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WinnieTee
WinnieTee
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2022-11-15
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Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?
Singapore Airlines (SGX: C6L), or SIA, will be redeeming its first tranche of mandatory convertible
Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?
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WinnieTee
WinnieTee
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2022-10-01
Wow
Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk
Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022
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WinnieTee
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2022-09-13
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Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO
Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors a
Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO
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WinnieTee
WinnieTee
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2022-09-02
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Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple
SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple share
Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple
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WinnieTee
WinnieTee
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2022-09-01
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3 Dividend Stocks to Buy in September for Passive Income Generation
Buying these stocks now could lead to dividend payments that grow for the rest of your life.
3 Dividend Stocks to Buy in September for Passive Income Generation
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WinnieTee
WinnieTee
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2022-08-16
Which is better? To buy before stock-split or after stock-split?
Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?
Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.
Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?
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WinnieTee
WinnieTee
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2022-08-11
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Palantir: Best to Stay on the Sidelines for Now
The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s
Palantir: Best to Stay on the Sidelines for Now
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WinnieTee
WinnieTee
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2022-08-11
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3 Overrated Growth Stocks to Avoid Now
Use caution with these three overrated growth stocks.Coinbase(COIN): Coinbase has had a huge rally,
3 Overrated Growth Stocks to Avoid Now
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WinnieTee
WinnieTee
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2022-08-09
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2022-08-09
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3 Stocks to Avoid This Week
These investments seem pretty vulnerable right now.
3 Stocks to Avoid This Week
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Back then, SIA had to pause most of its operations as passenger air travel was severely restricted due to the pandemic. Cash was short for SIA and it desperately needed to raise money. But things have improved significantly for the company this year as it reported a record profit in the first half of FY23 and free cash flow was also comfortably positive.</p><p>With its finances moving in the right direction, SIA’s management has decided that redeeming the airline’s first tranche of MCBs would benefit its shareholders. In this article, I explore whether the airline is making the right decision.</p><p>First, is redeeming the MCBs a good use of capital?</p><p>In my view, the short answer is yes. The MCBs are a costly source of capital for SIA and redeeming them early will save the company significant money.</p><p>The MCBs are zero-coupon bonds but have a set annual yield that starts at 4% before rising to 5%, and then 6%. What this means is that the longer the MCBs are left unredeemed, the more expensive it becomes for SIA to redeem them in the future.</p><p>Moreover, if left unredeemed for 10 years, these MCBs will automatically convert to shares. The conversion price of the shares is S$4.84 at the end of the 10-year mark, which is lower than SIA’s current share price. (A low conversion price is bad for shareholders as it means more shares are issued leading to more heavy dilution.) Bear in mind, the conversion price is not based on the principle paid. It is based on the principle <i>plus</i> the accumulated yield.</p><p>If converted to shares, the MCBs will heavily dilute SIA’s current shareholders, leaving them with a smaller stake in the entire company.</p><p>All of these lead me to conclude that redeeming the MCBs now seems like an efficient use of capital by SIA on behalf of its shareholders.</p><p>But should SIA conserve cash instead?</p><p>SIA has a history of producing irregular free cash flow.</p><p>I looked at 15 years’ worth of financial data for SIA (starting from 2007) to calculate the total free cash flow generated by the company. In that period, SIA generated a total free cash flow of a <i>negative</i> S$3 billion. Yes, you read that right – <i>negative</i> free cash flow.</p><p>In 15 years of operation, instead of generating positive cash flow that can be returned to shareholders, SIA actually expended cash.</p><p>This is mostly due to the high capital expense of maintaining its aircraft fleet. Capital expenditure for the expansion of SIA’s business was <b>only</b> S$5.6 billion, meaning the value of its fleet only increased by S$5.6 billion.</p><p>I say “only” because even if I exclude the expansion capital expenditure, SIA only generated S$2.6 billion in total free cash flow over 15 years. This is an average free cash flow of just S$174 million per year. Keep in mind that this free cash flow was generated off of a sizeable net PPE (plant, property, and equipment) base of around S$14 billion in 2007. The free cash flow generated is a pretty meagre return on assets.</p><p>What this shows is that SIA is a business that struggles to generate cash even if it is not actively expanding its fleet. This said, SIA does have a significant amount of cash on hand now.