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2021-07-24

$TIGR 20210820 20.0 PUT(TIGR)$ Not panicking. Please like and comment ??

2021-09-18

please like thank you

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2022-08-29

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Why Commodity Prices May Have Peaked

2022-04-18

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8 ‘Strong Buy’ Rated Dividend Aristocrats to Buy Now in Case of a Total Market Collapse

2021-08-12

$Tesla Motors(TSLA)$No demand problem ??

2022-10-17

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Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?

2022-04-18

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2022-03-28

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Stocks Open Mostly Lower after Second Straight Weekly Rise

2022-04-20

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2022-04-07

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Why Billionaire Warren Buffett Took A Stake In HP

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Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969740567","isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989133439,"gmtCreate":1665936351521,"gmtModify":1676537680958,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989133439","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=en_US&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914923052,"gmtCreate":1665162967176,"gmtModify":1676537566746,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914923052","repostId":"2273803113","repostType":4,"repost":{"id":"2273803113","kind":"news","pubTimestamp":1665131530,"share":"https://ttm.financial/m/news/2273803113?lang=en_US&edition=fundamental","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett&#39;s other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone&#39;s control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple&#39;s popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more &#34;standard&#34; SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner&#39;s earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research 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>Apple: Why I Bought More At $140</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: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">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/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931528280,"gmtCreate":1662489655241,"gmtModify":1676537070973,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931528280","repostId":"2265953702","repostType":4,"repost":{"id":"2265953702","kind":"highlight","pubTimestamp":1662478322,"share":"https://ttm.financial/m/news/2265953702?lang=en_US&edition=fundamental","pubTime":"2022-09-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2265953702","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>It was another rough week to be the long the market, so let's see how my \"three stocks to avoid\" column fared last week. The three stocks I thought were going to lose to the market -- Tesla Motors, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/\">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>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was another rough week to be the long the market, so let's see how my \"three stocks to avoid\" column fared last week. The three stocks I thought were going to lose to the market -- Tesla Motors, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RH":"RH","FIZZ":"National Beverage Corp","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265953702","content_text":"It was another rough week to be the long the market, so let's see how my \"three stocks to avoid\" column fared last week. The three stocks I thought were going to lose to the market -- Tesla Motors, Kirkland's, and Vera Bradley -- sank 6%, 3%, and 23%, respectively, averaging out to a 10.7% decline.The S&P 500 experienced a 3.3% move lower. I was right. I have been correct in 30 of the past 46 weeks.Now let's look at the week ahead. I see RH, National Beverage, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. RHHousewares specialists and furniture retailers have been feeling mortal lately. We'll see how the company formerly known as Restoration Hardware is holding up when it reports fresh quarterly results shortly after Thursday's market close. RH has carved a potent niche as a luxury lifestyles retailer, but even upscale players aren't immune to the inflationary pressures that find folks spending more on essentials like food, gas, and shelter.June was brutal for the chain, as it hosed down its full-year guidance not once -- but twice. With market sentiment souring since June it's hard to fathom since getting better with this week's financial update.RH was a big winner early in the pandemic, as hunkering down meant sprucing up digs and Zoom. After seven consecutive quarters of double-digit sales growth, we've hit a wall. Investors are bracing for a year-over-year decline for the current quarter as well as for the entire fiscal year.2. National BeverageThe company behind La Croix hasn't been as fizzy as its signature sparkling water. Revenue growth has slowed dramatically lately, clocking in at a 4% compounded annual growth rate over the past three years. Analysts see single-digit top-line growth continuing in the near future. La Croix had its moment in the sun, but it's canned laughter these days with several companies diving into the flavored sparkling beverage niche.National Beverage is expected to post quarterly results on Wednesday. The report may be more flat than fizz. It's not just the slowdown in revenue over the past few years. National Beverage has also fallen short of Wall Street's profit targets in each of the past four quarters.3. CoinbaseA lot of slumping growth stocks have been bouncing back this summer, and Coinbase has made the most of the recovery. The stock is up 60% since bottoming out in May. The same can't be said about the cryptocurrency market.Most crypto denominations are lower -- often a lot lower -- than they were in May. A few high-profile platforms buckled, rattling the faith of investors in digital currencies. Revenue has suffered big sequential declines in back-to-back quarters, and the market's banking on seeing that streak of quarter-over-quarter slides stretch to three periods soon.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in RH, National Beverage, and Coinbase this week.","news_type":1,"symbols_score_info":{"FIZZ":0.9,"COIN":0.9,"RH":0.9}},"isVote":1,"tweetType":1,"viewCount":3283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997748418,"gmtCreate":1661864821036,"gmtModify":1676536592526,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997748418","repostId":"1155437147","repostType":4,"repost":{"id":"1155437147","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661849608,"share":"https://ttm.financial/m/news/1155437147?lang=en_US&edition=fundamental","pubTime":"2022-08-30 16:53","market":"us","language":"en","title":"Tiger Chart｜Apple Stock Usually Cheered on the Launch Days, but Slid Before and After These Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1155437147","media":"Tiger Newspress","summary":"Apple announced it will hold a press event on Sept. 7 at 1 p.m. ET where it’s expected to announce n","content":"<html><head></head><body><p>Apple announced it will hold a press event on Sept. 7 at 1 p.m. ET where it’s expected to announce new iPhones.</p><p>It is expected to release four new iPhone models that will likely be called the iPhone 14. The new devices will have improved cameras, and the more expensive iPhone 14 Pro versions could have a smaller pill-shaped cutout on the top of the device’s display, versus the “notch” that current iPhones have, and will reportedly include always-on displays.</p><p>So how do iPhone releases affect Apple’s stock price performance, according to the picture below, Apple’s iPhone releases can often make fans and stock investors feel excited on most of the Launch Days. However, investors may usually feel disappointed before and after the Launch Days.</p><p><img src=\"https://static.tigerbbs.com/4a1e199ba85801e11c8d81afd92b6d25\" tg-width=\"1500\" tg-height=\"1611\" width=\"100%\" height=\"auto\"/></p><p><b>April 2010: Apple Releases the First iPad</b></p><p>On April 3, 2010 Apple released its first iPad. The company’s stock price had no major reaction when the market opened on Monday, April 5, but its stock price rose 13% by the end of the month. Although the stock price did well the month of its iPod release, the increase was partially due to better than expected earnings released at the end of the month.</p><p>Since the release of Apple’s original iPad, there have been four other iPads released including the iPad Mini.</p><p><b>September 9, 2014: The iPhone 6 &amp; iWatch are Launched</b></p><p>The iPhone 6, iPhone 6 Plus and iWatch were launched on September 9 and then later released on September 19. During the first weekend, Apple sold 10 million units of its iPhone – more than any other iPhone in the past.</p><p>Despite the enormous amount of sales, the stock suffered after reports that the phone was prone to bending.</p><p><b>iPhone 7/7 Plus: Stocks Appeared Rocky</b></p><p>Since the launch of the iPhone 6 in 2014, Apple has expanded its product offerings to appeal to a wider audience. This began with the iPhone 7, which also included an iPhone 7 Plus model. With the latest round of iPhones, Apple has introduced more affordable options alongside its premium edition as a means of growing its business in emerging markets.</p><p>From a stock perspective, this strategy appeared rocky at first, with share prices stagnating and even declining between 2015 and 2016.</p><p>The iPhone 7 and iPhone 7 Plus were announced on Sept. 7, 2016 and released less than two weeks later. The announcement of the new iPhones sent AAPL shares tumbling, but the decline was short-lived after the company announced it had sold out of all initial quantities of the iPhone 7 Plus ahead of the Sept. 16 launch. T-Mobile also announced that the iPhone 7 had broken the carrier’s single-day pre-sale record.</p><p><b>iPhone X:</b> <b>Shares Touched Multiple Record Highs</b></p><p>The election of Donald Trump to the presidency in November 2016 was a boon to Wall Street and information technology stocks in particular. In the process, Apple shares touched multiple record highs.</p><p>Apple’s strategy shifted again in 2017 when the company announced the $1,000 iPhone X – a steep asking price in the highly saturated smartphone market. The iPhone X was announced on Sept. 12 alongside the iPhone 8 and iPhone 8 Plus models. The phones were released on Nov. 3. Share prices fluctuated during the announcement, declining sharply toward the end of September before rebounding markedly ahead of launch day. About one week after launch, AAPL was back at record highs.</p><p>Although the iPhone X received glowing reviews, the product has suffered from lower-than-expected demand, with analysts downgrading their sales targets for the product. The company’s Q4 2017 earnings report showed a 1% drop in total iPhone sales from a year ago.</p><p>It remains to be seen whether higher-end models like the iPhone X will remain part of Apple’s long-term strategy. Share prices have held up fairly well since the announcement even as the broader market experienced a massive correction at the start of February.</p><p><b>Wedbush:iPhone 14 Launch Event Is Another Pivotal Moment for Apple</b></p><p>A Wedbush analyst remains bullish on Apple ahead of the much-anticipated iPhone 14 launch event on September 07.</p><p>Supply chain checks on Apple proved to be “very firm” as far as the initial order for 90 million iPhone 14 units is concerned.</p><p>“This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 240 million of 1 billion iPhone users worldwide have not upgraded their phones in over 3.5 years,” the analyst said in a client note.</p><p>He is especially positive amid the strong average selling prices (ASPs) amid a consumer shift to iPhone Pro and Pro Max.</p><p>“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” the analyst added.</p><p>He sees a “likely low bar” for Apple to beat as the Street looks for the company to ship out about 220 million iPhone units in FY23.</p><p>“In the key China region we estimate that roughly 30% of iPhone consumers are in the window for an upgrade cycle,” the analyst concluded.</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>Tiger Chart｜Apple Stock Usually Cheered on the Launch Days, but Slid Before and After These Days</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\">\nTiger Chart｜Apple Stock Usually Cheered on the Launch Days, but Slid Before and After These Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-30 16:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple announced it will hold a press event on Sept. 7 at 1 p.m. ET where it’s expected to announce new iPhones.</p><p>It is expected to release four new iPhone models that will likely be called the iPhone 14. The new devices will have improved cameras, and the more expensive iPhone 14 Pro versions could have a smaller pill-shaped cutout on the top of the device’s display, versus the “notch” that current iPhones have, and will reportedly include always-on displays.</p><p>So how do iPhone releases affect Apple’s stock price performance, according to the picture below, Apple’s iPhone releases can often make fans and stock investors feel excited on most of the Launch Days. However, investors may usually feel disappointed before and after the Launch Days.</p><p><img src=\"https://static.tigerbbs.com/4a1e199ba85801e11c8d81afd92b6d25\" tg-width=\"1500\" tg-height=\"1611\" width=\"100%\" height=\"auto\"/></p><p><b>April 2010: Apple Releases the First iPad</b></p><p>On April 3, 2010 Apple released its first iPad. The company’s stock price had no major reaction when the market opened on Monday, April 5, but its stock price rose 13% by the end of the month. Although the stock price did well the month of its iPod release, the increase was partially due to better than expected earnings released at the end of the month.</p><p>Since the release of Apple’s original iPad, there have been four other iPads released including the iPad Mini.</p><p><b>September 9, 2014: The iPhone 6 &amp; iWatch are Launched</b></p><p>The iPhone 6, iPhone 6 Plus and iWatch were launched on September 9 and then later released on September 19. During the first weekend, Apple sold 10 million units of its iPhone – more than any other iPhone in the past.</p><p>Despite the enormous amount of sales, the stock suffered after reports that the phone was prone to bending.</p><p><b>iPhone 7/7 Plus: Stocks Appeared Rocky</b></p><p>Since the launch of the iPhone 6 in 2014, Apple has expanded its product offerings to appeal to a wider audience. This began with the iPhone 7, which also included an iPhone 7 Plus model. With the latest round of iPhones, Apple has introduced more affordable options alongside its premium edition as a means of growing its business in emerging markets.</p><p>From a stock perspective, this strategy appeared rocky at first, with share prices stagnating and even declining between 2015 and 2016.</p><p>The iPhone 7 and iPhone 7 Plus were announced on Sept. 7, 2016 and released less than two weeks later. The announcement of the new iPhones sent AAPL shares tumbling, but the decline was short-lived after the company announced it had sold out of all initial quantities of the iPhone 7 Plus ahead of the Sept. 16 launch. T-Mobile also announced that the iPhone 7 had broken the carrier’s single-day pre-sale record.</p><p><b>iPhone X:</b> <b>Shares Touched Multiple Record Highs</b></p><p>The election of Donald Trump to the presidency in November 2016 was a boon to Wall Street and information technology stocks in particular. In the process, Apple shares touched multiple record highs.</p><p>Apple’s strategy shifted again in 2017 when the company announced the $1,000 iPhone X – a steep asking price in the highly saturated smartphone market. The iPhone X was announced on Sept. 12 alongside the iPhone 8 and iPhone 8 Plus models. The phones were released on Nov. 3. Share prices fluctuated during the announcement, declining sharply toward the end of September before rebounding markedly ahead of launch day. About one week after launch, AAPL was back at record highs.</p><p>Although the iPhone X received glowing reviews, the product has suffered from lower-than-expected demand, with analysts downgrading their sales targets for the product. The company’s Q4 2017 earnings report showed a 1% drop in total iPhone sales from a year ago.</p><p>It remains to be seen whether higher-end models like the iPhone X will remain part of Apple’s long-term strategy. Share prices have held up fairly well since the announcement even as the broader market experienced a massive correction at the start of February.