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2022-08-24

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2022-08-24

$Allstate(ALL)$hi

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2022-08-21

$Microsoft(MSFT)$g

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2022-08-21

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2022-08-19

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$Altria(MO)$jjj

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2022-08-17

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$Light Crude Oil - main 2209(CLmain)$hahaha

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2022-08-11

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Alibaba: More Bad News

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2022-08-11

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2022-08-06

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2022-08-06

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Warren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors

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href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>g","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>g","text":"$Microsoft(MSFT)$g","images":[{"img":"https://community-static.tradeup.com/news/66ebce2a4ce443ccbf14d544715d4448","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996001054","isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996003719,"gmtCreate":1661068720534,"gmtModify":1676536448748,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>iii","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>iii","text":"$Microsoft(MSFT)$iii","images":[{"img":"https://community-static.tradeup.com/news/dccff681a3ce26778689d45e26d51ce8","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991774178","isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991691680,"gmtCreate":1660821553643,"gmtModify":1676536405196,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>jjj","listText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>jjj","text":"$Altria(MO)$jjj","images":[{"img":"https://community-static.tradeup.com/news/1afc5aed8bb1aa1e289496f00207f941","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991691680","isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993207025,"gmtCreate":1660693088869,"gmtModify":1676536378899,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>nice","listText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>nice","text":"$Altria(MO)$nice","images":[{"img":"https://community-static.tradeup.com/news/bd48593d888f3ae9223149069ac5a7e9","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993207025","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993204693,"gmtCreate":1660693073014,"gmtModify":1676536378891,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>a","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>a","text":"$Citigroup(C)$a","images":[{"img":"https://community-static.tradeup.com/news/cc9abca3c7296b77c9b4ece8bff9a1c1","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993204693","isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993818160,"gmtCreate":1660660211053,"gmtModify":1676536373903,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>dd","listText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>dd","text":"$Altria(MO)$dd","images":[{"img":"https://community-static.tradeup.com/news/504f5dfd99a11bc4f63d639470e03a91","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993818160","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993819159,"gmtCreate":1660659873973,"gmtModify":1676536373822,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/CLmain\">$Light Crude Oil - main 2209(CLmain)$</a>hahaha","listText":"<a href=\"https://ttm.financial/FUT/CLmain\">$Light Crude Oil - main 2209(CLmain)$</a>hahaha","text":"$Light Crude Oil - main 2209(CLmain)$hahaha","images":[{"img":"https://community-static.tradeup.com/news/87ad76b37fff9e6d443245ef8587f9ae","width":"1125","height":"2349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993819159","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999282374,"gmtCreate":1660534563000,"gmtModify":1676533488451,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a>nice","listText":"<a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a>nice","text":"$Bristol-Myers Squibb(BMY)$nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999282374","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907510530,"gmtCreate":1660215520422,"gmtModify":1703479158979,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"n","listText":"n","text":"n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907510530","repostId":"1103823286","repostType":4,"repost":{"id":"1103823286","kind":"news","pubTimestamp":1660231920,"share":"https://ttm.financial/m/news/1103823286?lang=en_US&edition=fundamental","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</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>Alibaba: More Bad News</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\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907510828,"gmtCreate":1660215493867,"gmtModify":1703479158478,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a>haha","listText":"<a href=\"https://ttm.financial/S/BMY\">$Bristol-Myers Squibb(BMY)$</a>haha","text":"$Bristol-Myers