</p><p>With the cash raised over the past two years and the strong rebound in operations, SIA exited the September quarter this year with S$17.5 billion in cash. Redeeming its first tranche of MCBs will cost SIA around S$3.8 billion, around a fifth of its current cash balance.</p><p>The airline also has a relatively young fleet of planes now, which means its net capital expenditure requirement for maintenance is going to be relatively low in the near future, which should lead to higher free cash flows in the next few years.</p><p>And with the global recovery in air travel as countries around the world get a better handle on COVID-19, SIA’s operating cash flow is also likely to remain positive this year.</p><p>As such, I think it is fair to say that SIA does have the resources to retire the first tranche of its MCBs pretty comfortably despite its business’s poor historical ability to generate cash.</p><p><b>Can it retire the 2021 tranche of MCBs?</b></p><p>This brings us to the next question: Can SIA retire the second tranche of its MCBs which were issued in 2021? To recap, besides the S$3.5 billion raised in 2020 via the issuance of MCBs, SIA raised a further S$6.5 billion through this second tranche of MCBs in 2021.</p><p>Including interest, the total outlay to redeem the second tranche of MCBs will be slightly more than $6.5 billion (depending on when exactly SIA redeems the MCBs).</p><p>After redeeming the first tranche of its MCBs, SIA will be left with S$13.7 billion in cash. But the airline also has S$15.8 billion in debt (including long-term liabilities), which means it will have net debt (more debt than cash) of around $2.1 billion.</p><p>Bear in mind that the MCBs are not considered debt according to SIA’s books. Instead, they are considered equity as they have a feature where they are “mandatorily converted” in 10 years. So the debt on SIA’s balance sheet are <i>additional</i> borrowings which will eventually need to be repaid or refinanced. Given the small net cash position, I don’t think SIA should stretch its balance sheet to pay back the second tranche of MCBs yet.</p><p>SIA executives should also have wisened up to the fact that the company should keep some cash in its coffers to avoid another situation where they have to raise capital through the issuance of stock at heavily discounted prices (which happened during COVID-19) or through borrowing at usurious terms. A secondary offering or expensive debt in troubled times will be much more costly to shareholders than the MCBs.</p><p><b>The bottom line</b></p><p>All things considered, I think it is a good move by SIA’s management to redeem the first trance of the airline’s MCBs. The MCBs are an expensive source of capital and retiring them early will benefit SIA’s shareholders. The airline is also in a comfortable financial position to do so.</p><p>But the second tranche of MCBs is a different story altogether. After redeeming the first trance, and given SIA’s history of lumpy and meagre cash flow generation, I don’t think management will be willing to stretch its balance sheet to redeem the second tranche of MCBs just yet.</p><p>It is worth mentioning that SIA also decided to start paying a dividend again. I would have thought that management would prefer to retire the airline’s second tranche of MCBs before dishing out excess cash to shareholders.</p><p>One needs to remember that despite its poor cash flow generation in the past 15 years, SIA still paid dividends nearly every year. In hindsight, this was a mistake by management as the distributed cash would have been better off accumulated on the airline’s balance sheet to tide it through tough times such as during the COVID pandemic.</p><p>Ultimately, SIA paid dividends in the past 15 years, only to claw back all of the money (and more) from shareholders by issuing shares in 2020. This was certainly a case of one step forward, two steps back, for shareholders. Let’s hope for the sake of shareholders that history doesn’t repeat itself.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 10:06 GMT+8 <a href=https://thesmartinvestor.com.sg/singapore-airlines-is-redeeming-the-first-tranche-of-mcbs-is-that-good-for-shareholders/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airlines (SGX: C6L), or SIA, will be redeeming its first tranche of mandatory convertible bonds (MCBs).These bonds were issued by the airline merely 2.5 years ago in 2020, near the peak of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-airlines-is-redeeming-the-first-tranche-of-mcbs-is-that-good-for-shareholders/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://thesmartinvestor.com.sg/singapore-airlines-is-redeeming-the-first-tranche-of-mcbs-is-that-good-for-shareholders/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155816609","content_text":"Singapore Airlines (SGX: C6L), or SIA, will be redeeming its first tranche of mandatory convertible bonds (MCBs).These bonds were issued by the airline merely 2.5 years ago in 2020, near the peak of COVID-19 lockdowns. Back then, SIA had to pause most of its operations as passenger air travel was severely restricted due to the pandemic. Cash was short for SIA and it desperately needed to raise money. But things have improved significantly for the company this year as it reported a record profit in the first half of FY23 and free cash flow was also comfortably positive.With its finances moving in the right direction, SIA’s management has decided that redeeming the airline’s first tranche of MCBs would benefit its shareholders. In this article, I explore whether the airline is making the right decision.First, is redeeming the MCBs a good use of capital?In my view, the short answer is yes. The MCBs are a costly source of capital for SIA and redeeming them early will save the company significant money.The MCBs are zero-coupon bonds but have a set annual yield that starts at 4% before rising to 5%, and then 6%. What this means is that the longer the MCBs are left unredeemed, the more expensive it becomes for SIA to redeem them in the future.Moreover, if left unredeemed for 10 years, these MCBs will automatically convert to shares. The conversion price of the shares is S$4.84 at the end of the 10-year mark, which is lower than SIA’s current share price. (A low conversion price is bad for shareholders as it means more shares are issued leading to more heavy dilution.) Bear in mind, the conversion price is not based on the principle paid. It is based on the principle plus the accumulated yield.If converted to shares, the MCBs will heavily dilute SIA’s current shareholders, leaving them with a smaller stake in the entire company.All of these lead me to conclude that