premium: $6/share, for a total of $600.</li></ul><p>In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.</p><h2>What&#39;s the expected return and possible outcomes?</h2><p><b>Return:</b> The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we&#39;d have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.</p><p><i>Outcome #1:</i> If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.</p><p><i>Outcome #2:</i> If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).</p><p><i>Outcome #3:</i> As an option seller, one can &#34;buy to close&#34; anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).</p><p>Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.</p><h2>Why $200 Looks attractive?</h2><ul><li><b>Trend:</b> Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.</li><li><b>Valuation:</b> At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.</li><li><b>Technical:</b> From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff7c149c2736d5d318a9f05d5f660af\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>TSLA Chart (Google Charts)</span></p><h2>Many ways to skin the cat</h2><p>If the $200 strike price and the 3% premium return don&#39;t appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That&#39;s a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e27902d5809db65325baf7bd85b6e4f\" tg-width=\"640\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/><span>TSLA Chain (Think or Swim)</span></p><h2>Be aware of your risks and choices</h2><p>Once again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.</p><h2>Conclusion</h2><p>Tesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that&#39;s us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.</p><p><i>This article is written by Tradevestor for reference only. Please note the risks.</i></p></body></html>","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: Agree To Buy At $200, Get Instant 3%</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: Agree To Buy At $200, Get Instant 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe....</p>\n\n<a href=\"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent\">Source 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://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273840514","content_text":"SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe.jetcityimageTesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla's recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.TSLA Option Chain (Think or Swim)Key data pointsStrike Price: $200Expiration Date: November 4th, 2022, exactly a month from today.Premium: $6/share, for a total of $600.In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.What's the expected return and possible outcomes?Return: The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.Outcome #1: If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.Outcome #2: If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).Outcome #3: As an option seller, one can \"buy to close\" anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.Why $200 Looks attractive?Trend: Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.Valuation: At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.Technical: From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.TSLA Chart (Google Charts)Many ways to skin the catIf the $200 strike price and the 3% premium return don't appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That's a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.TSLA Chain (Think or Swim)Be aware of your risks and choicesOnce again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.ConclusionTesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that's us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.This article is written by Tradevestor for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010188817,"gmtCreate":1648286697212,"gmtModify":1676534325654,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010188817","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","kind":"news","pubTimestamp":1648255536,"share":"https://ttm.financial/m/news/1196027616?lang=en_US&edition=fundamental","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</p></body></html>","source":"lsy1603348471595","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>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</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\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883945450,"gmtCreate":1631198391670,"gmtModify":1676530495001,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883945450","repostId":"1109747974","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078536879,"gmtCreate":1657712547191,"gmtModify":1676536049545,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078536879","repostId":"1183317786","repostType":4,"repost":{"id":"1183317786","kind":"news","pubTimestamp":1657725663,"share":"https://ttm.financial/m/news/1183317786?lang=en_US&edition=fundamental","pubTime":"2022-07-13 23:21","market":"us","language":"en","title":"Apple Could Be Squeezed By Falling Money Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1183317786","media":"Seeking Alpha","summary":"SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recen","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple seems sensitive to money supply changes.