Squibb(BMY)$haha","images":[{"img":"https://community-static.tradeup.com/news/c057ef0ce18f202ecafeae4b1999a603","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907510828","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904278665,"gmtCreate":1660061228760,"gmtModify":1703477451141,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>k","listText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>k","text":"$Altria(MO)$k","images":[{"img":"https://community-static.tradeup.com/news/c610f80d8bbf645754783b2f0b78cf5b","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904278665","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904278940,"gmtCreate":1660061190782,"gmtModify":1703477450493,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>j","listText":"<a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>j","text":"$Target(TGT)$j","images":[{"img":"https://community-static.tradeup.com/news/5b0fdd390f902f042219e1cd6deb03f4","width":"1125","height":"3573"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904278940","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905765319,"gmtCreate":1659940185133,"gmtModify":1703476233026,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>good","listText":"<a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>good","text":"$Altria(MO)$good","images":[{"img":"https://community-static.tradeup.com/news/3439408cc273909f3ba17b09d3bb98e3","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9905765319","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905765956,"gmtCreate":1659940057477,"gmtModify":1703476232861,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>haha","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>haha","text":"$Microsoft(MSFT)$haha","images":[{"img":"https://community-static.tradeup.com/news/82b873c1bb4403ae0f5c650da52dc7a0","width":"1125","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905765956","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902592475,"gmtCreate":1659718710101,"gmtModify":1704271650755,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TCNNF\">$Trulieve Cannabis Corporation(TCNNF)$</a>kk","listText":"<a href=\"https://ttm.financial/S/TCNNF\">$Trulieve Cannabis Corporation(TCNNF)$</a>kk","text":"$Trulieve Cannabis Corporation(TCNNF)$kk","images":[{"img":"https://community-static.tradeup.com/news/5f8529862f4764017fabceb2756a1f7b","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902592475","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902592553,"gmtCreate":1659718673776,"gmtModify":1704271553267,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580159452749427","authorIdStr":"3580159452749427"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902592553","repostId":"1151284770","repostType":4,"repost":{"id":"1151284770","kind":"news","pubTimestamp":1659713272,"share":"https://ttm.financial/m/news/1151284770?lang=en_US&edition=fundamental","pubTime":"2022-08-05 23:27","market":"us","language":"en","title":"Warren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=1151284770","media":"Motley Fool","summary":"KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual ","content":"<div>\n<p>KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.As a result of an acquisition in 1998, Berkshire Hathaway ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/\">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>Warren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors</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{ 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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's Secret Portfolio Has 95% of Its Assets in These 2 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.As a result of an acquisition in 1998, Berkshire Hathaway ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYX":"沛齐","BRK.A":"伯克希尔","IBM":"IBM","AVGO":"博通","AAPL":"苹果","HPQ":"惠普"},"source_url":"https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151284770","content_text":"KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.As a result of an acquisition in 1998, Berkshire Hathaway owns an investment company with $6.3 billion in assets under management.This \"hidden\" portfolio is highly concentrated.Berkshire Hathaway's $6.3 billion hidden portfolio has piled nearly all of its capital into two sectors.Few investors have a more impressive track record than Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett. In the 57 years he's held the reins at Berkshire, he's led his company's Class A shares (BRK.A) to an average annual return of 20.1%, which equates to an aggregate return of more than 3,600,000%.Buffett's success as an investor is due tomyriad factors, including a willingness to hold investments for long periods of time, as well as his love of cyclical companies and dividend stocks.But something you may not know about the Oracle of Omaha is that he has a secret portfolio containing $6.3 billion in assets under management, as of March 31, 2022. While it's relatively easy to follow Buffett's trading activity via 13F filings with the Securities and Exchange Commission, you won't find these holdings in Berkshire's 13F filing.In 1998, Buffett's company acquired insurer General Re for $22 billion. While the prized asset of the General Re buyout was the company's reinsurance operations, General Re also controlled specialty investment firm New England Asset Management (NEAM).To be perfectly clear, Warren Buffett and the investing team making the decisions for Berkshire