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志冲斗牛
志冲斗牛
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2022-09-06
holding on to PLTR, but tread carefully
Palantir: Down 80% - Move Slowly, Size Properly, And Diversify
SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road
Palantir: Down 80% - Move Slowly, Size Properly, And Diversify
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志冲斗牛
志冲斗牛
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2022-08-17
i believe it's still a potential stock for long term investment.
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志冲斗牛
志冲斗牛
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2022-07-30
Thanks for the share
3 No-Brainer Stocks I'd Buy Right Now Without Hesitation
Buying shares of growing companies during a market downturn should lead to great rewards down the road.
3 No-Brainer Stocks I'd Buy Right Now Without Hesitation
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志冲斗牛
志冲斗牛
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2022-07-19
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志冲斗牛
志冲斗牛
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2022-07-14
Interesting
Apple Vs. Google: There's A Clear Winner
SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil
Apple Vs. Google: There's A Clear Winner
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志冲斗牛
志冲斗牛
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2022-07-12
Good info
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志冲斗牛
志冲斗牛
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2022-06-07
Thanks
Should You Invest in Nvidia Right Now?
This best-in-class semiconductor company is down more than 40% from its peak. But has it fallen far enough?
Should You Invest in Nvidia Right Now?
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志冲斗牛
志冲斗牛
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2022-06-07
thanks
Should You Sell Amazon After Its Stock Split?
Are investors overlooking some major risks?
Should You Sell Amazon After Its Stock Split?
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志冲斗牛
志冲斗牛
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2022-03-04
Pray for Ukraine
Russia Keeps Stock Trading Closed in Nation’s Longest Shutdown
(Bloomberg) -- The Russian stock market will be closed to trading for a fifth straight day, marking
Russia Keeps Stock Trading Closed in Nation’s Longest Shutdown
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志冲斗牛
志冲斗牛
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2022-03-04
Nice
SPDR S&P 500 ETF Trust Is a Tried-and-True Market Tracker
Use a set-it-and-forget it strategy with SPY stock, and be the captain of your financial ship
SPDR S&P 500 ETF Trust Is a Tried-and-True Market Tracker
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I'm cautiously optimistic.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5161cf24383825916fdda5a8d1265e6a\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Maria Symchych-Navrotska</span></p><p><b>Down 80%</b></p><p>Palantir (NYSE:PLTR) is down 80% from its all-time high. Actually, to be very precise, PLTR is down 81%, but what's 1% between friends?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95e793f0a76a887f0d46cde8613a143b\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>PLTR data by YCharts</span></p><p>So, what was happening back then?</p><ul><li>Palantir Technologiesbags new $22.5M contract in Japan</li><li>Fujitsu signs $8M contract as Palantir Foundry customer</li><li>Palantir selected to work on Army’s Ground Station modernization</li><li>Palantir announces multi-million dollar deal with PG&E</li><li>Palantir shares surge 25% ahead of Demo Day</li></ul><p>It certainly wasn't all good news:</p><ul><li>Palantir cut to sell at Citi ahead of lockup, decelerating growth</li></ul><p>Yet, we were in the days of Wall Street Bets going wild. And, the key back in early 2021 was that PLTR was riding high on sentiment, <i>and retail</i>. At that point in time, few people were thinking about "macro" at all:</p><blockquote>Retail trading is definitely changing the way markets function, but what really seems to matter is that we now have a stock picker's market for the first time since the dot-com bubble. That means stocks may be less sensitive to the broader economy than they used to be, while the professionals need to pay attention to a new generation of investors that entered the scene after the rise of commission-free trading. Instead of following many of the upgrades and downgrades on Wall Street, they're doing their own research on platforms like Seeking Alpha, and signaling a new era to the DIY investing atmosphere.</blockquote><p>Of course, we know from even the most basic charts that retail went sour and macro has taken over for now: interest rates, inflation, war, just to name a few factors that have taken hold. I was rather clear about this in May 2022:</p><blockquote>The biggest macro story last year into this year was that growth was shifting to value. Of course, PLTR is clearly in the growth category. However, at this time, we have the perfect storm of inflation, supply chain issues, growth out of favor, and way more. Just about everything is against PLTR in the grand view.</blockquote><p><b>Are We Really Down 80%</b></p><p>This is where things get tricky. I'm down about 35% because my cost basis is over $11. It's not too hard to mathematically figure out how far an investor is down. It's also not mathematically hard to figure out how much is required to get back to even. The problem is that it's psychologically difficult to put losses and gains together.Here's what I mean:</p><blockquote>One of the more compelling aspects of investing is the math of gains and losses. Very simply, a 50% gain does not allow a portfolio to recover from a 50% loss. In fact, a 100% gain is required to restore a 50% loss.</blockquote><p>Here's a compelling picture to better understand how this works:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b77ef4ec0b7a3bd2e6445460fe02376\" tg-width=\"640\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>The Math of Recovery From a Portfolio Loss (Craig Israelsen, Ph.D.)</span></p><p>Importantly, this also applies to any individual stock. The math doesn't change because we're looking at the S&P 500 (SPY) or PLTR.</p><p>Making this personal, I'm down 35% so PLTR needs to gain about 54% from here for me to get back to even on my investment. As I'm writing this up, PLTR is trading at $7.40 so I can multiply by 1.54 (i.e., 54%) to see that is how I get back to my cost basis of $11.40.</p><p>Again, I must stress that the math isn't too difficult. The decline is easy to calculate. And, the gain is easy to calculate. But, what happens is that we anchor to our starting price, so the recovery feels extra painful. Pain and pleasure are not symmetric.</p><blockquote>If there is a tiger chasing after you versus a suitcase full of money in front of you, which would motivate the average person to act quickly? Avoiding a certain amount of immediate pain wins over gaining immediate pleasure every time. Studies have demonstrated time and time again that people will do much more to avoid short-term pain than they will to gain short-term pleasure.</blockquote><p>This is why having a long-term view of an investment is so critical. The more you check your investments, like PLTR, the more likely you are to feel bad. This is true even when the stock is mostly going up, because every tick down is 2-3x more painful than one tick up. Furthermore, this also partially explains why it's critical to have a portfolio that makes you comfortable. In other words, diversification helps to moderate feelings because quite often at least some investments are going up.