</p><p><b>Wedbush:iPhone 14 Launch Event Is Another Pivotal Moment for Apple</b></p><p>A Wedbush analyst remains bullish on Apple ahead of the much-anticipated iPhone 14 launch event on September 07.</p><p>Supply chain checks on Apple proved to be “very firm” as far as the initial order for 90 million iPhone 14 units is concerned.</p><p>“This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 240 million of 1 billion iPhone users worldwide have not upgraded their phones in over 3.5 years,” the analyst said in a client note.</p><p>He is especially positive amid the strong average selling prices (ASPs) amid a consumer shift to iPhone Pro and Pro Max.</p><p>“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” the analyst added.</p><p>He sees a “likely low bar” for Apple to beat as the Street looks for the company to ship out about 220 million iPhone units in FY23.</p><p>“In the key China region we estimate that roughly 30% of iPhone consumers are in the window for an upgrade cycle,” the analyst concluded.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155437147","content_text":"Apple announced it will hold a press event on Sept. 7 at 1 p.m. ET where it’s expected to announce new iPhones.It is expected to release four new iPhone models that will likely be called the iPhone 14. The new devices will have improved cameras, and the more expensive iPhone 14 Pro versions could have a smaller pill-shaped cutout on the top of the device’s display, versus the “notch” that current iPhones have, and will reportedly include always-on displays.So how do iPhone releases affect Apple’s stock price performance, according to the picture below, Apple’s iPhone releases can often make fans and stock investors feel excited on most of the Launch Days. However, investors may usually feel disappointed before and after the Launch Days.April 2010: Apple Releases the First iPadOn April 3, 2010 Apple released its first iPad. The company’s stock price had no major reaction when the market opened on Monday, April 5, but its stock price rose 13% by the end of the month. Although the stock price did well the month of its iPod release, the increase was partially due to better than expected earnings released at the end of the month.Since the release of Apple’s original iPad, there have been four other iPads released including the iPad Mini.September 9, 2014: The iPhone 6 & iWatch are LaunchedThe iPhone 6, iPhone 6 Plus and iWatch were launched on September 9 and then later released on September 19. During the first weekend, Apple sold 10 million units of its iPhone – more than any other iPhone in the past.Despite the enormous amount of sales, the stock suffered after reports that the phone was prone to bending.iPhone 7/7 Plus: Stocks Appeared RockySince the launch of the iPhone 6 in 2014, Apple has expanded its product offerings to appeal to a wider audience. This began with the iPhone 7, which also included an iPhone 7 Plus model. With the latest round of iPhones, Apple has introduced more affordable options alongside its premium edition as a means of growing its business in emerging markets.From a stock perspective, this strategy appeared rocky at first, with share prices stagnating and even declining between 2015 and 2016.The iPhone 7 and iPhone 7 Plus were announced on Sept. 7, 2016 and released less than two weeks later. The announcement of the new iPhones sent AAPL shares tumbling, but the decline was short-lived after the company announced it had sold out of all initial quantities of the iPhone 7 Plus ahead of the Sept. 16 launch. T-Mobile also announced that the iPhone 7 had broken the carrier’s single-day pre-sale record.iPhone X: Shares Touched Multiple Record HighsThe election of Donald Trump to the presidency in November 2016 was a boon to Wall Street and information technology stocks in particular. In the process, Apple shares touched multiple record highs.Apple’s strategy shifted again in 2017 when the company announced the $1,000 iPhone X – a steep asking price in the highly saturated smartphone market. The iPhone X was announced on Sept. 12 alongside the iPhone 8 and iPhone 8 Plus models. The phones were released on Nov. 3. Share prices fluctuated during the announcement, declining sharply toward the end of September before rebounding markedly ahead of launch day. About one week after launch, AAPL was back at record highs.Although the iPhone X received glowing reviews, the product has suffered from lower-than-expected demand, with analysts downgrading their sales targets for the product. The company’s Q4 2017 earnings report showed a 1% drop in total iPhone sales from a year ago.It remains to be seen whether higher-end models like the iPhone X will remain part of Apple’s long-term strategy. Share prices have held up fairly well since the announcement even as the broader market experienced a massive correction at the start of February.Wedbush:iPhone 14 Launch Event Is Another Pivotal Moment for AppleA Wedbush analyst remains bullish on Apple ahead of the much-anticipated iPhone 14 launch event on September 07.Supply chain checks on Apple proved to be “very firm” as far as the initial order for 90 million iPhone 14 units is concerned.“This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 240 million of 1 billion iPhone users worldwide have not upgraded their phones in over 3.5 years,” the analyst said in a client note.He is especially positive amid the strong average selling prices (ASPs) amid a consumer shift to iPhone Pro and Pro Max.“While the base iPhone will stay at the same price we believe a $100 price increase on the iPhone 14 Pro/Pro Max is likely in store given component price increases as well as added functionality on this new release,” the analyst added.He sees a “likely low bar” for Apple to beat as the Street looks for the company to ship out about 220 million iPhone units in FY23.“In the key China region we estimate that roughly 30% of iPhone consumers are in the window for an upgrade cycle,” the analyst concluded.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997847049,"gmtCreate":1661785360284,"gmtModify":1676536578397,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997847049","repostId":"1167448448","repostType":4,"repost":{"id":"1167448448","kind":"news","pubTimestamp":1661786204,"share":"https://ttm.financial/m/news/1167448448?lang=en_US&edition=fundamental","pubTime":"2022-08-29 23:16","market":"fut","language":"en","title":"Why Commodity Prices May Have Peaked","url":"https://stock-news.laohu8.com/highlight/detail?id=1167448448","media":"Seeking Alpha","summary":"SummaryAmong the most salient of economic developments in the last two years have been big movements","content":"<html><head></head><body><p>Summary</p><ul><li>Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.</li><li>The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August.</li><li>Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall.</li></ul><p>Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities. It was hard to miss the big rise in commodity prices. The Brent oil price increased from a low $20 a barrel in April 2020, during the first Covid-19 wave, to a peak of $122, in March 2022, after Russia invaded Ukraine. But it was not just oil. The price of copper doubled over this period. Wheat more than doubled. And so on. Global indices of commodity prices almost tripled from April 2020 to March 2022.</p><p>These figures are in dollars. Prices rose even more when viewed in terms of euros, yen, won, or other currencies.</p><p>Not quite as widely observed is that prices of many commodities fell somewhat over the summer. The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August. The overall CRB index has fallen 12 percent as of August 17.</p><p>Is this dip in commodity prices just temporary? Or is it a sign that they have peaked and can be expected to fall further in the future?</p><h3>1. Why are prices of different commodities so correlated?</h3><p>Mostly, the prices of different commodities are highly correlated. In many cases, this is due to direct microeconomic linkages. When the price of oil rises, the costs to wheat producers rise, because harvesting equipment runs on diesel while fertilizer is made from natural gas, which puts upward pressure on grain prices. But the correlation across widely disparate energy, mineral and agricultural commodities begs for a macroeconomic explanation.</p><p>There are two macroeconomic reasons to think that commodity prices in general will fall further. One of them is self-evident, the other less so.</p><p>Different stories apply to different commodities, of course, due to microeconomic particulars. The price of natural gas in Europe is bound to rise, as the continent learns to manage winter without Russian gas. But the story is likely to be different elsewhere.</p><h3>2. Global growth</h3><p>The most obvious macroeconomic factor is the overall level of economic activity. GDP is an important determinant of the demand for commodities and therefore their real price. Less obviously, the real interest rate is another determinant. As of now, the outlook for world growth (slowing) and the outlook for interest rates (upward) both suggest a downward path for commodity prices.</p><p>Strong global growth, especially in China, can explain the major upswings of commodity prices in 2004-07, 2010-11, and 2021. Conversely, abrupt recessions can explain the plunge in commodity prices from June 2008 to February 2009 (during the Great Recession), and again from January to April 2020 (in the pandemic recession). This leaves unexplained, for the moment, the spike in commodity prices in the first half of 2008 and the decline in 2014-15.</p><p>Global growth is currently slowing, for well-known reasons. China&#39;s growth rate has faltered dramatically (particularly in the commodity-intensive manufacturing sector). It actually turned negative in the second quarter, as Shanghai and some other cities endured shutdowns in support of a futile zero-Covid policy. Europe is hard-hit by the side effects of the Russian invasion of Ukraine. Even US growth is slower in 2022 than it was last year, with many proclaiming that a recession has begun. (Personally, however, I am still willing to bet that no US recession started in the first part of the year and that either first quarter or second quarter GDP will be revised upward by end-September.)</p><p>Overall, according to the IMF&#39;s most recent World Economic Outlook update, global growth is projected to slow substantially, from 6.1 % in 2021, to 3.2 % in 2022 and 2.9 % in 2023. Slowing growth means lower demand for commodities, and hence lower prices.</p><h3>3. Real interest rates</h3><p>In addition, as the Fed and other central banks tighten monetary policy, real interest rates are expected to rise. This is likely to lower commodity prices, and not just because high real interest rates make a recession more likely. Interest rates have an effect independently of GDP, both in theory and statistically.</p><p>The theory of the relationship between interest rates and commodity prices is long-established. I like the &#34;overshooting&#34; formulation of the theory. The simplest intuition behind the relationship is that the interest rate is a &#34;cost of carrying&#34; inventories. A rise in the interest rate reduces firms&#39; demand for holding inventories and therefore reduces the commodity price.</p><p>Three other mechanisms operate, in addition to inventories. First, for an exhaustible resource, an increase in the interest rate increases the incentive to extract today, rather than leaving deposits in the ground for tomorrow. Second, for commodities that have been &#34;financialized,&#34; an increase in the interest rate encourages institutional investors to shift out of the commodities asset class and into treasury bills. Third, for a commodity that is internationally traded, an increase in the domestic real interest rate may cause a real appreciation of the domestic currency, which works to lower the domestic-currency price of the commodity.</p><p>The relationship between real interest rates and commodity prices is also established statistically, by econometric analyses that range from:</p><p>i) simple correlations; to</p><p>ii) regressions that control for other important determinants, such as GDP and inventories in a &#34;carry trade&#34; model; to</p><p>iii) high-frequency event studies, which are much less sensitive to the econometric problems of the regressions, namely issues of causality and time series properties.</p><p>Two episodes illustrate the claim that the effect of monetary policy operates independently of the effect of GDP. Neither the spike in dollar commodity prices in the first half of 2008 nor the decline in 2014-15 can be explained by fluctuations in economic activity; but they can be interpreted as the result of easy US monetary policy (QE) and tightening US monetary policy (the end of QE), respectively.</p><p>Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall. That could mean that real prices of oil, minerals, and agricultural products are on their way down.</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>Why Commodity Prices May Have Peaked</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Commodity Prices May Have Peaked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmong the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.The price of oil decreased by about 30...</p>\n\n<a href=\"https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167448448","content_text":"SummaryAmong the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August.Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall.Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities. It was hard to miss the big rise in commodity prices. The Brent oil price increased from a low $20 a barrel in April 2020, during the first Covid-19 wave, to a peak of $122, in March 2022, after Russia invaded Ukraine. But it was not just oil. The price of copper doubled over this period. Wheat more than doubled. And so on. Global indices of commodity prices almost tripled from April 2020 to March 2022.These figures are in dollars. Prices rose even more when viewed in terms of euros, yen, won, or other currencies.Not quite as widely observed is that prices of many commodities fell somewhat over the summer. The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August. The overall CRB index has fallen 12 percent as of August 17.Is this dip in commodity prices just temporary? Or is it a sign that they have peaked and can be expected to fall further in the future?1. Why are prices of different commodities so correlated?Mostly, the prices of different commodities are highly correlated. In many cases, this is due to direct microeconomic linkages. When the price of oil rises, the costs to wheat producers rise, because harvesting equipment runs on diesel while fertilizer is made from natural gas, which puts upward pressure on grain prices. But the correlation across widely disparate energy, mineral and agricultural commodities begs for a macroeconomic explanation.There are two macroeconomic reasons to think that commodity prices in general will fall further. One of them is self-evident, the other less so.Different stories apply to different commodities, of course, due to microeconomic particulars. The price of natural gas in Europe is bound to rise, as the continent learns to manage winter without Russian gas. But the story is likely to be different elsewhere.2. Global growthThe most obvious macroeconomic factor is the overall level of economic activity. GDP is an important determinant of the demand for commodities and therefore their real price. Less obviously, the real interest rate is another determinant. As of now, the outlook for world growth (slowing) and the outlook for interest rates (upward) both suggest a downward path for commodity prices.Strong global growth, especially in China, can explain the major upswings of commodity prices in 2004-07, 2010-11, and 2021. Conversely, abrupt recessions can explain the plunge in commodity prices from June 2008 to February 2009 (during the Great Recession), and again from January to April 2020 (in the pandemic recession). This leaves unexplained, for the moment, the spike in commodity prices in the first half of 2008 and the decline in 2014-15.Global growth is currently slowing, for well-known reasons. China's growth rate has faltered dramatically (particularly in the commodity-intensive manufacturing sector). It actually turned negative in the second quarter, as Shanghai and some other cities endured shutdowns in support of a futile zero-Covid policy. Europe is hard-hit by the side effects of the Russian invasion of Ukraine. Even US growth is slower in 2022 than it was last year, with many proclaiming that a recession has begun. (Personally, however, I am still willing to bet that no US recession started in the first part of the year and that either first quarter or second quarter GDP will be revised upward by end-September.)Overall, according to the IMF's most recent World Economic Outlook update, global growth is projected to slow substantially, from 6.1 % in 2021, to 3.2 % in 2022 and 2.9 % in 2023. Slowing growth means lower demand for commodities, and hence lower prices.3. Real interest ratesIn addition, as the Fed and other central banks tighten monetary policy, real interest rates are expected to rise. This is likely to lower commodity prices, and not just because high real interest rates make a recession more likely. Interest rates have an effect independently of GDP, both in theory and statistically.The theory of the relationship between interest rates and commodity prices is long-established. I like the \"overshooting\" formulation of the theory. The simplest intuition behind the relationship is that the interest rate is a \"cost of carrying\" inventories. A rise in the interest rate reduces firms' demand for holding inventories and therefore reduces the commodity price.Three other mechanisms operate, in addition to inventories. First, for an exhaustible resource, an increase in the interest rate increases the incentive to extract today, rather than leaving deposits in the ground for tomorrow. Second, for commodities that have been \"financialized,\" an increase in the interest rate encourages institutional investors to shift out of the commodities asset class and into treasury bills. Third, for a commodity that is internationally traded, an increase in the domestic real interest rate may cause a real appreciation of the domestic currency, which works to lower the domestic-currency price of the commodity.The relationship between real interest rates and commodity prices is also established statistically, by econometric analyses that range from:i) simple correlations; toii) regressions that control for other important determinants, such as GDP and inventories in a \"carry trade\" model; toiii) high-frequency event studies, which are much less sensitive to the econometric problems of the regressions, namely issues of causality and time series properties.Two episodes illustrate the claim that the effect of monetary policy operates independently of the effect of GDP. Neither the spike in dollar commodity prices in the first half of 2008 nor the decline in 2014-15 can be explained by fluctuations in economic activity; but they can be interpreted as the result of easy US monetary policy (QE) and tightening US monetary policy (the end of QE), respectively.Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall. That could mean that real prices of oil, minerals, and agricultural products are on their way down.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994066265,"gmtCreate":1661538954659,"gmtModify":1676536536994,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994066265","repostId":"2262959010","repostType":4,"repost":{"id":"2262959010","kind":"highlight","pubTimestamp":1661527539,"share":"https://ttm.financial/m/news/2262959010?lang=en_US&edition=fundamental","pubTime":"2022-08-26 23:25","market":"us","language":"en","title":"2 Stocks to Hold for the Next 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2262959010","media":"Motley Fool","summary":"You can hold onto these standout growth stocks for decades to come.","content":"<div>\n<p>Even with the S&P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/\">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 Hold for the Next 20 Years</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 Hold for the Next 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even with the S&P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262959010","content_text":"Even with the S&P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of time -- gold, for example, is down less than 5% year to date -- the long-term results prove that if you want to accumulate large amounts of wealth, investing in stocks is the way to go.Deutsche Bank found that over the past 100 years, equities beat out gold by 5.6% per year, housing prices by 6.6%, Treasuries by 6.8%, and oil by 8.4% per year.Image source: Getty Images.There have been only two decades in which stocks have had negative returns: the Great Depression of the 1930s and again in the 2000s, when a combination of the Tech Wreck, 9/11, and the housing bubble bursting all conspired to sink the market, causing negative returns of 0.5% and 0.9%, respectively.It's clear that for investors wanting the best chance at a comfortable retirement, investing in stocks and staying in the market for the long haul is the correct strategy. Here are two stocks you can consider holding for the next 20 years.DisneyIgnore the big boost in subscriptions that Walt Disney just recorded to beat out Netflix and become the biggest streaming service. We might have reached peak streaming, and Disney is already revising how big it thinks it can grow over the next few years. It reduced the number of global subscribers it thinks it will have across its streaming services by the end of fiscal 2024 from a range of 230 million to 260 million to between 215 million and 245 million.We might see consolidation occur in streaming, which could still result in Disney being on top, but there's obviously more to the entertainment giant than streaming. Its theme parks are rolling along, with revenue soaring 70% in its fiscal third quarter to $7.4 billion, while operating income surged from $356 million to $2.2 billion. While its movie studio isn't making the same level of blockbuster films these days, it's still producing handsome profits.There's nothing to suggest the synergies Disney realizes from each of its business arms won't keep feeding each other for years or even decades to come.Wall Street expects Disney to grow earnings at a rate of 38% each year for the next five years and to grow revenue by 40% to $118 billion by the end of 2026. It's a flywheel business in which one division's success feeds greater wins in other segments in a positive feedback loop, making Disney's growth look effortless.Dollar GeneralThere are times when events cause a company to come into its own, and the inflationary era we're going through now is just such a period for Dollar General, the deep-discounting superstar that's hitting its stride with consumers.Dollar General enables shoppers to stretch their budgets, and because it long ago made necessary investments in consumables -- including refrigerated and frozen foods and fresh produce -- customers are able to easily change their shopping habits.In the fiscal first quarter, the deep discounter, like most other retailers, ran into supply chain headwinds, which led to a negligible decline in same-store sales. But the winning category was consumables, which saw a 9.1% jump in sales when every other category was down.We saw this one time before, during the 2008 financial crisis, when consumers were forced to go downmarket to buy goods, and what happened afterward was that they didn't go back. They liked what they saw at the dollar chains and continued shopping there.Despite the dip this past quarter, Dollar General is looking for better than 10% sales growth for the year and raised its comps guidance to a range of 3% to 3.5% from its previous forecast of 2.5% growth. It also expects to add 1,100 new stores this year.The consumables business gets consumers returning again and again and spending, on average, a bit more. There's no time when saving money is not good, but it will particularly resonate with shoppers now. Dollar General is a business that can keep expanding for the next 20 years or more.","news_type":1,"symbols_score_info":{"DIS":0.9,"DG":0.9}},"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999127242,"gmtCreate":1660505845089,"gmtModify":1676533480040,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999127242","repostId":"2259349706","repostType":4,"repost":{"id":"2259349706","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660440324,"share":"https://ttm.financial/m/news/2259349706?lang=en_US&edition=fundamental","pubTime":"2022-08-14 09:25","market":"us","language":"en","title":"Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259349706","media":"Dow Jones","summary":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades hav","content":"<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood&#39;s tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett&#39;s Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. &#34;In the case of the Fed&#39;s current goal, markets are starting to believe in the possibility of a soft landing,&#34; Young wrote in a Thursday note.</p><p>However, that&#39;s not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  &#34;It&#39;s a substantial inversion,&#34; Davis noted. &#34;It&#39;s really the market pricing the low- growth kind of bad scenario.&#34;</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That&#39;s compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>&#34;In most market environments, it&#39;s helpful to have broad and balanced exposure,&#34; said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that&#39;s a little more conservative, Storey encourages them to look outside of equity markets. &#34;Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,&#34; Storey said.</p><p>&#34;Given that there doesn&#39;t seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,&#34; Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>&#34;I think now that we&#39;re gonna see treasury yields a little bit more range bound,&#34; said Storey. &#34;So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.&#34;</p><p>Even if the stock rally continues, &#34;I don&#39;t think that people are going to be going back to the same kind of leadership names,&#34; said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some &#34;unprofitable technology companies,&#34; the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>&#34;You just can&#39;t put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,&#34; Hoedt said. &#34;And the fact that we&#39;re in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.&#34;</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>&#34;There are a lot of hawkish expectations from the forward guidance,&#34; Quadratic&#39;s Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank&#39;s balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&amp;P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</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>Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?</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\">\nInflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-14 09:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood&#39;s tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett&#39;s Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. &#34;In the case of the Fed&#39;s current goal, markets are starting to believe in the possibility of a soft landing,&#34; Young wrote in a Thursday note.</p><p>However, that&#39;s not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  &#34;It&#39;s a substantial inversion,&#34; Davis noted. &#34;It&#39;s really the market pricing the low- growth kind of bad scenario.&#34;</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That&#39;s compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>&#34;In most market environments, it&#39;s helpful to have broad and balanced exposure,&#34; said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that&#39;s a little more conservative, Storey encourages them to look outside of equity markets. &#34;Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,&#34; Storey said.</p><p>&#34;Given that there doesn&#39;t seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,&#34; Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>&#34;I think now that we&#39;re gonna see treasury yields a little bit more range bound,&#34; said Storey. &#34;So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.&#34;</p><p>Even if the stock rally continues, &#34;I don&#39;t think that people are going to be going back to the same kind of leadership names,&#34; said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some &#34;unprofitable technology companies,&#34; the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>&#34;You just can&#39;t put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,&#34; Hoedt said. &#34;And the fact that we&#39;re in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.&#34;</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>&#34;There are a lot of hawkish expectations from the forward guidance,&#34; Quadratic&#39;s Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank&#39;s balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&amp;P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","IVOL":"Quadratic Interest Rate Volatility and Inflation Hedge ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4544":"ARK ETF合集","BK4176":"多领域控股","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259349706","content_text":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average  to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index  advanced 13%, while the Russell 1000 Value Index  gained 9.5%, according  to Dow Jones Market data. Cathie Wood's tech-heavy ARK Innovation ETF (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett's Berkshire Hathaway (BRKA) shares for the same period.Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. \"In the case of the Fed's current goal, markets are starting to believe in the possibility of a soft landing,\" Young wrote in a Thursday note.However, that's not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund $(IVOL)$. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond.  \"It's a substantial inversion,\" Davis noted. \"It's really the market pricing the low- growth kind of bad scenario.\"Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That's compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.A diversified portfolio?Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.\"In most market environments, it's helpful to have broad and balanced exposure,\" said Brian Storey, senior portfolio manager at Brinker Capital Investments.Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that's a little more conservative, Storey encourages them to look outside of equity markets. \"Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,\" Storey said.\"Given that there doesn't seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,\" Storey said.Growth vs. Value StocksStill, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.The 10-year Treasury  advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.\"I think now that we're gonna see treasury yields a little bit more range bound,\" said Storey. \"So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.\"Even if the stock rally continues, \"I don't think that people are going to be going back to the same kind of leadership names,\" said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some \"unprofitable technology companies,\" the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.\"You just can't put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,\" Hoedt said. \"And the fact that we're in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.\"More rate hikesNext week, investors will be focused on initial jobless claims data and existing home sales number.Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.\"There are a lot of hawkish expectations from the forward guidance,\" Quadratic's Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank's balance sheet as a monetary policy tool to fight inflation.For the past week, the Dow added 2.9% to around 33,761.05. The S&P 500  gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.","news_type":1,"symbols_score_info":{"END":1,"ARKK":0.9,"IVOL":0.9,"BRK.B":0.68}},"isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907978137,"gmtCreate":1660136602132,"gmtModify":1703478267756,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907978137","repostId":"1135901583","repostType":4,"repost":{"id":"1135901583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660122970,"share":"https://ttm.financial/m/news/1135901583?lang=en_US&edition=fundamental","pubTime":"2022-08-10 17:16","market":"us","language":"en","title":"Tiger Chart｜Recap of Buffett Holding Stocks Performance in July and Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1135901583","media":"Tiger Newspress","summary":"Berkshire Hathaway reported Saturday that the massive conglomerate posted a net loss of nearly $44 b","content":"<html><head></head><body><p>Berkshire Hathaway reported Saturday that the massive conglomerate posted a net loss of nearly $44 billion in the second quarter, red ink that was due mostly to a big drop in the value of Berkshire&#39;s significant stock portfolio.</p><p>Berkshire owns large stakes in Apple, Bank of America, Coca Cola, Chevron and American Express. Those five stocks make up nearly 70% of the portfolio. Occidental and Coke have both rallied in Q2 but Apple, Bank of America and American Express– each fell more than 21%.</p><p>In fact, Berkshire Hathaway is reportedly taking advantage of the share market slump to load up more equity shares. Most of Buffett’s stocks have rebounded in July.