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RicPuah

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- RicPuahRicPuah
  ·2022-08-09
  Like pls
  3 Stocks to Avoid This Week
  These investments seem pretty vulnerable right now.
  3 Stocks to Avoid This Week
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- RicPuahRicPuah
  ·2022-08-05
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  Oil Falls Below $90 on Weaker US Gasoline Demand and Recessionary Fears
  (Bloomberg) -- Oil extended declines to the lowest in almost six months as weaker US gasoline demand
  Oil Falls Below $90 on Weaker US Gasoline Demand and Recessionary Fears
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- RicPuahRicPuah
  ·2022-08-04
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  Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week
  There are always bargains to be had if you just know where to look.
  Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week
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- RicPuahRicPuah
  ·2022-08-02
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  Sorry, this post has been deleted
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- RicPuahRicPuah
  ·2022-07-31
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  The Stock Market Had a Great July. Why August Could Be Tougher
  Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness
  The Stock Market Had a Great July. Why August Could Be Tougher
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- RicPuahRicPuah
  ·2022-07-30
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  Want to Ride the Bitcoin Rally? Here Are 2 Bitcoin Mining Stocks That Analysts Like
  The Federal Reserve raised rates this week, by another 0.75%, toughening up its anti-inflationary st
  Want to Ride the Bitcoin Rally? Here Are 2 Bitcoin Mining Stocks That Analysts Like
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- RicPuahRicPuah
  ·2022-07-29
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- RicPuahRicPuah
  ·2022-07-25
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- RicPuahRicPuah
  ·2022-07-23
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  Exxon Mobil: Crisis Time?
  SummaryThe world is experiencing a massive energy crisis. Markets are very tight for oil, natural ga
  Exxon Mobil: Crisis Time?
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- RicPuahRicPuah
  ·2022-07-22
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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904642761","repostId":"2257494848","repostType":4,"repost":{"id":"2257494848","kind":"highlight","pubTimestamp":1660059240,"share":"https://ttm.financial/m/news/2257494848?lang=&edition=fundamental","pubTime":"2022-08-09 23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257494848","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","AMTD":"Amtd Idea"},"source_url":"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257494848","content_text":"Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.The S&P 500 experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.Where do I go to next? I see AMTD Digital, Roblox, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.AMTD DigitalThe past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week's peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock's buoyancy -- didn't cool the feeding frenzy.AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.RobloxRoblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.Things don't appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.CoinbaseShares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It's true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday's market close. It won't be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in AMTD Digital, Roblox, and Coinbase this week.","news_type":1,"symbols_score_info":{"RBLX":0.9,"AMTD":0.9}},"isVote":1,"tweetType":1,"viewCount":3361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902338859,"gmtCreate":1659653010774,"gmtModify":1705590836926,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like&nbsp;pls","listText":"Like&nbsp;pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902338859","repostId":"1168318366","repostType":4,"repost":{"id":"1168318366","kind":"news","pubTimestamp":1659626251,"share":"https://ttm.financial/m/news/1168318366?lang=&edition=fundamental","pubTime":"2022-08-04 23:17","market":"us","language":"en","title":"Oil Falls Below $90 on Weaker US Gasoline Demand and Recessionary Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1168318366","media":"Bloomberg","summary":"(Bloomberg) -- Oil extended declines to the lowest in almost six months as weaker US gasoline demand","content":"<div>\n<p>(Bloomberg) -- Oil extended declines to the lowest in almost six months as weaker US gasoline demand and recessionary fears weighed on markets.West Texas Intermediate dropped below $90 a barrel, a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-03/oil-edges-higher-after-slump-as-traders-weigh-opec-hike-demand#xj4y7vzkg\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Falls Below $90 on Weaker US Gasoline Demand and Recessionary Fears</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\">\nOil Falls Below $90 on Weaker US Gasoline Demand and Recessionary Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-03/oil-edges-higher-after-slump-as-traders-weigh-opec-hike-demand#xj4y7vzkg><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil extended declines to the lowest in almost six months as weaker US gasoline demand and recessionary fears weighed on markets.West Texas Intermediate dropped below $90 a