redeeming the MCBs now seems like an efficient use of capital by SIA on behalf of its shareholders.But should SIA conserve cash instead?SIA has a history of producing irregular free cash flow.I looked at 15 years’ worth of financial data for SIA (starting from 2007) to calculate the total free cash flow generated by the company. In that period, SIA generated a total free cash flow of a negative S$3 billion. Yes, you read that right – negative free cash flow.In 15 years of operation, instead of generating positive cash flow that can be returned to shareholders, SIA actually expended cash.This is mostly due to the high capital expense of maintaining its aircraft fleet. Capital expenditure for the expansion of SIA’s business was only S$5.6 billion, meaning the value of its fleet only increased by S$5.6 billion.I say “only” because even if I exclude the expansion capital expenditure, SIA only generated S$2.6 billion in total free cash flow over 15 years. This is an average free cash flow of just S$174 million per year. Keep in mind that this free cash flow was generated off of a sizeable net PPE (plant, property, and equipment) base of around S$14 billion in 2007. The free cash flow generated is a pretty meagre return on assets.What this shows is that SIA is a business that struggles to generate cash even if it is not actively expanding its fleet. This said, SIA does have a significant amount of cash on hand now.With the cash raised over the past two years and the strong rebound in operations, SIA exited the September quarter this year with S$17.5 billion in cash. Redeeming its first tranche of MCBs will cost SIA around S$3.8 billion, around a fifth of its current cash balance.The airline also has a relatively young fleet of planes now, which means its net capital expenditure requirement for maintenance is going to be relatively low in the near future, which should lead to higher free cash flows in the next few years.And with the global recovery in air travel as countries around the world get a better handle on COVID-19, SIA’s operating cash flow is also likely to remain positive this year.As such, I think it is fair to say that SIA does have the resources to retire the first tranche of its MCBs pretty comfortably despite its business’s poor historical ability to generate cash.Can it retire the 2021 tranche of MCBs?This brings us to the next question: Can SIA retire the second tranche of its MCBs which were issued in 2021? To recap, besides the S$3.5 billion raised in 2020 via the issuance of MCBs, SIA raised a further S$6.5 billion through this second tranche of MCBs in 2021.Including interest, the total outlay to redeem the second tranche of MCBs will be slightly more than $6.5 billion (depending on when exactly SIA redeems the MCBs).After redeeming the first tranche of its MCBs, SIA will be left with S$13.7 billion in cash. But the airline also has S$15.8 billion in debt (including long-term liabilities), which means it will have net debt (more debt than cash) of around $2.1 billion.Bear in mind that the MCBs are not considered debt according to SIA’s books. Instead, they are considered equity as they have a feature where they are “mandatorily converted” in 10 years. So the debt on SIA’s balance sheet are additional borrowings which will eventually need to be repaid or refinanced. Given the small net cash position, I don’t think SIA should stretch its balance sheet to pay back the second tranche of MCBs yet.SIA executives should also have wisened up to the fact that the company should keep some cash in its coffers to avoid another situation where they have to raise capital through the issuance of stock at heavily discounted prices (which happened during COVID-19) or through borrowing at usurious terms. A secondary offering or expensive debt in troubled times will be much more costly to shareholders than the MCBs.The bottom lineAll things considered, I think it is a good move by SIA’s management to redeem the first trance of the airline’s MCBs. The MCBs are an expensive source of capital and retiring them early will benefit SIA’s shareholders. The airline is also in a comfortable financial position to do so.But the second tranche of MCBs is a different story altogether. After redeeming the first trance, and given SIA’s history of lumpy and meagre cash flow generation, I don’t think management will be willing to stretch its balance sheet to redeem the second tranche of MCBs just yet.It is worth mentioning that SIA also decided to start paying a dividend again. I would have thought that management would prefer to retire the airline’s second tranche of MCBs before dishing out excess cash to shareholders.One needs to remember that despite its poor cash flow generation in the past 15 years, SIA still paid dividends nearly every year. In hindsight, this was a mistake by management as the distributed cash would have been better off accumulated on the airline’s balance sheet to tide it through tough times such as during the COVID pandemic.Ultimately, SIA paid dividends in the past 15 years, only to claw back all of the money (and more) from shareholders by issuing shares in 2020. This was certainly a case of one step forward, two steps back, for shareholders. Let’s hope for the sake of shareholders that history doesn’t repeat itself.","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916296010,"gmtCreate":1664594719731,"gmtModify":1676537482569,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916296010","repostId":"1101553620","repostType":4,"repost":{"id":"1101553620","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664595421,"share":"https://ttm.financial/m/news/1101553620?lang=&edition=fundamental","pubTime":"2022-10-01 11:37","market":"us","language":"en","title":"Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1101553620","media":"Tiger Newspress","summary":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk","content":"<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a 'long' question & answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it's doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is "extremely useful" and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to "do the right thing."</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is "quite capable" of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, "My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech."</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, "the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware & robotics." Prominent Tesla influencer Sawyer Merritt says the event shows "people calling Tesla 'just an automaker' have no damn clue." His main takeaway from the event is "</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible."</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company's Dojo supercomputer!</p><p>It's time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, "a very large one."</p><p>Musk tweets that "naturally, there will be a catgirl version of our Optimus robot." He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla's plan for the humanoid. "Our goal with Optimus is to have a robot that is maximally useful as quickly as possible."</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>Tesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Showed Humanoid Robot Optimus on Friday Night at AI Day 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-01 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Tesla Inc.</b> AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.</p><p>Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.</p><p>Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.</p><p>Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.</p><p>Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a 'long' question & answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.</p><p>Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!</p><p>Musk says the bot can do more than what it's doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.</p><p>Optimus can move fingers. The goal is to make it useful, Musk says. It is "extremely useful" and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.</p><p>Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to "do the right thing."</p><p>Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.</p><p>He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.</p><p>After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.</p><p>On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.</p><p>Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.</p><p>The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.</p><p>Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.</p><p>Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.</p><p>The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.</p><p>On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.</p><p>We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.</p><p>Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.</p><p>Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.</p><p>That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.</p><p>Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.</p><p>FSD Beta Software is "quite capable" of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.</p><p>Tesla analyst Gene Munster on rising FSD customers says, "My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech."</p><p>Tesla explains model behind how FSD makes a turn decision.</p><p>Musk tweets, "the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware & robotics." Prominent Tesla influencer Sawyer Merritt says the event shows "people calling Tesla 'just an automaker' have no damn clue." His main takeaway from the event is "</p><p>Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible."</p><p>While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company's Dojo supercomputer!</p><p>It's time to get Dojo supercomputer updates from Dojo Project lead <b>Ganesh Venkataramanan</b> and Tesla director <b>Peter Bannon.</b></p><p>Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.</p><p>Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, "a very large one."</p><p>Musk tweets that "naturally, there will be a catgirl version of our Optimus robot." He shares a photo of him standing alongside the bot prototype.</p><p>The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.</p><p>Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.</p><p>Musk closes the presentation, by outlining Tesla's plan for the humanoid. "Our goal with Optimus is to have a robot that is maximally useful as quickly as possible."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101553620","content_text":"Tesla Inc. AI Day 2022 is slated to get started “precisely” at 09:15 p.m. ET, according to Elon Musk.Musk along with other executives, including Tesla Director of Autopilot Software Ashok Elluswamy would likely make presentations.Notable updates expected out of the event are related to the Optimus Tesla bot, the full self-driving software, the Dojo supercomputer, Tesla’s neural network training supercomputer and possibly Robotaxis.Musk is hoping to use the event to hire the best AI talent who could drive innovation in that arena.Musk gets started with a reference to Optimus and reminds people that Tesla is a public company. He jestingly remarks even he is not immune to firing, especially if he goes crazy. Musk says AI, Autopilot, Dojo and a 'long' question & answers session on the agenda — folks welcome to ask existential or technical questions — whatever floats their boat.Tesla bot is on stage — a real one, a sleek looking one! It’s waving to the crowd now. So, we do have a prototype!Musk says the bot can do more than what it's doing on stage. A video showing its other functionalities is presented, where the bot is seen working at the Fremont factory, watering plants among other things. Musk says the humanoid can identify objects. A bot with Tesla-designed actuators — Musk says it would be ready to walk in a few weeks.Optimus can move fingers. The goal is to make it useful, Musk says. It is \"extremely useful\" and made in volume, probably in volumes. So, could cost less, about $20,000, according to Tesla.Musk appreciates the team for doing a wonderful job but says still a lot of improvements to be made. He is appealing to talent to join the company as it seeks to \"do the right thing.