<img src=\"https://static.tigerbbs.com/702f181de5b310813164ef7805268496\" tg-width=\"746\" tg-height=\"1575\" referrerpolicy=\"no-referrer\"/>Berkshire has been aggressive throughout the market downturn, scooping up a sizable stake in oil giant Occidental Petroleum (OXY) and announcing an $11.6 billion deal for insurer Alleghany earlier this year.</p><p>The company&#39;s stock has held up better than the rest of the market in 2022. The super pricy class A shares, which trade for around $445,000 apiece because they don&#39;t split, are down about 2%. So are the shares of the class B stock, which cost a little less than $300 each and are in the S&amp;P 500.</p><p>CFRA Research analyst Cathy Seifert said in a report after the earnings release that she sees &#34;stable results in most segments&#34; for Berkshire.</p><p></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>Tiger Chart｜Recap of Buffett Holding Stocks Performance in July and Q2</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\">\nTiger Chart｜Recap of Buffett Holding Stocks Performance in July and Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-10 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway reported Saturday that the massive conglomerate posted a net loss of nearly $44 billion in the second quarter, red ink that was due mostly to a big drop in the value of Berkshire&#39;s significant stock portfolio.</p><p>Berkshire owns large stakes in Apple, Bank of America, Coca Cola, Chevron and American Express. Those five stocks make up nearly 70% of the portfolio. Occidental and Coke have both rallied in Q2 but Apple, Bank of America and American Express– each fell more than 21%.</p><p>In fact, Berkshire Hathaway is reportedly taking advantage of the share market slump to load up more equity shares. Most of Buffett’s stocks have rebounded in July.<img src=\"https://static.tigerbbs.com/702f181de5b310813164ef7805268496\" tg-width=\"746\" tg-height=\"1575\" referrerpolicy=\"no-referrer\"/>Berkshire has been aggressive throughout the market downturn, scooping up a sizable stake in oil giant Occidental Petroleum (OXY) and announcing an $11.6 billion deal for insurer Alleghany earlier this year.</p><p>The company&#39;s stock has held up better than the rest of the market in 2022. The super pricy class A shares, which trade for around $445,000 apiece because they don&#39;t split, are down about 2%. So are the shares of the class B stock, which cost a little less than $300 each and are in the S&amp;P 500.</p><p>CFRA Research analyst Cathy Seifert said in a report after the earnings release that she sees &#34;stable results in most segments&#34; for Berkshire.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135901583","content_text":"Berkshire Hathaway reported Saturday that the massive conglomerate posted a net loss of nearly $44 billion in the second quarter, red ink that was due mostly to a big drop in the value of Berkshire's significant stock portfolio.Berkshire owns large stakes in Apple, Bank of America, Coca Cola, Chevron and American Express. Those five stocks make up nearly 70% of the portfolio. Occidental and Coke have both rallied in Q2 but Apple, Bank of America and American Express– each fell more than 21%.In fact, Berkshire Hathaway is reportedly taking advantage of the share market slump to load up more equity shares. Most of Buffett’s stocks have rebounded in July.Berkshire has been aggressive throughout the market downturn, scooping up a sizable stake in oil giant Occidental Petroleum (OXY) and announcing an $11.6 billion deal for insurer Alleghany earlier this year.The company's stock has held up better than the rest of the market in 2022. The super pricy class A shares, which trade for around $445,000 apiece because they don't split, are down about 2%. So are the shares of the class B stock, which cost a little less than $300 each and are in the S&P 500.CFRA Research analyst Cathy Seifert said in a report after the earnings release that she sees \"stable results in most segments\" for Berkshire.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905230146,"gmtCreate":1659890387189,"gmtModify":1703767385344,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905230146","repostId":"1193631683","repostType":4,"repost":{"id":"1193631683","kind":"news","pubTimestamp":1659844890,"share":"https://ttm.financial/m/news/1193631683?lang=en_US&edition=fundamental","pubTime":"2022-08-07 12:01","market":"us","language":"en","title":"SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631683","media":"Seeking Alpha","summary":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to ga","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Many investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.</li><li>However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.</li><li>Stocks in information tech represents less than 50% of its asset, a minor majority.</li><li>This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.</li><li>There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.</li></ul><p><b>Thesis</b></p><p>Recent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&amp;P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&amp;P 500’s 18.4x.</p><p>And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.</p><p>Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.</p><p>Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.</p><p><img src=\"https://static.tigerbbs.com/3f72c63da0a7d8eedbc184b0660f4407\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/4b248f56895c6032b2da0df332ea2136\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>SOXX vs QQQ: basic information</b></p><p>QQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.</p><p>SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:</p><blockquote>The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.</blockquote><p><img src=\"https://static.tigerbbs.com/e966fca4e88cd458f9c755dfd52b8913\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: Past performance and risks</b></p><p>Both the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&amp;P 500 by a good margin of about 2% to 3%.</p><p>When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&amp;P 500’s 525%.</p><p>Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&amp;P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it&#39;s 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.</p><p>And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.</p><p><img src=\"https://static.tigerbbs.com/e3142137b9f8dc11b7c904ca806134bb\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer</p><p><b>SOXX vs QQQ: More concentrated bet on Tech</b></p><p>As aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.</p><p><img src=\"https://static.tigerbbs.com/3925a655d51f43f4e802067912a50996\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>SOXX and QQ fund fact sheets</p><p>SOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.</p><p>You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.</p><p>To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&amp;P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.</p><p>But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.</p><p><img src=\"https://static.tigerbbs.com/3996f0a253361b226144eebb3f7ed5d8\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: valuation comparison</b></p><p>As aforementioned, SOXX has historically been traded at a premium relative to both S&amp;P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&amp;P 500. And as the next table shows, the discount from QQQ is even larger.</p><p>The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.</p><p><img src=\"https://static.tigerbbs.com/5b2dc581df59faffb1ea586d8ea07356\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>There are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&amp;P 500 and about 30% from the QQQ.</p><p>Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.</p><p><img src=\"https://static.tigerbbs.com/e1e89f6bda5e5bfc9689db56ec0569a2\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</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>SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech</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\">\nSOXX Vs. QQQ: Time To Consider Heavier Bets On Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play,...</p>\n\n<a href=\"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631683","content_text":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.Stocks in information tech represents less than 50% of its asset, a minor majority.This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.ThesisRecent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.Seeking AlphaYahoo FinanceSOXX vs QQQ: basic informationQQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.Source: ETF.comSOXX vs QQQ: Past performance and risksBoth the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.Portfolio VisualizerSOXX vs QQQ: More concentrated bet on TechAs aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.SOXX and QQ fund fact sheetsSOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.Source: ETF.comSOXX vs QQQ: valuation comparisonAs aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.AuthorFinal thoughts and risksThere are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.Seeking Alpha","news_type":1,"symbols_score_info":{"QQQ":0.9,"SOXX":0.9}},"isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909877652,"gmtCreate":1658861974577,"gmtModify":1676536218180,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909877652","repostId":"1117907488","repostType":4,"repost":{"id":"1117907488","kind":"news","pubTimestamp":1658846623,"share":"https://ttm.financial/m/news/1117907488?lang=en_US&edition=fundamental","pubTime":"2022-07-26 22:43","market":"us","language":"en","title":"3M Surges 6% on Spinoff Plans, Cuts FY Sales Forecast on Macro and Dollar Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1117907488","media":"investing","summary":"Shares of 3M Co (NYSE:MMM) are up over 6% in morning Tuesday after the company announced it will spi","content":"<html><head></head><body><p>Shares of 3M Co (NYSE:MMM) are up over 6% in morning Tuesday after the company announced it will spin off its healthcare unit.<img src=\"https://static.tigerbbs.com/1f5f743e4c1a792aacd874e26203ee20\" tg-width=\"844\" tg-height=\"834\" width=\"100%\" height=\"auto\"/>As far as results are concerned, 3M delivered an adjusted EPS of $2.48 on revenue of $8.7 billion, which compares to the consensus that called for EPS of $2.44 on revenue of $8.63 billion.</p><p>However, the Q2 beat wasn’t enough to stop the company from cutting its revenue forecast for the full year, citing the strong US dollar and macro uncertainty.</p><p>3M now sees FY sales between -0.5% to -2.5%, worse than the prior guidance of +1% to +4%. An adjusted EPS is seen between $10.30 to $10.80, worse than the prior guidance of $10.75 to $11.25, and somewhere in line with the estimate of $10.56.</p><p>&#34;The decision to spin off our health care business will result in two well-capitalized, world-class companies, well positioned to pursue their respective priorities,&#34; 3M Chairman and Chief Executive Officer Mike Roman said.</p><p>The process is expected to be completed by the end of 2023.</p><p>In a separate announcement, 3M said its Aearo Technologies unit had filed for Chapter 11 bankruptcy proceedings. 3M had set aside $1 billion to fund the process of resolving all claims.</p><p>The aim is to “achieve an efficient and equitable resolution, reduce uncertainty and increase clarity for all stakeholders, while reducing the cost and time that could otherwise be required to litigate thousands of cases”.</p><p>A Goldman Sachs analyst weighed in on the Health Care business spin-off and combat arms liability actions announcements.</p><p>“The expected leverage of 3-3.5x implies ~$8-$10bn in debt, which MMM could ultimately use to help solidify its balance sheet particularly given pending litigation in combat arms and PFAS. We believe the combat arms liability actions will be viewed positively though the efficacy will be determined over time,” he told clients in a note.</p><p>A Wolfe Research analyst commented that “the Healthcare spin is a debate that has been noodling in the background for some time”.</p><p>“[The spin-off] is a strategy to ring-fence this business from the legal liabilities that dominate sentiment. This is a stable, low-growth, profitable business. We need to do more work on the right comp set, but it appears that this is a business that would likely trade at a ~market multiple, i.e. 4-5x ahead of core MMM. The limiting issues are really the high leverage that is being put on the business (3-3.5x EBITDA) and the potential for this business to retain some of the liabilities. Clearly, the decision to load the Healthcare B/S is some acknowledgement of the need for cash at 3M parent,” the analyst wrote in a research note to clients.</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>3M Surges 6% on Spinoff Plans, Cuts FY Sales Forecast on Macro and Dollar Headwinds</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\">\n3M Surges 6% on Spinoff Plans, Cuts FY Sales Forecast on Macro and Dollar Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/3m-surges-on-spinoff-plans-cuts-fy-sales-forecast-on-macro-and-dollar-headwinds-432SI-2854140><strong>investing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of 3M Co (NYSE:MMM) are up over 6% in morning Tuesday after the company announced it will spin off its healthcare unit.As far as results are concerned, 3M delivered an adjusted EPS of $2.48 on ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/3m-surges-on-spinoff-plans-cuts-fy-sales-forecast-on-macro-and-dollar-headwinds-432SI-2854140\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://www.investing.com/news/stock-market-news/3m-surges-on-spinoff-plans-cuts-fy-sales-forecast-on-macro-and-dollar-headwinds-432SI-2854140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117907488","content_text":"Shares of 3M Co (NYSE:MMM) are up over 6% in morning Tuesday after the company announced it will spin off its healthcare unit.As far as results are concerned, 3M delivered an adjusted EPS of $2.48 on revenue of $8.7 billion, which compares to the consensus that called for EPS of $2.44 on revenue of $8.63 billion.However, the Q2 beat wasn’t enough to stop the company from cutting its revenue forecast for the full year, citing the strong US dollar and macro uncertainty.3M now sees FY sales between -0.5% to -2.5%, worse than the prior guidance of +1% to +4%. An adjusted EPS is seen between $10.30 to $10.80, worse than the prior guidance of $10.75 to $11.25, and somewhere in line with the estimate of $10.56.\"The decision to spin off our health care business will result in two well-capitalized, world-class companies, well positioned to pursue their respective priorities,\" 3M Chairman and Chief Executive Officer Mike Roman said.The process is expected to be completed by the end of 2023.In a separate announcement, 3M said its Aearo Technologies unit had filed for Chapter 11 bankruptcy proceedings. 3M had set aside $1 billion to fund the process of resolving all claims.The aim is to “achieve an efficient and equitable resolution, reduce uncertainty and increase clarity for all stakeholders, while reducing the cost and time that could otherwise be required to litigate thousands of cases”.A Goldman Sachs analyst weighed in on the Health Care business spin-off and combat arms liability actions announcements.“The expected leverage of 3-3.5x implies ~$8-$10bn in debt, which MMM could ultimately use to help solidify its balance sheet particularly given pending litigation in combat arms and PFAS. We believe the combat arms liability actions will be viewed positively though the efficacy will be determined over time,” he told clients in a note.A Wolfe Research analyst commented that “the Healthcare spin is a debate that has been noodling in the background for some time”.“[The spin-off] is a strategy to ring-fence this business from the legal liabilities that dominate sentiment. This is a stable, low-growth, profitable business. We need to do more work on the right comp set, but it appears that this is a business that would likely trade at a ~market multiple, i.e. 4-5x ahead of core MMM. The limiting issues are really the high leverage that is being put on the business (3-3.5x EBITDA) and the potential for this business to retain some of the liabilities. Clearly, the decision to load the Healthcare B/S is some acknowledgement of the need for cash at 3M parent,” the analyst wrote in a research note to clients.","news_type":1,"symbols_score_info":{"MMM":0.9}},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024796541,"gmtCreate":1653920678283,"gmtModify":1676535362742,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024796541","repostId":"2238375019","repostType":4,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025847488,"gmtCreate":1653663901344,"gmtModify":1676535323595,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025847488","repostId":"2238387186","repostType":4,"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022151488,"gmtCreate":1653495148244,"gmtModify":1676535292395,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022151488","repostId":"1154073268","repostType":4,"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061441514,"gmtCreate":1651671373868,"gmtModify":1676534945722,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061441514","repostId":"1196896785","repostType":4,"repost":{"id":"1196896785","kind":"news","pubTimestamp":1651660703,"share":"https://ttm.financial/m/news/1196896785?lang=en_US&edition=fundamental","pubTime":"2022-05-04 18:38","market":"us","language":"en","title":"CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1196896785","media":"barron's","summary":"CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company ","content":"<html><head></head><body><p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.