</li><li>The money supply has moved lower recently.</li><li>Recent comments from the Federal Reserve suggest the money supply could continue to fall.</li><li>Mega-cap stocks moved lower over the last eight months, while AAPL has resisted declining in line with its peers.</li></ul><p><b>An Ominous Sign Emerges From Recent Money Stock Changes</b></p><p>Apple&#39;s (NASDAQ:AAPL) profitability seems to respond to changes in the Real M2 Money Stock. With that data series moving steadily lower over the last seven months, I find myself wondering if Apple&#39;s business is close to a decline as well. It&#39;s hard to recommend outright shorting Apple, given their track record, but <i>investors might consider reducing their positions if they are currently holding AAPL shares</i>.</p><p><b>Apple Seems Sensitive To The Money Supply</b></p><p>Below, in orange, is a line that charts Apple&#39;s net income from 2010 to the present time. The overlaid green line shows the change in Real M2 Money Stock over the same twelve-year timeframe.</p><p><img src=\"https://static.tigerbbs.com/528936fdee032a8df5df1f1d9346f525\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 9, 2022.</p><p>Comparing Apple&#39;s total return to the same Real M2 Money Stock change over the last twelve years shows a similar trend. That isn&#39;t a surprising thing to observe: Apple has used profits to aggressively buy back shares starting in 2013.</p><p><img src=\"https://static.tigerbbs.com/2601df6c94bcf33cf9d8cb513831f02b\" tg-width=\"1280\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 9, 2022.</p><p>Below is a chart of Apple&#39;s revenue over the last five years, followed by the money stock over the same period.</p><p><img src=\"https://static.tigerbbs.com/d85bcf86056d9f31c4696dcff5cb61ce\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/f11921668cd853bfe3dc9a034bd4f0a1\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 11, 2022.</p><p>Before 2020, the last time the money stock jumped sharply higher was in the fall of 2008. Below is a graph that shows Apple&#39;s gross profit margin in 2008 and 2009 and one that shows net income in the same stretch, followed by the Real M2 Money Stock across the same timeframe.</p><p><img src=\"https://static.tigerbbs.com/bb3e8ea9499f7bf942e815b8629bc4b3\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/9de35bc7a244e8f28e9c7246ee334e17\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/5a0dcb7a36a761a9ae06fd52c7f67f09\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 11, 2022.</p><p>The money stock jumped by about 10.5% from Q3 2008 to Q2 2009. Apple&#39;s net income grew about 21% per quarter in that span. In the two years leading up to Q3 2008, Apple grew net income by about 12% per quarter, while the money stock increased less than 5% over that stretch.</p><p><b>Apple&#39;s Profit Margin Could Retreat From The Recent High Watermark</b><img src=\"https://static.tigerbbs.com/72bedb4549bcfeabac38c78e2582fbe3\" tg-width=\"1280\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Discussing recent high profit margins, an article posted to Forbes.com on February 3rd, 2021 suggested 1) that high revenues (at the time) helped Apple minimize the fixed costs that go into making an iPhone, 2) that Apple was more successful in convincing customers to buy the pro version of their devices, and 3) that growth in services revenue further absorbed fixed costs. I wanted to dig deeper into those suggestions.</p><p>Apple&#39;s total revenue over the last twelve years, charted below, moves somewhat sympathetically to gross profit margin at times but, to my eye, that relationship is hard to see with confidence.</p><p><img src=\"https://static.tigerbbs.com/0b79a57b9e23952ddfd1caa062c3d8fe\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>According tobacklinko.com, the iPhone 12 outsold the second most popular model, however, if you combine iPhone Pro Max and iPhone Pro sales numbers, the high-end phones outsold the iPhone 12 by 50%. Information sourced from 9to5mac.com confirms that the dynamic of buying the more expensive model was a change compared to the iPhone 11 launch, where the baseline model outsold the pro models.</p><p>Higher services hit a record in Q1 2021. It&#39;s intuitive to recognize that services revenue growth diminishes the fixed cost of designing the systems that support that arm of Apple&#39;s business. It doesn&#39;t cost Apple anything to sell an additional digital book, mp3, or app subscription. With a burst of new customers introduced to the Apple ecosystem during the pandemic, it logically follows that services would see a boost.</p><p>My independent checks of the claims made in the Forbes article lead me to believe that higher margins in 2020 and early 2021 were mostly a function of 1) selling pro versions of the devices Apple released and 2) growing services revenue. According to macrumors.com, the iPhone 13 is currently outselling the pro models, similar to the sales dynamic of the iPhone 11 launch. Although services revenue growth may offset the hit to margins that could come from cheaper models regaining popularity, this dynamic suggests to me that Apple&#39;s gross profit margins are likely to move lower.