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2022-06-05

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2022-11-22

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Sell Alert: 2 REITs To Sell Before 2023

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More Than $2 Trillion in Stock Options Expire Friday With Put-Call Ratio Near Levels Unseen Since 2001

2022-11-17

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Why Apple Is The Only FAANG Stock Worth Buying

2022-05-25

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2022-06-18

Buffett is treating Buffet!

Warren Buffett Charity Lunch Fetches Winning Bid of $19 Mln

2022-05-28

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7 Beaten-Up Tech Stocks That Could Be Bargains

2022-04-05

$3T here we come!

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2022-03-28

When one door closes, another opens!

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2022-06-11

Netflix will flip it to green!

NFLX Stock Slumps as Goldman Sachs Says Netflix Is a Sell

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n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442086122595080","repostId":"2540577588","repostType":2,"repost":{"id":"2540577588","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1748958826,"share":"https://ttm.financial/m/news/2540577588?lang=en_US&edition=fundamental","pubTime":"2025-06-03 21:53","market":"nz","language":"en","title":"Dollar General Rallies 14% After Lifting Annual Targets on Demand for Cheaper Essentials","url":"https://stock-news.laohu8.com/highlight/detail?id=2540577588","media":"Reuters","summary":"Dollar General raised its annual targets after beating estimates for quarterly profit and sales, in sharp contrast to other retailers cutting financial targets and sounding caution on consumer spendin","content":"<html><head></head><body><p>Dollar General raised its annual targets after beating estimates for quarterly profit and sales, in sharp contrast to other retailers cutting financial targets and sounding caution on consumer spending due to tariffs. The company&#39;s shares were up 14% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b89a55600d28f4a4efd89340ab8047ad\" tg-width=\"742\" tg-height=\"630\"/></p><p>Dollar stores have historically stood a better chance to weather out tougher economic conditions as consumers shop for cheaper goods at these outlets to stretch their budgets.</p><p>Dollar General has also focused on a leaner store count and remodeling existing stores to help improve operations and cut costs at a time when its core lower-income consumer is under some pressure from still-high inflation.</p><p>&#34;While traffic declines are a bit concerning and the ticket increase may have been boosted by price increases, we think this is Dollar General&#39;s best quarter since the early pandemic,&#34; Truist Securities analyst Scot Ciccarelli said in a note.</p><p>Dollar General now expects annual same-store sales growth between 1.5% and 2.5%, compared with its prior target of 1.2% to 2.2%. It also raised the low end of its annual earnings per share target by 10 cents to $5.20, keeping the top end unchanged at $5.80.</p><p>Some portion of the company&#39;s private brand products are exposed to tariffs currently in place on countries including China. Dollar General said on Tuesday it expects to mitigate most of the impact to its cost of goods from these levies.</p><p>The Goodlettsville, Tennessee-based company&#39;s same-store sales for the three months ended May 2 grew 2.4%, topping estimates of a 1.41% rise, according to data compiled by LSEG.</p><p>Its first-quarter earnings per share of $1.78 also handily beat Street expectations of $1.48.</p><p>Despite the results, Dollar General acknowledged tariff-fueled uncertainty that looms over the rest of the year and consumer spending could be pressured by tariff-related price increases.</p><p>Rival Dollar Tree, which offloaded the Family Dollar chain earlier this year, reports first-quarter results on Wednesday.</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>Dollar General Rallies 14% After Lifting Annual Targets on Demand for Cheaper Essentials</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\">\nDollar General Rallies 14% After Lifting Annual Targets on Demand for Cheaper Essentials\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-06-03 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dollar General raised its annual targets after beating estimates for quarterly profit and sales, in sharp contrast to other retailers cutting financial targets and sounding caution on consumer spending due to tariffs. The company&#39;s shares were up 14% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b89a55600d28f4a4efd89340ab8047ad\" tg-width=\"742\" tg-height=\"630\"/></p><p>Dollar stores have historically stood a better chance to weather out tougher economic conditions as consumers shop for cheaper goods at these outlets to stretch their budgets.</p><p>Dollar General has also focused on a leaner store count and remodeling existing stores to help improve operations and cut costs at a time when its core lower-income consumer is under some pressure from still-high inflation.</p><p>&#34;While traffic declines are a bit concerning and the ticket increase may have been boosted by price increases, we think this is Dollar General&#39;s best quarter since the early pandemic,&#34; Truist Securities analyst Scot Ciccarelli said in a note.</p><p>Dollar General now expects annual same-store sales growth between 1.5% and 2.5%, compared with its prior target of 1.2% to 2.2%. It also raised the low end of its annual earnings per share target by 10 cents to $5.20, keeping the top end unchanged at $5.80.</p><p>Some portion of the company&#39;s private brand products are exposed to tariffs currently in place on countries including China. Dollar General said on Tuesday it expects to mitigate most of the impact to its cost of goods from these levies.</p><p>The Goodlettsville, Tennessee-based company&#39;s same-store sales for the three months ended May 2 grew 2.4%, topping estimates of a 1.41% rise, according to data compiled by LSEG.</p><p>Its first-quarter earnings per share of $1.78 also handily beat Street expectations of $1.48.</p><p>Despite the results, Dollar General acknowledged tariff-fueled uncertainty that looms over the rest of the year and consumer spending could be pressured by tariff-related price increases.</p><p>Rival Dollar Tree, which offloaded the Family Dollar chain earlier this year, reports first-quarter results on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DG":"美国达乐公司"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250603:nL3N3S60SR:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540577588","content_text":"Dollar General raised its annual targets after beating estimates for quarterly profit and sales, in sharp contrast to other retailers cutting financial targets and sounding caution on consumer spending due to tariffs. The company's shares were up 14% in premarket trading.Dollar stores have historically stood a better chance to weather out tougher economic conditions as consumers shop for cheaper goods at these outlets to stretch their budgets.Dollar General has also focused on a leaner store count and remodeling existing stores to help improve operations and cut costs at a time when its core lower-income consumer is under some pressure from still-high inflation.\"While traffic declines are a bit concerning and the ticket increase may have been boosted by price increases, we think this is Dollar General's best quarter since the early pandemic,\" Truist Securities analyst Scot Ciccarelli said in a note.Dollar General now expects annual same-store sales growth between 1.5% and 2.5%, compared with its prior target of 1.2% to 2.2%. It also raised the low end of its annual earnings per share target by 10 cents to $5.20, keeping the top end unchanged at $5.80.Some portion of the company's private brand products are exposed to tariffs currently in place on countries including China. Dollar General said on Tuesday it expects to mitigate most of the impact to its cost of goods from these levies.The Goodlettsville, Tennessee-based company's same-store sales for the three months ended May 2 grew 2.4%, topping estimates of a 1.41% rise, according to data compiled by LSEG.Its first-quarter earnings per share of $1.78 also handily beat Street expectations of $1.48.Despite the results, Dollar General acknowledged tariff-fueled uncertainty that looms over the rest of the year and consumer spending could be pressured by tariff-related price increases.Rival Dollar Tree, which offloaded the Family Dollar chain earlier this year, reports first-quarter results on Wednesday.","news_type":1,"symbols_score_info":{"DG":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954302151,"gmtCreate":1675981838873,"gmtModify":1675981842261,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954302151","repostId":"9954302017","repostType":1,"repost":{"id":9954302017,"gmtCreate":1675981428239,"gmtModify":1675981432716,"author":{"id":"4107677693993300","authorId":"4107677693993300","name":"AlanTiger","avatar":"https://community-static.tradeup.com/news/331fd38b2225a1f71b34067a439890f6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107677693993300","idStr":"4107677693993300"},"themes":[],"htmlText":"The easiest way to get coins I think is to complete the daily tasks. You will get around 100 coins in total. But sometimes the tasks “comment on 3 warm up posts” and “like 3 warm up posts” may not be easily completed because sometimes these warm up posts are not available. My favourite way to get coins is the daily check in because it's the surest way to get coins. My favourite coin redemption is to use it on getting vouchers. My experience in using coins is great! Coins can be used to redeem gifts&nbsp;and vouchers.","listText":"The easiest way to get coins I think is to complete the daily tasks. You will get around 100 coins in total. But sometimes the tasks “comment on 3 warm up posts” and “like 3 warm up posts” may not be easily completed because sometimes these warm up posts are not available. My favourite way to get coins is the daily check in because it's the surest way to get coins. My favourite coin redemption is to use it on getting vouchers. My experience in using coins is great! Coins can be used to redeem gifts&nbsp;and vouchers.","text":"The easiest way to get coins I think is to complete the daily tasks. You will get around 100 coins in total. But sometimes the tasks “comment on 3 warm up posts” and “like 3 warm up posts” may not be easily completed because sometimes these warm up posts are not available. My favourite way to get coins is the daily check in because it's the surest way to get coins. My favourite coin redemption is to use it on getting vouchers. My experience in using coins is great! Coins can be used to redeem gifts and vouchers.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954302017","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954041107,"gmtCreate":1675869192110,"gmtModify":1675869195760,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954041107","repostId":"9954057188","repostType":1,"repost":{"id":9954057188,"gmtCreate":1675868174845,"gmtModify":1675868555513,"author":{"id":"3527667628464496","authorId":"3527667628464496","name":"Tiger_Newspress","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667628464496","idStr":"3527667628464496"},"themes":[],"title":"Tesla Rose Over 2% in Morning Trading and Its Stock Prices Nearly Doubled From the Low of $101.81 in 2023","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> rose&nbsp;over&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;and&nbsp;its&nbsp;stock&nbsp;prices&nbsp;returned&nbsp;to&nbsp;$200,&nbsp;which&nbsp;meant&nbsp;it&nbsp;nearly&nbsp;doubled&nbsp;from&nbsp;the&nbsp;low&nbsp;of&nbsp;$101.81&nbsp;in&nbsp;2023.It&nbsp;delivered 26,843 vehicles in China in January 2023, according to data released today by the China Passenger Car Association (CPCA).&nbsp;Deliveries in China fell 35.98% from 41,926 units shipped in December 2022, but was up&nbsp;38.75% Y/Y. <a href=\"https://ttm.financial/S/TSLA\">$(TSLA)$</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> rose&nbsp;over&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading&nbsp;and&nbsp;its&nbsp;stock&nbsp;prices&nbsp;returned&nbsp;to&nbsp;$200,&nbsp;which&nbsp;meant&nbsp;it&nbsp;nearly&nbsp;doubled&nbsp;from&nbsp;the&nbsp;low&nbsp;of&nbsp;$101.81&nbsp;in&nbsp;2023.It&nbsp;delivered 26,843 vehicles in China in January 2023, according to data released today by the China Passenger Car Association (CPCA).&nbsp;Deliveries in China fell 35.98% from 41,926 units shipped in December 2022, but was up&nbsp;38.75% Y/Y. <a href=\"https://ttm.financial/S/TSLA\">$(TSLA)$</a>","text":"$Tesla Motors(TSLA)$ rose over 2% in morning trading and its stock prices returned to $200, which meant it nearly doubled from the low of $101.81 in 2023.It delivered 26,843 vehicles in China in January 2023, according to data released today by the China Passenger Car Association (CPCA). Deliveries in China fell 35.98% from 41,926 units shipped in December 2022, but was up 38.75% Y/Y. $(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/4d5780af97a090b018a229605a3df602","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954057188","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967310753,"gmtCreate":1670260642572,"gmtModify":1676538332000,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967310753","repostId":"2288034469","repostType":4,"repost":{"id":"2288034469","kind":"highlight","pubTimestamp":1670254323,"share":"https://ttm.financial/m/news/2288034469?lang=en_US&edition=fundamental","pubTime":"2022-12-05 23:32","market":"us","language":"en","title":"Rates And The Dollar Are Sending Warning Signs To Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2288034469","media":"Seekingalpha","summary":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of","content":"<html><head></head><body><p>Powell&#39;s appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.</p><p>This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&amp;P 500 following Powell&#39;s appearance. While Powell said almost nothing new, he didn&#39;t say enough to cause the market&#39;s recent easing of financial conditions to reverse.</p><p>It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn&#39;t, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.</p><p>The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/b14e7287ef2ebde557c2c762382b6f3e\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month&#39;s numbers were all revised higher.</p><p>Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.</p><p>The move in the ISM report indicates that S&amp;P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.</p><p></p><p><img src=\"https://static.tigerbbs.com/34b4ece5032dcd46b930fc970e935b00\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.</p><p>Analysts&#39; estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts&#39; estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.</p><p></p><p><img src=\"https://static.tigerbbs.com/4c45e0b1141d0fecf0649dd89230770d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Cutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.</p><p>The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.</p><p></p><p><img src=\"https://static.tigerbbs.com/0e496080213d87b9baac15b6fab3f9aa\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.</p><p></p><p><img src=\"https://static.tigerbbs.com/1859642fc4382c863b8d13598ed0c511\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.</p><p></p><p><img src=\"https://static.tigerbbs.com/b267e102ea6f61e2f6db897b258239ba\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>Quant-Insight</p><p>Should the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.</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>Rates And The Dollar Are Sending Warning Signs To Markets</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\">\nRates And The Dollar Are Sending Warning Signs To Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he...</p>\n\n<a href=\"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288034469","content_text":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&P 500 following Powell's appearance. While Powell said almost nothing new, he didn't say enough to cause the market's recent easing of financial conditions to reverse.It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn't, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.BloombergWhat is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month's numbers were all revised higher.Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.The move in the ISM report indicates that S&P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.BloombergThe slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.Analysts' estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts' estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.BloombergCutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.BloombergBut the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.BloombergThe forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.Quant-InsightShould the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968367219,"gmtCreate":1669132859232,"gmtModify":1676538156851,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"The sky is the limit!","listText":"The sky is the limit!","text":"The sky is the limit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968367219","repostId":"2285388729","repostType":4,"repost":{"id":"2285388729","kind":"highlight","pubTimestamp":1669291216,"share":"https://ttm.financial/m/news/2285388729?lang=en_US&edition=fundamental","pubTime":"2022-11-24 20:00","market":"us","language":"en","title":"2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2285388729","media":"Motley Fool","summary":"Sticking with tried-and-true tech giants could be a formula for success in 2023.","content":"<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">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>2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year</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\">\n2023 Is Coming: 2 Trillion-Dollar Growth Stocks to Buy Before the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/11/22/2023-2-trillion-dollar-growth-stocks-buy-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285388729","content_text":"Consumers are struggling under the pressures of high inflation and rising interest rates this year. That's having knock-on effects for companies that sell big-ticket items, as well as those that rely on advertising to generate revenue.These challenges are making life particularly difficult for Microsoft and Google parent Alphabet. Even though the value of both companies steadily declined in 2022, they're still worth $1.8 trillion and $1.2 trillion, respectively, and they're retaining their positions as two of the largest companies in the world.How do these two stocks maintain their dominance in this difficult economy? By having multiple, diverse revenue streams, where one or two key business units pick up the slack from the others that are suffering. With 2023 right around the corner, investors should consider buying Microsoft and Alphabet stocks. Let's look at the reasons why.1. Microsoft is soaring through the cloudMicrosoft has a well-established portfolio of consumer brands, featuring the Windows operating system, the Office 365 document suite, the Surface line of notebook computers, and the Xbox gaming console. The latter two are under the most pressure, with device sales softening in recent quarters and user engagement in the Xbox ecosystem falling as society shifts back toward pre-pandemic habits.But this year is all about the cloud for Microsoft (though, to be honest, this has been the case for the past several years). Its intelligent-cloud segment is the largest of the company's three core business units, as the corporate sector continues to shift operations online. Microsoft's Azure cloud services platform grew its revenue by 35% in the recent first quarter of fiscal 2023 (ended Sept. 30), which was triple the 11% growth rate for the company's overall revenue.Azure offers hundreds of solutions to its business customers, from simple data storage to virtual machines to artificial intelligence, and the platform is ranked second in the industry behind Amazon Web Services. That's important because the cloud computing opportunity is estimated to be worth $484 billion this year but could grow to over $1.5 trillion annually by 2030 (according to Grand View Research).That's a compound annual growth rate of 15.7%. Since Azure is already growing significantly faster than that, it suggests it's acquiring market share along the way.While Microsoft experienced softness in its consumer-centric segments this year, the cloud  enabled the entire company to maintain a comfortable growth rate. But since there are already signs that inflationary pressures are easing, Microsoft's lagging businesses could see a resurgence as we enter 2023.Now might be an opportune time to buy Microsoft stock since it's trading at a 31% discount from its all-time high.2. Alphabet: Keep watching YouTube (not literally, of course)Alphabet is a key barometer for the advertising sector because almost its entire business relies on ad dollars to generate revenue. It's the parent company of Google, which still drives the whole organization, financially speaking, particularly through its market-leading search engine. But amid the weakening economy this year, businesses trimmed their marketing budgets, which led to a material slowdown in Alphabet's revenue growth.When a business observes broader economic weakness, it makes the safe assumption that consumers will have less spending power and the company will receive a smaller return on investment when it comes to advertising. As a result, Google Search revenue grew by just 4.2% year over year in the recent third quarter (ended Sept. 30). For context, it grew 10 times faster (44%) in the same quarter last year when the economy was roaring on the back of stimulus dollars and low interest rates.Similarly, Alphabet's YouTube video platform saw a 1.8% year-over-year decrease in advertising revenue during Q3 but is currently in the midst of an important transition. YouTube launched \"Shorts\" two years ago to compete with ByteDance's TikTok, which has swept the globe with its highly engaging short-form mobile video app. Shorts has been a major success, attracting 1.5 billion monthly users and 30 billion daily video views.The challenge is that short-form video monetizes at a lower rate than longer content. Since Shorts is cannibalizing the traditional YouTube video formats, the platform brought in less money recently.This will improve in 2023 as Alphabet makes premium content creation more lucrative for YouTube users because higher-quality content means higher prices for advertising spots. Plus, it's exploring new opportunities like shopping, which allows creators to link to products in their videos, bridging the gap between social media and e-commerce.While YouTube made up just 10.2% of Alphabet's total revenue in Q3, investors should expect it to be a more significant part of the company in the future as Shorts continues to grow. That's because short-form video engages a very young audience, which is a coveted factor for advertisers. But looking at the bigger picture, if the economy improves in 2023, Google Search should also roar back to life and supercharge Alphabet.With the stock price down 35% from its all-time high, this might be a great time to buy ahead of the new year.","news_type":1,"symbols_score_info":{"MSFT":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968038425,"gmtCreate":1669075345968,"gmtModify":1676538147172,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968038425","repostId":"1157124487","repostType":4,"repost":{"id":"1157124487","kind":"news","pubTimestamp":1669073209,"share":"https://ttm.financial/m/news/1157124487?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:26","market":"us","language":"en","title":"ZTO Express Non-GAAP EPS of $0.33 Beats By $0.06, Revenue of $1.26B in-Line; It Bumps Share Buyback to US$1.5B After Board Nod","url":"https://stock-news.laohu8.com/highlight/detail?id=1157124487","media":"Seeking Alpha","summary":"ZTO Express Q3 Non-GAAP EPS of $0.33beats by $0.06.Revenue of $1.26B (+9.6% Y/Y) in-line.It announce","content":"<html><head></head><body><ul><li>ZTO Express Q3 Non-GAAP EPS of $0.33beats by $0.06.</li><li>Revenue of $1.26B (+9.6% Y/Y) in-line.</li></ul><ul><li>It announcedthat its board of directors approved the increase in its share repurchase program to US$1.5 billion from US$1 billion.</li><li>The company also extended the effective time of the share buyback by one year until June 30, 2024.</li><li>Shares +5.5% after the bell.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ZTO Express Non-GAAP EPS of $0.33 Beats By $0.06, Revenue of $1.26B in-Line; It Bumps Share Buyback to US$1.5B After Board Nod</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\">\nZTO Express Non-GAAP EPS of $0.33 Beats By $0.06, Revenue of $1.26B in-Line; It Bumps Share Buyback to US$1.5B After Board Nod\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3910259-chinas-zto-bumps-share-buyback-to-us15b-after-board-nod><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZTO Express Q3 Non-GAAP EPS of $0.33beats by $0.06.Revenue of $1.26B (+9.6% Y/Y) in-line.It announcedthat its board of directors approved the increase in its share repurchase program to US$1.5 billion...</p>\n\n<a href=\"https://seekingalpha.com/news/3910259-chinas-zto-bumps-share-buyback-to-us15b-after-board-nod\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02057":"中通快递-W","ZTO":"中通快递"},"source_url":"https://seekingalpha.com/news/3910259-chinas-zto-bumps-share-buyback-to-us15b-after-board-nod","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157124487","content_text":"ZTO Express Q3 Non-GAAP EPS of $0.33beats by $0.06.Revenue of $1.26B (+9.6% Y/Y) in-line.It announcedthat its board of directors approved the increase in its share repurchase program to US$1.5 billion from US$1 billion.The company also extended the effective time of the share buyback by one year until June 30, 2024.Shares +5.5% after the bell.","news_type":1,"symbols_score_info":{"02057":0.9,"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968038875,"gmtCreate":1669075336197,"gmtModify":1676538147164,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968038875","repostId":"1126149994","repostType":4,"repost":{"id":"1126149994","kind":"news","pubTimestamp":1669074311,"share":"https://ttm.financial/m/news/1126149994?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:45","language":"en","title":"ASX Gains 0.5%; Energy Leads; Block Led the Decliners As Crypto Sinks","url":"https://stock-news.laohu8.com/highlight/detail?id=1126149994","media":"The Australian Financial Review","summary":"Australian shares opened Tuesday up 0.5 percent to 7173 with every sector rising despite losses on W","content":"<div>\n<p>Australian shares opened Tuesday up 0.5 percent to 7173 with every sector rising despite losses on Wall Street overnight.The energy sector led the gains, up 0.8 percent, followed by real estate and ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-open-higher-wall-st-lower-a-drops-20221122-p5c059?post=p54cmx\">Source Link</a>\n\n</div>\n","source":"afr_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>ASX Gains 0.5%; Energy Leads; Block Led the Decliners As Crypto Sinks</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\">\nASX Gains 0.5%; Energy Leads; Block Led the Decliners As Crypto Sinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-to-open-higher-wall-st-lower-a-drops-20221122-p5c059?post=p54cmx><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Australian shares opened Tuesday up 0.5 percent to 7173 with every sector rising despite losses on Wall Street overnight.The energy sector led the gains, up 0.8 percent, followed by real estate and ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-open-higher-wall-st-lower-a-drops-20221122-p5c059?post=p54cmx\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-to-open-higher-wall-st-lower-a-drops-20221122-p5c059?post=p54cmx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126149994","content_text":"Australian shares opened Tuesday up 0.5 percent to 7173 with every sector rising despite losses on Wall Street overnight.The energy sector led the gains, up 0.8 percent, followed by real estate and materials. Coal miners Whitehaven and New Hope gained between 2 -3 percent. Utilities rose the least, up 0.1 percent.Woodside rose as oil prices rebounded, recouping a more than 5 percent plunge after Saudi Arabia denied its plans to push OPEC to increase output.Virgin Money UK rose 13.4 percent after reporting a 43 percent lift in underlying profit to £595 million in the year to 30 September, which the company attributed to the higher interest rate environment.TechnologyOne rose 6.2 percent after reporting a 22 percent profit jump and lifting its dividend.Block led the decliners, down 4 percent, as Bitcoin fell below $US16,000.","news_type":1,"symbols_score_info":{"XJO.AU":0.9,"XKO.AU":0.9,"XAO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":3061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968038368,"gmtCreate":1669075327654,"gmtModify":1676538147156,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968038368","repostId":"1133515963","repostType":4,"isVote":1,"tweetType":1,"viewCount":3519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968038062,"gmtCreate":1669075317056,"gmtModify":1676538147155,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9968038062","repostId":"2285228023","repostType":4,"repost":{"id":"2285228023","kind":"highlight","pubTimestamp":1669101836,"share":"https://ttm.financial/m/news/2285228023?lang=en_US&edition=fundamental","pubTime":"2022-11-22 15:23","market":"other","language":"en","title":"Sell Alert: 2 REITs To Sell Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2285228023","media":"Seekingalpha","summary":"Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlo","content":"<html><head></head><body><p>Generally, we are very bullish on real estate investment trusts (&#34;REITs&#34;) (VNQ) at High Yield Landlord.</p><p>These are not empty words, as I personally have about 50% of my net worth invested in them.</p><p>Many would probably describe me as a &#34;cheerleader&#34; of the REIT sector because I regularly post articles on my favorite REIT investment opportunities.</p><p>However, this does not mean that I am bullish on every REIT.</p><p>In fact, over the past year, I have sold many REITs that had either reached my fair value target or lost appeal due to growing risks.</p><p>In today&#39;s article, I highlight two examples that I sold in order to reinvest in other better opportunities:</p><h2><a href=\"https://laohu8.com/S/BRMK.WS\">Broadmark Realty Capital Inc</a>. (BRMK)</h2><p>We invested in the company back in 2021 because we saw an opportunity to profit from the housing boom.</p><p>BRMK is a mortgage REIT that specializes in hard money lending and most of its loans were backed by residential properties.</p><p>Typically, hard money loans are quite risky and this is why lenders like BRMK are able to charge double-digit interest rates and additional fees on top of that. We always knew that BRMK was one of our riskiest holdings, but we liked the risk-to-reward because residential prices had risen a lot, and we thought this would provide enough margin of safety for BRMK to recoup its principal in case of loan defaults. BRMK also had a good track record with just 0.2% of cumulative losses over the past decade and the company had no debt, reducing risks even further.</p><p>But then things started to head south.</p><p>As inflation took off, increasingly many borrowers began to miss payments. Then interest rates began to rise, which caused the housing market to cool down a bit. At the same time, the hard money lending business became more competitive, making it harder for BRMK to find new loan opportunities, and forcing it to reduce its interest rates and fees.</p><p>By then, the hopes of the dividend getting covered in the near term were slowly evaporating. We still held some hope that as they take on some debt and reinvest it at a large positive spread, the accretion would show in their funds from operations (&#34;FFO&#34;) per share, eventually covering the dividend.</p><p>But as interest rates surged to historic highs, we began to lose even those hopes and decided to sell our position at a loss.</p><p>And I am glad we did, because the news has only gotten worse since then!</p><p>Its provisions for credit losses were increased further in the third quarter, but even more worrying is that the company&#39;s leadership is a mess. They are searching for a new CEO after the previous one resigned, and they are also in the process of switching their CFO.</p><p>As if that wasn&#39;t enough to worry about, the board decided to slash the dividend by 50%, putting an end to the hopes of growing the cash flow to eventually cover the dividend.</p><p>The share price is down significantly as a result, and understandably so.</p><p><img src=\"https://static.tigerbbs.com/555c9970c3a81e2150329c1e46278467\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>I think that BRMK is cheap and could present an attractive opportunity for long-term investors now that they have right-sized the dividend, but as long as their leadership situation isn&#39;t fixed, I wouldn&#39;t be interested to buy the stock.</p><p>I am not bearish, but not particularly bullish either. The company went from bad to worse and there are better opportunities elsewhere.</p><h2>Iron Mountain Incorporated (IRM)</h2><p>In hindsight, we sold IRM too soon. It has risen quite a bit since then, and the company&#39;s share price has remained stable even as the rest of the REIT sector sold off heavily:</p><p><img src=\"https://static.tigerbbs.com/ca4d9f6b1c691d1f51c8ca0dee368fd7\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>This is precisely why I wouldn&#39;t be a buyer today, and if I owned it, I would consider selling it.