\"Musk gives his vision for the economy — a future of abundance, with no poverty. A fundamental transformation that promises safety.He repeats why Tesla remains is a public company, giving control to people. The public can influence Tesla’s policies and actions.After the pitch to talent, another Tesla team member walks the audience through the development timeline of the Tesla bot.On power consumption of bot, 100W sitting, 500W for brisk walking, and it weighs 73 kg. Degrees of freedom is at above 200.Tesla shows Optimus with actuators. The company is working on optimizing costs, reducing wiring in extremities and centralizing power distribution.The battery pack is at the torso of the bot — charing, power distribution all at one place. Leveraging the existing Tesla supply chain for it, the bot is going to do everything a human brain does. Support communication is wireless.Malcolm Burgess, Manager, Vehicle Dynamics and Concept Structures at Tesla, now on stage showcases how Optimus is immune to injury in the wake of a falling. The bot is made with materials such as titanium that are not stiff.Tesla has taken inspiration from biology for the bot’s movement. Most important things from a design perspective are energy and mass. Tesla has carried its experience from car to robots, Burgess says.The bot having 28 actuators allows high-level activity like walking and climbing stairs. An actuator is able to lift a halftone, 9-foot piano, a video shows.On hand design: Bot has five fingers. The real utility is in factories for lifting objects. Six actuators and 11 degrees of freedom and adaptive grasp and non-back drivable fingers for the bot.We are moving from robot on wheels to robot on legs, say Tesla. Video showcases the locomotion of the robot.Tesla Humanoid Robotics Engineer Felix Sygulla talks about walking and aspects of engineering challenges involved in this action.Controls are very complex, he says. Measuring reality and adding corrections to the behavior of the robot is important.That’s all on Optimus. Now, it is over to Tesla Director for Autopilot Software Ashok Elluswamy for FSD updates.Tesla has gone from 2,000 cars running FSD to 160,000 customers in a year, Elluswamy says. About 75,000 neural network models run each year, the pace of innovation is progressing.FSD Beta Software is \"quite capable\" of driving the car, he says, including stopping for traffic lights and stop signs, negotiating with objects at intersections and making turns and so on. Tesla showcases a video on how Tesla deals with traffic and pedestrians at the intersections.Tesla analyst Gene Munster on rising FSD customers says, \"My guess is there are just under [two million Tesla vehicles] on the road that can run FSD, suggesting about 10% uptake. Hard to read too much into that uptake. I bet most are geeks who got FSD to play with the tech.\"Tesla explains model behind how FSD makes a turn decision.Musk tweets, \"the point of AI Day is to show the immense depth [and] breadth of Tesla in AI, compute hardware & robotics.\" Prominent Tesla influencer Sawyer Merritt says the event shows \"people calling Tesla 'just an automaker' have no damn clue.\" His main takeaway from the event is \"Optimus is farther along than most expected and they are very serious about it. The progress [over ]the last [eight] months is incredible.\"While Tesla engineers show off the technical details behind its self-driving software, have a sneak-peak at the company's Dojo supercomputer!It's time to get Dojo supercomputer updates from Dojo Project lead Ganesh Venkataramanan and Tesla director Peter Bannon.Tesla is a hardcore tech company, Bannon says, as he gives some background on Dojo. No limits philosophy was the guiding point for Dojo, Venkataramanan says.Dojo Principal System Engineer Bill Chang says vision for the supercomuter is to build a single unified accelerator, \"a very large one.\"Musk tweets that \"naturally, there will be a catgirl version of our Optimus robot.\" He shares a photo of him standing alongside the bot prototype.The coefficient of thermal expansion is important. So, Tesla worked with vendors to deliver power solutions. CTE was reduced by over 50%, and Dojo met performance three times over initial expansion, says Chang. He adds, solving density at every level is key to achieving performance.Tesla Principal Engineer Rajiv Kurian shares images of Cybertruck on Mars generated by stable diffusion running on Dojo — He quips: looks like it still has a long way to go before matching the Tesla design team.Musk closes the presentation, by outlining Tesla's plan for the humanoid. \"Our goal with Optimus is to have a robot that is maximally useful as quickly as possible.\"","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935171076,"gmtCreate":1663056352996,"gmtModify":1676537192970,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing","listText":"Thank you for sharing","text":"Thank you for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935171076","repostId":"1100481645","repostType":4,"repost":{"id":"1100481645","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663056064,"share":"https://ttm.financial/m/news/1100481645?lang=&edition=fundamental","pubTime":"2022-09-13 16:01","market":"us","language":"en","title":"Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO","url":"https://stock-news.laohu8.com/highlight/detail?id=1100481645","media":"Tiger Newspress","summary":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors a","content":"<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve's tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO's options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish & Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOption Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve's tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO's options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish & Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","ORCL":"甲骨文","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100481645","content_text":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve's tightening policy.The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.Options Broad ViewA total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.There are 8.18 million SPDR S&P 500 ETF Trust options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.Top 10 Option VolumesTop 10: SPDR S&P 500 ETF Trust, Invesco QQQ Trust, Apple, Tesla Motors,iShares Russell 2000 ETF, Amazon.com, $iShares iBoxx High Yield Corporate Bond ETF, iShares Silver Trust, NIO Inc., NVIDIA CorpOptions related to equity index ETFs are still top choices for investors, with2.80 million Invest QQQ Trust ETF options contracts trading on Monday. Call options account for 45% of overall option trades.Source: Tiger Trade APPApple rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.Unusual Options ActivitySource: Market ChameleonNIO Inc. surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.NIO's options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.Oracle rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: Apple, Clovis Oncology, Altice USA Inc., Occidental, Tesla Motors, Nasdaq100 Bull 3X ETF, Faraday Future Intelligent Electric Inc., Vanguard FTSE Europe ETF, Manchester United PLC, Elanco Animal Health IncTop 10 bearish stocks: iShares Silver Trust, SPDR S&P 500 ETF Trust, ARK Innovation ETF, U.S. Global Jets ETF, Vale SA, $iShares iBoxx High Yield Corporate Bond ETF, Nikola Corporation, Ford, American Airlines, Meta Platforms, Inc.Source: Market Chameleon","news_type":1,"symbols_score_info":{"AAPL":0.9,"ORCL":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939649783,"gmtCreate":1662104096243,"gmtModify":1676536998632,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for your sharing.","listText":"Thank you for your sharing.","text":"Thank you for your sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939649783","repostId":"1144090719","repostType":4,"repost":{"id":"1144090719","kind":"news","pubTimestamp":1662089365,"share":"https://ttm.financial/m/news/1144090719?lang=&edition=fundamental","pubTime":"2022-09-02 11:29","market":"us","language":"en","title":"Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1144090719","media":"Seeking Alpha","summary":"SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple share","content":"<html><head></head><body><h2>Summary</h2><ul><li>In my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.</li><li>Although occasionally, extreme market movements create obviously better opportunities than most times.</li><li>Now is such a time. The mispricing of Berkshire's book value brought its valuation to ~1.25x only, quite close to the Buffett price.</li><li>In particular, such valuation also creates opportunities for investors to a backdoor buy of Apple through Berkshire at heavy discounts (ranging from single-digit owners’ earnings to free).</li><li>Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our model portfolio.</li></ul><h2><img src=\"https://static.tigerbbs.com/6ba7b95ea0cc06c858a38afd03361f34\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Thesis</h2><p>Readers familiar with my writings know that I have been a perpetual bull for both Berkshire Hathaway (BRK.A) (NYSE:BRK.B) ("BRK") and Apple (NASDAQ:AAPL). My overall view is that both stocks are excellent choicesfor long-term investors and really can be bought (or added) most of the time.</p><p>Although occasionally, extreme market movements make sometimes obviously worse and sometimes obviously better than most. For example, earlier this year in March, I wrote an article to show how expensive it was (what I called a3-sigma event) and why a valuation contraction was highly likely. At that time, the stock was valued at 1.8x BV, almost above its historical mean by 3x sigmas. Many investors did not see it that way because they used the BV from the previous quarter, which was delayed (and higher). As a result, they saw a valuation lower than it actually was. Indeed, the stock prices have corrected substantially afterward as you already know.</p><p>Now, investors seem to be making the same error again, except in the opposite direction. Its valuation is reported at 1.34x as seen. But next, you will see why I think its current valuation is actually lower than 1.34x and my estimate is at 1.25x only. Furthermore, you will see the implications of such a valuation for investors (like myself) who want to own AAPL shares through BRK. I just set a $255 limit order to buy BRK.B shares with a real intention of owning AAPL shares. And you will why such a target price essentially allows me to own AAPL shares at a valuation ranging from about 9x of owners' earnings to free.</p><p>Finally, before we dive in, note that all the subsequent analyses will be presented in terms of Berkshire Hathaway B shares. There are certainly differences between A and B shares (voting power et al). But in terms of economics, the use of financial data based on either A or B shares should be equivalent.</p><p><img src=\"https://static.tigerbbs.com/dd5ddc48d190e8561cdb1341fe0b2afa\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>BRK valuation is closer to the Buffett price than you think</h2><p>As just mentioned, BRK's current valuation is reported at 1.34xBV, close to its historical mean of 1.36x. Buffett mentioned multiple times that he would be an enthusiastic buyer of BRK shares at a price near 1.2x book value. So, the current price is above the "Buffett price" by more than 11% as reported. Not too attractive on the surface.</p><p>However, if you consider that A) the reported BV is based on its June 30, 2022, filing, and B) the market has moved up since then and thus its BV has expanded, you will get a different valuation. As an estimate, as of June 30, 2022, it reported a share count of 2.205 billion of equivalent B share outstanding and total equity of $469.6B, translating into a book value of $213 per share (and hence a P/BV multiple of ~1.34x at today's price of $280 as of this writing).</p><p>But we need to consider that the market has rallied by about 5% since June 30 (the S&P 500 rallied from 3785 then to the current level of 3936). Now if we<i>assume</i>(I have to emphasize that this is an assumption) BRK BV rallied by the same amount too, then its current BV would be $223 per share. This would mean a P/BV ratio of 1.25x only at the current price, not only below the historical mean (by about 10%) but also quite close to the "Buffett price" of 1.2x book value.</p><p><img src=\"https://static.tigerbbs.com/3f2102794b0c678b946451964e0f7fa3\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BRK June-30, 2022, 10Q</p><h2>The real meaning of the Buffett price</h2><p>In case you ever wondered why/how Buffett picked a 1.2x target valuation out of thin air, it is because (at least in my opinion) owning BRK at 1.2x book is equivalent to owning its operating businesses at a dirt-cheap price - at only about 4x operating cash flow ("CFO") as you can see from the table below.</p><p>As shown in the following table, Berkshire earns about $22 billion of operating earnings in recent years or about $10 per share. To wit, my estimate for its 2022 CFO is $10.75 per share. Most of us know that the reported PE ratios (see the second table below) are quite meaningless for a business like BRK because the GAAP numbers do not reflect its true economics at all. For example, in GAAP terms, according to its recentshareholder letter:</p><blockquote><i>Berkshire earned $42.5 billion in 2020, which includes 4 main components a) the ~$22 billion operating earnings already mentioned, b) a $4.9 billion of realized capital gains, c) a $26.7 billion gain from an increase in the amount of net unrealized capital gains that exist in the stocks, and d) an $11 billion loss from a write-down.