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2023-03-23
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This Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 2023
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","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943563215","repostId":"2321197619","repostType":2,"repost":{"id":"2321197619","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":1679559843,"share":"https://ttm.financial/m/news/2321197619?lang=en_US&edition=fundamental","pubTime":"2023-03-23 16:24","market":"us","language":"en","title":"This Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2321197619","media":"Dow Jones","summary":"Investors got the \"dovish\" rate hike that they had been hoping for on Wednesday.But why did the Dow ","content":"<html><head></head><body><p>Investors got the "dovish" rate hike that they had been hoping for on Wednesday.</p><p>But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?</p><p>The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.</p><p>On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.</p><p>But while Powell assured reporters and the public that U.S. banks were well-capitalized and "sound," Treasury Secretary Janet Yellen told a Senate committee that "blanket" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists said</p><p>That appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.</p><p>By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.</p><p>By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.</p><p>Unfortunately for stock investors, that's exactly what they got.</p><p>Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.</p><p>But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.</p><p>Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.</p><p>Hopes for rate cuts benefited stocks in the recent past. But now, "investors need to be careful what they wish for," Sosnick said.</p><p>"Most scenarios that get you to that level of interest rates are not stock-market friendly," he added.</p><p>The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.</p><p>Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.</p><p>Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are "potentially losing their nerve in fighting inflation" which could create more issues for markets and the economy down the road.</p><p>All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a "trifecta of trouble."</p><p>"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows," he said in a note emailed to reporters.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 2023\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\">2023-03-23 16:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got the "dovish" rate hike that they had been hoping for on Wednesday.</p><p>But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?</p><p>The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.</p><p>On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.</p><p>But while Powell assured reporters and the public that U.S. banks were well-capitalized and "sound," Treasury Secretary Janet Yellen told a Senate committee that "blanket" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists said</p><p>That appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.</p><p>By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.</p><p>By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.</p><p>Unfortunately for stock investors, that's exactly what they got.</p><p>Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.</p><p>But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.</p><p>Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.</p><p>Hopes for rate cuts benefited stocks in the recent past. But now, "investors need to be careful what they wish for," Sosnick said.</p><p>"Most scenarios that get you to that level of interest rates are not stock-market friendly," he added.</p><p>The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.</p><p>Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.</p><p>Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are "potentially losing their nerve in fighting inflation" which could create more issues for markets and the economy down the road.</p><p>All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a "trifecta of trouble."</p><p>"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows," he said in a note emailed to reporters.</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","BK4096":"电气部件与设备"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321197619","content_text":"Investors got the \"dovish\" rate hike that they had been hoping for on Wednesday.But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.But while Powell assured reporters and the public that U.S. banks were well-capitalized and \"sound,\" Treasury Secretary Janet Yellen told a Senate committee that \"blanket\" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists saidThat appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.Unfortunately for stock investors, that's exactly what they got.Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.Hopes for rate cuts benefited stocks in the recent past. But now, \"investors need to be careful what they wish for,\" Sosnick said.\"Most scenarios that get you to that level of interest rates are not stock-market friendly,\" he added.The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are \"potentially losing their nerve in fighting inflation\" which could create more issues for markets and the economy down the road.All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a \"trifecta of trouble.\"\"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows,\" he said in a note emailed to reporters.