</p><p>The company was opportunistic when it traded in the $20s, as it offered a high yield and the market was overly pessimistic about the future of its paper storage business and overlooked the company&#39;s ability to grow a data center business.</p><p>But now, at $50+ per share, the market is doing the opposite.</p><p>It went from being too pessimistic to now being overly optimistic. It is now pricing IRM at a premium relative to other REITs as if it was a safe REIT with steady long-term growth prospects, but that really isn&#39;t the case.</p><p>The vast majority of its business remains paper storage, which has an uncertain future. I agree that this business will likely stay around for much longer than many might think, but even then, the long-term outlook is bleak. Eventually, growth will turn negative because so much paper simply isn&#39;t needed anymore.</p><p>And I fear that just a 1% negative growth rate in paper storage could lead to drastic repricing of the stock. Right now, the market does not seem to care about the risks of this business because the growth is still positive, but when this changes, the deterioration in market sentiment could be rapid and very punishing to the stock. The market is quick to extrapolate recent trends far into the future, and even a small negative growth rate could lead to painful losses since the stock is priced quite expensively, especially relative to other REITs.</p><p>Something else that the market appears to have overlooked is that IRM has quite a bit of leverage. Investors used to worry about IRM&#39;s balance sheet back in 2020/2021 when the sentiment was low, but the balance sheet is still more or less the same.</p><p>Right now, the focus is on the data center business, which is growing nicely, but I suspect that the paper storage business will eventually regain the center of attention, and the stock price will underperform as a result.</p><p>Priced at 18x FFO, we think that there are better opportunities elsewhere, and ultimately, this is why we would not own IRM. Just to give you an example: Alexandria Real Estate Equities, Inc. (ARE), the leading life science REIT, trades at a similar valuation, but has safer assets, a stronger balance sheet, and faster growth prospects. Why would you favor IRM?</p><h2>Bottom Line</h2><p>REITs make up a huge portion of my portfolio, and I am very bullish on a number of them.</p><p>However, it is important to remember that there are over 200 REITs out there, and just because I own ~20 of them does not mean that I am bullish on the remaining 180.</p><p>It is very important to be selective in today&#39;s environment, and that explains why we only invest in 1 out of 10 REITs on average at High Yield Landlord.</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>Sell Alert: 2 REITs To Sell Before 2023</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\">\nSell Alert: 2 REITs To Sell Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlord.These are not empty words, as I personally have about 50% of my net worth invested in them.Many ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IRM":"爱恩铁山"},"source_url":"https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285228023","content_text":"Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlord.These are not empty words, as I personally have about 50% of my net worth invested in them.Many would probably describe me as a \"cheerleader\" of the REIT sector because I regularly post articles on my favorite REIT investment opportunities.However, this does not mean that I am bullish on every REIT.In fact, over the past year, I have sold many REITs that had either reached my fair value target or lost appeal due to growing risks.In today's article, I highlight two examples that I sold in order to reinvest in other better opportunities:Broadmark Realty Capital Inc. (BRMK)We invested in the company back in 2021 because we saw an opportunity to profit from the housing boom.BRMK is a mortgage REIT that specializes in hard money lending and most of its loans were backed by residential properties.Typically, hard money loans are quite risky and this is why lenders like BRMK are able to charge double-digit interest rates and additional fees on top of that. We always knew that BRMK was one of our riskiest holdings, but we liked the risk-to-reward because residential prices had risen a lot, and we thought this would provide enough margin of safety for BRMK to recoup its principal in case of loan defaults. BRMK also had a good track record with just 0.2% of cumulative losses over the past decade and the company had no debt, reducing risks even further.But then things started to head south.As inflation took off, increasingly many borrowers began to miss payments. Then interest rates began to rise, which caused the housing market to cool down a bit. At the same time, the hard money lending business became more competitive, making it harder for BRMK to find new loan opportunities, and forcing it to reduce its interest rates and fees.By then, the hopes of the dividend getting covered in the near term were slowly evaporating. We still held some hope that as they take on some debt and reinvest it at a large positive spread, the accretion would show in their funds from operations (\"FFO\") per share, eventually covering the dividend.But as interest rates surged to historic highs, we began to lose even those hopes and decided to sell our position at a loss.And I am glad we did, because the news has only gotten worse since then!Its provisions for credit losses were increased further in the third quarter, but even more worrying is that the company's leadership is a mess. They are searching for a new CEO after the previous one resigned, and they are also in the process of switching their CFO.As if that wasn't enough to worry about, the board decided to slash the dividend by 50%, putting an end to the hopes of growing the cash flow to eventually cover the dividend.The share price is down significantly as a result, and understandably so.Data by YChartsI think that BRMK is cheap and could present an attractive opportunity for long-term investors now that they have right-sized the dividend, but as long as their leadership situation isn't fixed, I wouldn't be interested to buy the stock.I am not bearish, but not particularly bullish either. The company went from bad to worse and there are better opportunities elsewhere.Iron Mountain Incorporated (IRM)In hindsight, we sold IRM too soon. It has risen quite a bit since then, and the company's share price has remained stable even as the rest of the REIT sector sold off heavily:Data by YChartsThis is precisely why I wouldn't be a buyer today, and if I owned it, I would consider selling it.The company was opportunistic when it traded in the $20s, as it offered a high yield and the market was overly pessimistic about the future of its paper storage business and overlooked the company's ability to grow a data center business.But now, at $50+ per share, the market is doing the opposite.It went from being too pessimistic to now being overly optimistic. It is now pricing IRM at a premium relative to other REITs as if it was a safe REIT with steady long-term growth prospects, but that really isn't the case.The vast majority of its business remains paper storage, which has an uncertain future. I agree that this business will likely stay around for much longer than many might think, but even then, the long-term outlook is bleak. Eventually, growth will turn negative because so much paper simply isn't needed anymore.And I fear that just a 1% negative growth rate in paper storage could lead to drastic repricing of the stock. Right now, the market does not seem to care about the risks of this business because the growth is still positive, but when this changes, the deterioration in market sentiment could be rapid and very punishing to the stock. The market is quick to extrapolate recent trends far into the future, and even a small negative growth rate could lead to painful losses since the stock is priced quite expensively, especially relative to other REITs.Something else that the market appears to have overlooked is that IRM has quite a bit of leverage. Investors used to worry about IRM's balance sheet back in 2020/2021 when the sentiment was low, but the balance sheet is still more or less the same.Right now, the focus is on the data center business, which is growing nicely, but I suspect that the paper storage business will eventually regain the center of attention, and the stock price will underperform as a result.Priced at 18x FFO, we think that there are better opportunities elsewhere, and ultimately, this is why we would not own IRM. Just to give you an example: Alexandria Real Estate Equities, Inc. (ARE), the leading life science REIT, trades at a similar valuation, but has safer assets, a stronger balance sheet, and faster growth prospects. Why would you favor IRM?Bottom LineREITs make up a huge portion of my portfolio, and I am very bullish on a number of them.However, it is important to remember that there are over 200 REITs out there, and just because I own ~20 of them does not mean that I am bullish on the remaining 180.It is very important to be selective in today's environment, and that explains why we only invest in 1 out of 10 REITs on average at High Yield Landlord.","news_type":1,"symbols_score_info":{"IRM":1,"BRMK":1}},"isVote":1,"tweetType":1,"viewCount":4308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968031594,"gmtCreate":1669075304818,"gmtModify":1676538147148,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968031594","repostId":"2285904055","repostType":4,"repost":{"id":"2285904055","kind":"highlight","pubTimestamp":1669089004,"share":"https://ttm.financial/m/news/2285904055?lang=en_US&edition=fundamental","pubTime":"2022-11-22 11:50","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2285904055","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>Last week was a letdown for investors long the market after a strong rally the week before. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/21/3-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\n2022-11-22 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/21/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was a letdown for investors long the market after a strong rally the week before. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/21/3-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":{"LKNCY":"瑞幸咖啡","BBY":"百思买","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/11/21/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285904055","content_text":"Last week was a letdown for investors long the market after a strong rally the week before. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Coinbase, Despegar.com, and Bowlero -- fell 21%, 12%, and 12%, respectively, averaging out to a 15% plunge.The S&P 500 experienced only a 0.7% move lower. I was right. I have been correct in 36 of the past 57 weeks, or 63% of the time.Now let's look at the week ahead. I see Best Buy, Luckin Coffee, and Apple as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Best BuyBest Buy's revival a few years ago was a thing of beauty. Now we're seeing that the last major consumer-electronics superstore chain still standing is on wobbly legs.The retailer reports fresh financials on Tuesday morning, and it won't be pretty. Analysts see revenue clocking in 13% lower than the prior-year's fiscal third quarter. Its profit is expected to be cut in half.The near-term outlook is uninspiring. Wall Street pros see revenue slipping 11% for the current holiday quarter, as well as the entire fiscal 2023 year that ends in January. Profitability should take a bigger hit. If you're buying Best Buy for that chunky 4.9% yield, that's a dicey proposition when its bottom line is going the wrong way.Rising costs and the inability of a brick-and-mortar chain to compete on price with bare-boned online merchants are making life hard for Best Buy, again. Now we have a potentially dimming economy setting back demand for consumer electronics.To be fair, Best Buy's renaissance wasn't that exciting. You have to go back to fiscal 2009 -- 14 years -- to find the last time that this chain delivered top-line gains in the double digits.2. Luckin CoffeeIf you were to construct the perfect stock to avoid in a lab, it would probably look a lot like Luckin Coffee. It's a China-based company at a time when most investors outside of the country are steering clear of the market.Let's also not forget that Luckin Coffee is a stock that -- like its hot java -- already burned investors before. You surely remember the accounting scandal of 2020.Have you checked on Luckin Coffee stock lately? The stock is a 20-bagger off its C-suite drama low. The shares ended this past week within 0.5% of a new two-year high, nearly quadrupling from this-year's springtime bottom. We'll get an update on how it's brewing when it pours a cup of third-quarter results on Tuesday.Luckin Coffee has done a commendable job turning things around. After years of losses, it was profitable in 2021. Revenue continued to grow.However, Luckin Coffee's top-line gains have decelerated for four consecutive quarters. It also posted a loss in its previous quarter. It's hard to get excited about Luckin Coffee. It may seem like a low-priced indulgence, but it's a luxury that consumers will avoid if they need to save their money for more-pressing expenses.3. AppleLet's wrap-up this-week's list by picking on the country's most valuable company by market cap. I'm a longtime fan and investor in Apple, but I can see why it's a scary stock to hold heading into this particular holiday shopping season. The economy is on iffy footing, credit card debit is rising, and Apple isn't going to be immune from consumers steering clear of big-ticket purchases this season.Apple held up well when most tech stocks got slammed earlier this year, but the class act of Cupertino is finally proving mortal. It doesn't help that its annual refresh of popular products wasn't overly impressive. With money already tight, it's easy to see consumers ride this year out and see what Apple springs on us in 2023.Analysts aren't excited. They see revenue and earnings per share rising a mere 3% and 2%, respectively, for the new fiscal year.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 Best Buy, Luckin Coffee, and Apple this week.","news_type":1,"symbols_score_info":{"BBY":0.9,"LKNCY":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961088490,"gmtCreate":1668786871011,"gmtModify":1676538114149,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961088490","repostId":"1156523931","repostType":4,"repost":{"id":"1156523931","kind":"news","pubTimestamp":1668782470,"share":"https://ttm.financial/m/news/1156523931?lang=en_US&edition=fundamental","pubTime":"2022-11-18 22:41","market":"us","language":"en","title":"More Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001","url":"https://stock-news.laohu8.com/highlight/detail?id=1156523931","media":"Market Watch","summary":"Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest month","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b8dc787dcc3d9f01b78bad669dcbff58\" tg-width=\"700\" tg-height=\"497\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded funds expire, risking an explosion of volatility across markets.</p><p>Every month, a team of analysts from Goldman Sachs publishes a breakdown of the options that are expiring. And one of the most notable details from this month’s report is a chart showing how much trading has shifted to options contracts with 24 hours or less left before they expire.</p><p>Trading in these types of options now represents 44% of all trading in options linked to the S&amp;P 500 index. They now trade an average of $470 billion in notional value per day, according to Goldman.</p><p><img src=\"https://static.tigerbbs.com/03093a53400808d597fb19b7f7fe18df\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Options directly linked to the S&amp;P 500 make up a plurality of all equity options expiring in the U.S. on Friday, as Goldman illustrated in the chart below.</p><p><img src=\"https://static.tigerbbs.com/d5ee3ea7c5480a4e90bab11f5bc68ac0\" tg-width=\"699\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Another notable trend in equity-derivatives trading this year has been increasing trading in options linked to indexes and exchange-traded funds. Previously, investors had favored options linked to individual stocks. But trading volume in these options has declined this year, although it remains elevated compared to its pre-pandemic level.</p><p><img src=\"https://static.tigerbbs.com/2fc707025c18b4c27a4534f19475112f\" tg-width=\"700\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Investors will be paying particularly close attention to Friday’s options expiration after the equity put-call ratio — which measures trading volume of certain equity-linked options compared with trading volume in equity-linked calls —  exploded to levels unseen since 2001 earlier this week.</p><p>Most equity-linked options expire after the close of the trading day, but some index-linked options expire in the morning, according to CME Group.