</p><p><b>Apple Stock Jumped When Interest Rates Started Dropping</b></p><p>An article by Hunkar Ozyasaron Zacks.com notes,<i>“Stock prices tend to move higher when the money supply in an economy is high. Plenty of money circulating in the economy both makes more money available to invest in stocks and also makes alternative investment instruments, such as bonds, less attractive.”</i>From my perspective, Apple has become especially sensitive to money supply changes. Below is a graph that compares the total return for Apple against that of the S&amp;P 500. Apple struggled to keep pace for years, and then began jumping higher, just as interest rates started to be lowered in August 2019 and the money supply started to accelerate upward.</p><p><img src=\"https://static.tigerbbs.com/4b8bb00b5e7614aa6767abf974c06357\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>The Money Supply Is Contracting</b></p><p>Since January, the money stock has declined by almost 3%. That might not seem like a lot, but in the last twelve years, outside the last seven months, the money stock has hardly ever decreased at all. You have to go all the way back to 1995, 27 years ago, to find a decrease of at least 3% in the Real M2 Money Stock. If some part of Apple&#39;s ability to grow net income is tied to money supply growth, I would expect a contraction in net income to start showing up on Apple&#39;s books sometime soon.</p><p><b>Peer Stocks Aren&#39;t Waiting For Apple</b></p><p>Comparing total return over the last eight years for the four American companies that have a market cap north of a trillion dollars, Apple, Microsoft, Google, and Amazon, reveals that all of these behemoths may respond, to some degree, to a change in the real money stock. Although some companies compared below might outperform others over time, they tend to move in roughly the same direction.</p><p><img src=\"https://static.tigerbbs.com/086832380f269b21a2fd83d8cc9d4139\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Charted below is a comparison of the total return, as a percent change, for those big four companies, AAPL, MSFT, GOOG, and AMZN, over the last eight months. While three of the four companies have closely tracked lower, Apple seems determined to go its own way. Are investors wrong about three companies and right about one, or wrong about one company and right about the other three? Or is Apple actually in the process of differentiating itself from its peers?</p><p><img src=\"https://static.tigerbbs.com/c94585746919c5467bda08f0283ff58c\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Macro Considerations</b></p><p>Chairman of the Federal Reserve, Jerome Powell, recently suggested that the Fed is deeply committed to fighting the high inflation we are currently experiencing in the US. To do this, I think they will have to continue to bring the money stock lower. Based on the research presented in this article, I believe that possibility poses a risk to Apple&#39;s profitability.</p><p><b>Modeling Growth</b></p><p>Consider the two-year period of time leading up to 9/26/2020. Net income in that stretch actually <i>contracted</i> 3.56%, despite three separate iPhone model launches contributing to Apple&#39;s revenue, each offering a variety of device versions with diverse features and across a range of price points.</p><p><img src=\"https://static.tigerbbs.com/d64c5fd4e8e04894d00c02d07c82a81d\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>And if you look further back, at the <i>five</i> years preceding 9/26/2020, net income only grew a paltry 7.52%. Remember, this is Apple we&#39;re talking about across a five-year window. If you thought Apple would grow net income by 7.52% over the coming five years, would you be excited about buying shares at the current P/E GAAP of almost 24?</p><p><img src=\"https://static.tigerbbs.com/b118c3060735a60824a74f03f86a2568\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>I think Apple could easily return to a period of net income growth that was similar to what it realized leading up to the pandemic. Given high inflation and the Fed&#39;s stated resolve to fight it, I just don&#39;t think Apple is likely to enjoy any time soon the kinds of conditions that facilitated an enormous 77.55% rise in net income over just a year and a half. In addition to a contracting money supply, I suspect that Apple&#39;s large market cap and general declining smartphone demand will act to suppress growth.</p><p><b>Risks</b></p><p>If services growth continues to climb higher, it could support Apple&#39;s profit margins and give the company the flexibility to lower prices on their devices. That, in turn, might allow Apple to better compete for a broader customer demographic and adapt to changing economic conditions that grow out of a shrinking money supply. If you hold shares of AAPL in a stock account that isn&#39;t tax-advantaged, it&#39;s possible that whatever risk you might be able to offload by selling AAPL won&#39;t make up for what is lost when you have to pay capital gains on your sale.</p><p>It&#39;s also worth noting that Warren Buffett really likes Apple, which comprises around42%of Berkshire Hathaway&#39;s (BRK.A) (BRK.B) portfolio. Buffett likes to hold onto companies for a long time, and even added to his already lopsided AAPL bet in Q1, 2022.