Hathaway's more than $350 billion investment portfolio don't oversee NEAM's $6.3 billion investment portfolio. Nevertheless, New England Asset Management is an owned entity of Buffett's company. This means the assets held in NEAM's investment portfolio are, ultimately, \"owned\" by the Oracle of Omaha.With $6.3 billion in assets under management, New England Asset Management is required to file a 13F just like its parent company. But unlike Berkshire Hathaway, NEAM has its fingers in more than three times as many securities as Berkshire (52 for Berkshire, compared to more than 160 for NEAM).What's similar is that Buffett's secret portfolio has invested the vast majority of its assets into a small concentration of sectors. In New England Asset Management's case, 95% of its assets are invested in just the following two sectors.Technology: 57.49% of invested assetsThe sector Warren Buffett's secret portfolio unquestionably favors the most is information technology. In total, NEAM has positions in 17 different tech stocks, including software behemoth Microsoft, semiconductor solutions-specialist Broadcom, payroll solutions-provider Paychex, and legacy stalwarts like HP and IBM.But here's the jaw-dropping stat that really defines New England Asset Management's \"love of tech.\" Out of the 57.49% of assets invested in information technology at the end of March, virtually all of it (56.62%) was tied up in Apple . This means the other 16 tech stocks held by NEAM make up just 0.87% of invested assets, on a combined basis!There's certainly something to be said about Berkshire Hathaway and New England Asset Management sharing their largest positions. Then again, Apple has given investors an abundance of reasons to trust in the company over the long run.To begin with, Apple is arguably the most valuable and recognized brand in the world. Earlier this year, Brand Finance labeled Apple as the world's most valuable brand for a second consecutive year. Brand Finance cited the company's range of services, its bolstered privacy and environmental push, and its diversified product line as reasons for hanging onto the top spot among global brands.Innovation is another reason Apple has been such a superstar for the investing community. Since Apple introduced a 5G-capable version of its iPhone in the fourth quarter of 2020, its U.S. smartphone market share has held at 50% or above in 5 out of 6 quarters, according to Counterpoint Research.But it's not just product innovation that's driving results. Apple CEO Tim Cook is overseeing an ongoing transition of his company to a service-oriented business. A subscription-driven model should help boost long-term operating margins and lessen the bumpiness often associated with product-replacement cycles. Keep in mind that Apple isn't abandoning the product line that brought it fame. The company is simply evolving in order to grow.Apple is also in a league of its own when it comes to capital-return programs. In addition to returning more than $14 billion a year to investors in the form of a dividend, the company has repurchased close to $520 billion worth of its common stock since initiating a buyback program in 2013. That's not pocket change, and it's an easy way to get the attention of Warren Buffet and New England Asset Management's investment-portfolio managers.Financials: 37.45% of invested assetsThe second sector that New England Asset Management has absolutely piled into is (drum roll) financials! Did you expect anything else from a company with an insurance-based background?As a whole, NEAM holds stakes in 51 financial securities. I say \"securities,\" because NEAM invests in stocks, exchange-traded funds, and preferred stock. But once again, only a small handful of these investments account for the lion's share of the 37.45% of invested assets tied up in financial stocks. This includes U.S. Bancorp , Bank of America , the SPDR S&P 500 ETF, and the Bank of New York Mellon.Together, these four securities account for 32.98% of the 37.45% in financial sector-invested assets. You might note that Berkshire Hathaway has stakes in all four of these financial securities, too, in its portfolio.Regional bank U.S. Bancorp and money-center giant Bank of America each make up about 14.9% of invested assets (29.8% on a combined basis). When held for long periods of time, bank stocks benefit from the disproportionately longer period of time the U.S. economy spends expanding, relative to contracting.Although downturns are inevitable, the U.S. economy naturally expands over time. That allows U.S. Bancorp and Bank of America to grow their loans and deposits.Bank of America and U.S. Bancorp are also benefiting from a combination of rising interest rates and digitization investments. The former noted in its June-ended quarterly investor presentation that a 100 basis-point parallel shift in the interest-rate yield curve would generate an estimated $5 billion in added net-interest income over 12 months.Meanwhile, U.S. Bancorp has set the standard for digital engagement. It ended June with 82% of its active customers banking digitally and had 64% of total sales completed online or via its app. Since digital transactions cost a fraction of what in-person or phone-based transactions do, this digital push is helping boost U.S. Bancorp's efficiency.Financials may not be the sexiest place to put your money to work, but they have all the tools to take advantage of a steadily