</p><p>One month ago, Nomura’s Charlie McElligott told clients that professional traders are increasingly buying options with one day to expiration or less, a trading strategy that he said first gained notoriety on the popular subreddit “Wall Street Bets.”</p></body></html>","source":"lsy1616996754749","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>More Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001</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; 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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\">\nMore Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?mod=mw_latestnews><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded ...</p>\n\n<a href=\"https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?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":{"SPY":"标普500ETF","QQQ":"纳指100ETF"},"source_url":"https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156523931","content_text":"Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded funds expire, risking an explosion of volatility across markets.Every month, a team of analysts from Goldman Sachs publishes a breakdown of the options that are expiring. And one of the most notable details from this month’s report is a chart showing how much trading has shifted to options contracts with 24 hours or less left before they expire.Trading in these types of options now represents 44% of all trading in options linked to the S&P 500 index. They now trade an average of $470 billion in notional value per day, according to Goldman.Options directly linked to the S&P 500 make up a plurality of all equity options expiring in the U.S. on Friday, as Goldman illustrated in the chart below.Another notable trend in equity-derivatives trading this year has been increasing trading in options linked to indexes and exchange-traded funds. Previously, investors had favored options linked to individual stocks. But trading volume in these options has declined this year, although it remains elevated compared to its pre-pandemic level.Investors will be paying particularly close attention to Friday’s options expiration after the equity put-call ratio — which measures trading volume of certain equity-linked options compared with trading volume in equity-linked calls —  exploded to levels unseen since 2001 earlier this week.Most equity-linked options expire after the close of the trading day, but some index-linked options expire in the morning, according to CME Group.One month ago, Nomura’s Charlie McElligott told clients that professional traders are increasingly buying options with one day to expiration or less, a trading strategy that he said first gained notoriety on the popular subreddit “Wall Street Bets.”","news_type":1,"symbols_score_info":{"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963683272,"gmtCreate":1668661942397,"gmtModify":1676538093108,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963683272","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=en_US&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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 Apple Is The Only FAANG Stock Worth Buying</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 Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">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/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969162769,"gmtCreate":1668387313851,"gmtModify":1676538047763,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969162769","repostId":"1169965387","repostType":4,"repost":{"id":"1169965387","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668383005,"share":"https://ttm.financial/m/news/1169965387?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:43","market":"us","language":"en","title":"Fed May Cut Size of Rate Increases, but Is Not \"Softening\" Inflation Fight, Waller Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1169965387","media":"Reuters","summary":"Nov 13 (Reuters) - The U.S. Federal Reserve may consider slowing the pace of rate increases at its n","content":"<html><head></head><body><p>Nov 13 (Reuters) - The U.S. Federal Reserve may consider slowing the pace of rate increases at its next meeting but that should not be seen as a &#34;softening&#34; in its commitment to lower inflation, Federal Reserve Gov. Christopher Waller said on Sunday.</p><p>Markets should now pay attention to the &#34;endpoint&#34; of rate increases, not the pace of each move, and that endpoint is likely still &#34;a ways off,&#34; Waller said in response to a series of questions on monetary policy at an economic conference organized by UBS in Australia. &#34;It depends on inflation.&#34;</p><p>&#34;We&#39;re at a point we can start thinking maybe of going to a slower pace,&#34; Waller said, but &#34;we&#39;re not softening...Quit paying attention to the pace and start paying attention to where the endpoint is going to be. Until we get inflation down, that endpoint is still a ways out there.&#34;</p><p>A report released last week showing slower than expected inflation in October was &#34;good news,&#34; but was &#34;just one data point&#34; that would have to be followed with other similar readings to show convincingly that inflation is slowing, he said.</p><p>The 7.7% annualized increase in inflation recorded in October is still &#34;enormous,&#34; Waller said, noting that even if the Fed scaled back from three quarter point increases to a half point increase at its next meeting, &#34;you&#39;re still going up.&#34;</p><p>&#34;We&#39;re going to need to see a continued run of this kind of behavior and inflation slowly starting to come down before we really start thinking about taking our foot off the brakes,&#34; Waller said, adding that he has been further convinced the Fed is on the right path because its rates increases so far have not &#34;broken anything.&#34;</p><p>The Fed has raised rates a total of 3.75 percentage points this year beginning in March, including four three quarter point increases, a rapid shift in monetary policy aimed to cool the worst surge of inflation since the 1980s.</p><p>&#34;For all the talk of crashing the economy and breaking the financial markets. It hasn&#39;t done that,&#34; Waller said.</p><p>Analysts and economists have warned that the monetary tightening will further the risk of recession, impacting employment.</p><p>U.S. Senate Banking Committee Chair Sherrod Brown last month urged the Federal Reserve to be careful about tightening monetary policy so much that millions of Americans already suffering from high inflation also lose their jobs.</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>Fed May Cut Size of Rate Increases, but Is Not \"Softening\" Inflation Fight, Waller Says</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\">\nFed May Cut Size of Rate Increases, but Is Not \"Softening\" Inflation Fight, Waller Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-14 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 13 (Reuters) - The U.S. Federal Reserve may consider slowing the pace of rate increases at its next meeting but that should not be seen as a &#34;softening&#34; in its commitment to lower inflation, Federal Reserve Gov. Christopher Waller said on Sunday.</p><p>Markets should now pay attention to the &#34;endpoint&#34; of rate increases, not the pace of each move, and that endpoint is likely still &#34;a ways off,&#34; Waller said in response to a series of questions on monetary policy at an economic conference organized by UBS in Australia. &#34;It depends on inflation.&#34;</p><p>&#34;We&#39;re at a point we can start thinking maybe of going to a slower pace,&#34; Waller said, but &#34;we&#39;re not softening...Quit paying attention to the pace and start paying attention to where the endpoint is going to be. Until we get inflation down, that endpoint is still a ways out there.&#34;</p><p>A report released last week showing slower than expected inflation in October was &#34;good news,&#34; but was &#34;just one data point&#34; that would have to be followed with other similar readings to show convincingly that inflation is slowing, he said.</p><p>The 7.7% annualized increase in inflation recorded in October is still &#34;enormous,&#34; Waller said, noting that even if the Fed scaled back from three quarter point increases to a half point increase at its next meeting, &#34;you&#39;re still going up.&#34;</p><p>&#34;We&#39;re going to need to see a continued run of this kind of behavior and inflation slowly starting to come down before we really start thinking about taking our foot off the brakes,&#34; Waller said, adding that he has been further convinced the Fed is on the right path because its rates increases so far have not &#34;broken anything.&#34;</p><p>The Fed has raised rates a total of 3.75 percentage points this year beginning in March, including four three quarter point increases, a rapid shift in monetary policy aimed to cool the worst surge of inflation since the 1980s.</p><p>&#34;For all the talk of crashing the economy and breaking the financial markets. It hasn&#39;t done that,&#34; Waller said.</p><p>Analysts and economists have warned that the monetary tightening will further the risk of recession, impacting employment.</p><p>U.S. Senate Banking Committee Chair Sherrod Brown last month urged the Federal Reserve to be careful about tightening monetary policy so much that millions of Americans already suffering from high inflation also lose their jobs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169965387","content_text":"Nov 13 (Reuters) - The U.S. Federal Reserve may consider slowing the pace of rate increases at its next meeting but that should not be seen as a \"softening\" in its commitment to lower inflation, Federal Reserve Gov. Christopher Waller said on Sunday.Markets should now pay attention to the \"endpoint\" of rate increases, not the pace of each move, and that endpoint is likely still \"a ways off,\" Waller said in response to a series of questions on monetary policy at an economic conference organized by UBS in Australia. \"It depends on inflation.\"\"We're at a point we can start thinking maybe of going to a slower pace,\" Waller said, but \"we're not softening...Quit paying attention to the pace and start paying attention to where the endpoint is going to be. Until we get inflation down, that endpoint is still a ways out there.\"A report released last week showing slower than expected inflation in October was \"good news,\" but was \"just one data point\" that would have to be followed with other similar readings to show convincingly that inflation is slowing, he said.The 7.7% annualized increase in inflation recorded in October is still \"enormous,\" Waller said, noting that even if the Fed scaled back from three quarter point increases to a half point increase at its next meeting, \"you're still going up.\"\"We're going to need to see a continued run of this kind of behavior and inflation slowly starting to come down before we really start thinking about taking our foot off the brakes,\" Waller said, adding that he has been further convinced the Fed is on the right path because its rates increases so far have not \"broken anything.\"The Fed has raised rates a total of 3.75 percentage points this year beginning in March, including four three quarter point increases, a rapid shift in monetary policy aimed to cool the worst surge of inflation since the 1980s.\"For all the talk of crashing the economy and breaking the financial markets. It hasn't done that,\" Waller said.Analysts and economists have warned that the monetary tightening will further the risk of recession, impacting employment.U.S. Senate Banking Committee Chair Sherrod Brown last month urged the Federal Reserve to be careful about tightening monetary policy so much that millions of Americans already suffering from high inflation also lose their jobs.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987831615,"gmtCreate":1667866652537,"gmtModify":1676537975754,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987831615","repostId":"1100765689","repostType":4,"repost":{"id":"1100765689","kind":"news","pubTimestamp":1667866363,"share":"https://ttm.financial/m/news/1100765689?lang=en_US&edition=fundamental","pubTime":"2022-11-08 08:12","market":"sg","language":"en","title":"Singapore Stock Market Predicted To Open In The Green","url":"https://stock-news.laohu8.com/highlight/detail?id=1100765689","media":"RTTNews","summary":"The Singapore stock market has moved higher in two straight sessions, improving almost 40 points or ","content":"<html><head></head><body><p>The Singapore stock market has moved higher in two straight sessions, improving almost 40 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,140-point plateau and it&#39;s likely to open higher again on Tuesday.</p><p>The global forecast for the Asian markets is upbeat thanks to receding treasury levels and an improved outlook for interest rates. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p>The STI finished modestly higher on Monday following gains from the properties and mixed performances from the financials, trusts and industrials.</p><p>For the day, the index added 11.20 points or 0.36 percent to finish at 3,141.31 after trading between 3,126.67 and 3,145.44. Volume was 1.62 billion shares worth 1.11 billion Singapore dollars. There were 322 gainers and 233 decliners.</p><p>Among the actives, Ascendas REIT gained 0.39 percent, while CapitaLand Integrated Commercial Trust climbed 1.08 percent, CapitaLand Investment improved 0.93 percent, City Developments rose 0.38 percent, Comfort DelGro soared 2.27 percent, DBS Group eased 0.12 percent, Genting Singapore added 0.62 percent, Hongkong Land was up 0.24 percent, Keppel Corp perked 0.14 percent, Mapletree Pan Asia Commercial Trust accelerated 1.28 percent, Mapletree Industrial Trust dropped 0.92 percent, Mapletree Logistics Trust sank 0.67 percent, Oversea-Chinese Banking Corporation increased 0.66 percent, SATS strengthened 1.12 percent, SembCorp Industries advanced 0.97 percent, Singapore Technologies Engineering jumped 1.20 percent, SingTel rallied 1.19 percent, Thai Beverage surged 3.45 percent, United Overseas Bank collected 0.35 percent, Yangzijiang Financial spiked 1.49 percent, Yangzijiang Shipbuilding tumbled 1.56 percent and Emperador, Wilmar International and Frasers Logistics were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened higher on Monday and mostly remained in the green throughout the day, finishing near session highs.</p><p>The Dow surged 423.78 points or 1.31 percent to finish at 32,827.00, while the NASDAQ advanced 89.26 points or 0.85 percent to close at 10,564.52 and the S&amp;P 500 gained 36.25 points or 0.96 percent to end at 3,806.80.</p><p>The broader markets benefited from late-day buying for the second straight session, with below average volume potentially exaggerating the upward move.</p><p>Earlier in the day, traders seemed reluctant to make significant moves ahead of the U.S. midterm elections later today and the release of consumer price inflation data on Thursday.</p><p>The midterm elections will determine whether Democrats maintain control of Congress, while the inflation data could affect the outlook for interest rates.</p><p>Crude oil prices saw considerable volatility on Monday amid uncertainty about the outlook for Chinese energy demand due to conflicting reports about the country&#39;s COVID-19 policies. After spiking earlier, West Texas Intermediate finished lower by $0.82 or 0.9 percent at $91.79 a barrel.</p><p>Closer to home, Singapore will see October results for its consumer confidence index later today; in September, the index score was 117.2.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market Predicted To Open In The Green</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\">\nSingapore Stock Market Predicted To Open In The Green\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3323936/singapore-stock-market-predicted-to-open-in-the-green.aspx><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in two straight sessions, improving almost 40 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,140-point plateau and ...</p>\n\n<a href=\"https://www.rttnews.com/3323936/singapore-stock-market-predicted-to-open-in-the-green.aspx\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3323936/singapore-stock-market-predicted-to-open-in-the-green.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100765689","content_text":"The Singapore stock market has moved higher in two straight sessions, improving almost 40 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,140-point plateau and it's likely to open higher again on Tuesday.The global forecast for the Asian markets is upbeat thanks to receding treasury levels and an improved outlook for interest rates. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.The STI finished modestly higher on Monday following gains from the properties and mixed performances from the financials, trusts and industrials.For the day, the index added 11.20 points or 0.36 percent to finish at 3,141.31 after trading between 3,126.67 and 3,145.44. Volume was 1.62 billion shares worth 1.11 billion Singapore dollars. There were 322 gainers and 233 decliners.Among the actives, Ascendas REIT gained 0.39 percent, while CapitaLand Integrated Commercial Trust climbed 1.08 percent, CapitaLand Investment improved 0.93 percent, City Developments rose 0.38 percent, Comfort DelGro soared 2.27 percent, DBS Group eased 0.12 percent, Genting Singapore added 0.62 percent, Hongkong Land was up 0.24 percent, Keppel Corp perked 0.14 percent, Mapletree Pan Asia Commercial Trust accelerated 1.28 percent, Mapletree Industrial Trust dropped 0.92 percent, Mapletree Logistics Trust sank 0.67 percent, Oversea-Chinese Banking Corporation increased 0.66 percent, SATS strengthened 1.12 percent, SembCorp Industries advanced 0.97 percent, Singapore Technologies Engineering jumped 1.20 percent, SingTel rallied 1.19 percent, Thai Beverage surged 3.45 percent, United Overseas Bank collected 0.35 percent, Yangzijiang Financial spiked 1.49 percent, Yangzijiang Shipbuilding tumbled 1.56 percent and Emperador, Wilmar International and Frasers Logistics were unchanged.The lead from Wall Street is broadly positive as the major averages opened higher on Monday and mostly remained in the green throughout the day, finishing near session highs.The Dow surged 423.78 points or 1.31 percent to finish at 32,827.00, while the NASDAQ advanced 89.26 points or 0.85 percent to close at 10,564.52 and the S&P 500 gained 36.25 points or 0.96 percent to end at 3,806.80.The broader markets benefited from late-day buying for the second straight session, with below average volume potentially exaggerating the upward move.Earlier in the day, traders seemed reluctant to make significant moves ahead of the U.S. midterm elections later today and the release of consumer price inflation data on Thursday.The midterm elections will determine whether Democrats maintain control of Congress, while the inflation data could affect the outlook for interest rates.Crude oil prices saw considerable volatility on Monday amid uncertainty about the outlook for Chinese energy demand due to conflicting reports about the country's COVID-19 policies. After spiking earlier, West Texas Intermediate finished lower by $0.82 or 0.9 percent at $91.79 a barrel.Closer to home, Singapore will see October results for its consumer confidence index later today; in September, the index score was 117.2.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981715293,"gmtCreate":1666596198913,"gmtModify":1676537774823,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981715293","repostId":"9981712188","repostType":1,"repost":{"id":9981712188,"gmtCreate":1666595899345,"gmtModify":1676537774784,"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734227956830","idStr":"3581734227956830"},"themes":[],"htmlText":"Coincidentally, I talked about HSI and HST&nbsp;earlier in the&nbsp;morning too! Its quite obvious that the selldown is only targeted at the Hong Kong market, when ASX, Kospi and even Shanghai and Shenzhen composites are trading relatively well today.&nbsp; To be honest, Sir Bahamut can't see the end&nbsp;of the tunnel for HSI. HSI has already reached 2008 level, representing more than a lost decade if you held HSI etf 14 years ago. The current&nbsp;bear market has lasted more than 2 years and counting.&nbsp; Sentiments have turned very&nbsp;bearish as investors&nbsp;become&nbsp;increasingly doubtful that the new&nbsp;Chinese government will protect private enterprise's interest over national interest. Moreover, US-China decoupling fears have excabated&nbsp;after the new Chinese Standing C","listText":"Coincidentally, I talked about HSI and HST&nbsp;earlier in the&nbsp;morning too! Its quite obvious that the selldown is only targeted at the Hong Kong market, when ASX, Kospi and even Shanghai and Shenzhen composites are trading relatively well today.&nbsp; To be honest, Sir Bahamut can't see the end&nbsp;of the tunnel for HSI. HSI has already reached 2008 level, representing more than a lost decade if you held HSI etf 14 years ago. The current&nbsp;bear market has lasted more than 2 years and counting.&nbsp; Sentiments have turned very&nbsp;bearish as investors&nbsp;become&nbsp;increasingly doubtful that the new&nbsp;Chinese government will protect private enterprise's interest over national interest. Moreover, US-China decoupling fears have excabated&nbsp;after the new Chinese Standing C","text":"Coincidentally, I talked about HSI and HST earlier in the morning too! Its quite obvious that the selldown is only targeted at the Hong Kong market, when ASX, Kospi and even Shanghai and Shenzhen composites are trading relatively well today. To be honest, Sir Bahamut can't see the end of the tunnel for HSI. HSI has already reached 2008 level, representing more than a lost decade if you held HSI etf 14 years ago. The current bear market has lasted more than 2 years and counting. Sentiments have turned very bearish as investors become increasingly doubtful that the new Chinese government will protect private enterprise's interest over national interest. Moreover, US-China decoupling fears have excabated after the new Chinese Standing C","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981712188","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981715653,"gmtCreate":1666596190272,"gmtModify":1676537774817,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981715653","repostId":"9981718949","repostType":1,"repost":{"id":9981718949,"gmtCreate":1666595368981,"gmtModify":1676537774654,"author":{"id":"3582189889665842","authorId":"3582189889665842","name":"THB","avatar":"https://static.tigerbbs.com/714f3e61faee0b8a2ef01897bed9705d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582189889665842","idStr":"3582189889665842"},"themes":[],"htmlText":"Story Highlights This week’s market breakdown will take an in-depth look into some of the biggest cryptocurrencies, their charts, and the latest news to get a better understanding of where they may go from here. Over the past five weeks, Bitcoin (BTC-USD) seems to have decoupled from the stock market as the number one cryptocurrency by market cap held its ground much better than the tech-heavy Nasdaq 100 (NDX). According to crypto data provider Kaiko, Bitcoin’s volatility level has dropped to that of the stock market for the first time in two years. Most major cryptos finished the week flat or with minor losses. However, next week is expected to be much more interesting for traders as big tech companies such as Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Meta Platforms (NASDAQ: META),","listText":"Story Highlights This week’s market breakdown will take an in-depth look into some of the biggest cryptocurrencies, their charts, and the latest news to get a better understanding of where they may go from here. Over the past five weeks, Bitcoin (BTC-USD) seems to have decoupled from the stock market as the number one cryptocurrency by market cap held its ground much better than the tech-heavy Nasdaq 100 (NDX). According to crypto data provider Kaiko, Bitcoin’s volatility level has dropped to that of the stock market for the first time in two years. Most major cryptos finished the week flat or with minor losses. However, next week is expected to be much more interesting for traders as big tech companies such as Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Meta Platforms (NASDAQ: META),","text":"Story Highlights This week’s market breakdown will take an in-depth look into some of the biggest cryptocurrencies, their charts, and the latest news to get a better understanding of where they may go from here. Over the past five weeks, Bitcoin (BTC-USD) seems to have decoupled from the stock market as the number one cryptocurrency by market cap held its ground much better than the tech-heavy Nasdaq 100 (NDX). According to crypto data provider Kaiko, Bitcoin’s volatility level has dropped to that of the stock market for the first time in two years. Most major cryptos finished the week flat or with minor losses. However, next week is expected to be much more interesting for traders as big tech companies such as Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Meta Platforms (NASDAQ: META),","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981718949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980667618,"gmtCreate":1665718143234,"gmtModify":1676537654820,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980667618","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980667345,"gmtCreate":1665718122687,"gmtModify":1676537654812,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980667345","repostId":"2275728816","repostType":4,"repost":{"id":"2275728816","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1665700683,"share":"https://ttm.financial/m/news/2275728816?lang=en_US&edition=fundamental","pubTime":"2022-10-14 06:38","market":"us","language":"en","title":"US STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help","url":"https://stock-news.laohu8.com/highlight/detail?id=2275728816","media":"Reuters","summary":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Inde","content":"<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&amp;P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&amp;P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&amp;P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>&#34;People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,&#34; said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&amp;P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&amp;P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>&#34;It&#39;s technical factors,&#34; Lip said, adding that the recent steep selloff in stocks may mean &#34;bad news may have already been discounted.</p><p>&#34;Going into earnings season, all we really need is things to be not as bad as suspected,&#34; he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" 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>US STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help</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; 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}\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\">\nUS STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-14 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&amp;P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&amp;P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&amp;P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>&#34;People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,&#34; said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&amp;P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&amp;P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>&#34;It&#39;s technical factors,&#34; Lip said, adding that the recent steep selloff in stocks may mean &#34;bad news may have already been discounted.</p><p>&#34;Going into earnings season, all we really need is things to be not as bad as suspected,&#34; he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></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":"2275728816","content_text":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Indexes: Dow up 2.8%, S&P 500 up 2.6%, Nasdaq up 2.2%NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.The reversal marked a jump of nearly 194 points in the S&P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.Financials and energy led gains among S&P 500 sectors.The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.\"People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,\" said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.Some strategists also pointed to some technical support levels around the 3,500 mark for the S&P 500.The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.\"It's technical factors,\" Lip said, adding that the recent steep selloff in stocks may mean \"bad news may have already been discounted.\"Going into earnings season, all we really need is things to be not as bad as suspected,\" he said.Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.Walgreens Boots Alliance Inc rose following better-than-estimated fourth-quarter results.Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914547607,"gmtCreate":1665330403209,"gmtModify":1676537588214,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914547607","repostId":"2273627395","repostType":4,"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914971292,"gmtCreate":1665182434817,"gmtModify":1676537567668,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914971292","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":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9059545703,"gmtCreate":1654400054402,"gmtModify":1676535442589,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059545703","repostId":"1133091781","repostType":4,"repost":{"id":"1133091781","kind":"news","pubTimestamp":1654390809,"share":"https://ttm.financial/m/news/1133091781?lang=en_US&edition=fundamental","pubTime":"2022-06-05 09:00","market":"us","language":"en","title":"Apple: What to Look Out for at the Upcoming WWDC 2022 Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1133091781","media":"TipRanks","summary":"Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","content":"<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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: What to Look Out for at the Upcoming WWDC 2022 Event</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: What to Look Out for at the Upcoming WWDC 2022 Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/\">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://www.tipranks.com/news/article/apple-what-to-look-out-for-at-the-upcoming-wwdc-2022-event/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133091781","content_text":"Apple’s (AAPL)annual WWDC (Worldwide Developers Conference) will take place throughout next week and the tech giant’s global fanbase will get an opportunity to find out what products Apple plans on bringing to market.iOS 16, the latest version of Apple’s mobile operating system is expected to get an introduction with the lock screen, messaging and health all boasting meaningful upgrades.Wedbush analyst Daniel Ives also thinks the next major Apple Watch OS will be announced along with a new MacBook Air 2022 version.But Ives anticipates some other, more intriguing surprises, ones which are non-software related. “We importantly believe that Cook & Co. will hit on a number of AR/VR technologies to developers that the company plans to introduce and ultimately this strategy is laying the breadcrumbs to the highly anticipated AR headset Apple Glasses set to make its debut likely before holiday season or latest early 2023 based on the supply trajectory,” the 5-star analyst said.Eying the metaverse opportunity in a big way, the Apple Glass AR/VR technology will be a “key broadening out of the Apple ecosystem.”But the metaverse is not the only target Apple has set its sights on. Having decided not to bring a movie studio under the fold, Ives thinks Apple is keen to add more live sports to its roster of services. The company has already bought the rights for MLB Friday Night baseball package games for the next few years and along with Amazon, Ives says it is “widely viewed” in the industry the pair were in the final bidding for the NFL Sunday Ticket.This should be a multi-billion-dollar annual deal ($2.5 billion+) and a “landmark” for the company, with the package seen as the “crown jewel” for streaming live sports content. Should Apple win it, it will further strengthen its position in the streaming arms race,” one which has already been boosted by the Oscar win of CODA and success of other recent offerings (Ted Lasso, The Morning Show, Severance).To this end, Ives reiterated an Outperform (i.e., Buy) rating backed by a $200 price target. The implication for investors? Upside of 32%.Turning now to the rest of the Street, where the average target clocks in at $186.45 and factors in 12-month gains of 28%. Looking at the ratings, based on 21 Buys vs. 6 Holds, the analyst consensus rates the stock a Strong Buy.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968038062,"gmtCreate":1669075317056,"gmtModify":1676538147155,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9968038062","repostId":"2285228023","repostType":4,"repost":{"id":"2285228023","kind":"highlight","pubTimestamp":1669101836,"share":"https://ttm.financial/m/news/2285228023?lang=en_US&edition=fundamental","pubTime":"2022-11-22 15:23","market":"other","language":"en","title":"Sell Alert: 2 REITs To Sell Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2285228023","media":"Seekingalpha","summary":"Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlo","content":"<html><head></head><body><p>Generally, we are very bullish on real estate investment trusts (&#34;REITs&#34;) (VNQ) at High Yield Landlord.</p><p>These are not empty words, as I personally have about 50% of my net worth invested in them.</p><p>Many would probably describe me as a &#34;cheerleader&#34; of the REIT sector because I regularly post articles on my favorite REIT investment opportunities.</p><p>However, this does not mean that I am bullish on every REIT.