</p><p><b>Conclusion</b></p><p>Companies can&#39;t grow infinitely larger. With a market cap near 2.4 trillion dollars, there is a lot that has to go right for Apple to continue growing at a meaningful rate. There are only so many people in the world with enough cash, enough internet access, enough electricity, and enough interest to buy the next iPhone. Google search trends for the term “iPhone” reveal a long and steady decline in interest, and shows a similar trend measuring searches for “iPad”. If the recent burst in profitability was tied to a rare bump in the money stock, Apple could be in danger of returning to a slower growth, lower margin, and lower net income environment. Share buybacks, it would follow, could dry up or slow down considerably.</p></body></html>","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 Could Be Squeezed By Falling Money Supply</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\">\nApple Could Be Squeezed By Falling Money Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recent comments from the Federal Reserve suggest the money supply could continue to fall.Mega-cap stocks ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183317786","content_text":"SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recent comments from the Federal Reserve suggest the money supply could continue to fall.Mega-cap stocks moved lower over the last eight months, while AAPL has resisted declining in line with its peers.An Ominous Sign Emerges From Recent Money Stock ChangesApple's (NASDAQ:AAPL) profitability seems to respond to changes in the Real M2 Money Stock. With that data series moving steadily lower over the last seven months, I find myself wondering if Apple's business is close to a decline as well. It's hard to recommend outright shorting Apple, given their track record, but investors might consider reducing their positions if they are currently holding AAPL shares.Apple Seems Sensitive To The Money SupplyBelow, in orange, is a line that charts Apple's net income from 2010 to the present time. The overlaid green line shows the change in Real M2 Money Stock over the same twelve-year timeframe.Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 9, 2022.Comparing Apple's total return to the same Real M2 Money Stock change over the last twelve years shows a similar trend. That isn't a surprising thing to observe: Apple has used profits to aggressively buy back shares starting in 2013.Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 9, 2022.Below is a chart of Apple's revenue over the last five years, followed by the money stock over the same period.Seeking AlphaFederal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 11, 2022.Before 2020, the last time the money stock jumped sharply higher was in the fall of 2008. Below is a graph that shows Apple's gross profit margin in 2008 and 2009 and one that shows net income in the same stretch, followed by the Real M2 Money Stock across the same timeframe.Seeking AlphaSeeking AlphaFederal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 11, 2022.The money stock jumped by about 10.5% from Q3 2008 to Q2 2009. Apple's net income grew about 21% per quarter in that span. In the two years leading up to Q3 2008, Apple grew net income by about 12% per quarter, while the money stock increased less than 5% over that stretch.Apple's Profit Margin Could Retreat From The Recent High WatermarkSeeking AlphaDiscussing recent high profit margins, an article posted to Forbes.com on February 3rd, 2021 suggested 1) that high revenues (at the time) helped Apple minimize the fixed costs that go into making an iPhone, 2) that Apple was more successful in convincing customers to buy the pro version of their devices, and 3) that growth in services revenue further absorbed fixed costs. I wanted to dig deeper into those suggestions.Apple's total revenue over the last twelve years, charted below, moves somewhat sympathetically to gross profit margin at times but, to my eye, that relationship is hard to see with confidence.Seeking AlphaAccording tobacklinko.com, the iPhone 12 outsold the second most popular model, however, if you combine iPhone Pro Max and iPhone Pro sales numbers, the high-end phones outsold the iPhone 12 by 50%. Information sourced from 9to5mac.com confirms that the dynamic of buying the more expensive model was a change compared to the iPhone 11 launch, where the baseline model outsold the pro models.Higher services hit a record in Q1 2021. It's intuitive to recognize that services revenue growth diminishes the fixed cost of designing the systems that support that arm of Apple's business. It doesn't cost Apple anything to sell an additional digital book, mp3, or app subscription. With a burst of new customers introduced to the Apple ecosystem during the pandemic, it logically follows that services would see a boost.My independent checks of the claims made in the Forbes article lead me to believe that higher margins in 2020 and early 2021 were mostly a function of 1) selling pro versions of the devices Apple released and 2) growing services revenue. According to macrumors.com, the iPhone 13 is currently outselling the pro models, similar