</p><p><b>Putting The "Loss" in Perspective</b></p><p>My little psychology lesson here is of paramount importance. If you believe that PLTR is a meme stock, then you will be thinking of PLTR as a short-term play. It's quite likely that selling will happen on big dips and it will be painful.</p><p>On the other hand, if you believe Alex Karp, in that PLTR is a long-term play, then your patience will grow dramatically.Hat Tip to Samuel Smith for clarifying this, in regards to Karp speaking at the World Economic Forum:</p><blockquote>Given the required scale, scope, and strength of enterprise software products, PLTR typically takes up to 5 years to fully build them. As a result, the true value of PLTR at any point in time is often never fully appreciated until ~5 years down the road. The bright side of this, however, is that due to the length of time required for fully building and implementing a new enterprise software product, they often have even longer durations in the marketplace.</blockquote><p>I don't think I've ever really made the case that PLTR was a short play. My minimum is nearly always 2-3 years, often much longer. When you buy PLTR, you better plan on holding a long time or you'll almost certainly be selling.</p><p>Here, let me help you with that using a simple visual.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4a1bd8a48e99a7dde89069d38ff1f\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>PLTR 30-Day Rolling Volatility data by YCharts</span></p><p>That's volatility and it will shake weak hands, forcing them to sell. That's the fear part of volatility. But keep in mind that volatility also generates greed. When the price is rising like crazy the herd jumps on board:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bef574ff547e600696e1a28b73f598\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/><span>25% PLTR Share Price Gain Without Any Catalysts (Seeking Alpha)</span></p><p>No new catalysts? That's not entirely true because we know from the title that this was on the cusp of PLTR's Demo Day. Emotions. Sentiment. Yes, that's absolutely true, <i>and the expectations of the herd itself was the catalyst</i>. Although, to be clear, and fair, there was no tangible catalyst on July 22nd, 2021. In any event, we know PLTR will vacillate. I see no reason why this will not continue so "Fair Warning!" is issued again: <i>Here There Be Volatility</i>.</p><p><b>Wrap Up</b></p><p>Most investors holding PLTR are holding onto a capital loss. The downside is the difficult problem of getting back to even, or even moving into the green. We're all looking to win, right?</p><p>The upside is that it's now a bit easier to understand PLTR's price action, with a reference to volatility. Furthermore, it's a wee bit more simple to know what it will take to get to even, at least in terms of the financials.</p><p>What are the catalysts?Q2 2022 tells us quite a bit:</p><ul><li>Overall Revenue Growth (i.e., $473 million in Q2 2022)</li><li>Customer Count Increases (e.g., Q2 2022 count up to 304 from 169 YoY)</li><li>TAM Expansion (i.e., Gotham, Foundry, Apollo all open for expansion)</li><li>New Products (e.g., Edge AI, HyperAuto, OPIs, Cosmos, Pipeline Builder)</li><li>Developer Community (e.g., Foundry Docs, APIs public, Content Creators)</li></ul><p>Of course, I'm still frustrated by stock-based compensation. Just look up some of my PLTR articles. It comes up many times. But, I also note that I expect that to burn down a lot over the next 2-3 years. We'll see.</p><p>While I do think that PLTR's 30% growth is at risk, I said this too:</p><blockquote>I believe that PLTR is still a Hold. Furthermore, I would not consider buying unless we see the price dip below $8, although that might not be low enough to get me to pull the trigger. We're in rough waters right now. But, again, I do think this is very unique and special company, that should do well over the very long term.</blockquote><p>The company isn't going bankrupt, or anything remotely that silly. And, we are below $8 at this time. I'm going to very, very cautiously issue a "Buy" of PLTR at this point, for those investors looking to lower their cost basis, and also for those investors who want to tip toe into the company. Tread carefully. Move slowly. Size properly, and be sure to diversify as appropriate for your risk tolerance and portfolio composition.</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>Palantir: Down 80% - Move Slowly, Size Properly, And Diversify</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\">\nPalantir: Down 80% - Move Slowly, Size Properly, And Diversify\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 07:57 GMT+8 <a href=https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road ahead.Volatility can cloud judgment and amplifies emotions.PLTR could be a Buy for certain investors...</p>\n\n<a href=\"https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4538855-palantir-down-80-percent-move-slowly-size-properly-and-diversify","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264713810","content_text":"SummaryPalantir is down 80% from its all-time high.Investors getting back to even face a tough road ahead.Volatility can cloud judgment and amplifies emotions.PLTR could be a Buy for certain investors; I'm cautiously optimistic.Maria Symchych-NavrotskaDown 80%Palantir (NYSE:PLTR) is down 80% from its all-time high. Actually, to be very precise, PLTR is down 81%, but what's 1% between friends?PLTR data by YChartsSo, what was happening back then?Palantir Technologiesbags new $22.5M contract in JapanFujitsu signs $8M contract as Palantir Foundry customerPalantir selected to work on Army’s Ground Station modernizationPalantir announces multi-million dollar deal with PG&EPalantir shares surge 25% ahead of Demo DayIt certainly wasn't all good news:Palantir cut to sell at Citi ahead of lockup, decelerating growthYet, we were in the days of Wall Street Bets going wild. And, the key back in early 2021 was that PLTR was riding high on sentiment, and retail. At that point in time, few people were thinking about \"macro\" at all:Retail trading is definitely changing the way markets function, but what really seems to matter is that we now have a stock picker's market for the first time since the dot-com bubble. That means stocks may be less sensitive to the broader economy than they used to be, while the professionals need to pay attention to a new generation of investors that entered the scene after the rise of commission-free trading. Instead of following many of the upgrades and downgrades on Wall Street, they're doing their own research on platforms like Seeking Alpha, and signaling a new era to the DIY investing atmosphere.Of course, we know from even the most basic charts that retail went sour and macro has taken over for now: interest rates, inflation, war, just to name a few factors that have taken hold. I was rather clear about this in May 2022:The biggest macro story last year into this year was that growth was shifting to value. Of course, PLTR is clearly in the growth category. However, at this time, we have the perfect storm of inflation, supply chain issues, growth out of favor, and way more. Just about everything is against PLTR in the grand view.Are We Really Down 80%This is where things get tricky. I'm down about 35% because my cost basis is over $11. It's not too hard to mathematically figure out how far an investor is down. It's also not mathematically hard to figure out how much is required to get back to even. The problem is that it's psychologically difficult to put losses and gains together.Here's what I mean:One of the more compelling aspects of investing is the math of gains and losses. Very simply, a 50% gain does not allow a portfolio to recover from a 50% loss. In fact, a 100% gain is required to restore a 50% loss.Here's a compelling picture to better understand how