</p><p>In fact, over the past year, I have sold many REITs that had either reached my fair value target or lost appeal due to growing risks.</p><p>In today&#39;s article, I highlight two examples that I sold in order to reinvest in other better opportunities:</p><h2><a href=\"https://laohu8.com/S/BRMK.WS\">Broadmark Realty Capital Inc</a>. (BRMK)</h2><p>We invested in the company back in 2021 because we saw an opportunity to profit from the housing boom.</p><p>BRMK is a mortgage REIT that specializes in hard money lending and most of its loans were backed by residential properties.</p><p>Typically, hard money loans are quite risky and this is why lenders like BRMK are able to charge double-digit interest rates and additional fees on top of that. We always knew that BRMK was one of our riskiest holdings, but we liked the risk-to-reward because residential prices had risen a lot, and we thought this would provide enough margin of safety for BRMK to recoup its principal in case of loan defaults. BRMK also had a good track record with just 0.2% of cumulative losses over the past decade and the company had no debt, reducing risks even further.</p><p>But then things started to head south.</p><p>As inflation took off, increasingly many borrowers began to miss payments. Then interest rates began to rise, which caused the housing market to cool down a bit. At the same time, the hard money lending business became more competitive, making it harder for BRMK to find new loan opportunities, and forcing it to reduce its interest rates and fees.</p><p>By then, the hopes of the dividend getting covered in the near term were slowly evaporating. We still held some hope that as they take on some debt and reinvest it at a large positive spread, the accretion would show in their funds from operations (&#34;FFO&#34;) per share, eventually covering the dividend.</p><p>But as interest rates surged to historic highs, we began to lose even those hopes and decided to sell our position at a loss.</p><p>And I am glad we did, because the news has only gotten worse since then!</p><p>Its provisions for credit losses were increased further in the third quarter, but even more worrying is that the company&#39;s leadership is a mess. They are searching for a new CEO after the previous one resigned, and they are also in the process of switching their CFO.</p><p>As if that wasn&#39;t enough to worry about, the board decided to slash the dividend by 50%, putting an end to the hopes of growing the cash flow to eventually cover the dividend.</p><p>The share price is down significantly as a result, and understandably so.</p><p><img src=\"https://static.tigerbbs.com/555c9970c3a81e2150329c1e46278467\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>I think that BRMK is cheap and could present an attractive opportunity for long-term investors now that they have right-sized the dividend, but as long as their leadership situation isn&#39;t fixed, I wouldn&#39;t be interested to buy the stock.</p><p>I am not bearish, but not particularly bullish either. The company went from bad to worse and there are better opportunities elsewhere.</p><h2>Iron Mountain Incorporated (IRM)</h2><p>In hindsight, we sold IRM too soon. It has risen quite a bit since then, and the company&#39;s share price has remained stable even as the rest of the REIT sector sold off heavily:</p><p><img src=\"https://static.tigerbbs.com/ca4d9f6b1c691d1f51c8ca0dee368fd7\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>This is precisely why I wouldn&#39;t be a buyer today, and if I owned it, I would consider selling it.</p><p>The company was opportunistic when it traded in the $20s, as it offered a high yield and the market was overly pessimistic about the future of its paper storage business and overlooked the company&#39;s ability to grow a data center business.</p><p>But now, at $50+ per share, the market is doing the opposite.</p><p>It went from being too pessimistic to now being overly optimistic. It is now pricing IRM at a premium relative to other REITs as if it was a safe REIT with steady long-term growth prospects, but that really isn&#39;t the case.</p><p>The vast majority of its business remains paper storage, which has an uncertain future. I agree that this business will likely stay around for much longer than many might think, but even then, the long-term outlook is bleak. Eventually, growth will turn negative because so much paper simply isn&#39;t needed anymore.</p><p>And I fear that just a 1% negative growth rate in paper storage could lead to drastic repricing of the stock. Right now, the market does not seem to care about the risks of this business because the growth is still positive, but when this changes, the deterioration in market sentiment could be rapid and very punishing to the stock. The market is quick to extrapolate recent trends far into the future, and even a small negative growth rate could lead to painful losses since the stock is priced quite expensively, especially relative to other REITs.</p><p>Something else that the market appears to have overlooked is that IRM has quite a bit of leverage. Investors used to worry about IRM&#39;s balance sheet back in 2020/2021 when the sentiment was low, but the balance sheet is still more or less the same.</p><p>Right now, the focus is on the data center business, which is growing nicely, but I suspect that the paper storage business will eventually regain the center of attention, and the stock price will underperform as a result.</p><p>Priced at 18x FFO, we think that there are better opportunities elsewhere, and ultimately, this is why we would not own IRM. Just to give you an example: Alexandria Real Estate Equities, Inc. (ARE), the leading life science REIT, trades at a similar valuation, but has safer assets, a stronger balance sheet, and faster growth prospects. Why would you favor IRM?</p><h2>Bottom Line</h2><p>REITs make up a huge portion of my portfolio, and I am very bullish on a number of them.</p><p>However, it is important to remember that there are over 200 REITs out there, and just because I own ~20 of them does not mean that I am bullish on the remaining 180.</p><p>It is very important to be selective in today&#39;s environment, and that explains why we only invest in 1 out of 10 REITs on average at High Yield Landlord.</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>Sell Alert: 2 REITs To Sell Before 2023</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\">\nSell Alert: 2 REITs To Sell Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlord.These are not empty words, as I personally have about 50% of my net worth invested in them.Many ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IRM":"爱恩铁山"},"source_url":"https://seekingalpha.com/article/4559182-sell-alert-2-reits-to-sell-before-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285228023","content_text":"Generally, we are very bullish on real estate investment trusts (\"REITs\") (VNQ) at High Yield Landlord.These are not empty words, as I personally have about 50% of my net worth invested in them.Many would probably describe me as a \"cheerleader\" of the REIT sector because I regularly post articles on my favorite REIT investment opportunities.However, this does not mean that I am bullish on every REIT.In fact, over the past year, I have sold many REITs that had either reached my fair value target or lost appeal due to growing risks.In today's article, I highlight two examples that I sold in order to reinvest in other better opportunities:Broadmark Realty Capital Inc. (BRMK)We invested in the company back in 2021 because we saw an opportunity to profit from the housing boom.BRMK is a mortgage REIT that specializes in hard money lending and most of its loans were backed by residential properties.Typically, hard money loans are quite risky and this is why lenders like BRMK are able to charge double-digit interest rates and additional fees on top of that. We always knew that BRMK was one of our riskiest holdings, but we liked the risk-to-reward because residential prices had risen a lot, and we thought this would provide enough margin of safety for BRMK to recoup its principal in case of loan defaults. BRMK also had a good track record with just 0.2% of cumulative losses over the past decade and the company had no debt, reducing risks even further.But then things started to head south.As inflation took off, increasingly many borrowers began to miss payments. Then interest rates began to rise, which caused the housing market to cool down a bit. At the same time, the hard money lending business became more competitive, making it harder for BRMK to find new loan opportunities, and forcing it to reduce its interest rates and fees.By then, the hopes of the dividend getting covered in the near term were slowly evaporating. We still held some hope that as they take on some debt and reinvest it at a large positive spread, the accretion would show in their funds from operations (\"FFO\") per share, eventually covering the dividend.But as interest rates surged to historic highs, we began to lose even those hopes and decided to sell our position at a loss.And I am glad we did, because the news has only gotten worse since then!Its provisions for credit losses were increased further in the third quarter, but even more worrying is that the company's leadership is a mess. They are searching for a new CEO after the previous one resigned, and they are also in the process of switching their CFO.As if that wasn't enough to worry about, the board decided to slash the dividend by 50%, putting an end to the hopes of growing the cash flow to eventually cover the dividend.The share price is down significantly as a result, and understandably so.Data by YChartsI think that BRMK is cheap and could present an attractive opportunity for long-term investors now that they have right-sized the dividend, but as long as their leadership situation isn't fixed, I wouldn't be interested to buy the stock.I am not bearish, but not particularly bullish either. The company went from bad to worse and there are better opportunities elsewhere.Iron Mountain Incorporated (IRM)In hindsight, we sold IRM too soon. It has risen quite a bit since then, and the company's share price has remained stable even as the rest of the REIT sector sold off heavily:Data by YChartsThis is precisely why I wouldn't be a buyer today, and if I owned it, I would consider selling it.The company was opportunistic when it traded in the $20s, as it offered a high yield and the market was overly pessimistic about the future of its paper storage business and overlooked the company's ability to grow a data center business.But now, at $50+ per share, the market is doing the opposite.It went from being too pessimistic to now being overly optimistic. It is now pricing IRM at a premium relative to other REITs as if it was a safe REIT with steady long-term growth prospects, but that really isn't the case.The vast majority of its business remains paper storage, which has an uncertain future. I agree that this business will likely stay around for much longer than many might think, but even then, the long-term outlook is bleak. Eventually, growth will turn negative because so much paper simply isn't needed anymore.And I fear that just a 1% negative growth rate in paper storage could lead to drastic repricing of the stock. Right now, the market does not seem to care about the risks of this business because the growth is still positive, but when this changes, the deterioration in market sentiment could be rapid and very punishing to the stock. The market is quick to extrapolate recent trends far into the future, and even a small negative growth rate could lead to painful losses since the stock is priced quite expensively, especially relative to other REITs.Something else that the market appears to have overlooked is that IRM has quite a bit of leverage. Investors used to worry about IRM's balance sheet back in 2020/2021 when the sentiment was low, but the balance sheet is still more or less the same.Right now, the focus is on the data center business, which is growing nicely, but I suspect that the paper storage business will eventually regain the center of attention, and the stock price will underperform as a result.Priced at 18x FFO, we think that there are better opportunities elsewhere, and ultimately, this is why we would not own IRM. Just to give you an example: Alexandria Real Estate Equities, Inc. (ARE), the leading life science REIT, trades at a similar valuation, but has safer assets, a stronger balance sheet, and faster growth prospects. Why would you favor IRM?Bottom LineREITs make up a huge portion of my portfolio, and I am very bullish on a number of them.However, it is important to remember that there are over 200 REITs out there, and just because I own ~20 of them does not mean that I am bullish on the remaining 180.It is very important to be selective in today's environment, and that explains why we only invest in 1 out of 10 REITs on average at High Yield Landlord.","news_type":1,"symbols_score_info":{"IRM":1,"BRMK":1}},"isVote":1,"tweetType":1,"viewCount":4308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961088490,"gmtCreate":1668786871011,"gmtModify":1676538114149,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961088490","repostId":"1156523931","repostType":4,"repost":{"id":"1156523931","kind":"news","pubTimestamp":1668782470,"share":"https://ttm.financial/m/news/1156523931?lang=en_US&edition=fundamental","pubTime":"2022-11-18 22:41","market":"us","language":"en","title":"More Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001","url":"https://stock-news.laohu8.com/highlight/detail?id=1156523931","media":"Market Watch","summary":"Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest month","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b8dc787dcc3d9f01b78bad669dcbff58\" tg-width=\"700\" tg-height=\"497\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded funds expire, risking an explosion of volatility across markets.</p><p>Every month, a team of analysts from Goldman Sachs publishes a breakdown of the options that are expiring. And one of the most notable details from this month’s report is a chart showing how much trading has shifted to options contracts with 24 hours or less left before they expire.</p><p>Trading in these types of options now represents 44% of all trading in options linked to the S&amp;P 500 index. They now trade an average of $470 billion in notional value per day, according to Goldman.</p><p><img src=\"https://static.tigerbbs.com/03093a53400808d597fb19b7f7fe18df\" tg-width=\"700\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Options directly linked to the S&amp;P 500 make up a plurality of all equity options expiring in the U.S. on Friday, as Goldman illustrated in the chart below.</p><p><img src=\"https://static.tigerbbs.com/d5ee3ea7c5480a4e90bab11f5bc68ac0\" tg-width=\"699\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Another notable trend in equity-derivatives trading this year has been increasing trading in options linked to indexes and exchange-traded funds. Previously, investors had favored options linked to individual stocks. But trading volume in these options has declined this year, although it remains elevated compared to its pre-pandemic level.</p><p><img src=\"https://static.tigerbbs.com/2fc707025c18b4c27a4534f19475112f\" tg-width=\"700\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Investors will be paying particularly close attention to Friday’s options expiration after the equity put-call ratio — which measures trading volume of certain equity-linked options compared with trading volume in equity-linked calls —  exploded to levels unseen since 2001 earlier this week.</p><p>Most equity-linked options expire after the close of the trading day, but some index-linked options expire in the morning, according to CME Group.</p><p>One month ago, Nomura’s Charlie McElligott told clients that professional traders are increasingly buying options with one day to expiration or less, a trading strategy that he said first gained notoriety on the popular subreddit “Wall Street Bets.”</p></body></html>","source":"lsy1616996754749","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>More Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001</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\">\nMore Than $2 Trillion in Stock Options Expire Friday With  Put-Call Ratio Near Levels Unseen Since 2001\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?mod=mw_latestnews><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded ...</p>\n\n<a href=\"https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?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":{"SPY":"标普500ETF","QQQ":"纳指100ETF"},"source_url":"https://www.marketwatch.com/story/more-than-2-trillion-in-stock-options-expire-friday-with-put-call-ratio-near-levels-unseen-since-2001-11668782195?