barrel, a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-03/oil-edges-higher-after-slump-as-traders-weigh-opec-hike-demand#xj4y7vzkg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-08-03/oil-edges-higher-after-slump-as-traders-weigh-opec-hike-demand#xj4y7vzkg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168318366","content_text":"(Bloomberg) -- Oil extended declines to the lowest in almost six months as weaker US gasoline demand and recessionary fears weighed on markets.West Texas Intermediate dropped below $90 a barrel, a level last seen in the weeks leading up to Russia’s invasion of Ukraine. This week’s descent was touched off by government data showing Americans are driving less than they did in the summer of 2020. Fears of an economic slowdown have intensified along with the potential impacts on crude demand.Prices falling below $90 a barrel “is quite remarkable given how tight the market remains and how little scope there is to relieve that,” said Craig Erlam, senior market analyst at Oanda. “But recession talk is getting louder and should it become reality, it will likely address some of the imbalance. Just not in the way we’d like.”Crude has now given up all of the gains triggered by Russia’s invasion of Ukraine in February. Since peaking at more than $130 a barrel in March, the US benchmark has been dragged lower by signs that Moscow is still getting its cargoes onto the global market and escalating investor concerns that a global slowdown will erode energy consumption.Despite the recent price weaknesses, Saudi Arabia raised its oil prices for buyers in Asia to a record level, a sign the world’s largest exporter sees the region’s market remaining tight. OPEC+ agreed to boost supply by a meager 100,000 barrels a day in September, while issuing a stark warning on “severely limited” spare capacity.Saudis Signal Oil Market Will Stay Tight With Price HikeThe oil market continues to be in backwardation, a bullish pattern in which near-term contracts are trading higher than later-dated ones, yet key differentials have narrowed. WTI’s nearest backwardation fell below $1 a barrel this week for the first time since April, signaling that underlying physical tightness is easing off as the peak summer driving season is coming to an end.The extremely modest output increase from OPEC+ came despite a visit by Joe Biden to Saudi Arabia last month, when the US president urged producers to add supplies as part of his efforts to rein in inflation. Still, his administration can take heart from the steady retreat in average retail gasoline prices, which have dropped by almost $1 a gallon since hitting a record in mid-June.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902047735,"gmtCreate":1659620479830,"gmtModify":1705988287356,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902047735","repostId":"2256275479","repostType":4,"repost":{"id":"2256275479","kind":"highlight","pubTimestamp":1659625409,"share":"https://ttm.financial/m/news/2256275479?lang=&edition=fundamental","pubTime":"2022-08-04 23:03","market":"us","language":"en","title":"Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256275479","media":"Motley Fool","summary":"There are always bargains to be had if you just know where to look.","content":"<div>\n<p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256275479","content_text":"Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.So what did she buy? Wood's exchange-traded funds (ETFs) added to existing stakes in Roku, Shopify, and Teladoc. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.RokuThere's no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn't mean its growth streak is over. Roku's revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku's unbroken growth streak. Overlooked by investors was the company's average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood's decision to buy shares even as the stock slid.ShopifyAnother stock that's been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.While online retail growth has hit a speed bump, it's far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.TeladocThere's no doubt that the adoption of telehealth has slowed, weighing on Teladoc's stock price in the process, which is now down 76% from its peak reached early last year. That doesn't mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.The ease and convenience of telemedicine hasn't changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it's doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.","news_type":1,"symbols_score_info":{"SHOP":0.9,"TDOC":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":3813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908278694,"gmtCreate":1659399082418,"gmtModify":1705979892074,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908278694","repostId":"2256069170","repostType":4,"isVote":1,"tweetType":1,"viewCount":3599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901282333,"gmtCreate":1659224800322,"gmtModify":1676536272332,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901282333","repostId":"2255591959","repostType":4,"repost":{"id":"2255591959","kind":"highlight","pubTimestamp":1659147333,"share":"https://ttm.financial/m/news/2255591959?lang=&edition=fundamental","pubTime":"2022-07-30 10:15","market":"us","language":"en","title":"The Stock Market Had a Great July. Why August Could Be Tougher","url":"https://stock-news.laohu8.com/highlight/detail?id=2255591959","media":"Barrons","summary":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness","content":"<html><head></head><body><p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.</p><p>The Dow Jones Industrial Averagerose 3%, the S&amp;P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.</p><p>Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.