</p><p>CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.</p><p>Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.</p><p>The stock fell 0.2% in premarket trading Wednesday to $95.82.</p><p>CVS said in a press release Wednesday that it expects fiscal-year adjusted earnings of $8.20 to $8.40 a share. It previously expected earnings of $8.10 to $8.30.</p><p>CVS also confirmed its cash flow from operations guidance range of $12 billion to $13 billion.</p></body></html>","source":"lsy1610680873436","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>CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance</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\">\nCVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 18:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/cvs-health-earnings-stock-51651591775?mod=mw_latestnews><strong>barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.CVS posted first-quarter adjusted earnings of ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/cvs-health-earnings-stock-51651591775?mod=mw_latestnews\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康"},"source_url":"https://www.marketwatch.com/articles/cvs-health-earnings-stock-51651591775?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196896785","content_text":"CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.The stock fell 0.2% in premarket trading Wednesday to $95.82.CVS said in a press release Wednesday that it expects fiscal-year adjusted earnings of $8.20 to $8.40 a share. It previously expected earnings of $8.10 to $8.30.CVS also confirmed its cash flow from operations guidance range of $12 billion to $13 billion.","news_type":1,"symbols_score_info":{"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061830382,"gmtCreate":1651597776027,"gmtModify":1676534933111,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061830382","repostId":"1164519411","repostType":4,"repost":{"id":"1164519411","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651586615,"share":"https://ttm.financial/m/news/1164519411?lang=en_US&edition=fundamental","pubTime":"2022-05-03 22:03","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164519411","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival r","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/0cf7a102019a0774a1aa6a57bb05c5f8\" tg-width=\"393\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></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>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-03 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/0cf7a102019a0774a1aa6a57bb05c5f8\" tg-width=\"393\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164519411","content_text":"EV stocks climbed in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Fisker, Nikola and Arrival rose between 1% and 6%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"RIVN":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063496789,"gmtCreate":1651503891641,"gmtModify":1676534917390,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063496789","repostId":"1111315114","repostType":4,"repost":{"id":"1111315114","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651498030,"share":"https://ttm.financial/m/news/1111315114?lang=en_US&edition=fundamental","pubTime":"2022-05-02 21:27","market":"us","language":"en","title":"Stocks Rise Slightly to Start May after Nasdaq Posts Worst Month since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=1111315114","media":"Tiger Newspress","summary":"U.S. stock index futures were little changed on Monday morning after the Nasdaq Composite Index post","content":"<html><head></head><body><p>U.S. stock index futures were little changed on Monday morning after the Nasdaq Composite Index posted its worst month since 2008, pressured by rising rates, rampant inflation and underwhelming earnings from some of the largest technology companies.</p><p>Futures contracts tied to the Dow Jones Industrial Average gained 63 points, or 0.2%. S&amp;P 500 futures were flat, while Nasdaq 100 futures dipped 0.1%.</p><p>The major averages sank on Friday, accelerating April’s losses. The Dow dropped 939 points during the session, bringing its loss last week to roughly 2.5%. It was the 30-stock benchmark’s fifth-straight negative week.</p><p>The S&amp;P 500 declined 3.63% on Friday, its worst day since June 2020, and posted its fourth-straight negative week for the first time since September 2020. The Nasdaq also posted a fourth-straight week of losses, after falling 4.2% on Friday. Both indexes registered their lowest closing levels of the year.</p><p>“As we turn the calendar to May, we may see a short-term oversold bounce, however, we still have several reasons for concern. We believe our longer-term equity indicators are not yet oversold enough to have a high conviction ‘Buy’ call. We also believe managers have started to re-price stocks using recession like multiples. If that is the case, we are still over-valued,” MKM Partners chief market technician JC O’Hara said in a note clients.</p><p>The Dow and S&amp;P 500 are coming off their worst month since March 2020, when the pandemic took hold. The Dow finished April 4.9% lower, while the S&amp;P tanked 8.8%.</p><p>The selling was even more extreme in the tech-heavy Nasdaq Composite, which plunged 13.26% in April, its worst month since October 2008. The steep decline follows underperformance from large tech companies, including Amazon, Netflix and Meta Platforms.</p><p>“Disappointing guidance from technology giants Amazon and Apple have exacerbated concern that a decidedly more hawkish Fed, coupled with still intractable supply chain issues, and rising energy prices may make the hope of a ‘soft landing’ from the Fed more elusive,” said Quincy Krosby, chief equity strategist for LPL Financial.</p><p>Netflix fell 49% last month, with Amazon and Meta losing 24% and 10.8%, respectively. Tech stocks have been hit especially hard since their often-elevated valuations and promise of future growth begin to look less attractive in a rising-rate environment.</p><p>Investors are looking ahead to Wednesday, when the Federal Open Market Committee will issue a statement on monetary policy. The decision will be released at 2 p.m. ET, with Federal Reserve Chairman Jerome Powell holding a press conference at 2:30 p.m.</p><p>“With inflation so high and earnings growth slowing rapidly, stocks no longer provide the inflation hedge many investors are counting on. Real earnings yield tends to lead real stock returns on a y/y basis by about 6 months. It suggests we have meaningful downside at the index level as investors figure this out,” Morgan Stanley equity strategist Michael Wilson said in a note to clients.</p><p>Another key economic indicator will come Friday when April’s jobs report is released.</p><p>Earnings season is now more than halfway finished, but a number of companies are set to post results in the coming week, including a host of consumer-focused restaurant and travel companies.</p><p>Expedia, MGM Resorts, Pfizer, Airbnb, Starbucks, Lyft, Marriott, Yum Brands, Uber eBay and TripAdvisor are just some of the names on deck.</p><p>Of the 275 S&amp;P 500 companies that have reported earnings so far, 80% have beat earnings estimates with 73% topping revenue expectations, according to data from Refinitiv.</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>Stocks Rise Slightly to Start May after Nasdaq Posts Worst Month since 2008</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\">\nStocks Rise Slightly to Start May after Nasdaq Posts Worst Month since 2008\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-02 21:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures were little changed on Monday morning after the Nasdaq Composite Index posted its worst month since 2008, pressured by rising rates, rampant inflation and underwhelming earnings from some of the largest technology companies.</p><p>Futures contracts tied to the Dow Jones Industrial Average gained 63 points, or 0.2%. S&amp;P 500 futures were flat, while Nasdaq 100 futures dipped 0.1%.</p><p>The major averages sank on Friday, accelerating April’s losses. The Dow dropped 939 points during the session, bringing its loss last week to roughly 2.5%. It was the 30-stock benchmark’s fifth-straight negative week.</p><p>The S&amp;P 500 declined 3.63% on Friday, its worst day since June 2020, and posted its fourth-straight negative week for the first time since September 2020. The Nasdaq also posted a fourth-straight week of losses, after falling 4.2% on Friday. Both indexes registered their lowest closing levels of the year.</p><p>“As we turn the calendar to May, we may see a short-term oversold bounce, however, we still have several reasons for concern. We believe our longer-term equity indicators are not yet oversold enough to have a high conviction ‘Buy’ call. We also believe managers have started to re-price stocks using recession like multiples. If that is the case, we are still over-valued,” MKM Partners chief market technician JC O’Hara said in a note clients.</p><p>The Dow and S&amp;P 500 are coming off their worst month since March 2020, when the pandemic took hold. The Dow finished April 4.9% lower, while the S&amp;P tanked 8.8%.</p><p>The selling was even more extreme in the tech-heavy Nasdaq Composite, which plunged 13.26% in April, its worst month since October 2008. The steep decline follows underperformance from large tech companies, including Amazon, Netflix and Meta Platforms.</p><p>“Disappointing guidance from technology giants Amazon and Apple have exacerbated concern that a decidedly more hawkish Fed, coupled with still intractable supply chain issues, and rising energy prices may make the hope of a ‘soft landing’ from the Fed more elusive,” said Quincy Krosby, chief equity strategist for LPL Financial.</p><p>Netflix fell 49% last month, with Amazon and Meta losing 24% and 10.8%, respectively. Tech stocks have been hit especially hard since their often-elevated valuations and promise of future growth begin to look less attractive in a rising-rate environment.</p><p>Investors are looking ahead to Wednesday, when the Federal Open Market Committee will issue a statement on monetary policy. The decision will be released at 2 p.m. ET, with Federal Reserve Chairman Jerome Powell holding a press conference at 2:30 p.m.</p><p>“With inflation so high and earnings growth slowing rapidly, stocks no longer provide the inflation hedge many investors are counting on. Real earnings yield tends to lead real stock returns on a y/y basis by about 6 months. It suggests we have meaningful downside at the index level as investors figure this out,” Morgan Stanley equity strategist Michael Wilson said in a note to clients.</p><p>Another key economic indicator will come Friday when April’s jobs report is released.</p><p>Earnings season is now more than halfway finished, but a number of companies are set to post results in the coming week, including a host of consumer-focused restaurant and travel companies.</p><p>Expedia, MGM Resorts, Pfizer, Airbnb, Starbucks, Lyft, Marriott, Yum Brands, Uber eBay and TripAdvisor are just some of the names on deck.</p><p>Of the 275 S&amp;P 500 companies that have reported earnings so far, 80% have beat earnings estimates with 73% topping revenue expectations, according to data from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111315114","content_text":"U.S. stock index futures were little changed on Monday morning after the Nasdaq Composite Index posted its worst month since 2008, pressured by rising rates, rampant inflation and underwhelming earnings from some of the largest technology companies.Futures contracts tied to the Dow Jones Industrial Average gained 63 points, or 0.2%. S&P 500 futures were flat, while Nasdaq 100 futures dipped 0.1%.The major averages sank on Friday, accelerating April’s losses. The Dow dropped 939 points during the session, bringing its loss last week to roughly 2.5%. It was the 30-stock benchmark’s fifth-straight negative week.The S&P 500 declined 3.63% on Friday, its worst day since June 2020, and posted its fourth-straight negative week for the first time since September 2020. The Nasdaq also posted a fourth-straight week of losses, after falling 4.2% on Friday. Both indexes registered their lowest closing levels of the year.“As we turn the calendar to May, we may see a short-term oversold bounce, however, we still have several reasons for concern. We believe our longer-term equity indicators are not yet oversold enough to have a high conviction ‘Buy’ call. We also believe managers have started to re-price stocks using recession like multiples. If that is the case, we are still over-valued,” MKM Partners chief market technician JC O’Hara said in a note clients.The Dow and S&P 500 are coming off their worst month since March 2020, when the pandemic took hold. The Dow finished April 4.9% lower, while the S&P tanked 8.8%.The selling was even more extreme in the tech-heavy Nasdaq Composite, which plunged 13.26% in April, its worst month since October 2008. The steep decline follows underperformance from large tech companies, including Amazon, Netflix and Meta Platforms.“Disappointing guidance from technology giants Amazon and Apple have exacerbated concern that a decidedly more hawkish Fed, coupled with still intractable supply chain issues, and rising energy prices may make the hope of a ‘soft landing’ from the Fed more elusive,” said Quincy Krosby, chief equity strategist for LPL Financial.Netflix fell 49% last month, with Amazon and Meta losing 24% and 10.8%, respectively. Tech stocks have been hit especially hard since their often-elevated valuations and promise of future growth begin to look less attractive in a rising-rate environment.Investors are looking ahead to Wednesday, when the Federal Open Market Committee will issue a statement on monetary policy. The decision will be released at 2 p.m. ET, with Federal Reserve Chairman Jerome Powell holding a press conference at 2:30 p.m.“With inflation so high and earnings growth slowing rapidly, stocks no longer provide the inflation hedge many investors are counting on. Real earnings yield tends to lead real stock returns on a y/y basis by about 6 months. It suggests we have meaningful downside at the index level as investors figure this out,” Morgan Stanley equity strategist Michael Wilson said in a note to clients.Another key economic indicator will come Friday when April’s jobs report is released.Earnings season is now more than halfway finished, but a number of companies are set to post results in the coming week, including a host of consumer-focused restaurant and travel companies.Expedia, MGM Resorts, Pfizer, Airbnb, Starbucks, Lyft, Marriott, Yum Brands, Uber eBay and TripAdvisor are just some of the names on deck.Of the 275 S&P 500 companies that have reported earnings so far, 80% have beat earnings estimates with 73% topping revenue expectations, according to data from Refinitiv.