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156523931","content_text":"Equity options worth $2.1 trillion in notional value are set to expire on Friday in the latest monthly event where weekly and monthly options tied to single stocks, equity indexes and exchange-traded funds expire, risking an explosion of volatility across markets.Every month, a team of analysts from Goldman Sachs publishes a breakdown of the options that are expiring. And one of the most notable details from this month’s report is a chart showing how much trading has shifted to options contracts with 24 hours or less left before they expire.Trading in these types of options now represents 44% of all trading in options linked to the S&P 500 index. They now trade an average of $470 billion in notional value per day, according to Goldman.Options directly linked to the S&P 500 make up a plurality of all equity options expiring in the U.S. on Friday, as Goldman illustrated in the chart below.Another notable trend in equity-derivatives trading this year has been increasing trading in options linked to indexes and exchange-traded funds. Previously, investors had favored options linked to individual stocks. But trading volume in these options has declined this year, although it remains elevated compared to its pre-pandemic level.Investors will be paying particularly close attention to Friday’s options expiration after the equity put-call ratio — which measures trading volume of certain equity-linked options compared with trading volume in equity-linked calls —  exploded to levels unseen since 2001 earlier this week.Most equity-linked options expire after the close of the trading day, but some index-linked options expire in the morning, according to CME Group.One month ago, Nomura’s Charlie McElligott told clients that professional traders are increasingly buying options with one day to expiration or less, a trading strategy that he said first gained notoriety on the popular subreddit “Wall Street Bets.”","news_type":1,"symbols_score_info":{"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963683272,"gmtCreate":1668661942397,"gmtModify":1676538093108,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963683272","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=en_US&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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 Apple Is The Only FAANG Stock Worth Buying</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 Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">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/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022071756,"gmtCreate":1653448058775,"gmtModify":1676535284659,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022071756","repostId":"2238309639","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057450962,"gmtCreate":1655553355856,"gmtModify":1676535661288,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Buffett is treating Buffet!","listText":"Buffett is treating Buffet!","text":"Buffett is treating Buffet!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057450962","repostId":"2244756701","repostType":4,"repost":{"id":"2244756701","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655532541,"share":"https://ttm.financial/m/news/2244756701?lang=en_US&edition=fundamental","pubTime":"2022-06-18 14:09","market":"us","language":"en","title":"Warren Buffett Charity Lunch Fetches Winning Bid of $19 Mln","url":"https://stock-news.laohu8.com/highlight/detail?id=2244756701","media":"Reuters","summary":"A lucky, and likely wealthy, person bid more than $19 million to dine with Warren Buffett, in the 21","content":"<html><head></head><body><p>A lucky, and likely wealthy, person bid more than $19 million to dine with Warren Buffett, in the 21st and final time that the billionaire businessman auctioned a private lunch to benefit a San Francisco charity.</p><p>The winning bid in the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> auction that ended on Friday night far surpassed the previous record of $4.57 million, paid in 2019 by cryptocurrency entrepreneur Justin Sun, although the new winner&#39;s identity could not immediately be determined.</p><p>Proceeds benefit Glide, a nonprofit in San Francisco&#39;s Tenderloin district that helps the poor, homeless or those battling substance abuse. Glide offers meals, shelter, HIV and hepatitis C tests, job training and children&#39;s programs.</p><p>Buffett, 91, the chairman and chief executive of Berkshire Hathaway Inc   , has raised more than $53.2 million for Glide in the 21 auctions, which began in 2000.</p><p>An eBay spokeswoman said the lunch was the most expensive item ever sold on the company&#39;s website to benefit charity.</p><p>No auctions were held in 2020 and 2021 because of the COVID-19 pandemic.</p><p>Buffett became a supporter of Glide after his first wife Susan, who died in 2004, introduced him to the charity, where she had been volunteering.</p><p>He has also pledged to give away nearly all of his fortune. Buffett was worth $93.4 billion on Friday, ranking seventh worldwide, according to Forbes magazine.</p><p>This year&#39;s auction winner and up to seven guests will dine with Buffett at the Smith &amp; Wollensky steakhouse in <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>.</p><p>Buffett will talk about almost anything, but not where he may invest next.</p><p>Hedge fund managers David Einhorn and Ted Weschler are among previous auction winners.</p><p>Weschler became a Berkshire portfolio manager after paying a combined $5.25 million to win the 2010 and 2011 auctions.</p><p>Berkshire owns dozens of companies including the BNSF railroad, Geico car insurance, energy, manufacturing and retail businesses, and stocks such as Apple Inc    and $Bank of America Corp(BAC-N)$   .</p><p>Buffett still owns nearly 16% of the Omaha, Nebraska-based conglomerate, despite having donated more than half of his shares since 2006, including $4 billion on June 14.</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>Warren Buffett Charity Lunch Fetches Winning Bid of $19 Mln</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\">\nWarren Buffett Charity Lunch Fetches Winning Bid of $19 Mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-18 14:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A lucky, and likely wealthy, person bid more than $19 million to dine with Warren Buffett, in the 21st and final time that the billionaire businessman auctioned a private lunch to benefit a San Francisco charity.</p><p>The winning bid in the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> auction that ended on Friday night far surpassed the previous record of $4.57 million, paid in 2019 by cryptocurrency entrepreneur Justin Sun, although the new winner&#39;s identity could not immediately be determined.</p><p>Proceeds benefit Glide, a nonprofit in San Francisco&#39;s Tenderloin district that helps the poor, homeless or those battling substance abuse. Glide offers meals, shelter, HIV and hepatitis C tests, job training and children&#39;s programs.</p><p>Buffett, 91, the chairman and chief executive of Berkshire Hathaway Inc   , has raised more than $53.2 million for Glide in the 21 auctions, which began in 2000.</p><p>An eBay spokeswoman said the lunch was the most expensive item ever sold on the company&#39;s website to benefit charity.</p><p>No auctions were held in 2020 and 2021 because of the COVID-19 pandemic.</p><p>Buffett became a supporter of Glide after his first wife Susan, who died in 2004, introduced him to the charity, where she had been volunteering.</p><p>He has also pledged to give away nearly all of his fortune. Buffett was worth $93.4 billion on Friday, ranking seventh worldwide, according to Forbes magazine.</p><p>This year&#39;s auction winner and up to seven guests will dine with Buffett at the Smith &amp; Wollensky steakhouse in <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>.</p><p>Buffett will talk about almost anything, but not where he may invest next.</p><p>Hedge fund managers David Einhorn and Ted Weschler are among previous auction winners.</p><p>Weschler became a Berkshire portfolio manager after paying a combined $5.25 million to win the 2010 and 2011 auctions.</p><p>Berkshire owns dozens of companies including the BNSF railroad, Geico car insurance, energy, manufacturing and retail businesses, and stocks such as Apple Inc    and $Bank of America Corp(BAC-N)$   .</p><p>Buffett still owns nearly 16% of the Omaha, Nebraska-based conglomerate, despite having donated more than half of his shares since 2006, including $4 billion on June 14.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4571":"数字音乐概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4576":"AR","BRK.B":"伯克希尔B","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4575":"芯片概念","BK4176":"多领域控股","BK4566":"资本集团","BK4505":"高瓴资本持仓","BAC":"美国银行","BK4515":"5G概念","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4579":"人工智能","AAPL":"苹果","BK4550":"红杉资本持仓","EBAY":"eBay","BK4507":"流媒体概念","BRK.A":"伯克希尔","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4207":"综合性银行","BK4573":"虚拟现实","BK4524":"宅经济概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244756701","content_text":"A lucky, and likely wealthy, person bid more than $19 million to dine with Warren Buffett, in the 21st and final time that the billionaire businessman auctioned a private lunch to benefit a San Francisco charity.The winning bid in the eBay auction that ended on Friday night far surpassed the previous record of $4.57 million, paid in 2019 by cryptocurrency entrepreneur Justin Sun, although the new winner's identity could not immediately be determined.Proceeds benefit Glide, a nonprofit in San Francisco's Tenderloin district that helps the poor, homeless or those battling substance abuse. Glide offers meals, shelter, HIV and hepatitis C tests, job training and children's programs.Buffett, 91, the chairman and chief executive of Berkshire Hathaway Inc   , has raised more than $53.2 million for Glide in the 21 auctions, which began in 2000.An eBay spokeswoman said the lunch was the most expensive item ever sold on the company's website to benefit charity.No auctions were held in 2020 and 2021 because of the COVID-19 pandemic.Buffett became a supporter of Glide after his first wife Susan, who died in 2004, introduced him to the charity, where she had been volunteering.He has also pledged to give away nearly all of his fortune. Buffett was worth $93.4 billion on Friday, ranking seventh worldwide, according to Forbes magazine.This year's auction winner and up to seven guests will dine with Buffett at the Smith & Wollensky steakhouse in Manhattan.Buffett will talk about almost anything, but not where he may invest next.Hedge fund managers David Einhorn and Ted Weschler are among previous auction winners.Weschler became a Berkshire portfolio manager after paying a combined $5.25 million to win the 2010 and 2011 auctions.Berkshire owns dozens of companies including the BNSF railroad, Geico car insurance, energy, manufacturing and retail businesses, and stocks such as Apple Inc    and $Bank of America Corp(BAC-N)$   .Buffett still owns nearly 16% of the Omaha, Nebraska-based conglomerate, despite having donated more than half of his shares since 2006, including $4 billion on June 14.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.B":0.9,"BAC":0.9,"BRK.A":0.9,"QNETCN":0.6,"EBAY":0.9}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025733320,"gmtCreate":1653740577660,"gmtModify":1676535335295,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Thank you!","listText":"Thank you!","text":"Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025733320","repostId":"2238606767","repostType":4,"repost":{"id":"2238606767","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":1653696536,"share":"https://ttm.financial/m/news/2238606767?lang=en_US&edition=fundamental","pubTime":"2022-05-28 08:08","market":"us","language":"en","title":"7 Beaten-Up Tech Stocks That Could Be Bargains","url":"https://stock-news.laohu8.com/highlight/detail?id=2238606767","media":"Dow Jones","summary":"This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.A ","content":"<html><head></head><body><p>This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.</p><p>A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.</p><p>The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&amp;P 500 index. The pain has been felt across the board -- from social media firms such as <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a>, to streamers such as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, and semiconductor firms such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p>The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.</p><p>The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.</p><p>With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it&#39;s time to scoop up shares of strong businesses at steep discounts.</p><p>That is why Barron&#39;s screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&amp;P 500&#39;s average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.</p><h3><b>The Technology Stock Bargain Bin</b></h3><p>These Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&amp;P 500, and are expected to grow sales by more than 8% in 2023.</p><p><img src=\"https://static.tigerbbs.com/a5f96585168abeeeb5b1b6b1a6211462\" tg-width=\"945\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>The screen criteria narrowed the index down to just seven stocks. Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.</p><p>Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to &#34;the metaverse&#34; will cost. The company&#39;s advertising business has also faced challenges from TikTok and Apple&#39;s privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> and <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.</p><p>Rounding out the list are <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn&#39;t mean it&#39;s all rosy for the Google parent. Macroeconomic concerns could weigh on the firm&#39;s search and cloud businesses in the coming months.</p><p>Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.</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>7 Beaten-Up Tech Stocks That Could Be Bargains</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\">\n7 Beaten-Up Tech Stocks That Could Be Bargains\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\">2022-05-28 08:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.</p><p>A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.</p><p>The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&amp;P 500 index. The pain has been felt across the board -- from social media firms such as <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a>, to streamers such as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, and semiconductor firms such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p>The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.</p><p>The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.</p><p>With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it&#39;s time to scoop up shares of strong businesses at steep discounts.</p><p>That is why Barron&#39;s screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&amp;P 500&#39;s average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.</p><h3><b>The Technology Stock Bargain Bin</b></h3><p>These Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&amp;P 500, and are expected to grow sales by more than 8% in 2023.</p><p><img src=\"https://static.tigerbbs.com/a5f96585168abeeeb5b1b6b1a6211462\" tg-width=\"945\" tg-height=\"431\" width=\"100%\" height=\"auto\"/>The screen criteria narrowed the index down to just seven stocks. Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.</p><p>Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to &#34;the metaverse&#34; will cost. The company&#39;s advertising business has also faced challenges from TikTok and Apple&#39;s privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> and <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.</p><p>Rounding out the list are <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn&#39;t mean it&#39;s all rosy for the Google parent. Macroeconomic concerns could weigh on the firm&#39;s search and cloud businesses in the coming months.