</p><p>What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.</p><p>“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.</p><p><img src=\"https://static.tigerbbs.com/aee1cf63ce76ac088586635d0db75666\" tg-width=\"956\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p>The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.</p><p>Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.</p><p>The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.</p><p>Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.</p><p>“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”</p><p>It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.</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>The Stock Market Had a Great July. Why August Could Be Tougher</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\">\nThe Stock Market Had a Great July. Why August Could Be Tougher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255591959","content_text":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901391012,"gmtCreate":1659137090836,"gmtModify":1676536261409,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901391012","repostId":"2255930052","repostType":4,"repost":{"id":"2255930052","kind":"highlight","pubTimestamp":1659108180,"share":"https://ttm.financial/m/news/2255930052?lang=&edition=fundamental","pubTime":"2022-07-29 23:23","market":"us","language":"en","title":"Want to Ride the Bitcoin Rally? Here Are 2 Bitcoin Mining Stocks That Analysts Like","url":"https://stock-news.laohu8.com/highlight/detail?id=2255930052","media":"TipRanks","summary":"The Federal Reserve raised rates this week, by another 0.75%, toughening up its anti-inflationary st","content":"<div>\n<p>The Federal Reserve raised rates this week, by another 0.75%, toughening up its anti-inflationary stance. At the same time, Fed chair Jerome Powell indicated that the central bank may slow its pace on...</p>\n\n<a href=\"https://finance.yahoo.com/news/want-ride-bitcoin-rally-2-001112120.html\">Web Link</a>\n\n</div>\n","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>Want to Ride the Bitcoin Rally? Here Are 2 Bitcoin Mining Stocks That Analysts Like</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\">\nWant to Ride the Bitcoin Rally? Here Are 2 Bitcoin Mining Stocks That Analysts Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/want-ride-bitcoin-rally-2-001112120.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve raised rates this week, by another 0.75%, toughening up its anti-inflationary stance. At the same time, Fed chair Jerome Powell indicated that the central bank may slow its pace on...</p>\n\n<a href=\"https://finance.yahoo.com/news/want-ride-bitcoin-rally-2-001112120.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARBK":"Argo Blockchain Plc","CLSK":"CleanSpark, Inc.","BK4023":"应用软件"},"source_url":"https://finance.yahoo.com/news/want-ride-bitcoin-rally-2-001112120.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255930052","content_text":"The Federal Reserve raised rates this week, by another 0.75%, toughening up its anti-inflationary stance. At the same time, Fed chair Jerome Powell indicated that the central bank may slow its pace on rate hikes, which gives some hope for a ‘soft landing,’ that may curb inflation while avoiding a deep recession. Markets rallied strongly in response to the Fed news.The rally has made its way to cryptos, too, which have been tracking US stocks closely this summer. In particular, the largest crypto, Bitcoin, is up 21% this month.Nexo crypto wallet co-founder Antoni Trenchev sees these developments as net gains, and predicts further near-term rally in BTC in his comments on the Fed meeting: “The conclusion of Wednesday’s Fed meeting opens up a summer window for a Bitcoin relief rally, given we now have two months until policymakers next deliberate on monetary policy.”So it’s an interesting time to look at bitcoin mining stocks, which are highly correlated to the price of BTC. Using the TipRanks database, we identified two such equities that have received bullish praise from the Street, enough to earn a “Strong Buy” consensus rating. Let's take a closer look.CleanSpark (CLSK)The first bitcoin miner we’ll look at it CleanSpark, a company with double-barreled focus – one barrel targeting bitcoin mining and the other aimed at clean energy. CleanSpark produces software products that allow close control of distributed energy systems, microgrids, and other off-the-grid power systems based on ‘green’ energy such as solar, wind, or nuclear. In CleanSpark’s particular case, it uses this technology to power its bitcoin mining operations.Those bitcoin mining ops are substantial. CleanSpark currently operates four mining facilities, in Texas, Georgia, and New York, and this month announced an expansion of mining capacity totaling 90 petahashes. This expansion was powered by the acquisition of new, ‘latest generation’ mining servers, 1,061 Whatsminer M30S machines, installed a facilities co-operated with Coinmint. In addition, CleanSpark also announced, in June, acquisition of a purchase contract for 1,800 Antminer S19 XP machines, along with water cooling infrastructure, for its mining facilities. These machines, when installed, will add another 252 petahashes per second to CleanSpark’s mining capabilities.As of the end of June, CleanSpark’s BTC production had totaled 1,863 for the year. June’s production was 339, and production hit a company record-high rate of 12.1 BTC per day. The hash rate increased 12% from May, to a total hash rate of 2.8 EH/s. CleanSpark held a total of 561 BTC as of June 30, after converting 328 to pay for June operations.Production on this scale delivered revenue of $41.6 million in the quarter ended March 31, compared to just $8.1 million in the year-ago quarter.Assuming coverage of CLSK for H.C. Wainwright, analyst Mike Colonnese likes what he sees in the company’s prospects for continued growth.