to the sales dynamic of the iPhone 11 launch. Although services revenue growth may offset the hit to margins that could come from cheaper models regaining popularity, this dynamic suggests to me that Apple's gross profit margins are likely to move lower.Apple Stock Jumped When Interest Rates Started DroppingAn article by Hunkar Ozyasaron Zacks.com notes,“Stock prices tend to move higher when the money supply in an economy is high. Plenty of money circulating in the economy both makes more money available to invest in stocks and also makes alternative investment instruments, such as bonds, less attractive.”From my perspective, Apple has become especially sensitive to money supply changes. Below is a graph that compares the total return for Apple against that of the S&P 500. Apple struggled to keep pace for years, and then began jumping higher, just as interest rates started to be lowered in August 2019 and the money supply started to accelerate upward.Seeking AlphaThe Money Supply Is ContractingSince January, the money stock has declined by almost 3%. That might not seem like a lot, but in the last twelve years, outside the last seven months, the money stock has hardly ever decreased at all. You have to go all the way back to 1995, 27 years ago, to find a decrease of at least 3% in the Real M2 Money Stock. If some part of Apple's ability to grow net income is tied to money supply growth, I would expect a contraction in net income to start showing up on Apple's books sometime soon.Peer Stocks Aren't Waiting For AppleComparing total return over the last eight years for the four American companies that have a market cap north of a trillion dollars, Apple, Microsoft, Google, and Amazon, reveals that all of these behemoths may respond, to some degree, to a change in the real money stock. Although some companies compared below might outperform others over time, they tend to move in roughly the same direction.Seeking AlphaCharted below is a comparison of the total return, as a percent change, for those big four companies, AAPL, MSFT, GOOG, and AMZN, over the last eight months. While three of the four companies have closely tracked lower, Apple seems determined to go its own way. Are investors wrong about three companies and right about one, or wrong about one company and right about the other three? Or is Apple actually in the process of differentiating itself from its peers?Seeking AlphaMacro ConsiderationsChairman of the Federal Reserve, Jerome Powell, recently suggested that the Fed is deeply committed to fighting the high inflation we are currently experiencing in the US. To do this, I think they will have to continue to bring the money stock lower. Based on the research presented in this article, I believe that possibility poses a risk to Apple's profitability.Modeling GrowthConsider the two-year period of time leading up to 9/26/2020. Net income in that stretch actually contracted 3.56%, despite three separate iPhone model launches contributing to Apple's revenue, each offering a variety of device versions with diverse features and across a range of price points.Seeking AlphaAnd if you look further back, at the five years preceding 9/26/2020, net income only grew a paltry 7.52%. Remember, this is Apple we're talking about across a five-year window. If you thought Apple would grow net income by 7.52% over the coming five years, would you be excited about buying shares at the current P/E GAAP of almost 24?Seeking AlphaI think Apple could easily return to a period of net income growth that was similar to what it realized leading up to the pandemic. Given high inflation and the Fed's stated resolve to fight it, I just don't think Apple is likely to enjoy any time soon the kinds of conditions that facilitated an enormous 77.55% rise in net income over just a year and a half. In addition to a contracting money supply, I suspect that Apple's large market cap and general declining smartphone demand will act to suppress growth.RisksIf services growth continues to climb higher, it could support Apple's profit margins and give the company the flexibility to lower prices on their devices. That, in turn, might allow Apple to better compete for a broader customer demographic and adapt to changing economic conditions that grow out of a shrinking money supply. If you hold shares of AAPL in a stock account that isn't tax-advantaged, it's possible that whatever risk you might be able to offload by selling AAPL won't make up for what is lost when you have to pay capital gains on your sale.It's also worth noting that Warren Buffett really likes Apple, which comprises around42%of Berkshire Hathaway's (BRK.A) (BRK.B) portfolio. Buffett likes to hold onto companies for a long time, and even added to his already lopsided AAPL bet in Q1, 2022.ConclusionCompanies can't grow infinitely larger. With a market cap near 2.4 trillion dollars, there is a lot that has to go right for Apple to continue growing at a meaningful rate. There are only so many people in the world with enough cash, enough internet access, enough electricity, and enough interest to buy the next iPhone. Google search trends for the term “iPhone” reveal a long and steady decline in interest, and shows a similar trend measuring searches for “iPad”. If the recent burst in profitability was tied to a rare bump in the money stock, Apple could be in danger of returning to a slower growth, lower margin, and lower net income environment. Share buybacks, it would follow, could dry up or slow down considerably.