this works:The Math of Recovery From a Portfolio Loss (Craig Israelsen, Ph.D.)Importantly, this also applies to any individual stock. The math doesn't change because we're looking at the S&P 500 (SPY) or PLTR.Making this personal, I'm down 35% so PLTR needs to gain about 54% from here for me to get back to even on my investment. As I'm writing this up, PLTR is trading at $7.40 so I can multiply by 1.54 (i.e., 54%) to see that is how I get back to my cost basis of $11.40.Again, I must stress that the math isn't too difficult. The decline is easy to calculate. And, the gain is easy to calculate. But, what happens is that we anchor to our starting price, so the recovery feels extra painful. Pain and pleasure are not symmetric.If there is a tiger chasing after you versus a suitcase full of money in front of you, which would motivate the average person to act quickly? Avoiding a certain amount of immediate pain wins over gaining immediate pleasure every time. Studies have demonstrated time and time again that people will do much more to avoid short-term pain than they will to gain short-term pleasure.This is why having a long-term view of an investment is so critical. The more you check your investments, like PLTR, the more likely you are to feel bad. This is true even when the stock is mostly going up, because every tick down is 2-3x more painful than one tick up. Furthermore, this also partially explains why it's critical to have a portfolio that makes you comfortable. In other words, diversification helps to moderate feelings because quite often at least some investments are going up.Putting The \"Loss\" in PerspectiveMy little psychology lesson here is of paramount importance. If you believe that PLTR is a meme stock, then you will be thinking of PLTR as a short-term play. It's quite likely that selling will happen on big dips and it will be painful.On the other hand, if you believe Alex Karp, in that PLTR is a long-term play, then your patience will grow dramatically.Hat Tip to Samuel Smith for clarifying this, in regards to Karp speaking at the World Economic Forum:Given the required scale, scope, and strength of enterprise software products, PLTR typically takes up to 5 years to fully build them. As a result, the true value of PLTR at any point in time is often never fully appreciated until ~5 years down the road. The bright side of this, however, is that due to the length of time required for fully building and implementing a new enterprise software product, they often have even longer durations in the marketplace.I don't think I've ever really made the case that PLTR was a short play. My minimum is nearly always 2-3 years, often much longer. When you buy PLTR, you better plan on holding a long time or you'll almost certainly be selling.Here, let me help you with that using a simple visual.PLTR 30-Day Rolling Volatility data by YChartsThat's volatility and it will shake weak hands, forcing them to sell. That's the fear part of volatility. But keep in mind that volatility also generates greed. When the price is rising like crazy the herd jumps on board:25% PLTR Share Price Gain Without Any Catalysts (Seeking Alpha)No new catalysts? That's not entirely true because we know from the title that this was on the cusp of PLTR's Demo Day. Emotions. Sentiment. Yes, that's absolutely true, and the expectations of the herd itself was the catalyst. Although, to be clear, and fair, there was no tangible catalyst on July 22nd, 2021. In any event, we know PLTR will vacillate. I see no reason why this will not continue so \"Fair Warning!\" is issued again: Here There Be Volatility.Wrap UpMost investors holding PLTR are holding onto a capital loss. The downside is the difficult problem of getting back to even, or even moving into the green. We're all looking to win, right?The upside is that it's now a bit easier to understand PLTR's price action, with a reference to volatility. Furthermore, it's a wee bit more simple to know what it will take to get to even, at least in terms of the financials.What are the catalysts?Q2 2022 tells us quite a bit:Overall Revenue Growth (i.e., $473 million in Q2 2022)Customer Count Increases (e.g., Q2 2022 count up to 304 from 169 YoY)TAM Expansion (i.e., Gotham, Foundry, Apollo all open for expansion)New Products (e.g., Edge AI, HyperAuto, OPIs, Cosmos, Pipeline Builder)Developer Community (e.g., Foundry Docs, APIs public, Content Creators)Of course, I'm still frustrated by stock-based compensation. Just look up some of my PLTR articles. It comes up many times. But, I also note that I expect that to burn down a lot over the next 2-3 years. We'll see.While I do think that PLTR's 30% growth is at risk, I said this too:I believe that PLTR is still a Hold. Furthermore, I would not consider buying unless we see the price dip below $8, although that might not be low enough to get me to pull the trigger. We're in rough waters right now. But, again, I do think this is very unique and special company, that should do well over the very long term.The company isn't going bankrupt, or anything remotely that silly. And, we are below $8 at this time. I'm going to very, very cautiously issue a \"Buy\" of PLTR at this point, for those investors looking to lower their cost basis, and also for those investors who want to tip toe into the company. Tread carefully. Move slowly. Size properly, and be sure to diversify as appropriate for your risk tolerance and portfolio composition.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991010442,"gmtCreate":1660747102488,"gmtModify":1676536391164,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"i believe it's still a potential stock for long term investment.","listText":"i believe it's still a potential stock for long term investment.","text":"i believe it's still a potential stock for long term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991010442","repostId":"2259007017","repostType":2,"isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901607595,"gmtCreate":1659176629317,"gmtModify":1676536269132,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Thanks for the share","listText":"Thanks for the share","text":"Thanks for the share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901607595","repostId":"2255055705","repostType":4,"repost":{"id":"2255055705","kind":"highlight","pubTimestamp":1659146457,"share":"https://ttm.financial/m/news/2255055705?lang=en_US&edition=fundamental","pubTime":"2022-07-30 10:00","market":"us","language":"en","title":"3 No-Brainer Stocks I'd Buy Right Now Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2255055705","media":"Motley Fool","summary":"Buying shares of growing companies during a market downturn should lead to great rewards down the road.","content":"<div>\n<p>The stock market just completed its worst first half in 50 years -- but as bad as that seems, it's good news if you have at least 10 years until retirement. Many high-quality companies have stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks I'd Buy Right Now Without Hesitation</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 No-Brainer Stocks I'd Buy Right Now Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 10:00 GMT+8 <a href=https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market just completed its worst first half in 50 years -- but as bad as that seems, it's good news if you have at least 10 years until retirement. Many high-quality companies have stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","CRM":"赛富时","ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255055705","content_text":"The stock market just completed its worst first half in 50 years -- but as bad as that seems, it's good news if you have at least 10 years until retirement. Many high-quality companies have stocks being traded at steep discounts