\"With a strong track record of solid execution and 600 megawatts (MW) of mining infrastructure already secured (capable of supporting ~20 EH/s), we are confident in CLSK’s future growth and ability to continue to win market share. As a top five miner with 2.8 EH/s of active hashing power, CLSK produced 339 BTC in the month of June (over 11/day). By our calculation, this makes CLSK the most efficient bitcoin miner in the industry (with an active EH/s >1),\" Colonnese opined.“We believe the risk/reward profile for shares of CLSK is very favorable at current levels,\" the analyst summed up.To this end, Colonnese rates CLSK shares a Buy, and his $6 price target implies a one-year potential gain of ~43% for the stock.Overall, this small-cap bitcoin miner holds a Strong Buy consensus rating from the Wall Street analysts, and that rating is unanimous, based on 3 recent positive analyst reviews. The stock is selling for $4.20 and its $11.00 average price target indicates possible gain of ~162% in the year ahead.Argo Blockchain (ARBK)Next up is Argo Blockchain, a crypto mining firm based in London with its operations in North America. Argo has three active crypto mining facilities, one, Helios, located in Dickens County, Texas, and two located in Quebec, at Baie Comeau and Mirabel. The Mirabel facility is the smallest and the Texan location the largest; altogether, Argo boasts some 45 megawatts of power generation supporting 2.2 EH/s of bitcoin mining and 280 MS of equihash ZCash mining.Last month the company mined a total of 179 bitcoins, and increase of 44% over the May total of 124. The company sold off 637 bitcoin during the month to fund operations. Those operations included the ongoing expansion of the Helios crytpomining facility. Argo entered a contract for delivery and installation of 20,000 mining machines purchased from Bitmain; it is on track to complete this installation by October of this year. As of June 30, Argo held 1,953 bitcoin in its assets.Despite its solid production, growing exahash rate, and expanding operational footprint, Argo’s share price has been declining since its IPO last fall. The stock started trading on September 23, and closed its first day on the NASDAQ at $16.75; the stock is down 71% since then.5-star analyst Darren Aftahi, of Roth Capital, has been covering Argo, and in his look at the company’s recent results he sees plenty of reason for longer-term optimism. Aftahi writes, “Helios began mining in early May and should provide a modest lift to 2Q mining capacity and a larger impact in 2H22 as ARBK looks to reach its 5.5 EH/s ending hash rate target... Overall, we remain encouraged that Helios should begin to enable ARBK to increase its network share back towards 1% by year-end and do so with little dilution risk to shareholders.”Going on from these comments, Aftahi sets a Buy rating on ARBK shares – along with a $11 price target that indicates his confidence in a robust 142% upside for the next 12 months.Argo has piqued the curiosity and attention of 5 Wall Street analysts, who have combined to give the shares a unanimous Strong Buy consensus rating. ARBK is currently trading for $4.84 and has an average price target of $11.40; this gives the stock a one-year upside potential of 135%.","news_type":1,"symbols_score_info":{"ARBK":0.9,"MW":1,"CLSK":1}},"isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903246840,"gmtCreate":1659049928180,"gmtModify":1676536248221,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903246840","repostId":"2255306989","repostType":4,"isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900870943,"gmtCreate":1658703721782,"gmtModify":1676536192507,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900870943","repostId":"2253060728","repostType":4,"isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077794717,"gmtCreate":1658574944139,"gmtModify":1676536178444,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077794717","repostId":"1177888616","repostType":4,"repost":{"id":"1177888616","kind":"news","pubTimestamp":1658537548,"share":"https://ttm.financial/m/news/1177888616?lang=&edition=fundamental","pubTime":"2022-07-23 08:52","market":"us","language":"en","title":"Exxon Mobil: Crisis Time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177888616","media":"Seeking Alpha","summary":"SummaryThe world is experiencing a massive energy crisis. Markets are very tight for oil, natural ga","content":"<html><head></head><body><p>Summary</p><ul><li>The world is experiencing a massive energy crisis. Markets are very tight for oil, natural gas, LNG, and refined products.</li><li>XOM will thrive in this environment, as its profits and cash flow are soaring.</li><li>Investors can expect huge payouts, as XOM has to put its cash to use. The energy crisis is bad for the world but good for XOM and its owners.</li></ul><h3>Article Thesis</h3><p>The world is currently experiencing a major energy crisis. Exxon Mobil (NYSE:XOM), as one of the largest energy companies in the world, is well-positioned to benefit from that.</p><p>Exxon Mobil will likely be immensely profitablethis year, and some believe that oil prices and natural gas prices will climb further during H2. But even if oil prices were to pull back, Exxon Mobil could remain a pretty profitable company that offers compelling shareholder return potential.