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149141104,"gmtCreate":1625711156408,"gmtModify":1703746888756,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"EV, autonomous driving on the way","listText":"EV, autonomous driving on the way","text":"EV, autonomous driving on the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/149141104","repostId":"2149314245","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574399983193226","authorId":"3574399983193226","name":"MFME","avatar":"https://static.tigerbbs.com/9c7d2325aa9eb91869c4c7144270a75a","crmLevel":7,"crmLevelSwitch":1,"idStr":"3574399983193226","authorIdStr":"3574399983193226"},"content":"ford not moving up eh?","text":"ford not moving up eh?","html":"ford not moving up eh?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832617160,"gmtCreate":1629619582850,"gmtModify":1676530081071,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Good!!!","listText":"Good!!!","text":"Good!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832617160","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906871186,"gmtCreate":1659526843749,"gmtModify":1705981256915,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906871186","repostId":"1126736216","repostType":4,"repost":{"id":"1126736216","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659520760,"share":"https://ttm.financial/m/news/1126736216?lang=en_US&edition=fundamental","pubTime":"2022-08-03 17:59","market":"us","language":"en","title":"Energy Stocks Have a Sustainable Future: It’s in Their Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=1126736216","media":"Dow Jones","summary":"One of the few numbers growing faster than energy stock dividends is the size of crowds convinced th","content":"<html><head></head><body><p>One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.</p><p>The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.</p><p>Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.</p><p>The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.</p><p>Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.</p><p>Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.</p><p>Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.</p><p>The biggest surprise might be a special dividend for the climate from the most unlikely sources.</p><h3>Stakeholder math and mindset</h3><p>The silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.</p><p>Oil &amp; gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.</p><p>Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.</p><p>Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.</p><p>Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).</p><p><img src=\"https://static.tigerbbs.com/f0ab7ce681646b016268181fe712096b\" tg-width=\"700\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/>Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.</p><p>The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.</p><p>Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&amp;P 500, which is 35.</p><h3><img src=\"https://static.tigerbbs.com/93d5091cb6d2f219f8a1aaf8e2285a85\" tg-width=\"700\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/>The upside of uncrowded truths</h3><p>Energy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.</p><p>The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.</p><p>A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.</p><p>I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.</p><p>Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.</p><p>Today there are 129 refineries, in 1982 there were 250.</p><p>Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.</p><h3>The most surprising dividend</h3><p>Up until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?</p><p>I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.</p><p>The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.</p><p>Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.</p><p>Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.</p></body></html>","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>Energy Stocks Have a Sustainable Future: It’s in Their Dividends</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\">\nEnergy Stocks Have a Sustainable Future: It’s in Their Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-03 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.</p><p>The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.</p><p>Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.</p><p>The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.</p><p>Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.</p><p>Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.</p><p>Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.</p><p>The biggest surprise might be a special dividend for the climate from the most unlikely sources.</p><h3>Stakeholder math and mindset</h3><p>The silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.</p><p>Oil &amp; gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.