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060655325,"gmtCreate":1651144505504,"gmtModify":1676534858235,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060655325","repostId":"1139086727","repostType":4,"repost":{"id":"1139086727","kind":"news","pubTimestamp":1651143946,"share":"https://ttm.financial/m/news/1139086727?lang=en_US&edition=fundamental","pubTime":"2022-04-28 19:05","market":"us","language":"en","title":"U.S. Stocks To Watch: Apple, Meta, Amazon and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1139086727","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarter","content":"<div>\n<p>Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Apple, Meta, Amazon and More</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\">\nU.S. Stocks To Watch: Apple, Meta, Amazon and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF","AAPL":"苹果","AMZN":"亚马逊","QCOM":"高通"},"source_url":"https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139086727","content_text":"Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares gained 1.4% to $158.80 in after-hours trading.Meta Platforms, Inc. reported better-than-expected earnings for its first quarter, while sales missed estimates. The company reported 2.87 billion daily active people for its family of products, up 6% year-over-year. Meta shares jumped 18.4% to $207.08 in the after-hours trading session.QUALCOMM Incorporated reported better-than-expected results for its second quarter and issued a strong forecast for the current quarter. After the markets close, Amazon.com, Inc. is projected to post quarterly earnings at $8.07 per share on revenue of $116.30 billion. Amazon shares rose 2% to $2,819.07 in after-hours trading.","news_type":1,"symbols_score_info":{"FB":0.9,"AAPL":0.9,"QCOM":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084555673,"gmtCreate":1650894412974,"gmtModify":1676534810577,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084555673","repostId":"1135218581","repostType":2,"repost":{"id":"1135218581","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650894337,"share":"https://ttm.financial/m/news/1135218581?lang=en_US&edition=fundamental","pubTime":"2022-04-25 21:45","market":"us","language":"en","title":"Vaccine Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135218581","media":"Tiger Newspress","summary":"Vaccine stocks climbed in morning trading. Novavax, BioNTech SE, Moderna, Acorda Therapeutics, Inovi","content":"<html><head></head><body><p>Vaccine stocks climbed in morning trading. Novavax, BioNTech SE, Moderna, Acorda Therapeutics, Inovio Pharmaceuticals and Johnson &amp; Johnson climbed between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/f3b7c87e4861895c5bb2936e1697b901\" tg-width=\"416\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></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>Vaccine Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-25 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks climbed in morning trading. Novavax, BioNTech SE, Moderna, Acorda Therapeutics, Inovio Pharmaceuticals and Johnson &amp; Johnson climbed between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/f3b7c87e4861895c5bb2936e1697b901\" tg-width=\"416\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INO":"伊诺维奥制药","ACOR":"阿索尔达生物制药公司","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","JNJ":"强生"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135218581","content_text":"Vaccine stocks climbed in morning trading. Novavax, BioNTech SE, Moderna, Acorda Therapeutics, Inovio Pharmaceuticals and Johnson & Johnson climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"INO":0.9,"ACOR":0.9,"BNTX":0.9,"NVAX":0.9,"MRNA":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085216888,"gmtCreate":1650704994233,"gmtModify":1676534780353,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085216888","repostId":"2229678171","repostType":4,"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":174437443,"gmtCreate":1627124120682,"gmtModify":1703484569562,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$TIGR 20210820 20.0 PUT(TIGR)$</a> Not panicking. Please like and comment ??","listText":"<a href=\"https://laohu8.com/S/TIGR\">$TIGR 20210820 20.0 PUT(TIGR)$</a> Not panicking. Please like and comment ??","text":"$TIGR 20210820 20.0 PUT(TIGR)$ Not panicking. Please like and comment ??","images":[{"img":"https://static.tigerbbs.com/b113f4ccc35d9ee71175cf0367d62370","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/174437443","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570739774124426","authorId":"3570739774124426","name":"Captain_Shao","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3570739774124426","idStr":"3570739774124426"},"content":"8/20 is fine. It will arrive in two days after the goods rise. Don't worry about cutting it yet","text":"8/20 is fine. It will arrive in two days after the goods rise. Don't worry about cutting it yet","html":"8/20 is fine. It will arrive in two days after the goods rise. Don't worry about cutting it yet"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884711185,"gmtCreate":1631933069347,"gmtModify":1676530672838,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"please like thank you","listText":"please like thank you","text":"please like thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/884711185","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997847049,"gmtCreate":1661785360284,"gmtModify":1676536578397,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997847049","repostId":"1167448448","repostType":4,"repost":{"id":"1167448448","kind":"news","pubTimestamp":1661786204,"share":"https://ttm.financial/m/news/1167448448?lang=en_US&edition=fundamental","pubTime":"2022-08-29 23:16","market":"fut","language":"en","title":"Why Commodity Prices May Have Peaked","url":"https://stock-news.laohu8.com/highlight/detail?id=1167448448","media":"Seeking Alpha","summary":"SummaryAmong the most salient of economic developments in the last two years have been big movements","content":"<html><head></head><body><p>Summary</p><ul><li>Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.</li><li>The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August.</li><li>Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall.</li></ul><p>Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities. It was hard to miss the big rise in commodity prices. The Brent oil price increased from a low $20 a barrel in April 2020, during the first Covid-19 wave, to a peak of $122, in March 2022, after Russia invaded Ukraine. But it was not just oil. The price of copper doubled over this period. Wheat more than doubled. And so on. Global indices of commodity prices almost tripled from April 2020 to March 2022.</p><p>These figures are in dollars. Prices rose even more when viewed in terms of euros, yen, won, or other currencies.</p><p>Not quite as widely observed is that prices of many commodities fell somewhat over the summer. The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August. The overall CRB index has fallen 12 percent as of August 17.</p><p>Is this dip in commodity prices just temporary? Or is it a sign that they have peaked and can be expected to fall further in the future?</p><h3>1. Why are prices of different commodities so correlated?</h3><p>Mostly, the prices of different commodities are highly correlated. In many cases, this is due to direct microeconomic linkages. When the price of oil rises, the costs to wheat producers rise, because harvesting equipment runs on diesel while fertilizer is made from natural gas, which puts upward pressure on grain prices. But the correlation across widely disparate energy, mineral and agricultural commodities begs for a macroeconomic explanation.</p><p>There are two macroeconomic reasons to think that commodity prices in general will fall further. One of them is self-evident, the other less so.</p><p>Different stories apply to different commodities, of course, due to microeconomic particulars. The price of natural gas in Europe is bound to rise, as the continent learns to manage winter without Russian gas. But the story is likely to be different elsewhere.</p><h3>2. Global growth</h3><p>The most obvious macroeconomic factor is the overall level of economic activity. GDP is an important determinant of the demand for commodities and therefore their real price. Less obviously, the real interest rate is another determinant. As of now, the outlook for world growth (slowing) and the outlook for interest rates (upward) both suggest a downward path for commodity prices.</p><p>Strong global growth, especially in China, can explain the major upswings of commodity prices in 2004-07, 2010-11, and 2021. Conversely, abrupt recessions can explain the plunge in commodity prices from June 2008 to February 2009 (during the Great Recession), and again from January to April 2020 (in the pandemic recession). This leaves unexplained, for the moment, the spike in commodity prices in the first half of 2008 and the decline in 2014-15.</p><p>Global growth is currently slowing, for well-known reasons. China&#39;s growth rate has faltered dramatically (particularly in the commodity-intensive manufacturing sector). It actually turned negative in the second quarter, as Shanghai and some other cities endured shutdowns in support of a futile zero-Covid policy. Europe is hard-hit by the side effects of the Russian invasion of Ukraine. Even US growth is slower in 2022 than it was last year, with many proclaiming that a recession has begun. (Personally, however, I am still willing to bet that no US recession started in the first part of the year and that either first quarter or second quarter GDP will be revised upward by end-September.)</p><p>Overall, according to the IMF&#39;s most recent World Economic Outlook update, global growth is projected to slow substantially, from 6.1 % in 2021, to 3.2 % in 2022 and 2.9 % in 2023. Slowing growth means lower demand for commodities, and hence lower prices.</p><h3>3. Real interest rates</h3><p>In addition, as the Fed and other central banks tighten monetary policy, real interest rates are expected to rise. This is likely to lower commodity prices, and not just because high real interest rates make a recession more likely. Interest rates have an effect independently of GDP, both in theory and statistically.</p><p>The theory of the relationship between interest rates and commodity prices is long-established. I like the &#34;overshooting&#34; formulation of the theory. The simplest intuition behind the relationship is that the interest rate is a &#34;cost of carrying&#34; inventories. A rise in the interest rate reduces firms&#39; demand for holding inventories and therefore reduces the commodity price.</p><p>Three other mechanisms operate, in addition to inventories. First, for an exhaustible resource, an increase in the interest rate increases the incentive to extract today, rather than leaving deposits in the ground for tomorrow. Second, for commodities that have been &#34;financialized,&#34; an increase in the interest rate encourages institutional investors to shift out of the commodities asset class and into treasury bills. Third, for a commodity that is internationally traded, an increase in the domestic real interest rate may cause a real appreciation of the domestic currency, which works to lower the domestic-currency price of the commodity.</p><p>The relationship between real interest rates and commodity prices is also established statistically, by econometric analyses that range from:</p><p>i) simple correlations; to</p><p>ii) regressions that control for other important determinants, such as GDP and inventories in a &#34;carry trade&#34; model; to</p><p>iii) high-frequency event studies, which are much less sensitive to the econometric problems of the regressions, namely issues of causality and time series properties.</p><p>Two episodes illustrate the claim that the effect of monetary policy operates independently of the effect of GDP. Neither the spike in dollar commodity prices in the first half of 2008 nor the decline in 2014-15 can be explained by fluctuations in economic activity; but they can be interpreted as the result of easy US monetary policy (QE) and tightening US monetary policy (the end of QE), respectively.</p><p>Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall. That could mean that real prices of oil, minerals, and agricultural products are on their way down.</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>Why Commodity Prices May Have Peaked</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Commodity Prices May Have Peaked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmong the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.The price of oil decreased by about 30...</p>\n\n<a href=\"https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4537465-why-commodity-prices-may-peaked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167448448","content_text":"SummaryAmong the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities.The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August.Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall.Among the most salient of economic developments in the last two years have been big movements in the prices of oil, minerals, and agricultural commodities. It was hard to miss the big rise in commodity prices. The Brent oil price increased from a low $20 a barrel in April 2020, during the first Covid-19 wave, to a peak of $122, in March 2022, after Russia invaded Ukraine. But it was not just oil. The price of copper doubled over this period. Wheat more than doubled. And so on. Global indices of commodity prices almost tripled from April 2020 to March 2022.These figures are in dollars. Prices rose even more when viewed in terms of euros, yen, won, or other currencies.Not quite as widely observed is that prices of many commodities fell somewhat over the summer. The price of oil decreased by about 30 percent between early June and mid-August. The politically sensitive American price of gasoline also has fallen 20 percent since June, from $5/gallon to $4 in mid-August. The overall CRB index has fallen 12 percent as of August 17.Is this dip in commodity prices just temporary? Or is it a sign that they have peaked and can be expected to fall further in the future?1. Why are prices of different commodities so correlated?Mostly, the prices of different commodities are highly correlated. In many cases, this is due to direct microeconomic linkages. When the price of oil rises, the costs to wheat producers rise, because harvesting equipment runs on diesel while fertilizer is made from natural gas, which puts upward pressure on grain prices. But the correlation across widely disparate energy, mineral and agricultural commodities begs for a macroeconomic explanation.There are two macroeconomic reasons to think that commodity prices in general will fall further. One of them is self-evident, the other less so.Different stories apply to different commodities, of course, due to microeconomic particulars. The price of natural gas in Europe is bound to rise, as the continent learns to manage winter without Russian gas. But the story is likely to be different elsewhere.2. Global growthThe most obvious macroeconomic factor is the overall level of economic activity. GDP is an important determinant of the demand for commodities and therefore their real price. Less obviously, the real interest rate is another determinant. As of now, the outlook for world growth (slowing) and the outlook for interest rates (upward) both suggest a downward path for commodity prices.Strong global growth, especially in China, can explain the major upswings of commodity prices in 2004-07, 2010-11, and 2021. Conversely, abrupt recessions can explain the plunge in commodity prices from June 2008 to February 2009 (during the Great Recession), and again from January to April 2020 (in the pandemic recession). This leaves unexplained, for the moment, the spike in commodity prices in the first half of 2008 and the decline in 2014-15.Global growth is currently slowing, for well-known reasons. China's growth rate has faltered dramatically (particularly in the commodity-intensive manufacturing sector). It actually turned negative in the second quarter, as Shanghai and some other cities endured shutdowns in support of a futile zero-Covid policy. Europe is hard-hit by the side effects of the Russian invasion of Ukraine. Even US growth is slower in 2022 than it was last year, with many proclaiming that a recession has begun. (Personally, however, I am still willing to bet that no US recession started in the first part of the year and that either first quarter or second quarter GDP will be revised upward by end-September.)Overall, according to the IMF's most recent World Economic Outlook update, global growth is projected to slow substantially, from 6.1 % in 2021, to 3.2 % in 2022 and 2.9 % in 2023. Slowing growth means lower demand for commodities, and hence lower prices.3. Real interest ratesIn addition, as the Fed and other central banks tighten monetary policy, real interest rates are expected to rise. This is likely to lower commodity prices, and not just because high real interest rates make a recession more likely. Interest rates have an effect independently of GDP, both in theory and statistically.The theory of the relationship between interest rates and commodity prices is long-established. I like the \"overshooting\" formulation of the theory. The simplest intuition behind the relationship is that the interest rate is a \"cost of carrying\" inventories. A rise in the interest rate reduces firms' demand for holding inventories and therefore reduces the commodity price.Three other mechanisms operate, in addition to inventories. First, for an exhaustible resource, an increase in the interest rate increases the incentive to extract today, rather than leaving deposits in the ground for tomorrow. Second, for commodities that have been \"financialized,\" an increase in the interest rate encourages institutional investors to shift out of the commodities asset class and into treasury bills. Third, for a commodity that is internationally traded, an increase in the domestic real interest rate may cause a real appreciation of the domestic currency, which works to lower the domestic-currency price of the commodity.The relationship between real interest rates and commodity prices is also established statistically, by econometric analyses that range from:i) simple correlations; toii) regressions that control for other important determinants, such as GDP and inventories in a \"carry trade\" model; toiii) high-frequency event studies, which are much less sensitive to the econometric problems of the regressions, namely issues of causality and time series properties.Two episodes illustrate the claim that the effect of monetary policy operates independently of the effect of GDP. Neither the spike in dollar commodity prices in the first half of 2008 nor the decline in 2014-15 can be explained by fluctuations in economic activity; but they can be interpreted as the result of easy US monetary policy (QE) and tightening US monetary policy (the end of QE), respectively.Real interest rates currently appear to be on a firm upward trend, both because nominal interest rates will rise and because inflation will fall. That could mean that real prices of oil, minerals, and agricultural products are on their way down.