compared to what they're worth.If it were my money, I would be looking at companies that are still posting solid growth in revenue. That's a surefire signal that those companies are continuing to build intrinsic value for investors, even if it's not immediately reflected by the market.Here's why I think Activision Blizzard, Adobe, and Salesforce are terrific investments.1. Activision BlizzardActivision is one of the largest video game makers in the world, with $8.3 billion in revenue. The company's games include World of Warcraft, Call of Duty, Overwatch, and the mobile game Candy Crush, among many others. Across all titles, Activision had 372 million monthly active users in the first quarter.Activision is arguably one of the best stocks to own across the entire market. The reason is that the shares currently trade at $79.79 -- a steep discount to the $95 per share price Microsoft is paying to buy the whole company in an all-cash deal worth $68 billion.Initially, investors were skeptical that the Federal Trade Commission (FTC), which has shown greater efforts to keep a tight leash on big tech, would approve the deal. That explains the discount between Activision's trading price and the buyout offer, but it's increasingly likely the FTC will give the green light.Recently, an analyst with MoffettNathanson upgraded Activision stock to a buy. Even Warren Buffett's Berkshire Hathaway has built a $5 billion position in the game maker, a strong vote of confidence that Microsoft's $68 billion offer won't be denied.The acquisition is expected to be completed during Microsoft's fiscal 2023, which ends in June. When it closes, Activision shareholders will receive $95 per share, representing a return of 18% over the current share price.If anything, Activision stock is a good choice to hedge against a further decline in the markets.2. AdobeAdobe is famous for bringing the PDF file format into the mainstream and is one of the largest software companies in the world. It provides productivity and creative software for students, graphics designers, video editors, and others.Adobe has delivered very consistent growth for years. It has doubled revenue over the last five years to $16 billion. Despite the weakening economy in the first quarter, Adobe delivered solid revenue growth of 14% year over year. Management reported strong performance in core products, with growing momentum in new product categories.Investors should invest in Adobe because of the long-term societal trends working in its favor. The growth of social media, especially the growing popularity of video platforms like Alphabet's YouTube, is giving rise to the creator economy. There are an estimated 50 million people in the world that consider themselves content creators, with more than 2 million making content professionally.The growth of digital media is a massive opportunity for Adobe and is the key reason why the company continues to post more growth.A consistent, high-growth business ultimately deserves a premium valuation, so Adobe stock is not cheap. It trades at a price-to-earnings ratio of 36, but with shares down 30% year-to-date, this is a quality stock worth buying on the dip.3. SalesforceSalesforce is another top software-as-a-service stock worth making a core holding in any investor's portfolio. In the first quarter, Salesforce posted revenue growth of 24% year over year, which is consistent with its operating history. Over the last year, the company generated $5.7 billion in free cash flow on $28 billion in revenue.Salesforce is the No.1 customer relationship management (CRM) provider. Companies use the company's software to manage sales, marketing, e-commerce, and communication across their workforce. Companies love it because it's cloud-based and sold as a subscription, so there are no installation requirements or difficulty in getting up and running.The stock has delivered multi-bagger returns to shareholders over the last 20 years. It has led the CRM market for nine consecutive years and is still gaining market share, according to the International Data Corp.The stock has always looked expensive, but the market dip is handing investors a great opportunity to add this top performer to their nest eggs. The stock has historically traded close to 10 times trailing sales but now trades at a price-to-sales ratio of just 6.2.The first-quarter update shows the business still growing and building a lead on the competition. Don't let the market downturn discourage you from starting a position in this quality growth stock.","news_type":1,"symbols_score_info":{"ADBE":0.9,"CRM":1,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075268764,"gmtCreate":1658205445058,"gmtModify":1676536122310,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075268764","repostId":"1141191666","repostType":4,"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076380005,"gmtCreate":1657792337207,"gmtModify":1676536062570,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076380005","repostId":"1174191896","repostType":2,"repost":{"id":"1174191896","kind":"news","pubTimestamp":1657776259,"share":"https://ttm.financial/m/news/1174191896?lang=en_US&edition=fundamental","pubTime":"2022-07-14 13:24","market":"us","language":"en","title":"Apple Vs. Google: There's A Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1174191896","media":"Seeking Alpha","summary":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google are both wide moat stocks with high margins and strong growth.</li><li>They are similar in many ways, but Google is currently cheaper.</li><li>On the other hand, Apple has higher brand loyalty.</li><li>In this article, I analyze Apple and Google side by side to see which is better.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.</p><p>However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.</p><p>You can always just buy AAPL and GOOG via the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.</p><p>So, between Apple and Google, which is the better buy?</p><p>There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.</p><p>As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.</p><h3>Competitive Landscape</h3><p>When comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:</p><ul><ul><li></li><li>Smartphone operating systems.</li><li></li><li>App stores.</li><li></li><li>Hardware.</li></ul></ul><p>Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.</p><p>The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.</p><p>A few other items of note about the competition between Apple and Google:</p><ul><ul><li></li><li>Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.</li><li></li><li>Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).</li><li></li><li>Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.</li></ul></ul><p>In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.</p><h3>Comparative Valuation</h3><p>When we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, <b>Snap</b>(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.</p><p>In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.</p><p>First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.</p><h3>Financials</h3><p>In the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:</p><p><img src=\"https://static.tigerbbs.com/df6ddfcce9f1672db46d9aecca3ff169\" tg-width=\"848\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Using the table above, some key ratios for the two companies can be calculated as follows:</p><p><img src=\"https://static.tigerbbs.com/7d405e8d59435b7e246742a416c516de\" tg-width=\"823\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f7e66ffa0a24e70076b788d7c34db9\" tg-width=\"640\" tg-height=\"914\" width=\"100%\" height=\"auto\"/><span>AAPL profitability (Seeking Alpha Quant)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ded8e928d6a71cc356992117037ba88\" tg-width=\"640\" tg-height=\"947\" width=\"100%\" height=\"auto\"/><span>GOOG profitability (Seeking Alpha Quant)</span></p><p>The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.