</p><h3>The World&#39;s In An Energy Crisis</h3><p>For many years, governments, NGOs, and even many companies have been talking about a shift towards renewable energy. Many companies even pushed themselves toward becoming greener. But the world&#39;s energy hunger continues to grow, and so far, renewables aren&#39;t able to supply the energy the world needs. There had been calls fordropping oil priceswith the purported reason for those falling prices being that a growing number of EVs will reduce global oil consumption. But at least so far, those predictions have not come true at all. In fact, oil demand around the globe continues to rise, as EV buying has not put any dent in the world&#39;s hunger for diesel, gasoline, etc.</p><p>That is not too surprising. There are hundreds of millions of gas-powered cars in the world, and several dozen billion of new gas-powered cars are added every year. The fact that a much smaller number of EVs are also sold per year does not mean that the overall number of gas-powered cars is shrinking. Ships, machinery, trucks, airplanes, and so on also all need oil or oil-derived products, as there is no possibility to power those with electricity at scale.</p><p>Add to that oil demand for other purposes, such as the production of plastics or the manufacturing of medicine, and the demand picture looks very strong. OPEC announced its demandestimatesfor 2022 and 2023 a couple of weeks ago. The cartel believes that global oil demand will rise by 3.4 million barrels per day, while another 2 million barrels per day of additional demand is expected for 2023. In total, this means that global oil demand will grow by 5 million barrels or even more from 2021 to 2023. This is, for reference, roughly half of Saudi Arabia&#39;s production in additional demand.</p><p>I do believe that there is also a good chance that oil demand could continue to grow in 2024 and beyond. Billions of people in developing and emerging countries want to raise their standard of living. They want to purchase cars, travel, live in larger homes, and so on. Add to that resilient strong demand from industrial nations, despite their efforts to grow renewable energy output, and the global oil demand picture looks very healthy.</p><p>At the same time, global demand for natural gas is also very strong. It is needed as a component for the chemicals industry, is used for cooking and heating (where demand is very resilient versus recessions), and it is increasingly used for electricity generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb6ada33dfb86d5a248cdea12a22800\" tg-width=\"850\" tg-height=\"600\" width=\"100%\" height=\"auto\"/><span>BP Energy review</span></p><p>In the above chart, we see that global consumption of natural gas has risen drastically over the last two decades. Even consumption of coal has risen, and that is a much dirtier fuel, both when it comes to CO2 emissions as well as when it comes to other emissions, such as NOX and particulates. From an ESG and public health perspective, it makes a lot more sense to use natural gas than coal. It thus seems reasonable to assume that coal will be the first energy source to be phased out. Replacing it with natural gas as a weather-and daytime-independent energy source (unlike wind and solar) would make sense, and would be highly beneficial for global natural gas demand.</p><p>The demand picture for both oil and gas is thus very healthy. And yet, supply is constrained. Energy companies have underinvested for years, starting in 2014, when oil prices first started to drop. A growing focus on free cash generation has led to less growth investment. Add unaccommodating policies and growing regulation from different governments around the world, pressure from ESG-friendly investors, and insufficient offtake capacity (pipelines not being allowed), and energy companies had a lot of reasons not to invest heavily into new production.</p><p>So demand is strong and continues to grow, and at the same time, supply is constrained, as the world has tried to move away from fossil fuels too fast. The result is an environment where markets are very tight and where inventories decline, which leads to high energy prices. This is especially true when it comes to natural gas in Europe, where supply disruptions due to the Russia-Ukraine war add even more upwards pressure on prices.</p><h3>XOM: An Energy Giant That Should Benefit</h3><p>When markets are tight and prices are high, producers/suppliers of the in-demand goods naturally benefit. Exxon Mobil is the largest supermajor in the world in terms of production and market capitalization, and it should be one of the biggest beneficiaries of the current situation. It did, for the record, not cause this situation. In fact, it had been withstanding different forces (Engine No. 1, NY AG, etc.) that wanted to force it to produce less oil and gas -- if those had succeeded, the energy crisis would be even larger, as global supply would be even lower.</p><p>Exxon Mobil generated free cash flows of $11 billion during the first quarter, but the second quarter most likely was way stronger.</p><p><img src=\"https://static.tigerbbs.com/f765ed181d27b18cddc2a7fa72dcc071\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the beginning of the first quarter to the end of the second quarter, both WTI oil and US natural gas rose by around 50%. That naturally benefits Exxon Mobil&#39;s profits. On top of that, Exxon Mobil&#39;s profits rose due to an increase in American crack spreads, which makes its refining business more profitable, all else equal. As a result, Exxon Mobil hasstatedthat its refining profit in Q2 could rise by up to $5.5 billion, relative to the first quarter, where crack spreads were at a relatively normal level, whereas they are abnormally high today.