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088096671,"gmtCreate":1650288338076,"gmtModify":1676534687196,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088096671","repostId":"1195810844","repostType":4,"repost":{"id":"1195810844","kind":"news","pubTimestamp":1650286006,"share":"https://ttm.financial/m/news/1195810844?lang=en_US&edition=fundamental","pubTime":"2022-04-18 20:46","market":"us","language":"en","title":"8 ‘Strong Buy’ Rated Dividend Aristocrats to Buy Now in Case of a Total Market Collapse","url":"https://stock-news.laohu8.com/highlight/detail?id=1195810844","media":"24/7 wall street","summary":"Even though some early first-quarter earnings have come in very solid, the reality is the market is ","content":"<html><head></head><body><p>Even though some early first-quarter earnings have come in very solid, the reality is the market is teetering and could be ready to plunge. While the perpetually bullish Wall Street commentary is focused on “peak inflation” coming soon, it could get a whole lot worse before it gets better.</p><p>The sheer velocity of rates increasing across the Treasury curve is starting to scare even the perpetual bulls. When you toss in all the additional ingredients connected with inflation, the ongoing war in Ukraine and a host of additional gremlins, the going could get very tough for the rest of 2022.</p><p>With the federal funds rate set to increase 50 basis points in both May and June, safe corporate bonds are hardly the best idea now.</p><p>Often when income investors look for companies paying big dividends, they are drawn to the Dividend Aristocrats, and with good reason. The 66 companies that made the cut for the 2022 S&amp;P 500 Dividend Aristocrats list have increased dividends (not just remained the same) for 25 years straight. But the requirements go even further. The following attributes are also mandatory for membership on the vaunted list:</p><ul><li>Companies must be worth at least $3 billion at the time of each quarterly rebalancing.</li><li>The average daily volume must be at least $5 million in transactions for every trailing three-month period at every quarterly rebalancing date.</li></ul><p>With the potential for a sizable correction looming, we thought it would be a good idea to look for companies on the Dividend Aristocrats list that are in sectors that are defensive but look poised to do well the rest of 2022. Eight stocks hit our screens, all of which are Buy rated at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><p>Atmos Energy</p><p>This utility stock is perfect for conservative investors looking for income. Atmos Energy Corp. (NYSE: ATO) engages in the regulated natural gas distribution and pipeline and storage businesses in the United States.</p><p>The Distribution segment is involved in the regulated natural gas distribution and related sales operations in eight states. This segment distributes natural gas to approximately 3 million residential, commercial, public authority and industrial customers. As of September 30, 2020, it owned 71,558 miles of underground distribution and transmission mains.</p><p>The Pipeline and Storage segment transports natural gas for third parties and manages five underground storage reservoirs in Texas. It also provides ancillary services to the pipeline industry, including parking arrangements, lending and inventory sales. As of September 30, 2020, it owned 5,684 miles of gas transmission lines.</p><p>Atmos Energy stock investors receive a 2.26% dividend. Morgan Stanley recently lowered the $128 target price to $126. The consensus target is $118.71, and the most recent closing print was $119.74.</p><p>Cardinal Health</p><p>This is a solid way for growth and income investors who are more conservative to play the health care sector. Cardinal Health Inc. (NYSE: CAH) is one of the largest drug and medical product distributors. The company generates approximately two-thirds of its profit from the pharmaceutical business and nearly one-third from its medical business.</p><p>The pharmaceutical distribution business supports retail/mail/hospital/physician clients, as well as drug manufacturers. The medical business manufactures its own portfolio of medical products and distributes brand-name products to hospitals and physicians.</p><p>Shareholders receive a 3.80% dividend. Morgan Stanley recently upgraded the shares to Overweight. The firm’s $70 price objective is well above the $59.54 consensus target for Cardinal Health stock. The most recent closing price was $62.96 a share.</p><p>Coca-Cola</p><p>This is a top Warren Buffet holding, and he owns a massive 400 million shares. Coca-Cola Co. (NYSE: KO) is the world’s largest beverage company, refreshing consumers with more than 500 sparkling and still brands. It has an incredibly strong worldwide brand, with 40% overseas sales.</p><p>Led by Coca-Cola, one ofthe world’s most valuable brands, the company’s portfolio features 20 billion-dollar brands including Diet Coke, Fanta, Sprite, Coca-Cola Zero, vitamin water, Powerade, Minute Maid, Simply, Georgia and Del Valle. Globally, it is the number one provider of sparkling beverages, ready-to-drink coffees and juices and juice drinks.</p><p>Through the world’s largest beverage distribution system, consumers in more than 200 countries enjoy Coca-Cola beverages at a rate of more than 1.9 billion servings a day. Also remember that the company also owns 16.7% of Monster Beverage, which continues to deliver big numbers.</p><p>Investors receive a 2.71% dividend. BofA Securities has a $70 target price on Coca-Cola stock. The consensus target is $67.48, and shares most recently traded at $65.02.</p><p>Essex Property Trust</p><p>This is an outstanding way for investors looking to add a real estate position to growth and income portfolios. Essex Property Trust Inc. (NYSE: ESS) is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops and manages apartment communities in selected West Coast markets.</p><p>This an S&amp;P 500 company has ownership interests in 246 apartment communities comprising approximately 60,000 homes, with an additional six properties in various stages of active development.</p><p>The dividend yield is 2.55%. The Truist Financial target price is $370, while the consensus target is $368.32. Essex Property Trust stock last closed at $345.51 a share.</p><p>Exxon Mobil</p><p>Despite the huge rally in oil, this mega-cap energy leader trades below levels posted in 2018 and still offers investors an excellent entry point. Exxon Mobil Corp. (NYSE: XOM) is the world’s largest international integrated oil and gas company. It explores for and produces crude oil and natural gas in the United States, Canada, South America, Europe, Africa and elsewhere.</p><p>Exxon also manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and specialty products, and it transports and sells crude oil, natural gas and petroleum products.</p><p>The company announced last year that ExxonMobil Catalysts and licensing has introduced ExxonMobil Renewable Diesel (EMRD) process technology to help meet the evolving needs for mobility, while utilizing renewable feedstock. This new process technology converts feedstocks, including but not limited to vegetable oils, unconverted cooking oil and animal fats, into renewable diesel.</p><p>Due to significant interest in producing renewable jet fuel as a primary product, which has garnered even more interest as jet fuel pricing has skyrocketed, Exxon is also developing advanced catalyst and process technology solutions that will offer EMRD process licensees flexibility to tailor the amount of jet fuel versus diesel produced.</p><p>The company pays investors a 4.05% dividend, which will continue to be defended. The $107 Wells Fargo price target compares with a $91.15 consensus target. Exxon Mobil stock ended last week at $87.83 a share.</p><p>Realty Income</p><p>This is an ideal stock for growth and income investors looking for a safer, inflation-busting idea for 2022. Realty Income Corp. (NYSE: O) is an S&amp;P 500 company dedicated to providing stockholders with dependable monthly income.</p><p>The company is structured as a real estate investment trust (REIT), and its monthly distributions are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with commercial tenants.</p><p>To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since its public listing in 1994.</p><p>Investors receive a monthly 4.08% distribution. Goldman Sachs has set its Realty Income stock price target at $87. The $77.44 consensus target is closer to the $72.61 close last Thursday.</p><p>3M</p><p>This top company could really benefit from continued economic pick-up, and the shares are down big this year. 3M Co. (NYSE: MMM) operates as a diversified technology company worldwide. It operates through the following four segments.</p><p>The Safety and Industrial segment offers industrial abrasives and finishing for metalworking applications; auto body repair solutions; closure systems for personal hygiene products, masking and packaging materials; electrical products and materials for construction and maintenance, power distribution and electrical original equipment manufacturers; structural adhesives and tapes; respiratory, hearing, eye and fall protection solutions; and natural and color-coated mineral granules for shingles.</p><p>The Transportation and Electronics segment provides ceramic solutions; attachment tapes, films, sound and temperature management for transportation vehicles; premium large format graphic films for advertising and fleet signage; light management films and electronics assembly solutions; packaging and interconnection solutions; and reflective signage for highway and vehicle safety.</p><p>The Health Care segment offers food safety indicator solutions; health care procedure coding and reimbursement software; skin, wound care and infection prevention products and solutions; dentistry and orthodontic solutions; and filtration and purification systems.</p><p>The Consumer segment provides consumer bandages, braces, supports and consumer respirators; cleaning products for the home; retail abrasives, paint accessories, car care DIY products, picture hanging and consumer air quality solutions; and stationery products.</p><p>The company offers its products through e-commerce and traditional wholesalers, retailers, jobbers, distributors and dealers.</p><p>Holders of 3M stock receive a 4.01% dividend. The Argus target price is $190. The consensus target is $163.09. The most recent close was $147.38 a share.</p><p>Walmart</p><p>The giant retailer has posted solid results over the past year, and it is a top idea in an inflationary environment, when consumers look for value. Walmart Inc. (NYSE: WMT) is the world’s largest retailer, operating retail stores under the formats of Walmart Stores, Supercenters, Neighborhood Markets and Sam’s Club locations in the United States, as well as a growing e-commerce business. Internationally Walmart also operates locations in several countries, including Argentina, Brazil, Canada, China, Japan, Mexico and the United Kingdom.</p><p>Each week, nearly 260 million customers and members visit the company’s 11,535 stores under 72 banners in 28 countries and e-commerce websites in 11 countries. It had fiscal 2020 revenue of over $550 billion, and Walmart employs approximately 2.2 million associates worldwide.</p><p>Shareholders receive a 1.53% dividend. The Walmart stock price target at Deutsche Bank is $184. The consensus target is $165.81, and shares were last seen trading at $157.08 apiece.</p></body></html>","source":"lsy1620372341666","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>8 ‘Strong Buy’ Rated Dividend Aristocrats to Buy Now in Case of a Total Market Collapse</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\">\n8 ‘Strong Buy’ Rated Dividend Aristocrats to Buy Now in Case of a Total Market Collapse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/04/18/8-strong-buy-rated-dividend-aristocrats-to-buy-now-in-case-of-a-total-market-collapse/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even though some early first-quarter earnings have come in very solid, the reality is the market is teetering and could be ready to plunge. While the perpetually bullish Wall Street commentary is ...</p>\n\n<a href=\"https://247wallst.com/investing/2022/04/18/8-strong-buy-rated-dividend-aristocrats-to-buy-now-in-case-of-a-total-market-collapse/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAH":"卡地纳健康","XOM":"埃克森美孚","KO":"可口可乐","WMT":"沃尔玛","ESS":"埃塞克斯信托","ATO":"ATMOS能源公司","MMM":"3M","O":"Realty Income Corp"},"source_url":"https://247wallst.com/investing/2022/04/18/8-strong-buy-rated-dividend-aristocrats-to-buy-now-in-case-of-a-total-market-collapse/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195810844","content_text":"Even though some early first-quarter earnings have come in very solid, the reality is the market is teetering and could be ready to plunge. While the perpetually bullish Wall Street commentary is focused on “peak inflation” coming soon, it could get a whole lot worse before it gets better.The sheer velocity of rates increasing across the Treasury curve is starting to scare even the perpetual bulls. When you toss in all the additional ingredients connected with inflation, the ongoing war in Ukraine and a host of additional gremlins, the going could get very tough for the rest of 2022.With the federal funds rate set to increase 50 basis points in both May and June, safe corporate bonds are hardly the best idea now.Often when income investors look for companies paying big dividends, they are drawn to the Dividend Aristocrats, and with good reason. The 66 companies that made the cut for the 2022 S&P 500 Dividend Aristocrats list have increased dividends (not just remained the same) for 25 years straight. But the requirements go even further. The following attributes are also mandatory for membership on the vaunted list:Companies must be worth at least $3 billion at the time of each quarterly rebalancing.The average daily volume must be at least $5 million in transactions for every trailing three-month period at every quarterly rebalancing date.With the potential for a sizable correction looming, we thought it would be a good idea to look for companies on the Dividend Aristocrats list that are in sectors that are defensive but look poised to do well the rest of 2022. Eight stocks hit our screens, all of which are Buy rated at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.Atmos EnergyThis utility stock is perfect for conservative investors looking for income. Atmos Energy Corp. (NYSE: ATO) engages in the regulated natural gas distribution and pipeline and storage businesses in the United States.The Distribution segment is involved in the regulated natural gas distribution and related sales operations in eight states. This segment distributes natural gas to approximately 3 million residential, commercial, public authority and industrial customers. As of September 30, 2020, it owned 71,558 miles of underground distribution and transmission mains.The Pipeline and Storage segment transports natural gas for third parties and manages five underground storage reservoirs in Texas. It also provides ancillary services to the pipeline industry, including parking arrangements, lending and inventory sales. As of September 30, 2020, it owned 5,684 miles of gas transmission lines.Atmos Energy stock investors receive a 2.26% dividend. Morgan Stanley recently lowered the $128 target price to $126. The consensus target is $118.71, and the most recent closing print was $119.74.Cardinal HealthThis is a solid way for growth and income investors who are more conservative to play the health care sector. Cardinal Health Inc. (NYSE: CAH) is one of the