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923598617,"gmtCreate":1670884465740,"gmtModify":1676538451035,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580722289180855","idStr":"3580722289180855"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ </a><v-v data-views=\"0\"></v-v>","text":"$Sea 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","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093145241","repostId":"1124703240","repostType":4,"repost":{"id":"1124703240","kind":"news","pubTimestamp":1643520783,"share":"https://ttm.financial/m/news/1124703240?lang=en_US&edition=fundamental","pubTime":"2022-01-30 13:33","market":"us","language":"en","title":"What CEOs Are Saying About Inflation: ‘The World Has Changed’","url":"https://stock-news.laohu8.com/highlight/detail?id=1124703240","media":"The Wall Street Journal","summary":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week ","content":"<html><head></head><body><p>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.</p><p><b>Apple</b> <b>Inc.</b><b>Chief Executive Tim Cook:</b></p><p>“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)</p><p><b>Kimberly-Clark</b> <b>Corp.</b><b>Chief Executive Michael Hsu:</b></p><p>“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)</p><p><b>3M</b> <b>Co.</b> <b>Chief Financial Officer Monish Patolawala:</b></p><p>“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)</p><p><b>Nasdaq</b> <b>Inc.</b><b>Chief Financial Officer Ann Dennison:</b></p><p>“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)</p><p><b>McDonald’s</b> <b>Corp.</b><b>Chief Financial Officer Kevin Ozan:</b></p><p>“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)</p><p><b>Whirlpool</b> <b>Corp.</b><b>Chief Executive Marc Bitzer:</b></p><p>“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)</p><p><b>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:</b></p><p>“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)</p><p><b>Mondelez International</b><b>Inc.</b><b>Chief Executive Dirk Van de Put:</b></p><p>“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)</p><p><b>Levi Strauss& Co. Chief Executive Chip Bergh:</b></p><p>“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)</p><p><b>Raytheon Technologies</b><b>Corp.</b><b>Chief Executive Greg Hayes:</b></p><p>“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)</p><p><b>Southwest Airlines</b><b>Co.</b><b>Chief Financial Officer Tammy Romo:</b></p><p>“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)</p><p><b>Sherwin-Williams</b><b>Co.</b><b>Chief Executive John G. Morikis:</b></p><p>“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)</p><p><b>Dow</b><b>Inc.</b><b>Chief Executive Jim Fitterling:</b></p><p>“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)</p><p><b>Visa</b><b>Inc.</b><b>Chief Financial Officer Vasant Prabhu:</b></p><p>“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)</p><p><b>Tractor Supply</b> <b>Co.</b><b>Chief Financial Officer Kurt Barton:</b></p><p>“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)</p><p><b>Oshkosh</b> <b>Corp. Chief ExecutiveJohn C. Pfeifer:</b></p><p>“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)</p><p><b>Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:</b></p><p>“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)</p><p><b>McCormick& Co. Chief Financial Officer Mike Smith:</b></p><p>“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)</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>What CEOs Are Saying About Inflation: ‘The World Has Changed’</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\">\nWhat CEOs Are Saying About Inflation: ‘The World Has Changed’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 13:33 GMT+8 <a href=https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.Apple Inc.Chief Executive Tim Cook:“We’re ...</p>\n\n<a href=\"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5\">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"},"source_url":"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124703240","content_text":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.Apple Inc.Chief Executive Tim Cook:“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)Kimberly-Clark Corp.Chief Executive Michael Hsu:“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)3M Co. Chief Financial Officer Monish Patolawala:“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)Nasdaq Inc.Chief Financial Officer Ann Dennison:“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)McDonald’s Corp.Chief Financial Officer Kevin Ozan:“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)Whirlpool Corp.Chief Executive Marc Bitzer:“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)DiageoPLC Chief Financial Officer Lavanya Chandrashekar:“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)Mondelez InternationalInc.Chief Executive Dirk Van de Put:“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)Levi Strauss& Co. Chief Executive Chip Bergh:“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)Raytheon TechnologiesCorp.Chief Executive Greg Hayes:“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)Southwest AirlinesCo.Chief Financial Officer Tammy Romo:“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)Sherwin-WilliamsCo.Chief Executive John G. Morikis:“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)DowInc.Chief Executive Jim Fitterling:“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)VisaInc.Chief Financial Officer Vasant Prabhu:“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)Tractor Supply Co.Chief Financial Officer Kurt Barton:“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)Oshkosh Corp. Chief ExecutiveJohn C. Pfeifer:“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)McCormick& Co. Chief Financial Officer Mike Smith:“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006929226,"gmtCreate":1641595849058,"gmtModify":1676533631681,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006929226","repostId":"1141196846","repostType":4,"repost":{"id":"1141196846","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641567409,"share":"https://ttm.financial/m/news/1141196846?lang=en_US&edition=fundamental","pubTime":"2022-01-07 22:56","market":"us","language":"en","title":"EV Stocks Rebounded in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141196846","media":"Tiger