</i></blockquote><p>Out of all these four components, operating earnings are what count most and are most relevant to the fundamentals of the business. However, it is not even the largest item based on the GAAP standard. Such discrepancies between accounting and economic earnings really illustrate the distortion in the commonly quoted PE ratios.</p><p>The first table below shows my method to correct such distortion. In this table, I am assuming that if my target price of $255 is reached, BRK's book value will drop to its June 30 level, i.e., $213 per share. My observations show that market price always moves more than its book value. So, if my order is triggered, I get to buy BRK at a price of $255 per share. Then as a thought experiment, I could immediately liquidate the cash and all other equity investments (risks embedded in this assumption are discussed in the end), which would be worth $213. Therefore, I have essentially paid $42 to buy all the BRK operating business segments. Also just established earlier, these operating businesses are expected to generate an OFC of $10.75 per share. As a result, I would be paying about 3.9x OFC for all of BRK's operating businesses.</p><p>And this table also illustrates why I set my limit order at $255 - this price corresponds to a P/BV multiple of 1.2x, i.e., exactly the Buffett price based on my projected BV of $213 if/when the target price is reached.</p><p><img src=\"https://static.tigerbbs.com/ceaf8669e1a91a8d688be7444df36041\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><img src=\"https://static.tigerbbs.com/272d355a74630a28137b6c5288b596bb\" tg-width=\"640\" tg-height=\"178\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>What does this mean for AAPL?</h2><p>Next, we will see the implications of a $255 target price for investors who want to own AAPL shares via BRK.</p><p>Firstly, the commonly quoted PE based on accounting financials also exaggerated AAPL's valuation (by understating its true earning power). As you can see from the table above, AAPL's current PE is quoted at 25.9x on a TTM basis and at 25.8x on a forward basis. Definitely not a "cheap" valuation by any stretch.</p><p>However, as argued in my earlier articles, AAPL is such a capital-light business that a good portion of its CAPEX expenditures are for growth and should not be considered a cost and should be added back to the owners' earnings. Only the part that is for maintenance CAPEX should be considered a cost. Readers interested in more details could take a look at myearlier articleand are highly recommended to take a look at Greenwald's book entitled<i>Value Investing</i>.</p><p>All told, AAPL's FWD EPS is about $6.10 on an accounting basis. But its true earnings power is higher by a good margin. Probably you can already see such a discrepancy by comparing its free cash flow versus its EPS. Its FWD free cash flow is estimated to be $6.35 per year, about 4% above its EPS. And even the free cash flow underestimates its true earning power because the free cash flow considers ALL the CAPEX expenditures as costs. When the growth part of the CAPEX is added back to the earnings, my estimate of its owners' earnings is about $6.73 per share. As a result, its PE on the owner's earnings basis is about 23.3x, not as high as it seems on the surface.</p><p>And the next table shows that its valuation is further discounted when owned through BRK. Quick math would show that under the current conditions,</p><ul><li>Each BRK share contains 0.40 AAPL shares.</li><li>As of this writing, BRK's equity portfolio is worth about $300 billion ($135 per BRK.B share) and $122 billion ($55 per BRK.B share) are invested in AAPL. That is, excluding AAPL, BRK's equity portfolio is worth about $178B (or $80.5 per BRK.B share).</li><li>And BRK's cash position is about $105B ($47.5 per BRK.B share).</li></ul><p>Based on the above quick facts, if we pay today's market price of $280 to buy 1 BRK.B share and immediately liquidate the cash and all other equity investments except AAPL, we are essentially paying $152 ($280-$80.5-$47.5 = $152) for 0.40 AAPL shares and all the BRK operating business segments. Also as established before, 0.4 AAPL shares would provide an economic earning of $2.69 (=$6.73x0.4). So in the end, we are paying $152 to buy $2.69 of economic earnings from AAPL PLUS $10.75 of economic earnings from BRK's operating businesses.</p><p>How you do the rest of the valuation is a matter of personal judgment now. If you take the aggregated average as I did in the following table, your average "ownership" PE of AAPL and BRK's operation business is on average 11.3x. At my $255 limit order price, the average "ownership" PE of AAPL and BRK's operation business would be in the single digit, about only 9.5x.</p><p>Furthermore, at a $255 target price, I would be getting the AAPL shares for free if I am willing to put a valuation of 11.8x OPC or above for BRK's operating businesses (which is very reasonable in my view given the quality of the businesses). Because at an 11.8x OPC valuation or above, these operating businesses would be worth at least $127 per share by themselves alone (11.8 x $10.75=$127), already equal to or exceeding the adjusted price that I paid.</p><p><img src=\"https://static.tigerbbs.com/4f9649abdbca6ac5105cfdfee6bd1a2b\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><h2>Final thoughts and risks</h2><p>As a perpetual bull for BRK and AAPL, my overall view is that there is really no bad time to buy or add their shares. Although occasionally, extreme market movements make sometimes obviously better than others. The thesis is that now is such a time. Due to a combination of market overaction, a delayed update of BRK's book value, and discrepancies between true earnings vs accounting earnings, BRK is currently valued at only ~1.25x by my estimate, quite close to the Buffett price. At a target price of $255, my estimated valuation would be 1.2x. And such a valuation creates a backdoor to owning AAPL shares at heavily discounted valuations. And my estimated "ownership PE" for AAPL is in the range of 9.5x to free if the target price of $255 is triggered.</p><p>Finally, risks. The risks associated with both BRK and AAPL themselves have been thoroughly detailed by other SA authors already and won't be repeated here. Here, I will focus more on the risks specific to the idea specific to this particular approach of analyses. A few key risks:</p><ol><li>Uncertainties in BRK's equity portfolio. As aforementioned, the value of BRK's sizable equity portfolio fluctuates together with the overall market. And the latest data available are those reported as of June 30. As a result, its current BV and future BV when/if the $255 target price is reached are my projections and estimations, which inevitably create some uncertainties in the analysis.