growing economy over the long term.","news_type":1,"symbols_score_info":{"HPQ":0.9,"IBM":0.9,"BRK.A":0.9,"PAYX":0.9,"AVGO":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":880806935,"gmtCreate":1631028332127,"gmtModify":1676530448136,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880806935","repostId":"2165516133","repostType":4,"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805045589,"gmtCreate":1627828683741,"gmtModify":1703496352366,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805045589","repostId":"1147877145","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830031751,"gmtCreate":1628992807173,"gmtModify":1676529904957,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830031751","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://ttm.financial/m/news/2159215676?lang=en_US&edition=fundamental","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings</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 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-15 09:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p>\n<p><b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p>\n<p>JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p>\n<p>Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p>\n<p>RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p>\n<p>Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p>\n<p>Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p>\n<p><b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p>\n<p>“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p>\n<p>DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p>\n<p>A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p>\n<p>“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p>\n<p>The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p>\n<p>“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p>\n<p><b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p>\n<p>DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p>\n<p>The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p>\n<p>“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p>\n<p><b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p>\n<p>“DASH deserves a premium to the peer set,” Sandler said.</p>\n<p>“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p>\n<p>Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p>\n<p>DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p>\n<p>“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p>\n<p><b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACI":"艾伯森","BBBY":"Bed Bath & Beyond, Inc.","QTWO":"Q2 Holdings Inc","WBA":"沃尔格林联合博姿","DASH":"DoorDash, Inc.","RAD":"来德爱"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"ACI":0.9,"RAD":0.9,"BBBY":0.9,"QTWO":0.9,"DASH":0.9,"WBA":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890410563,"gmtCreate":1628127818152,"gmtModify":1703501709581,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890410563","repostId":"2157483930","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801230431,"gmtCreate":1627517844923,"gmtModify":1703491427149,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"wow 47% increase in ad prices, no&nbsp;thanks to ios14. metaverse sounds very cool, almost like a merge of the physical and digital world. as of now, fb will grow slowly&nbsp;","listText":"wow 47% increase in ad prices, no&nbsp;thanks to ios14. metaverse sounds very cool, almost like a merge of the physical and digital world. as of now, fb will grow slowly&nbsp;","text":"wow 47% increase in ad prices, no thanks to ios14. metaverse sounds very cool, almost like a merge of the physical and digital world. as of now, fb will grow slowly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801230431","repostId":"1171529765","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175231534,"gmtCreate":1627032996928,"gmtModify":1703482866229,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/175231534","repostId":"1178078298","repostType":4,"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808788433,"gmtCreate":1627610591222,"gmtModify":1703493314163,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808788433","repostId":"2155184148","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905765319,"gmtCreate":1659940185133,"gmtModify":1703476233026,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>good","text":"$Altria(MO)$good","images":[{"img":"https://community-static.tradeup.com/news/3439408cc273909f3ba17b09d3bb98e3","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9905765319","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893767670,"gmtCreate":1628301686990,"gmtModify":1703504770270,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893767670","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808781232,"gmtCreate":1627610553926,"gmtModify":1703493312210,"author":{"id":"3580159452749427","authorId":"3580159452749427","name":"jsjeiwjxiejeikdkd","avatar":"https://static.tigerbbs.com/44a54dca50454e9a6a96cdb66207aaf7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580159452749427","idStr":"3580159452749427"},"themes":[],"htmlText":"Impressive that&nbsp;we’re above peak pre-pandemic levels","listText":"Impressive that&nbsp;we’re above peak pre-pandemic levels","text":"Impressive that we’re above peak pre-pandemic levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808781232","repostId":"2155184148","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}