</p><p>The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.</p><p><img src=\"https://static.tigerbbs.com/0a908a9a1fd9294691b9169408a1b189\" tg-width=\"640\" tg-height=\"83\" width=\"100%\" height=\"auto\"/>The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.</p><h3>Valuation</h3><p>Armed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?</p><p>According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:</p><p>For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:</p><ul><li>Google: $2,702.</li><li>Apple: $171.</li></ul><p>Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).</p><p>When we factor in both multiples and discounted cash flows, there’s no question:</p><p><i>Google wins on valuation.</i></p><p>All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.</p><p>Conclusion: Google is the Better Long-Term Value</p><p>Having considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:</p><ul><li><p>Competitive position: tie.</p></li><li><p>Profitability: slight win by Apple.</p></li><li><p>Balance sheet: huge win by Google.</p></li><li><p>Valuation: huge win by Google.</p></li><li><p>Growth: small win by Google.</p></li></ul><p>Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.</p><h3>Risks and Challenges</h3><p>While my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.</p><p>There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like <b>UiPath</b>(PATH).</p><p>There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Google: There's A Clear Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Google: There's A Clear Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:24 GMT+8 <a href=https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty....</p>\n\n<a href=\"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174191896","content_text":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty.In this article, I analyze Apple and Google side by side to see which is better.Apple and Alphabet are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.You can always just buy AAPL and GOOG via the Invesco QQQ Trust, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.So, between Apple and Google, which is the better buy?There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.Competitive LandscapeWhen comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:Smartphone operating systems.App stores.Hardware.Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.A few other items of note about the competition between Apple and Google:Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to Meta Platforms, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.Comparative ValuationWhen we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, Snap(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.FinancialsIn the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:Using the table above, some key ratios for the two companies can be calculated as follows:As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:AAPL profitability (Seeking Alpha Quant)GOOG profitability (Seeking Alpha Quant)The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.ValuationArmed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:Google: $2,702.Apple: $171.Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).When we factor in both multiples and discounted cash flows, there’s no question:Google wins on valuation.All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.Conclusion: Google is the Better Long-Term ValueHaving considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:Competitive position: tie.Profitability: slight win by Apple.Balance sheet: huge win by Google.Valuation: huge win by Google.Growth: small win by Google.Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.Risks and ChallengesWhile my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like UiPath(PATH).There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078043468,"gmtCreate":1657603232554,"gmtModify":1676536033385,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078043468","repostId":"1171662108","repostType":2,"isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051080097,"gmtCreate":1654608856319,"gmtModify":1676535477148,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051080097","repostId":"2241302751","repostType":4,"repost":{"id":"2241302751","kind":"highlight","pubTimestamp":1654604362,"share":"https://ttm.financial/m/news/2241302751?lang=en_US&edition=fundamental","pubTime":"2022-06-07 20:19","market":"us","language":"en","title":"Should You Invest in Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241302751","media":"Motley Fool","summary":"This best-in-class semiconductor company is down more than 40% from its peak. But has it fallen far enough?","content":"<div>\n<p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Invest in Nvidia Right Now?</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\">\nShould You Invest in Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 20:19 GMT+8 <a href=https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4527":"明星科技股","BK4543":"AI","BK4551":"寇图资本持仓","BK4579":"人工智能","BK4534":"瑞士信贷持仓","BK4549":"软银资本持仓","NVDA":"英伟达","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241302751","content_text":"It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units (GPUs), and not just for high-end gaming and visualization. It also adapted the parallel-processing capabilities of GPUs to help accelerate artificial intelligence applications, which require huge amounts of extremely fast processing power.While macroeconomic headwinds have taken down the stock from its peak in November, there are still a lot of positive things going on at Nvidia, and it has an exciting pipeline of innovation. So after a steep decline that has it trading more than 40% below its high -- and with a bit of bounce underway in recent weeks -- is now the time to buy this all-star chip stock?Recent results came in strong, with some external headwindsDuring a challenging quarter for the economy, Nvidia continued to shine. Its first quarter revenue rose 46% year over year to $8.29 billion, and adjusted (non-GAAP) earnings gained 49% to $1.36 per share. Both figures beat analysts' consensus expectations. However, Nvidia did guide for a sequential revenue decline due to a $500 million headwind caused by the latest COVID-19 lockdowns in China (which it expects to sap $400 million in gaming revenue) and sales not being made in Russia ($100 million in data center revenue). While the lost revenue from Russia may never be recovered, the missing sales to customers in China should reappear as the country lifts restrictions in Shanghai and Beijing.But the most important story continues to be Nvidia's data center segment, which surpassed the gaming segment in revenue once again. This happened for the first time back in fiscal Q2 2020, but that period fell during the early chaos of the pandemic. Last quarter, Nvidia's data center revenue was up a staggering 83% year over year, better than the gaming segment at 31%, with increased momentum and visibility for the rest of the year.While gaming sales should remain solid over the long term, thanks to the growth of video games broadly and the expected rise of the metaverse, Nvidia's data center segment should continue to outperform and become its most important segment by a significant margin.This is because artificial intelligence is just now taking off in earnest due to a couple of key breakthroughs. On the recent conference call with analysts, CEO Jensen Huang pointed to the new innovation of transformers ushering in a sea change for the AI industry. Previously, in