Newspress","summary":"EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.","content":"<html><head></head><body><p>EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/59013473df734044ee2a34a4e9cad809\" tg-width=\"376\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rebounded in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rebounded in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-07 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/59013473df734044ee2a34a4e9cad809\" tg-width=\"376\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141196846","content_text":"EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NKLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006211519,"gmtCreate":1641765118918,"gmtModify":1676533644756,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006211519","repostId":"1198290127","repostType":4,"repost":{"id":"1198290127","kind":"news","pubTimestamp":1641702682,"share":"https://ttm.financial/m/news/1198290127?lang=en_US&edition=fundamental","pubTime":"2022-01-09 12:31","market":"us","language":"en","title":"Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290127","media":"TheStreet","summary":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready","content":"<html><head></head><body><p>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><b>AAPL: the bull case</b></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><b>AAPL: the bear case</b></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><b>The Apple Maven’s take</b></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</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>Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?</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\">\nCan Apple Stock Reclaim $3 Trillion And Thrive In 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 12:31 GMT+8 <a href=https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022\">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.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290127","content_text":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?Figure 1: Apple Park in Cupertino, CA.AAPL: the bull caseAs Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.AAPL: the bear caseDespite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.The Apple Maven’s takeI continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006929433,"gmtCreate":1641595872830,"gmtModify":1676533631690,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006929433","repostId":"1114681081","repostType":4,"repost":{"id":"1114681081","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641566082,"share":"https://ttm.financial/m/news/1114681081?lang=en_US&edition=fundamental","pubTime":"2022-01-07 22:34","market":"us","language":"en","title":"Sonos Jumped Nearly 4% in Morning Trading as It Won over Google in a Patent Case","url":"https://stock-news.laohu8.com/highlight/detail?id=1114681081","media":"Tiger Newspress","summary":"Sonos jumped nearly 4% in morning trading as it won over Google in a patent case.The U.S. Internatio","content":"<html><head></head><body><p>Sonos jumped nearly 4% in morning trading as it won over Google in a patent case.<img src=\"https://static.tigerbbs.com/f4b9c0e2fb59e8a088e8652f5bd3f97c\" tg-width=\"767\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>The U.S. International Trade Commission found Google violated five patents held by Sonos related to audio synchronization, volume adjustment, and Wi-Fi connection, Tripp Mickle of The Wall Street Journal reports. The court decided Google must stop importing products that infringe those patents. Google spokesman Jose Castaneda said the company will appeal the decision. This ruling could raise pressure on Google to enter a licensing deal with Sonos for its patents.</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>Sonos Jumped Nearly 4% in Morning Trading as It Won over Google in a Patent Case</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\">\nSonos Jumped Nearly 4% in Morning Trading as It Won over Google in a Patent Case\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-07 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sonos jumped nearly 4% in morning trading as it won over Google in a patent case.<img src=\"https://static.tigerbbs.com/f4b9c0e2fb59e8a088e8652f5bd3f97c\" tg-width=\"767\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>The U.S. International Trade Commission found Google violated five patents held by Sonos related to audio synchronization, volume adjustment, and Wi-Fi connection, Tripp Mickle of The Wall Street Journal reports. The court decided Google must stop importing products that infringe those patents. Google spokesman Jose Castaneda said the company will appeal the decision. This ruling could raise pressure on Google to enter a licensing deal with Sonos for its patents.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONO":"搜诺思公司","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114681081","content_text":"Sonos jumped nearly 4% in morning trading as it won over Google in a patent case.The U.S. International Trade Commission found Google violated five patents held by Sonos related to audio synchronization, volume adjustment, and Wi-Fi connection, Tripp Mickle of The Wall Street Journal reports. The court decided Google must stop importing products that infringe those patents. Google spokesman Jose Castaneda said the company will appeal the decision. This ruling could raise pressure on Google to enter a licensing deal with Sonos for its patents.","news_type":1,"symbols_score_info":{"GOOG":0.9,"SONO":0.9}},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943563215,"gmtCreate":1679563966937,"gmtModify":1679563973394,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943563215","repostId":"2321197619","repostType":2,"repost":{"id":"2321197619","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":1679559843,"share":"https://ttm.financial/m/news/2321197619?lang=en_US&edition=fundamental","pubTime":"2023-03-23 16:24","market":"us","language":"en","title":"This Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2321197619","media":"Dow Jones","summary":"Investors got the \"dovish\" rate hike that they had been hoping for on Wednesday.But why did the Dow ","content":"<html><head></head><body><p>Investors got the "dovish" rate hike that they had been hoping for on Wednesday.