</p><p>Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","QCOM":"高通","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4503":"景林资产持仓","BK4514":"搜索引擎","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","META":"Meta Platforms, Inc.","BK4575":"芯片概念","BK4566":"资本集团","MU":"美光科技","FB":"ProShares S&P 500 Dynamic Buffer ETF","BK4515":"5G概念","SNAP":"Snap Inc","NFLX":"奈飞","BK4538":"云计算","AMAT":"应用材料","BK4549":"软银资本持仓","NVDA":"英伟达","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4518":"OLED概念","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4147":"半导体设备","GOOGL":"谷歌A","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4524":"宅经济概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4519":"光伏太阳能","BK4525":"远程办公概念","LRCX":"拉姆研究","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4508":"社交媒体","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238606767","content_text":"This year has been brutal for U.S. stocks, but that goes double for high-growth technology stocks.A mix of rising bond yields and recession worries have weighed on the tech sector since late last year.The Nasdaq Composite has fallen 22% in 2022, compared with a 13% drop for the S&P 500 index. The pain has been felt across the board -- from social media firms such as Meta Platforms and Snap, to streamers such as Netflix $(NFLX)$, and semiconductor firms such as Nvidia.The Nasdaq-100 index -- which features the largest nonfinancial firms listed on the Nasdaq -- has fallen 22%.The specter of rising yields have weighed on tech stocks because they essentially lower the value of future profits. Recession worries, meanwhile, have hampered companies focused on advertising and discretionary consumer spending -- such as social media and e-commerce firms.With stocks inching back in recent days from the brink of bear market territory, bargain hunters may think it's time to scoop up shares of strong businesses at steep discounts.That is why Barron's screened for Nasdaq100 firms that have fallen more than 20%, including dividends, this year. We then filtered out firms with a forward price-to-earnings multiple greater than the S&P 500's average of 16.7 times estimated 2023 earnings, according to Bloomberg. Lastly, we narrowed the screen to firms with estimated 2023 sales growth of 8% or more, per Bloomberg estimates.The Technology Stock Bargain BinThese Nasdaq 100 stocks have fallen more than 20%, are cheaper than the S&P 500, and are expected to grow sales by more than 8% in 2023.The screen criteria narrowed the index down to just seven stocks. Micron Technology $(MU)$ was the cheapest, trading at 5.81 times forward earnings estimates after a 21% decline this year. Analysts expect 2023 sales growth of 20%, according to Bloomberg.Qualcomm has fared even worse this year with a 23% decline. The wireless chip maker has seen shares tumble amid a broader semiconductor selloff. The company is investing in reducing its dependence on its business providing chips to Apple devices, to things such as cars, virtual reality devices, and computers.Speaking of virtual reality, Meta Platforms saw shares sink in 2022 as its results showed how much a pivot to \"the metaverse\" will cost. The company's advertising business has also faced challenges from TikTok and Apple's privacy changes, which upended how the firm tracks the success of advertising on mobile devices. But with shares trading at 12.57 times 2023 estimated earnings with expectations of 16% sales growth, there is an argument to be made that the stock is cheap.Applied Materials and Lam Research are the next two on the list. The semiconductor equipment manufacturers have fallen sharply this year as semiconductor stocks were hit by lockdowns in China and worries about demand. They trade at 13.51 and 14.05 times forward earnings estimates, respectively.Rounding out the list are Alphabet and Netflix -- the last two stocks on the FAANG group of technology giants. Alphabet stock trades at 15.93 times estimated 2023 earnings and is expected to grow sales by 16% in 2023. That doesn't mean it's all rosy for the Google parent. Macroeconomic concerns could weigh on the firm's search and cloud businesses in the coming months.Netflix saw shares sink as the firm revealed it was losing subscribers. It now trades at 15.6 times earnings expectations for 2023 compared with expected sales growth that year at 9.1%.","news_type":1,"symbols_score_info":{"SNAP":1,"AMAT":0.9,"LRCX":0.9,"QCOM":0.9,"GOOGL":0.9,"NFLX":0.9,"FB":0.9,"MU":0.9,"GOOG":0.9,"NVDA":1,"QNETCN":0.6,"META":0.9}},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016184435,"gmtCreate":1649149258866,"gmtModify":1676534459365,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"$3T here we come!","listText":"$3T here we come!","text":"$3T here we come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016184435","repostId":"2225304673","repostType":4,"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010704694,"gmtCreate":1648465149235,"gmtModify":1676534340986,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"When one door closes,&nbsp;another opens!&nbsp;","listText":"When one door closes,&nbsp;another opens!&nbsp;","text":"When one door closes, another opens!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010704694","repostId":"2222722864","repostType":2,"repost":{"id":"2222722864","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648459765,"share":"https://ttm.financial/m/news/2222722864?lang=en_US&edition=fundamental","pubTime":"2022-03-28 17:29","market":"us","language":"en","title":"Sea E-Commerce Arm Shopee to Shut down India Operations - Statement","url":"https://stock-news.laohu8.com/highlight/detail?id=2222722864","media":"Reuters","summary":"SINGAPORE, March 28 (Reuters) - Singapore-based e-commerce and gaming firm Sea Ltd said on Monday it","content":"<html><head></head><body><p>SINGAPORE, March 28 (Reuters) - Singapore-based e-commerce and gaming firm Sea Ltd said on Monday it is withdrawing from India&#39;s retail market just months after beginning operations there, citing &#34;global market uncertainties&#34;.</p><p>Sea shares tumbled more than 8% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c5246229b5bd07e27d8b6b3233eb78c6\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>The business withdrawal comes weeks after Sea&#39;s e-commerce arm, Shopee, said it was pulling out of France and after India banned Sea&#39;s popular gaming app &#34;Free Fire&#34;.</p><p>After the ban, the market value of New York-listed Sea dropped by $16 billion in a single day, leading some investors to cut holdings in it.</p><p>Shopee said in a statement it would work &#34;to support local seller and buyer communities and our local team to make the process as smooth as possible&#34;.</p><p>Reuters was the first to report the company&#39;s decision.</p><p>The statement covered only retail, not gaming, activities in India.</p><p>The company is valued at around $65 billion, after reaching as much as $200 billion in late 2021 on the back of a COVID-fuelled shopping and entertainment boom.</p><p>The technology group began operations in India in October 2021 as part of an international push that saw it expand into Europe.</p><p>The local unit, Shopee India, recruited sellers and launched a shopping website. India&#39;s fast-growing e-commerce market was already dominated by such players as Amazon.com Inc and Walmart’s Flipkart.</p><p>E-commerce players face a strict regulatory environment in India. New Delhi has for years imposed restrictions to protect smaller brick-and-mortar retailers.</p><p>Offline retailers have often alleged foreign companies bypass the regulations and offer deep discounts that hurt their business, allegations the companies deny.</p><p>Shopee had in recent months faced boycott calls from such traders in India. As of Monday, Shopee’s India website was still operational and said it offered “bumper discounts and attractive deals” to customers. LinkedIn showed several India job openings at Shopee.</p><p>Two sources with knowledge of the matter said Sea was continuing to lobby Indian authorities to lift the ban on &#34;Free Fire&#34;.</p><p>Reuters reported in February, citing sources, that Singapore authorities had raised concerns to India over the ban, asking why the company had been targeted in a widening crackdown on Chinese apps.</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>Sea E-Commerce Arm Shopee to Shut down India Operations - Statement</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; 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}\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\">\nSea E-Commerce Arm Shopee to Shut down India Operations - Statement\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-28 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, March 28 (Reuters) - Singapore-based e-commerce and gaming firm Sea Ltd said on Monday it is withdrawing from India&#39;s retail market just months after beginning operations there, citing &#34;global market uncertainties&#34;.</p><p>Sea shares tumbled more than 8% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c5246229b5bd07e27d8b6b3233eb78c6\" tg-width=\"841\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>The business withdrawal comes weeks after Sea&#39;s e-commerce arm, Shopee, said it was pulling out of France and after India banned Sea&#39;s popular gaming app &#34;Free Fire&#34;.</p><p>After the ban, the market value of New York-listed Sea dropped by $16 billion in a single day, leading some investors to cut holdings in it.</p><p>Shopee said in a statement it would work &#34;to support local seller and buyer communities and our local team to make the process as smooth as possible&#34;.</p><p>Reuters was the first to report the company&#39;s decision.</p><p>The statement covered only retail, not gaming, activities in India.</p><p>The company is valued at around $65 billion, after reaching as much as $200 billion in late 2021 on the back of a COVID-fuelled shopping and entertainment boom.</p><p>The technology group began operations in India in October 2021 as part of an international push that saw it expand into Europe.</p><p>The local unit, Shopee India, recruited sellers and launched a shopping website. India&#39;s fast-growing e-commerce market was already dominated by such players as Amazon.com Inc and Walmart’s Flipkart.</p><p>E-commerce players face a strict regulatory environment in India. New Delhi has for years imposed restrictions to protect smaller brick-and-mortar retailers.</p><p>Offline retailers have often alleged foreign companies bypass the regulations and offer deep discounts that hurt their business, allegations the companies deny.</p><p>Shopee had in recent months faced boycott calls from such traders in India. As of Monday, Shopee’s India website was still operational and said it offered “bumper discounts and attractive deals” to customers. LinkedIn showed several India job openings at Shopee.</p><p>Two sources with knowledge of the matter said Sea was continuing to lobby Indian authorities to lift the ban on &#34;Free Fire&#34;.</p><p>Reuters reported in February, citing sources, that Singapore authorities had raised concerns to India over the ban, asking why the company had been targeted in a widening crackdown on Chinese apps.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","SE":"Sea Ltd","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222722864","content_text":"SINGAPORE, March 28 (Reuters) - Singapore-based e-commerce and gaming firm Sea Ltd said on Monday it is withdrawing from India's retail market just months after beginning operations there, citing \"global market uncertainties\".Sea shares tumbled more than 8% in premarket trading.The business withdrawal comes weeks after Sea's e-commerce arm, Shopee, said it was pulling out of France and after India banned Sea's popular gaming app \"Free Fire\".After the ban, the market value of New York-listed Sea dropped by $16 billion in a single day, leading some investors to cut holdings in it.Shopee said in a statement it would work \"to support local seller and buyer communities and our local team to make the process as smooth as possible\".Reuters was the first to report the company's decision.The statement covered only retail, not gaming, activities in India.The company is valued at around $65 billion, after reaching as much as $200 billion in late 2021 on the back of a COVID-fuelled shopping and entertainment boom.The technology group began operations in India in October 2021 as part of an international push that saw it expand into Europe.The local unit, Shopee India, recruited sellers and launched a shopping website. India's fast-growing e-commerce market was already dominated by such players as Amazon.com Inc and Walmart’s Flipkart.E-commerce players face a strict regulatory environment in India. New Delhi has for years imposed restrictions to protect smaller brick-and-mortar retailers.Offline retailers have often alleged foreign companies bypass the regulations and offer deep discounts that hurt their business, allegations the companies deny.Shopee had in recent months faced boycott calls from such traders in India. As of Monday, Shopee’s India website was still operational and said it offered “bumper discounts and attractive deals” to customers. LinkedIn showed several India job openings at Shopee.Two sources with knowledge of the matter said Sea was continuing to lobby Indian authorities to lift the ban on \"Free Fire\".Reuters reported in February, citing sources, that Singapore authorities had raised concerns to India over the ban, asking why the company had been targeted in a widening crackdown on Chinese apps.","news_type":1,"symbols_score_info":{"SE":1}},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056340800,"gmtCreate":1654955266600,"gmtModify":1676535539015,"author":{"id":"3579241158508767","authorId":"3579241158508767","name":"R n W","avatar":"https://community-static.tradeup.com/news/3cda2bd74fc94bf115432972b7344f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579241158508767","idStr":"3579241158508767"},"themes":[],"htmlText":"Netflix will flip it to green!","listText":"Netflix will flip it to green!","text":"Netflix will flip it to green!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056340800","repostId":"1100174062","repostType":4,"repost":{"id":"1100174062","kind":"news","pubTimestamp":1654915305,"share":"https://ttm.financial/m/news/1100174062?lang=en_US&edition=fundamental","pubTime":"2022-06-11 10:41","market":"us","language":"en","title":"NFLX Stock Slumps as Goldman Sachs Says Netflix Is a Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1100174062","media":"InvestorPlace","summary":"Goldman Sachs lowered its rating on Netflix(NFLX) to \"sell\" from \"neutral.\"NFLX stock is sinking fol","content":"<div>\n<p>Goldman Sachs lowered its rating on Netflix(NFLX) to \"sell\" from \"neutral.\"NFLX stock is sinking following the downgrade.As reasons for the move, the firm cited upcoming economic weakness and ...</p>\n\n<a href=\"https://investorplace.com/2022/06/nflx-stock-slumps-as-goldman-sachs-says-netflix-is-a-sell/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>NFLX Stock Slumps as Goldman Sachs Says Netflix Is a Sell</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; 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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\">\nNFLX Stock Slumps as Goldman Sachs Says Netflix Is a Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/nflx-stock-slumps-as-goldman-sachs-says-netflix-is-a-sell/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs lowered its rating on Netflix(NFLX) to \"sell\" from \"neutral.\"NFLX stock is sinking following the downgrade.As reasons for the move, the firm cited upcoming economic weakness and ...</p>\n\n<a href=\"https://investorplace.com/2022/06/nflx-stock-slumps-as-goldman-sachs-says-netflix-is-a-sell/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://investorplace.com/2022/06/nflx-stock-slumps-as-goldman-sachs-says-netflix-is-a-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100174062","content_text":"Goldman Sachs lowered its rating on Netflix(NFLX) to \"sell\" from \"neutral.\"NFLX stock is sinking following the downgrade.As reasons for the move, the firm cited upcoming economic weakness and increased competition.Netflix(NASDAQ:NFLX) stock is tumbling today after Goldman Sachs lowered its rating on NFLX to “sell” from “neutral.” The firm also slashed its price target on the shares to $186 from $265.Goldman cut its estimates for Netflix to reflect a deterioration in the firm’s macro outlook, analyst Eric Sheridan explained. More specifically, a consumer recession could put downward pressure on the demand for Netflix’s offerings, Sheridan warned. Also likely to hurt the company’s financial results going forward is increased competition, the analyst stated.The Consequences of a Recession, Tougher CompetitionA consumer recession would have negative ramifications for Netflix’s gross adds and churn, margin expansion and content spending, according to Goldman. The firm “modestly” reduced its estimates of Netflix’s paid subscriber base.On the other hand, Goldman raised its estimates of Netflix’s average revenue per user in the U.S. for 2024 and subsequent years. The firm took the latter step to account for Netflix’s likely introduction of an ad-supported offering and a coming crackdown by the company on password sharing.Other Views on NFLX StockInvestorPlacecolumnist Vandita Jadeja noted the company’s subscriber base declined last year and investors were unhappy with its first-quarter results. She warned these trends will keep hurting NFLX stock for the rest of 2022. In the May 28 column, Jadeja told investors to stay away from the shares for the time being.Also very bearish on Netflix was another InvestorPlace contributor, Patrick Sanders. Calling the company’s first-quarter results “horrendous,” the analyst contended in his May 26 article that “the days of Netflix being a leading streaming stock are probably over.” Sanders believes the company is being significantly hurt by stepped-up competition. Like Jadeja, Sanders said he’s avoiding NFLX stock for now.The streaming company’s shares have tumbled almost 70% so far this year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}