</p><p>Free cash flow can be somewhat lumpy, due to non-cash impacts on profits and due to the timing of payments, both when it comes to those that XOM makes and those that XOM receives. There is thus no guarantee that Exxon Mobil&#39;s free cash flow on the refining business will grow by $5 billion as well, as does its net profit. But due to FCF already standing at $11 billion in Q1, and with large improvements for both the refining business and the production business, I believe that FCF will come in at $15 billion for Q2, at least. That would be up just $4 billion versus Q1, while refining profit alone will jump by more than that, thus $15 billion is likely a rather conservative estimate. But even that would mean $60 billion in annual free cash flow, and XOM would generate free cash worth 4.1% of its market capitalization during a single quarter. If XOM were to keep that up, its free cash flow yield would be north of 16%.</p><p>Exxon Mobil&#39;s dividend costs the company around $3.7 billion per quarter, Exxon Mobil would thus likely have surplus cash flows of at least $11 billion for the second quarter.</p><p><img src=\"https://static.tigerbbs.com/3441c513a67c5352f3c26ad42a57f120\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Since Exxon Mobil has successfully cleaned up its balance sheet over the last two years, there is no large need to reduce debt further. The company has paid down 40% of its net debt over the last five quarters, and net debt now stands at just 0.4x this year&#39;s expected EBITDA. Deleveraging isn&#39;t really needed, but XOM may still want to pay down some debt. If they used $6 billion of their Q2 free cash flow for debt reduction, net debt would come down to a round $30 billion, or 0.3x this year&#39;s expected EBITDA. This would still leave $5 billion for buybacks for the quarter. Exxon Mobil could thus buy back around 1.5% of its float per quarter even while reducing net debt at a hefty pace ($24 billion annualized) and while continuing to pay a solid 4% dividend yield.</p><p>If XOM decides to forego further debt reduction, it could buy back 12% of its float on an annualized level (calculating with $11 billion in post-dividend FCF) while still paying its dividend and keeping net debt flat. In other words, XOM&#39;s shareholder return potential is immense with energy prices where they are today.</p><p>But even in a lower oil price scenario, which I don&#39;t see materializing in the near term, XOM would still generate very solid free cash flows. The company has guided towards the following cash flows in a $6ß Brent scenario:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22796a5bc594cc25b3edf58c9dd21f20\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>XOM presentation</span></p><p>Exxon Mobil sees operating cash flows of more than $300 billion through 2027 with Brent at just $60. Free cash flow would still total around $190 billion cumulatively, or a little less than $30 billion per year. In other words, even if Brent drops from more than $100 to just $60, which would be an immense drop considering how tight supply is, then XOM would still be able to finance its dividend without any problems while being able to buy back shares for many billion dollars -- $12 billion per year, roughly, if it keeps net debt flat.</p><p>Exxon Mobil trades at an enterprise value to EBITDA ratio of 4.2 right now, which is a very low valuation. The same holds true when we look at its free cash flow multiple, as shown above. XOM is thus attractively valued today, at least if one assumes that energy prices will remain high. I do believe that there is a high likelihood (although no guarantee) for that. In fact, some analysts believe that energy prices will continue to climb -- Goldman Sachs (GS) has famously called for$140 oil.</p><h3>Risks To Consider</h3><p>No investment is without risk, and that holds true for Exxon Mobil is well. It naturally is dependent on energy prices, and even though the current macro environment looks very favorable, there is no guarantee that this will remain the case. A new, hefty COVID wave that leads to new lockdowns could hurt global oil demand, for example.</p><p>Politics also is a risk. A windfall tax could eat into Exxon Mobil&#39;s profits. It would not make a lot of sense, as the world has not enough energy today, which is why governments should encourage production instead of making things tougher for energy companies. But still, a windfall tax is possible, and XOM could be negatively affected by such a measure.</p><h3>Takeaway</h3><p>The world is experiencing anenergy crisisright now. One can argue who is to blame for that, but it is pretty clear that XOM is one of the key beneficiaries. In this energy crisis, Exxon Mobil will generate enormous profits. Since the balance sheet is already pretty clean, there is a high likelihood that investors will receive hefty payouts over the coming quarters, as XOM has to put these billions of dollars of cash to use. The energy crisis is bad news for the world, but good news for XOM and its shareholders.</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>Exxon Mobil: Crisis Time?</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\">\nExxon Mobil: Crisis Time?