</p><p>But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?</p><p>The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.</p><p>On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.</p><p>But while Powell assured reporters and the public that U.S. banks were well-capitalized and "sound," Treasury Secretary Janet Yellen told a Senate committee that "blanket" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists said</p><p>That appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.</p><p>By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.</p><p>By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.</p><p>Unfortunately for stock investors, that's exactly what they got.</p><p>Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.</p><p>But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.</p><p>Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.</p><p>Hopes for rate cuts benefited stocks in the recent past. But now, "investors need to be careful what they wish for," Sosnick said.</p><p>"Most scenarios that get you to that level of interest rates are not stock-market friendly," he added.</p><p>The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.</p><p>Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.</p><p>Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are "potentially losing their nerve in fighting inflation" which could create more issues for markets and the economy down the road.</p><p>All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a "trifecta of trouble."</p><p>"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows," he said in a note emailed to reporters.</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>This Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 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\">\nThis Is Why U.S. Stocks Tumbled After Fed’s Powell Signaled Only One More Rate Hike in 2023\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\">2023-03-23 16:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got the "dovish" rate hike that they had been hoping for on Wednesday.</p><p>But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?</p><p>The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.</p><p>On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.</p><p>But while Powell assured reporters and the public that U.S. banks were well-capitalized and "sound," Treasury Secretary Janet Yellen told a Senate committee that "blanket" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists said</p><p>That appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.</p><p>By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.</p><p>By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.</p><p>Unfortunately for stock investors, that's exactly what they got.</p><p>Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.</p><p>But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.</p><p>Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.</p><p>Hopes for rate cuts benefited stocks in the recent past. But now, "investors need to be careful what they wish for," Sosnick said.</p><p>"Most scenarios that get you to that level of interest rates are not stock-market friendly," he added.</p><p>The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.</p><p>Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.</p><p>Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are "potentially losing their nerve in fighting inflation" which could create more issues for markets and the economy down the road.</p><p>All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a "trifecta of trouble."</p><p>"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows," he said in a note emailed to reporters.</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","BK4096":"电气部件与设备"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321197619","content_text":"Investors got the \"dovish\" rate hike that they had been hoping for on Wednesday.But why did the Dow Jones Industrial Average fall more than 500 points after Federal Reserve Chairman Jerome Powell hiked rates by 25 basis points and signaled that only one more hike would follow?The answer, according to several market strategists, is because Powell, in his afternoon news conference, left investors with little certainty and plenty to worry about.On the one hand, the Fed chair played up expectations for a worsening credit crunch that would essentially do the Fed's job for it by hurting the economy and labor market, while helping to combat inflation.But while Powell assured reporters and the public that U.S. banks were well-capitalized and \"sound,\" Treasury Secretary Janet Yellen told a Senate committee that \"blanket\" deposit insurance hadn't been considered or discussed by her department, helping to drive stocks lower, market strategists saidThat appeared to be a disappointment to investors after news reports said authorities were studying ways to expand insurance to all deposits if the banking worries spawned by the failure earlier this month of Silicon Valley Bank grow.By the time markets closed, the S&P 500 financial services sector had fallen by 2.4%, making it the worst performer on the S&P 500 , which shed 65.90 points, or 1.7%, to 3,936.97. The Nasdaq Composite fell 190.15 points, or 1.6%, to 11,669.96, according to FactSet.By comparison, stocks had rallied on Tuesday as investors bid up stocks in anticipation of Powell expressing a less-aggressive outlook for interest rates.Unfortunately for stock investors, that's exactly what they got.Expectations for a lower Fed terminal, or peak, rate should benefit stocks, at least in theory.But when such expectations are informed by fears about a potentially serious economic downturn, which is what happened on Wednesday, the outlook can be more complicated, said Steve Sosnick, chief market strategist at Interactive Brokers, in a phone interview.Although Powell ruled out rate cuts before the end of 2023, both Fed funds futures and Treasury yields appear to be pricing in as many as three rate cuts later this year, Sosnick said.Hopes for rate cuts benefited stocks in the recent past. But now, \"investors need to be careful what they wish for,\" Sosnick said.