order to use and benefit from AI, a business would have to organize and label all of its data -- a hugely time-consuming, expensive, and sometimes impossible process. However, with transformers, a machine can train itself without the need for human-labeled data.This innovation is opening up AI insights to a much broader range of industries, where the technology's use is a key enabler and competitive advantage. And the more easily and affordably businesses can access and use AI, the better it will be for Nvidia's data center segment. The transformer innovation -- which has taken place over just the past couple of years -- is a big reason Nvidia's data center revenue has tripled in just two years.Image source: Getty Images.Product launches this year should power data center salesIn addition to these industrywide breakthroughs, Nvidia has also been innovating at a fast clip. Its new H100 chip, which contains over 80 billion transistors and promises up to 30 times the performance of the A100, is set to launch later this year. Keep in mind, the A100 is the chip delivering all of the company's current outstanding data center performance, so the segment is likely in for continued growth after the H100 launches.Nvidia will also be introducing its first central processing unit (CPU), dubbed Grace, later this year. CPUs have been the domain of Intel and Advanced Micro Devices, but Nvidia is coming out with an ARM-based 144-core chip that's built specifically for AI applications in data centers. Now, Nvidia will have a full stack of chips for a complete data center, including GPUs, CPUs, DPUs (networking processors), systems-on-chips (SOCs), switches, and interconnects. A vertically integrated full ecosystem for data centers could enable lots of growth with increasing margins for Nvidia.Aside from its data center chips, Nvidia will also refresh its RTX gaming chips later this year. That could rejuvenate gaming revenue after the expected step-down in the second quarter. As tech companies expand their metaverse buildouts and virtual reality tools -- as several leading tech companies have announced they are doing -- Nvidia should benefit.Has the stock become cheap enough?Most people acknowledge Nvidia is a great business, but do its ample growth prospects justify its current valuation? The stock has been cut nearly in half from its high, but it still trades at 50 times trailing earnings and about 35 times expected 2022 earnings. That's not exactly cheap.Nvidia's price-to-earnings ratio is now back to near the top of its 2018 valuation range -- but that's also near the low point it touched during its early 2020 pandemic-induced decline.NVDA PE Ratio data by YChartsHowever, considering that this is a rapidly changing business and that AI-related sales have only taken off for Nvidia over the past three years, these historical comparisons probably aren't very helpful.Nvidia's first-mover advantage in GPUs may prove insurmountable for competitors for the next decade, so I would anticipate it experiencing rapid data center growth for the next several years. I also think the growth of its data center and AI chips should overcome any cyclical economic headwinds of the type that have led to uneven growth periods for Nvidia in the past.At a broader level, however, CEO Jensen Huang and his team have successfully innovated, introduced new products, and shown a propensity for developing cutting-edge tech, from graphics to AI to autonomous vehicles and more. That certainly bodes well for the company's future.Even as a value investor, I'm thinking of opening a position in Nvidia after selling my shares a few years ago. While it's possible the stock could fall further if we have a bad recession, investors who would like to own it shouldn't necessarily wait for that worst-case scenario. If you are well diversified, I think Nvidia is buyable at these levels.However, I wouldn't necessarily take a huge position, given the stock's high price-to-earnings ratio and the high degree of global uncertainty around interest rates. There are other semiconductor stocks that will also benefit from the growth of AI that trade at lower valuations. That being said, if Nvidia's valuation continues to fall and the business outlook doesn't change, investors should probably look to add or increase their positions.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051014719,"gmtCreate":1654608768531,"gmtModify":1676535477124,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051014719","repostId":"2241021019","repostType":2,"repost":{"id":"2241021019","kind":"highlight","pubTimestamp":1654603329,"share":"https://ttm.financial/m/news/2241021019?lang=en_US&edition=fundamental","pubTime":"2022-06-07 20:02","market":"us","language":"en","title":"Should You Sell Amazon After Its Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241021019","media":"Motley Fool","summary":"Are investors overlooking some major risks?","content":"<div>\n<p>After months of anticipation, Amazon has finally split its stock 20 for 1. Many investors are excited about the opportunity to buy more of the e-commerce giant's shares at its new, significantly ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-sell-amazon-after-its-stock-split/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Sell Amazon After Its Stock Split?</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\">\nShould You Sell Amazon After Its Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 20:02 GMT+8 <a href=https://www.fool.com/investing/2022/06/07/should-you-sell-amazon-after-its-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After months of anticipation, Amazon has finally split its stock 20 for 1. Many investors are excited about the opportunity to buy more of the e-commerce giant's shares at its new, significantly ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-sell-amazon-after-its-stock-split/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/06/07/should-you-sell-amazon-after-its-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241021019","content_text":"After months of anticipation, Amazon has finally split its stock 20 for 1. Many investors are excited about the opportunity to buy more of the e-commerce giant's shares at its new, significantly reduced price.Yet experienced investors know that stock splits do not fundamentally alter the value of a business. They simply carve a company's profits into more slices. In many ways, Amazon's 20-for-1 split is like exchanging a $20 bill for 20 $1 bills. The value you hold before and after the split is the same.Moreover, astute investors know that Amazon is facing a host of serious challenges that threaten to slow its growth and dent its profits. So, rather than buy, should you be thinking about selling Amazon's stock?Amazon's online retail business is strugglingThe e-commerce arena has long been dominated by Amazon. More than half of all online retail sales in the U.S. take place on its websites and apps. It's a similar story in many other markets across the world.Yet the growth of the global e-commerce industry is slowing. E-commerce sales skyrocketed during the early stages of the pandemic when traditional retail store closures drove people to shop online. But people are once again returning to their favorite stores now that many COVID-19-related safety measures have been lifted.These trends can clearly be seen in Amazon's sales metrics. Revenue for the company's online stores fell 3% year over year to $51 billion in the first quarter after soaring 44% in the prior-year period.While its e-commerce sales are falling, Amazon's costs are rising. Higher energy prices and other shipping costs are taking a toll. Management also spent heavily to double the size of its fulfillment network to meet booming consumer demand during the