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525048-exxon-mobil-stock-energy-crisis-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing a massive energy crisis. Markets are very tight for oil, natural gas, LNG, and refined products.XOM will thrive in this environment, as its profits and cash flow are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4525048-exxon-mobil-stock-energy-crisis-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://seekingalpha.com/article/4525048-exxon-mobil-stock-energy-crisis-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177888616","content_text":"SummaryThe world is experiencing a massive energy crisis. Markets are very tight for oil, natural gas, LNG, and refined products.XOM will thrive in this environment, as its profits and cash flow are soaring.Investors can expect huge payouts, as XOM has to put its cash to use. The energy crisis is bad for the world but good for XOM and its owners.Article ThesisThe world is currently experiencing a major energy crisis. Exxon Mobil (NYSE:XOM), as one of the largest energy companies in the world, is well-positioned to benefit from that.Exxon Mobil will likely be immensely profitablethis year, and some believe that oil prices and natural gas prices will climb further during H2. But even if oil prices were to pull back, Exxon Mobil could remain a pretty profitable company that offers compelling shareholder return potential.The World's In An Energy CrisisFor many years, governments, NGOs, and even many companies have been talking about a shift towards renewable energy. Many companies even pushed themselves toward becoming greener. But the world's energy hunger continues to grow, and so far, renewables aren't able to supply the energy the world needs. There had been calls fordropping oil priceswith the purported reason for those falling prices being that a growing number of EVs will reduce global oil consumption. But at least so far, those predictions have not come true at all. In fact, oil demand around the globe continues to rise, as EV buying has not put any dent in the world's hunger for diesel, gasoline, etc.That is not too surprising. There are hundreds of millions of gas-powered cars in the world, and several dozen billion of new gas-powered cars are added every year. The fact that a much smaller number of EVs are also sold per year does not mean that the overall number of gas-powered cars is shrinking. Ships, machinery, trucks, airplanes, and so on also all need oil or oil-derived products, as there is no possibility to power those with electricity at scale.Add to that oil demand for other purposes, such as the production of plastics or the manufacturing of medicine, and the demand picture looks very strong. OPEC announced its demandestimatesfor 2022 and 2023 a couple of weeks ago. The cartel believes that global oil demand will rise by 3.4 million barrels per day, while another 2 million barrels per day of additional demand is expected for 2023. In total, this means that global oil demand will grow by 5 million barrels or even more from 2021 to 2023. This is, for reference, roughly half of Saudi Arabia's production in additional demand.I do believe that there is also a good chance that oil demand could continue to grow in 2024 and beyond. Billions of people in developing and emerging countries want to raise their standard of living. They want to purchase cars, travel, live in larger homes, and so on. Add to that resilient strong demand from industrial nations, despite their efforts to grow renewable energy output, and the global oil demand picture looks very healthy.At the same time, global demand for natural gas is also very strong. It is needed as a component for the chemicals industry, is used for cooking and heating (where demand is very resilient versus recessions), and it is increasingly used for electricity generation.BP Energy reviewIn the above chart, we see that global consumption of natural gas has risen drastically over the last two decades. Even consumption of coal has risen, and that is a much dirtier fuel, both when it comes to CO2 emissions as well as when it comes to other emissions, such as NOX and particulates. From an ESG and public health perspective, it makes a lot more sense to use natural gas than coal. It thus seems reasonable to assume that coal will be the first energy source to be phased out. Replacing it with natural gas as a weather-and daytime-independent energy source (unlike wind and solar) would make sense, and would be highly beneficial for global natural gas demand.The demand picture for both oil and gas is thus very healthy. And yet, supply is constrained. Energy companies have underinvested for years, starting in 2014, when oil prices first started to drop. A growing focus on free cash generation has led to less growth investment. Add unaccommodating policies and growing regulation from different governments around the world, pressure from ESG-friendly investors, and insufficient offtake capacity (pipelines not being allowed), and energy companies had a lot of reasons not to invest heavily into new production.So demand is strong and continues to grow, and at the same time, supply is constrained, as the world has tried to move away from fossil fuels too fast. The result is an environment where markets are very tight and where inventories decline, which leads to high energy prices. This is especially true when it comes to natural gas in Europe, where supply disruptions due to the Russia-Ukraine war add even more upwards pressure on prices.XOM: An Energy Giant That Should BenefitWhen markets are tight and prices are high, producers/suppliers of the in-demand goods naturally benefit. Exxon Mobil is the largest supermajor in the world in terms of production and market capitalization, and it should be one of the biggest beneficiaries of the current situation. It did, for the record, not cause this situation. In fact, it had been withstanding different forces (Engine No. 1, NY AG, etc.) that wanted to force it to produce less oil and gas -- if those had succeeded, the energy crisis would be even larger, as global supply would be even lower.Exxon Mobil generated free cash flows of $11 billion during the first quarter, but the second quarter most likely was way stronger.From the beginning of the first quarter to the end of