</p><p>Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.</p><p>Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.</p><p>Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).</p><p><img src=\"https://static.tigerbbs.com/f0ab7ce681646b016268181fe712096b\" tg-width=\"700\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/>Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.</p><p>The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.</p><p>Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&amp;P 500, which is 35.</p><h3><img src=\"https://static.tigerbbs.com/93d5091cb6d2f219f8a1aaf8e2285a85\" tg-width=\"700\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/>The upside of uncrowded truths</h3><p>Energy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.</p><p>The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.</p><p>A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.</p><p>I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.</p><p>Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.</p><p>Today there are 129 refineries, in 1982 there were 250.</p><p>Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.</p><h3>The most surprising dividend</h3><p>Up until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?</p><p>I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.</p><p>The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.</p><p>Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.</p><p>Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","CVX":"雪佛龙"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126736216","content_text":"One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.The biggest surprise might be a special dividend for the climate from the most unlikely sources.Stakeholder math and mindsetThe silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.Oil & gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&P 500, which is 35.The upside of uncrowded truthsEnergy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.Today there are 129 refineries, in 1982 there were 250.Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.The most surprising dividendUp until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.","news_type":1,"symbols_score_info":{"CVX":0.9,"OXY":0.9}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995477226,"gmtCreate":1661509734767,"gmtModify":1676536532503,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995477226","repostId":"1105502286","repostType":4,"repost":{"id":"1105502286","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1661505602,"share":"https://ttm.financial/m/news/1105502286?lang=en_US&edition=fundamental","pubTime":"2022-08-26 17:20","market":"us","language":"en","title":"Affirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1105502286","media":"Benzinga","summary":"Gap: The clothing retailer said its customers pulled back during the recent quarter because of risin","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/GPS\">Gap</a>: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company&#39;s shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></body></html>","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>Affirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch</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\">\nAffirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-26 17:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/GPS\">Gap</a>: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company&#39;s shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容","AFRM":"Affirm Holdings, Inc.","WDAY":"Workday","DELL":"戴尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105502286","content_text":"Gap: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.Ulta Beauty: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.Workday: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.Affirm: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.Dell Technologies: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.","news_type":1,"symbols_score_info":{"ULTA":0.9,"DELL":0.9,"GPS":0.9,"AFRM":0.9,"WDAY":0.9}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056958178,"gmtCreate":1654926714294,"gmtModify":1676535536219,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056958178","repostId":"2242635344","repostType":4,"repost":{"id":"2242635344","kind":"highlight","pubTimestamp":1654916290,"share":"https://ttm.financial/m/news/2242635344?lang=en_US&edition=fundamental","pubTime":"2022-06-11 10:58","market":"us","language":"en","title":"2 Stocks to Buy and Hold Through Any Market Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2242635344","media":"Motley Fool","summary":"These two companies have a couple of crucial qualities in common.","content":"<div>\n<p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/\">Source Link</a>\n\n</div>\n","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>2 Stocks to Buy and Hold Through Any Market Downturn</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\">\n2 Stocks to Buy and Hold Through Any Market Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/06/10/2-stocks-to-buy-and-hold-in-any-market-downturn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242635344","content_text":"Some investments are