pandemic. But as shoppers pare back their online purchases, Amazon is being forced to vacate some of its unused warehouse capacity to reduce expenses.More worrisome is Amazon announced on Friday that David Clark, the longtime CEO of its Worldwide Consumer division, plans to resign on July 1. Clark is responsible for the company's e-commerce marketplaces and physical retail stores, as well as its popular Prime membership program. His imminent departure suggests that Amazon's e-commerce troubles could persist for longer than investors had hoped.Competition is intensifyingAmazon's cloud computing business also faces no shortage of challenges. Amazon Web Services (AWS) has so far maintained its place atop the industry it helped build. But fierce competitors, including Microsoft and Alphabet (GOOG) (GOOGL), are doing everything they can to dislodge Amazon from its lofty position.Microsoft is a particularly fearsome rival. Its Azure cloud computing platform has grown at a significantly faster clip than AWS in recent quarters. Microsoft's longtime relationships with its corporate customers and popular productivity software are helping it win contracts for its cloud services.Alphabet's Google should also not be taken lightly. The search giant is investing aggressively to gain cloud market share. Its Google Cloud division is growing quickly, particularly among companies that rely on its digital marketing tools.So, should you sell Amazon stock?Despite these challenges, selling now could be a mistake. Most of Amazon's e-commerce troubles are likely to be transitory. Fuel prices and other shipping costs should moderate over time, particularly as Amazon shifts more of its fleet toward electric vehicles. The company will sublet or end leases on the warehouse space it doesn't currently require and grow into its remaining capacity. These and other expense-reduction measures should help Amazon achieve the \"healthy level of profitability\" CEO Andy Jassy promised recently during Amazon's annual shareholder meeting.And although investors should certainly not overlook Microsoft and Google, these cloud rivals are unlikely to dislodge AWS from its throne any time soon. Google Cloud is not yet profitable, and Microsoft has not disclosed Azure's profitability metrics. AWS, meanwhile, produced a whopping $6.5 billion in operating income in the first quarter alone. Amazon's ability to generate profits of this magnitude, despite Microsoft's and Google's best attempts to wrestle away market share, is a testament to the value AWS is providing to its customers. It's also evidence of Amazon's powerful and sustainable competitive advantages.So, if you own Amazon stock, hang onto your shares for the long run.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031010991,"gmtCreate":1646381196566,"gmtModify":1676534124240,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Pray for Ukraine","listText":"Pray for Ukraine","text":"Pray for Ukraine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031010991","repostId":"1115766956","repostType":4,"repost":{"id":"1115766956","kind":"news","pubTimestamp":1646371756,"share":"https://ttm.financial/m/news/1115766956?lang=en_US&edition=fundamental","pubTime":"2022-03-04 13:29","market":"other","language":"en","title":"Russia Keeps Stock Trading Closed in Nation’s Longest Shutdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1115766956","media":"bloomberg","summary":"(Bloomberg) -- The Russian stock market will be closed to trading for a fifth straight day, marking ","content":"<html><head></head><body><p>(Bloomberg) -- The Russian stock market will be closed to trading for a fifth straight day, marking a record in the country’s modern history, in a continuing bid to stave off the impact of global sanctions for domestic investors.</p><p>Since the Moscow Exchange’s equity trading was last open a week ago, Russian stocks listed in London lost more than 90% of their value before getting suspended, global index providers announced plans to remove the nation’s shares from their indexes and European companies with business exposure to the country lost more than $100 billion in market value.</p><p>As a result of international sanctions over Russia’s invasion of Ukraine-- which hit everything from its ability to access foreign reserves to the SWIFT bank-messaging system -- uncertainty has gripped Russia’s markets across asset classes, with many investors deeming the nation “uninvestable.” Russia has promised to step in and prop up the equity market with up to $10 billion when it reopens.</p><p>The plunge in foreign-listed shares of Russian companies is an indicator of how local equity investors might react when Moscow trading resumes. The London Stock Exchange on Thursday suspended trading in dozens of Russian depositary receipts, citing the war in Ukraine and market conditions. MSCI Inc. and FTSE Russell on Wednesday said they would cut Russian equities from widely-tracked indexes.</p><p>Meanwhile, several exchange-traded funds were also suspended in the wake of the events. The creation of shares for the VanEck Russia ETF, the biggest ETF investing in Russia, has been halted until further notice, effectively stopping inflows into the fund. BlackRock Inc did the same with its iShares MSCI Russia ETF, among several other firms.</p><p><b>Not Unprecedented</b></p><p>While a rare occasion, countries have halted stock trading in the past due to unusual circumstances.</p><p>The New York Stock Exchange, London Stock Exchange and other bourses were shut in 2001 after the 9/11 attack. Trading in U.S. shares resumed after being closed for four trading days, with the S&P 500 slumping about 5%.</p><p>Egypt’s stock exchange was closed for nearly two months in early 2011 amid protests that toppled President Hosni Mubarak’s 30-year regime. The shutdown followed a drop of 16% in the nation’s equities in just two days. And when the index reopened, the selloff resumed and the index ended up 49% down for that year.</p></body></html>","source":"lsy1612507957220","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>Russia Keeps Stock Trading Closed in Nation’s Longest Shutdown</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\">\nRussia Keeps Stock Trading Closed in Nation’s Longest Shutdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 13:29 GMT+8 <a href=https://finance.yahoo.com/news/russia-keeps-stock-trading-closed-050339744.html><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The Russian stock market will be closed to trading for a fifth straight day, marking a record in the country’s modern history, in a continuing bid to stave off the impact of global ...</p>\n\n<a href=\"https://finance.yahoo.com/news/russia-keeps-stock-trading-closed-050339744.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RSX":"俄罗斯ETF-Market Vectors"},"source_url":"https://finance.yahoo.com/news/russia-keeps-stock-trading-closed-050339744.