the second quarter, both WTI oil and US natural gas rose by around 50%. That naturally benefits Exxon Mobil's profits. On top of that, Exxon Mobil's profits rose due to an increase in American crack spreads, which makes its refining business more profitable, all else equal. As a result, Exxon Mobil hasstatedthat its refining profit in Q2 could rise by up to $5.5 billion, relative to the first quarter, where crack spreads were at a relatively normal level, whereas they are abnormally high today.Free cash flow can be somewhat lumpy, due to non-cash impacts on profits and due to the timing of payments, both when it comes to those that XOM makes and those that XOM receives. There is thus no guarantee that Exxon Mobil's free cash flow on the refining business will grow by $5 billion as well, as does its net profit. But due to FCF already standing at $11 billion in Q1, and with large improvements for both the refining business and the production business, I believe that FCF will come in at $15 billion for Q2, at least. That would be up just $4 billion versus Q1, while refining profit alone will jump by more than that, thus $15 billion is likely a rather conservative estimate. But even that would mean $60 billion in annual free cash flow, and XOM would generate free cash worth 4.1% of its market capitalization during a single quarter. If XOM were to keep that up, its free cash flow yield would be north of 16%.Exxon Mobil's dividend costs the company around $3.7 billion per quarter, Exxon Mobil would thus likely have surplus cash flows of at least $11 billion for the second quarter.Since Exxon Mobil has successfully cleaned up its balance sheet over the last two years, there is no large need to reduce debt further. The company has paid down 40% of its net debt over the last five quarters, and net debt now stands at just 0.4x this year's expected EBITDA. Deleveraging isn't really needed, but XOM may still want to pay down some debt. If they used $6 billion of their Q2 free cash flow for debt reduction, net debt would come down to a round $30 billion, or 0.3x this year's expected EBITDA. This would still leave $5 billion for buybacks for the quarter. Exxon Mobil could thus buy back around 1.5% of its float per quarter even while reducing net debt at a hefty pace ($24 billion annualized) and while continuing to pay a solid 4% dividend yield.If XOM decides to forego further debt reduction, it could buy back 12% of its float on an annualized level (calculating with $11 billion in post-dividend FCF) while still paying its dividend and keeping net debt flat. In other words, XOM's shareholder return potential is immense with energy prices where they are today.But even in a lower oil price scenario, which I don't see materializing in the near term, XOM would still generate very solid free cash flows. The company has guided towards the following cash flows in a $6ß Brent scenario:XOM presentationExxon Mobil sees operating cash flows of more than $300 billion through 2027 with Brent at just $60. Free cash flow would still total around $190 billion cumulatively, or a little less than $30 billion per year. In other words, even if Brent drops from more than $100 to just $60, which would be an immense drop considering how tight supply is, then XOM would still be able to finance its dividend without any problems while being able to buy back shares for many billion dollars -- $12 billion per year, roughly, if it keeps net debt flat.Exxon Mobil trades at an enterprise value to EBITDA ratio of 4.2 right now, which is a very low valuation. The same holds true when we look at its free cash flow multiple, as shown above. XOM is thus attractively valued today, at least if one assumes that energy prices will remain high. I do believe that there is a high likelihood (although no guarantee) for that. In fact, some analysts believe that energy prices will continue to climb -- Goldman Sachs (GS) has famously called for$140 oil.Risks To ConsiderNo investment is without risk, and that holds true for Exxon Mobil is well. It naturally is dependent on energy prices, and even though the current macro environment looks very favorable, there is no guarantee that this will remain the case. A new, hefty COVID wave that leads to new lockdowns could hurt global oil demand, for example.Politics also is a risk. A windfall tax could eat into Exxon Mobil's profits. It would not make a lot of sense, as the world has not enough energy today, which is why governments should encourage production instead of making things tougher for energy companies. But still, a windfall tax is possible, and XOM could be negatively affected by such a measure.TakeawayThe world is experiencing anenergy crisisright now. One can argue who is to blame for that, but it is pretty clear that XOM is one of the key beneficiaries. In this energy crisis, Exxon Mobil will generate enormous profits. Since the balance sheet is already pretty clean, there is a high likelihood that investors will receive hefty payouts over the coming quarters, as XOM has to put these billions of dollars of cash to use. The energy crisis is bad news for the world, but good news for XOM and its shareholders.","news_type":1,"symbols_score_info":{"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077110185,"gmtCreate":1658465634947,"gmtModify":1676536164061,"author":{"id":"3572939161983827","authorId":"3572939161983827","name":"RicPuah","avatar":"https://static.tigerbbs.com/f228739d2dbb241334ac0736565c39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572939161983827","authorIdStr":"3572939161983827"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077110185","repostId":"1118531776","repostType":4,"isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}