\"Most scenarios that get you to that level of interest rates are not stock-market friendly,\" he added.The yield on the 2-year note BX:TMUBMUSD02Y fell by more than 20 basis points to 3.960% on Wednesday, according to FactSet.Concerns that the Fed risked leaving its battle against inflation unfinished helped to compound the market's losses.Chris Zaccarelli, chief investment officer for Independent Advisor Alliance, said in emailed comments that Fed officials are \"potentially losing their nerve in fighting inflation\" which could create more issues for markets and the economy down the road.All things considered, Powell's news conference was decidedly market-negative, according to Peter Boockvar, chief investment officer of Bleakley Financial Group, who said that Powell confronted markets with a \"trifecta of trouble.\"\"Powell acknowledges the credit crunch ahead, says inflation and price stability are still a big focus and that they don't foresee cutting interest rates this year...no wonder why the stock market closed at the lows,\" he said in a note emailed to reporters.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986553001,"gmtCreate":1666997158303,"gmtModify":1676537845234,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986553001","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981514479,"gmtCreate":1666566976992,"gmtModify":1676537767922,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981514479","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005102292,"gmtCreate":1642202401284,"gmtModify":1676533691022,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005102292","repostId":"1130167922","repostType":4,"repost":{"id":"1130167922","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642171035,"share":"https://ttm.financial/m/news/1130167922?lang=en_US&edition=fundamental","pubTime":"2022-01-14 22:37","market":"us","language":"en","title":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1130167922","media":"Tiger Newspress","summary":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boostWells Far","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost<img src=\"https://static.tigerbbs.com/4e71e3d723b686007a133c368ab1b50c\" tg-width=\"1025\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/>Wells Fargo & Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.</p><p>The bank's profit got a boost of $943 million from the sale of the businesses.</p><p>The fourth-largest U.S. bank has been in regulators' penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.</p><p>Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost</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\">\nWells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-14 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> shares jumped over 2% in morning trading as Q4 profit rose on asset sales boost<img src=\"https://static.tigerbbs.com/4e71e3d723b686007a133c368ab1b50c\" tg-width=\"1025\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/>Wells Fargo & Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.</p><p>The bank's profit got a boost of $943 million from the sale of the businesses.</p><p>The fourth-largest U.S. bank has been in regulators' penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.</p><p>Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BK4504":"桥水持仓","BK4501":"段永平概念","BK4207":"综合性银行","BK4559":"巴菲特持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130167922","content_text":"Wells Fargo shares jumped over 2% in morning trading as Q4 profit rose on asset sales boostWells Fargo & Co reported an 86% jump in fourth-quarter profit on Friday, propped up by gains from the sale of its corporate trust and asset management businesses.The bank's profit got a boost of $943 million from the sale of the businesses.The fourth-largest U.S. bank has been in regulators' penalty box since 2016 when a sales practices scandal came to light and has since paid billions in fines and restitution.Wells Fargo said profit rose to $5.8 billion, or $1.38 per share, in the three months ended Dec. 31, from $3.09 billion, or 66 cents per share, a year earlier.Analysts on average had expected a profit of $1.13 per share, according to the IBES estimate from Refinitiv.","news_type":1,"symbols_score_info":{"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006218020,"gmtCreate":1641765169699,"gmtModify":1676533644772,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006218020","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://ttm.financial/m/news/1119680947?lang=en_US&edition=fundamental","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</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>Tech Has Fallen, An Analysis Of Salesforce</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\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8 <a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006831748,"gmtCreate":1641685852036,"gmtModify":1676533638934,"author":{"id":"3580722289180855","authorId":"3580722289180855","name":"Fishabeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580722289180855","authorIdStr":"3580722289180855"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006831748","repostId":"1127701409","repostType":4,"repost":{"id":"1127701409","kind":"news","pubTimestamp":1641610534,"share":"https://ttm.financial/m/news/1127701409?lang=en_US&edition=fundamental","pubTime":"2022-01-08 10:55","market":"us","language":"en","title":"Coca-Cola Just Got Sweeter. The Stock Looks Like a Buy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127701409","media":"Barrons","summary":"Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should ke","content":"<html><head></head><body><p>Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.