better equipped to survive recessions and market corrections than others. A strong balance sheet helps a lot, and it's even better if management is willing and able to adapt to a changing business environment.These are excellent qualities in the best of times as well. However, flexibility and a solid financial footing will separate the wheat from the chaff when the market turns bearish. These are the companies that will survive the longest and roughest of storms, looking like a winner amid the widespread wreckage on the other side.So if you expect the economy to continue the downtrend of the last six months, you should consider grabbing a few shares of Micron Technology  and Alphabet right now. These businesses come with heaping helpings of the game-changing features mentioned above, and the deal gets even sweeter when the stocks are trading at fire-sale prices.A solid financial platformLet's get the numbers out of the way first.Google parent Alphabet has $20.9 billion of cash equivalents on its balance sheet, paired with just $14.8 billion in long-term debt. But that's not all. In a pinch, Alphabet could also sell off its marketable securities -- stocks, bonds, and other not-quite-cash assets -- valued at $113 billion at the end of March.So Alphabet carries liquid assets worth approximately 8 times as much as its long-term debt. If the cash flow spigot suddenly shuts off, these reserves would carry the company through many years or even decades of dark times.Memory-chip maker Micron should be a different story because it works in a different sector. Alphabet's operations are asset-light and highly profitable, while Micron invests billions of dollars in semiconductor manufacturing equipment every year. It's only fair to expect Micron's balance sheet to tilt heavily in the direction of massive debts and limited cash.But the company plays a different tune. As of March 3, Micron carried $10.1 billion of cash and short-term investments against just $7 billion in long-term debt. Yes, Micron's debt leverage is a little bit less comfortable than Alphabet's, but the company is in excellent financial shape considering the asset-rich sector it's in.Both Micron and Alphabet are also adding to their cash hoards, generating generous free cash flows every year:GOOG and MU Free Cash Flow data by YChartsKeeping an open mindFlexibility is the other half of my formula for long-term success in any type of market.I shouldn't need to remind you that Alphabet is the king of trying new ideas. Google's search and advertising services have made Alphabet one of the most valuable companies in the world, but management has long been planning for the next stage. The potential growth drivers of that stretch include the Waymo self-driving car business, health services from Verily Life Sciences, and high-speed internet connections by Google Fiber.The proliferation of future business ideas not named Google is the reason behind the name change to Alphabet in 2015. By disconnecting the corporate name from the Google brand, Alphabet set itself up to become a cross-sector conglomerate in the long run.In short, Alphabet keeps a stirringly open mind to new business ideas. Whatever comes next, the company will poke and prod at the new environment until it finds a healthy and profitable niche (or five). With the backing of that ultra-solid balance sheet, I see no reason why Alphabet shouldn't thrive through the next downturn and beyond.Micron isn't quite as adventurous as Alphabet, of course. Once again, the company has invested many billions in a global chip-making infrastructure and you can't just flip a switch to run that business in a totally different direction.But Micron has grown up from a smallish chipmaker in a highly fragmented industry to a leading supplier in a new era. There are only a couple of memory-chip companies left on the market after several rounds of pricing pressure, bankruptcies, buyouts, and consolidation. Micron has always emerged from these challenging cycles as a winner, picking up the ashes of its failed rivals in pennies-on-the-dollar bankruptcy auctions.The mature version of the memory industry that you see today has also been good for Micron. The sector as a whole has started to slow down the boom-and-bust cycles of low chip supplies, massive factory investments, and oversupply. Micron's strategy these days is to increase its manufacturing capacity in line with rising demand for memory chips, and no more.So Micron may not be leading the charge into unknown territory the way Alphabet does, but the company has a proven ability to adopt the right strategy for a variety of market conditions. That should keep Micron going strong for the long run, come chip shortages or low waters.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MU":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038062734,"gmtCreate":1646699535196,"gmtModify":1676534151771,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.itradeup.com/news/fad9f70abb174e3e09e4caf3f9c0c13a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572043809285615","authorIdStr":"3572043809285615"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038062734","repostId":"2217440200","repostType":4,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}