largest drug and medical product distributors. The company generates approximately two-thirds of its profit from the pharmaceutical business and nearly one-third from its medical business.The pharmaceutical distribution business supports retail/mail/hospital/physician clients, as well as drug manufacturers. The medical business manufactures its own portfolio of medical products and distributes brand-name products to hospitals and physicians.Shareholders receive a 3.80% dividend. Morgan Stanley recently upgraded the shares to Overweight. The firm’s $70 price objective is well above the $59.54 consensus target for Cardinal Health stock. The most recent closing price was $62.96 a share.Coca-ColaThis is a top Warren Buffet holding, and he owns a massive 400 million shares. Coca-Cola Co. (NYSE: KO) is the world’s largest beverage company, refreshing consumers with more than 500 sparkling and still brands. It has an incredibly strong worldwide brand, with 40% overseas sales.Led by Coca-Cola, one ofthe world’s most valuable brands, the company’s portfolio features 20 billion-dollar brands including Diet Coke, Fanta, Sprite, Coca-Cola Zero, vitamin water, Powerade, Minute Maid, Simply, Georgia and Del Valle. Globally, it is the number one provider of sparkling beverages, ready-to-drink coffees and juices and juice drinks.Through the world’s largest beverage distribution system, consumers in more than 200 countries enjoy Coca-Cola beverages at a rate of more than 1.9 billion servings a day. Also remember that the company also owns 16.7% of Monster Beverage, which continues to deliver big numbers.Investors receive a 2.71% dividend. BofA Securities has a $70 target price on Coca-Cola stock. The consensus target is $67.48, and shares most recently traded at $65.02.Essex Property TrustThis is an outstanding way for investors looking to add a real estate position to growth and income portfolios. Essex Property Trust Inc. (NYSE: ESS) is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops and manages apartment communities in selected West Coast markets.This an S&P 500 company has ownership interests in 246 apartment communities comprising approximately 60,000 homes, with an additional six properties in various stages of active development.The dividend yield is 2.55%. The Truist Financial target price is $370, while the consensus target is $368.32. Essex Property Trust stock last closed at $345.51 a share.Exxon MobilDespite the huge rally in oil, this mega-cap energy leader trades below levels posted in 2018 and still offers investors an excellent entry point. Exxon Mobil Corp. (NYSE: XOM) is the world’s largest international integrated oil and gas company. It explores for and produces crude oil and natural gas in the United States, Canada, South America, Europe, Africa and elsewhere.Exxon also manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene and polypropylene plastics, and specialty products, and it transports and sells crude oil, natural gas and petroleum products.The company announced last year that ExxonMobil Catalysts and licensing has introduced ExxonMobil Renewable Diesel (EMRD) process technology to help meet the evolving needs for mobility, while utilizing renewable feedstock. This new process technology converts feedstocks, including but not limited to vegetable oils, unconverted cooking oil and animal fats, into renewable diesel.Due to significant interest in producing renewable jet fuel as a primary product, which has garnered even more interest as jet fuel pricing has skyrocketed, Exxon is also developing advanced catalyst and process technology solutions that will offer EMRD process licensees flexibility to tailor the amount of jet fuel versus diesel produced.The company pays investors a 4.05% dividend, which will continue to be defended. The $107 Wells Fargo price target compares with a $91.15 consensus target. Exxon Mobil stock ended last week at $87.83 a share.Realty IncomeThis is an ideal stock for growth and income investors looking for a safer, inflation-busting idea for 2022. Realty Income Corp. (NYSE: O) is an S&P 500 company dedicated to providing stockholders with dependable monthly income.The company is structured as a real estate investment trust (REIT), and its monthly distributions are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with commercial tenants.To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since its public listing in 1994.Investors receive a monthly 4.08% distribution. Goldman Sachs has set its Realty Income stock price target at $87. The $77.44 consensus target is closer to the $72.61 close last Thursday.3MThis top company could really benefit from continued economic pick-up, and the shares are down big this year. 3M Co. (NYSE: MMM) operates as a diversified technology company worldwide. It operates through the following four segments.The Safety and Industrial segment offers industrial abrasives and finishing for metalworking applications; auto body repair solutions; closure systems for personal hygiene products, masking and packaging materials; electrical products and materials for construction and maintenance, power distribution and electrical original equipment manufacturers; structural adhesives and tapes; respiratory, hearing, eye and fall protection solutions; and natural and color-coated mineral granules for shingles.The Transportation and Electronics segment provides ceramic solutions; attachment tapes, films, sound and temperature management for transportation vehicles; premium large format graphic films for advertising and fleet signage; light management films and electronics assembly solutions; packaging and interconnection solutions; and reflective signage for highway and vehicle safety.The Health Care segment offers food safety indicator solutions; health care procedure coding and reimbursement software; skin, wound care and infection prevention products and solutions; dentistry and orthodontic solutions; and filtration and purification systems.The Consumer segment provides consumer bandages, braces, supports and consumer respirators; cleaning products for the home; retail abrasives, paint accessories, car care DIY products, picture hanging and consumer air quality solutions; and stationery products.The company offers its products through e-commerce and traditional wholesalers, retailers, jobbers, distributors and dealers.Holders of 3M stock receive a 4.01% dividend. The Argus target price is $190. The consensus target is $163.09. The most recent close was $147.38 a share.WalmartThe giant retailer has posted solid results over the past year, and it is a top idea in an inflationary environment, when consumers look for value. Walmart Inc. (NYSE: WMT) is the world’s largest retailer, operating retail stores under the formats of Walmart Stores, Supercenters, Neighborhood Markets and Sam’s Club locations in the United States, as well as a growing e-commerce business. Internationally Walmart also operates locations in several countries, including Argentina, Brazil, Canada, China, Japan, Mexico and the United Kingdom.Each week, nearly 260 million customers and members visit the company’s 11,535 stores under 72 banners in 28 countries and e-commerce websites in 11 countries. It had fiscal 2020 revenue of over $550 billion, and Walmart employs approximately 2.2 million associates worldwide.Shareholders receive a 1.53% dividend. The Walmart stock price target at Deutsche Bank is $184. The consensus target is $165.81, and shares were last seen trading at $157.08 apiece.","news_type":1,"symbols_score_info":{"CAH":0.9,"XOM":0.9,"ESS":0.9,"O":0.9,"WMT":0.9,"KO":0.9,"MMM":0.9,"ATO":0.9}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895450425,"gmtCreate":1628768212267,"gmtModify":1676529847592,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>No demand problem ??","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>No demand problem ??","text":"$Tesla Motors(TSLA)$No demand problem ??","images":[{"img":"https://static.tigerbbs.com/992327012c941b4fd9b5f80fef63888f","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/895450425","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476179108328286","authorId":"3476179108328286","name":"xway","avatar":"https://static.laohu8.com/08ad549f7dcec5e4bb521ff47aec71e0","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3476179108328286","idStr":"3476179108328286"},"content":"The delivery time in China is more than 4 weeks, and there is definitely no demand problem. Moreover, many car owners have chosen the new M3 my with reduced price, which has not been delivered yet. Bears are going to be disappointed again.","text":"The delivery time in China is more than 4 weeks, and there is definitely no demand problem. Moreover, many car owners have chosen the new M3 my with reduced price, which has not been delivered yet. Bears are going to be disappointed again.","html":"The delivery time in China is more than 4 weeks, and there is definitely no demand problem. Moreover, many car owners have chosen the new M3 my with reduced price, which has not been delivered yet. Bears are going to be disappointed again."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989133439,"gmtCreate":1665936351521,"gmtModify":1676537680958,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989133439","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=en_US&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</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>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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; 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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 Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081803394,"gmtCreate":1650221943686,"gmtModify":1676534671111,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081803394","repostId":"2227986989","repostType":4,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010766462,"gmtCreate":1648474385676,"gmtModify":1676534342200,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010766462","repostId":"1159525372","repostType":2,"repost":{"id":"1159525372","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648474344,"share":"https://ttm.financial/m/news/1159525372?lang=en_US&edition=fundamental","pubTime":"2022-03-28 21:32","market":"us","language":"en","title":"Stocks Open Mostly Lower after Second Straight Weekly Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1159525372","media":"Tiger Newspress","summary":"The major averages were steady on Monday as investors took a pause following two straight weeks of g","content":"<html><head></head><body><p>The major averages were steady on Monday as investors took a pause following two straight weeks of gains.</p><p>The Dow Jones Industrial Average fell 50 points. The S&amp;P 500 fell 0.1%. The technology-focused Nasdaq Composite rose 0.1%.</p><p>Shares of Tesla popped more than 5% on news it wants to split its stock so it can pay a stock dividend to shareholders.</p><p>The Securities and Exchange Commission filing said Tesla will ask at its annual shareholders meeting &#34;for an increase in the number of authorized shares of common stock ... in order to enable a stock split of the Company&#39;s common stock in the form of a stock dividend.&#34;</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>Stocks Open Mostly Lower after Second Straight Weekly Rise</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\">\nStocks Open Mostly Lower after Second Straight Weekly Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-28 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The major averages were steady on Monday as investors took a pause following two straight weeks of gains.</p><p>The Dow Jones Industrial Average fell 50 points. The S&amp;P 500 fell 0.1%. The technology-focused Nasdaq Composite rose 0.1%.</p><p>Shares of Tesla popped more than 5% on news it wants to split its stock so it can pay a stock dividend to shareholders.</p><p>The Securities and Exchange Commission filing said Tesla will ask at its annual shareholders meeting &#34;for an increase in the number of authorized shares of common stock ... in order to enable a stock split of the Company&#39;s common stock in the form of a stock dividend.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159525372","content_text":"The major averages were steady on Monday as investors took a pause following two straight weeks of gains.The Dow Jones Industrial Average fell 50 points. The S&P 500 fell 0.1%. The technology-focused Nasdaq Composite rose 0.1%.Shares of Tesla popped more than 5% on news it wants to split its stock so it can pay a stock dividend to shareholders.The Securities and Exchange Commission filing said Tesla will ask at its annual shareholders meeting \"for an increase in the number of authorized shares of common stock ... in order to enable a stock split of the Company's common stock in the form of a stock dividend.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086212836,"gmtCreate":1650461244217,"gmtModify":1676534728678,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086212836","repostId":"1151328357","repostType":4,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012261438,"gmtCreate":1649340841238,"gmtModify":1676534494459,"author":{"id":"3576159555258706","authorId":"3576159555258706","name":"Trade2retire","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576159555258706","idStr":"3576159555258706"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012261438","repostId":"2225928597","repostType":4,"repost":{"id":"2225928597","kind":"news","pubTimestamp":1649337763,"share":"https://ttm.financial/m/news/2225928597?lang=en_US&edition=fundamental","pubTime":"2022-04-07 21:22","market":"us","language":"en","title":"Why Billionaire Warren Buffett Took A Stake In HP","url":"https://stock-news.laohu8.com/highlight/detail?id=2225928597","media":"Yahoo Finance","summary":"HP's stock hasn't been properly valued by investors, hence Buffett enters smelling a dislocation.","content":"<html><head></head><body><p>In many respects, <a href=\"https://laohu8.com/S/HPQ\">HP</a> has earned the stamp of approval from billionaire investor Warren Buffett.</p><p>Buffett&#39;s Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.</p><p>&#34;Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,&#34; an HP spokesperson said.</p><p>Buffett&#39;s investment makes sense for several reasons.</p><p>First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.</p><p>The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.</p><p>The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.</p><p>Operating profit margins expanded 70 basis points in HP&#39;s personal systems segment, but declined 160 basis points in the printing business.</p><p>HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.</p><p>The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.</p><p>For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.</p><p>While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company&#39;s future through acquisitions.</p><p>The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.</p><p>Despite all of these efforts, an argument could be made that HP&#39;s stock hasn&#39;t been properly valued by investors — hence Buffett enters smelling a dislocation.</p><p>HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That&#39;s well below the forward PE multiple on the S&amp;P 500 of about 18.2 times. It&#39;s also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.</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>Why Billionaire Warren Buffett Took A Stake In HP</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Billionaire Warren Buffett Took A Stake In HP\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In many respects, HP has earned the stamp of approval from billionaire investor Warren Buffett.Buffett's Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","HPQ":"惠普"},"source_url":"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225928597","content_text":"In many respects, HP has earned the stamp of approval from billionaire investor Warren Buffett.Buffett's Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.\"Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,\" an HP spokesperson said.Buffett's investment makes sense for several reasons.First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.Operating profit margins expanded 70 basis points in HP's personal systems segment, but declined 160 basis points in the printing business.HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company's future through acquisitions.The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.Despite all of these efforts, an argument could be made that HP's stock hasn't been properly valued by investors — hence Buffett enters smelling a dislocation.HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That's well below the forward PE multiple on the S&P 500 of about 18.2 times. It's also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"HPQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}