</p><p>The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ago regained its pre-Covid highs, Coca-Cola (ticker: KO) finished 2021 up 8% at $59.21, still a touch below its all-time high of $60.13 reached on Feb. 21, 2021 (although above its dividend-adjusted high of $56.36). Adding to the disappointment, shares of PepsiCo (PEP) soared above their 2020 highs and finished 2021 up 17%.</p><p>What a difference a new year makes. Coca-Cola has had a rip-roaring start to 2021, gaining 1.9% to close the first week of January at $60.33, finally busting through to a new high. It’s also outpaced Pepsi, which gained just 0.2% this past week. Don’t be surprised if that outperformance continues.</p><p>Coca-Cola had plenty of headwinds following the onset of the pandemic. It relies on restaurants and other venues for a larger portion of its sales than Pepsi, and it was also shuttering smaller brands like Tab, Zico coconut water, and Odwalla, as well as some regional brands, over the course of the year. Nor does the beverage titan have the enormous snack business of Pepsi’s Frito-Lay.</p><p>All this, however, should make 2022 a better year for Coca-Cola, writes Guggenheim analyst Laurent Grandet, who upgraded the stock to Buy from Neutral this past Tuesday. He notes that the so-called on-premise business is improving at a faster-than-expected pace, while the company has become more focused on what is working. Emerging markets are also improving. As a result, Grandet sees Coke’s earnings per share growing at a 12% annualized clip through 2023, hitting $2.71 that year. That should help drive the stock higher.</p><p>Coca-Cola also has room for its valuation to increase. It trades at 24.8 times 12-month forward earnings expectations, according to FactSet, a discount to Pepsi’s 25.8 times. “[We] think the shares will catch the lost ground in early ’22,” writes Grandet, who raised his price target to $66.</p><p>It’s not all clear sailing. Looming over the company is a tax dispute with the Internal Revenue Service that could result in a $12 billion hit, says CFRA analyst Garrett Nelson. While that’s frightening, he argues that Coke should be able to offset it with improved concentrate sales and better pricing.</p><p>“In our view, the pending resolution of its IRS tax case…will lift a major overhang, allowing investors to focus on KO’s fundamentals and strong underlying momentum from the rebound in on-premise sales and robust pricing environment,” writes Nelson, who also upgraded Coca-Cola stock this past week. He sees shares trading to $68, up 13% from Friday’s close.</p><p>To which we say, have a Coke and a smile.</p></body></html>","source":"lsy1601382232898","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>Coca-Cola Just Got Sweeter. The Stock Looks Like a Buy.</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\">\nCoca-Cola Just Got Sweeter. The Stock Looks Like a Buy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-08 10:55 GMT+8 <a href=https://www.barrons.com/articles/buy-coca-cola-stock-ko-51641607419?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-coca-cola-stock-ko-51641607419?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"https://www.barrons.com/articles/buy-coca-cola-stock-ko-51641607419?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127701409","content_text":"Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ago regained its pre-Covid highs, Coca-Cola (ticker: KO) finished 2021 up 8% at $59.21, still a touch below its all-time high of $60.13 reached on Feb. 21, 2021 (although above its dividend-adjusted high of $56.36). Adding to the disappointment, shares of PepsiCo (PEP) soared above their 2020 highs and finished 2021 up 17%.What a difference a new year makes. Coca-Cola has had a rip-roaring start to 2021, gaining 1.9% to close the first week of January at $60.33, finally busting through to a new high. It’s also outpaced Pepsi, which gained just 0.2% this past week. Don’t be surprised if that outperformance continues.Coca-Cola had plenty of headwinds following the onset of the pandemic. It relies on restaurants and other venues for a larger portion of its sales than Pepsi, and it was also shuttering smaller brands like Tab, Zico coconut water, and Odwalla, as well as some regional brands, over the course of the year. Nor does the beverage titan have the enormous snack business of Pepsi’s Frito-Lay.All this, however, should make 2022 a better year for Coca-Cola, writes Guggenheim analyst Laurent Grandet, who upgraded the stock to Buy from Neutral this past Tuesday. He notes that the so-called on-premise business is improving at a faster-than-expected pace, while the company has become more focused on what is working. Emerging markets are also improving. As a result, Grandet sees Coke’s earnings per share growing at a 12% annualized clip through 2023, hitting $2.71 that year. That should help drive the stock higher.Coca-Cola also has room for its valuation to increase. It trades at 24.8 times 12-month forward earnings expectations, according to FactSet, a discount to Pepsi’s 25.8 times. “[We] think the shares will catch the lost ground in early ’22,” writes Grandet, who raised his price target to $66.It’s not all clear sailing. Looming over the company is a tax dispute with the Internal Revenue Service that could result in a $12 billion hit, says CFRA analyst Garrett Nelson. While that’s frightening, he argues that Coke should be able to offset it with improved concentrate sales and better pricing.“In our view, the pending resolution of its IRS tax case…will lift a major overhang, allowing investors to focus on KO’s fundamentals and strong underlying momentum from the rebound in on-premise sales and robust pricing environment,” writes Nelson, who also upgraded Coca-Cola stock this past week. He sees shares trading to $68, up 13% from Friday’s close.To which we say, have a Coke and a smile.","news_type":1,"symbols_score_info":{"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