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115766956","content_text":"(Bloomberg) -- The Russian stock market will be closed to trading for a fifth straight day, marking a record in the country’s modern history, in a continuing bid to stave off the impact of global sanctions for domestic investors.Since the Moscow Exchange’s equity trading was last open a week ago, Russian stocks listed in London lost more than 90% of their value before getting suspended, global index providers announced plans to remove the nation’s shares from their indexes and European companies with business exposure to the country lost more than $100 billion in market value.As a result of international sanctions over Russia’s invasion of Ukraine-- which hit everything from its ability to access foreign reserves to the SWIFT bank-messaging system -- uncertainty has gripped Russia’s markets across asset classes, with many investors deeming the nation “uninvestable.” Russia has promised to step in and prop up the equity market with up to $10 billion when it reopens.The plunge in foreign-listed shares of Russian companies is an indicator of how local equity investors might react when Moscow trading resumes. The London Stock Exchange on Thursday suspended trading in dozens of Russian depositary receipts, citing the war in Ukraine and market conditions. MSCI Inc. and FTSE Russell on Wednesday said they would cut Russian equities from widely-tracked indexes.Meanwhile, several exchange-traded funds were also suspended in the wake of the events. The creation of shares for the VanEck Russia ETF, the biggest ETF investing in Russia, has been halted until further notice, effectively stopping inflows into the fund. BlackRock Inc did the same with its iShares MSCI Russia ETF, among several other firms.Not UnprecedentedWhile a rare occasion, countries have halted stock trading in the past due to unusual circumstances.The New York Stock Exchange, London Stock Exchange and other bourses were shut in 2001 after the 9/11 attack. Trading in U.S. shares resumed after being closed for four trading days, with the S&P 500 slumping about 5%.Egypt’s stock exchange was closed for nearly two months in early 2011 amid protests that toppled President Hosni Mubarak’s 30-year regime. The shutdown followed a drop of 16% in the nation’s equities in just two days. And when the index reopened, the selloff resumed and the index ended up 49% down for that year.","news_type":1,"symbols_score_info":{"RSX":0.9}},"isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031035552,"gmtCreate":1646380446412,"gmtModify":1676534124185,"author":{"id":"4108549010162030","authorId":"4108549010162030","name":"志冲斗牛","avatar":"https://static.itradeup.com/news/4443a3100c1d462665e8b22914e01407","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4108549010162030","idStr":"4108549010162030"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031035552","repostId":"1119062210","repostType":2,"repost":{"id":"1119062210","kind":"news","pubTimestamp":1646377023,"share":"https://ttm.financial/m/news/1119062210?lang=en_US&edition=fundamental","pubTime":"2022-03-04 14:57","market":"us","language":"en","title":"SPDR S&P 500 ETF Trust Is a Tried-and-True Market Tracker","url":"https://stock-news.laohu8.com/highlight/detail?id=1119062210","media":"InvestorPlace","summary":"Use a set-it-and-forget it strategy with SPY stock, and be the captain of your financial ship","content":"<div>\n<p>Many years ago, mutual funds were the go-to route for instant stock-market diversification. Then came the exchange traded fund (ETF) revolution in January of 1993 with the SPDR S&P 500 ETF Trust (...</p>\n\n<a href=\"https://investorplace.com/2022/03/spy-stock-is-a-tried-and-true-sp-500-tracker-for-self-starters/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPDR S&P 500 ETF Trust Is a Tried-and-True Market Tracker</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\">\nSPDR S&P 500 ETF Trust Is a Tried-and-True Market Tracker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 14:57 GMT+8 <a href=https://investorplace.com/2022/03/spy-stock-is-a-tried-and-true-sp-500-tracker-for-self-starters/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many years ago, mutual funds were the go-to route for instant stock-market diversification. Then came the exchange traded fund (ETF) revolution in January of 1993 with the SPDR S&P 500 ETF Trust (...</p>\n\n<a href=\"https://investorplace.com/2022/03/spy-stock-is-a-tried-and-true-sp-500-tracker-for-self-starters/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FB":"ProShares S&P 500 Dynamic Buffer ETF","GOOGL":"谷歌A","NVDA":"英伟达","GOOG":"谷歌","AMZN":"亚马逊","SPY":"标普500ETF","MSFT":"微软","AAPL":"苹果"},"source_url":"https://investorplace.com/2022/03/spy-stock-is-a-tried-and-true-sp-500-tracker-for-self-starters/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119062210","content_text":"Many years ago, mutual funds were the go-to route for instant stock-market diversification. Then came the exchange traded fund (ETF) revolution in January of 1993 with the SPDR S&P 500 ETF Trust (NYSEARCA:SPY). Suddenly, self-directed investors could get easy exposure to the S&P 500 index simply by owning SPY stock.Not only was this the very first ETF, but three decades later, it’s still the most famous one that tracks a major U.S. financial market index. The fund’s prime directive, really, is to move in lockstep with the S&P 500.With $387.5 billion worth of assets under management, the SPDR S&P 500 ETF Trust might even be considered a mutual fund killer. At the very least, it can help non-professional investors avoid exorbitant fees.You might be ready to start buying SPY stock, but hold on. You wouldn’t want to buy something without knowing what you’re betting your hard-earned money on. With that in mind, let’s delve into a fabulous fund that might deserve a place in your portfolio.A Closer Look at SPY StockFirst and foremost, the SPDR S&P 500 ETF Trust pays a dividend yield that’s fairly similar to its underlying index. According to the fund’s website, the S&P 500’s annual dividend yield is 1.45%, while the fund distributes a yield of 1.34%.SPY stock’s five-year monthly beta is 1, which makes perfect sense. After all, beta refers to how fast an asset moves, in both directions, compared to the S&P 500 index. A beta of 1 means that the SPDR S&P 500 ETF Trust is moving as fast as the index, so that’s a good sign.Now, here’s one of my favorite things about this fund. It has one of the lowest expense ratios (basically, what the shareholders are paying the fund’s managers) in the business.Between the trustee’s fee, S&P license fee, marketing and other operating expenses, the SPDR S&P 500 ETF Trust’s total expense ratio is just 0.0945%. That’s less than a tenth of a percent, so as an investor, you probably won’t even notice it.What’s in the Fund?“Know what you own” is a wise old saying in the financial markets. So, it’s a good idea to learn about what’s in the SPDR S&P 500 ETF Trust before taking a position in it.When browsing through the fund’s components or holdings, one thing will stand out immediately. It’s undeniable: there are a lot of technology-focused businesses in the fund.Like the S&P 500 itself, SPY stock is market-capitalization-weighted. Therefore, the biggest companies will take up larger percentages of the fund.Interestingly, the top five holdings in the SPDR S&P 500 ETF Trust make up over 20% of the fund. Furthermore, they’re all technology companies.In order, the top five holdings are Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) Class A and Class C shares.It might seem odd that Alphabet, the parent company of the Google search engine, gets to be numbers four and five on the list. Yet, that’s because the company offers two different types of stock shares, and they’re both quite popular.Also in the fund’s top-ten holdings are Meta Platforms (NASDAQ:FB) and Nvidia (NASDAQ:NVDA). Are you detecting a common theme here? These are all tech businesses, of course. Hence, you’d better be on board with technology-sector investing if you’re going to hold SPY stock.The Bottom LineSince it represents hundreds of companies, the SPDR S&P 500 ETF Trust does offer instant diversification.Yet, it’s also heavily weighted toward technology businesses. Some investors might take issue with this.That’s understandable, but SPY stock has its advantages. The funds’ fees are rock-bottom, and it does a commendable job of tracking the S&P 500. Thus, you can feel confident using a buy-and-hold strategy with the SPDR S&P 500 ETF Trust.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"AMZN":0.9,"MSFT":0.9,"FB":0.9,"GOOGL":0.9,"SPY":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}