</li><li>This analysis assumes BRK's cash position and equity investment are worth exactly the market price. This is a reasonable assumption given the liquidity of the holdings - they are mostly large mega-cap and large-cap businesses with large trading volumes. However, no one really knows what would actually happen when you try to liquidate $300+ billion worth of stocks. So there are definitely some uncertainties in the math above.</li><li>BRK's cash position and its insurance float. This analysis also assumed that all the cash positions are truly cash can. However, in reality, this is not entirely true because part of the cash is insurance float and cannot be entirely liquidated as assumed in my thought experiment above. But there are also good reasons to take the cash position out of the stock price (or some part of it). Cash is cash nonetheless - that is, if someone buys BRK completely, every $1 in the float counts as $1. And there is a very low chance - though probably no one, including Buffett himself knows how low the chance is - that all the float will be needed. Buffett mentioned that he will at least maintain a cash position of about $30B. So I am guessing we could use $30B as a minimum for estimating the float. Taking $30B out of the cash will make the valuations a bit higher than what's presented above, but not by too much.</li></ol></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Set A $255 Berkshire Hathaway Limit Order To Buy Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 11:29 GMT+8 <a href=https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.Although occasionally, extreme market movements create obviously ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144090719","content_text":"SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.Although occasionally, extreme market movements create obviously better opportunities than most times.Now is such a time. The mispricing of Berkshire's book value brought its valuation to ~1.25x only, quite close to the Buffett price.In particular, such valuation also creates opportunities for investors to a backdoor buy of Apple through Berkshire at heavy discounts (ranging from single-digit owners’ earnings to free).Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our model portfolio.ThesisReaders familiar with my writings know that I have been a perpetual bull for both Berkshire Hathaway (BRK.A) (NYSE:BRK.B) (\"BRK\") and Apple (NASDAQ:AAPL). My overall view is that both stocks are excellent choicesfor long-term investors and really can be bought (or added) most of the time.Although occasionally, extreme market movements make sometimes obviously worse and sometimes obviously better than most. For example, earlier this year in March, I wrote an article to show how expensive it was (what I called a3-sigma event) and why a valuation contraction was highly likely. At that time, the stock was valued at 1.8x BV, almost above its historical mean by 3x sigmas. Many investors did not see it that way because they used the BV from the previous quarter, which was delayed (and higher). As a result, they saw a valuation lower than it actually was. Indeed, the stock prices have corrected substantially afterward as you already know.Now, investors seem to be making the same error again, except in the opposite direction. Its valuation is reported at 1.34x as seen. But next, you will see why I think its current valuation is actually lower than 1.34x and my estimate is at 1.25x only. Furthermore, you will see the implications of such a valuation for investors (like myself) who want to own AAPL shares through BRK. I just set a $255 limit order to buy BRK.B shares with a real intention of owning AAPL shares. And you will why such a target price essentially allows me to own AAPL shares at a valuation ranging from about 9x of owners' earnings to free.Finally, before we dive in, note that all the subsequent analyses will be presented in terms of Berkshire Hathaway B shares. There are certainly differences between A and B shares (voting power et al). But in terms of economics, the use of financial data based on either A or B shares should be equivalent.Seeking AlphaBRK valuation is closer to the Buffett price than you thinkAs just mentioned, BRK's current valuation is reported at 1.34xBV, close to its historical mean of 1.36x. Buffett mentioned multiple times that he would be an enthusiastic buyer of BRK shares at a price near 1.2x book value. So, the current price is above the \"Buffett price\" by more than 11% as reported. Not too attractive on the surface.However, if you consider that A) the reported BV is based on its June 30, 2022, filing, and B) the market has moved up since then and thus its BV has expanded, you will get a different valuation. As an estimate, as of June 30, 2022, it reported a share count of 2.205 billion of equivalent B share outstanding and total equity of $469.6B, translating into a book value of $213 per share (and hence a P/BV multiple of ~1.34x at today's price of $280 as of this writing).But we need to consider that the market has rallied by about 5% since June 30 (the S&P 500 rallied from 3785 then to the current level of 3936). Now if weassume(I have to emphasize that this is an assumption) BRK BV rallied by the same amount too, then its current BV would be $223 per share. This would mean a P/BV ratio of 1.25x only at the current price, not only below the historical mean (by about 10%) but also quite close to the \"Buffett price\" of 1.2x book value.BRK June-30, 2022, 10QThe real meaning of the Buffett priceIn case you ever wondered why/how Buffett picked a 1.2x target valuation out of thin air, it is because (at least in my opinion) owning BRK at 1.2x book is equivalent to owning its operating businesses at a dirt-cheap price - at only about 4x operating cash flow (\"CFO\") as you can see from the table below.As shown in the following table, Berkshire earns about $22 billion of operating earnings in recent years or about $10 per share. To wit, my estimate for its 2022 CFO is $10.75 per share. Most of us know that the reported PE ratios (see the second table below) are quite meaningless for a business like BRK because the GAAP numbers do not reflect its true economics at all. For example, in GAAP terms, according to its recentshareholder letter:Berkshire earned $42.5 billion in 2020, which includes 4 main components a) the ~$22 billion operating earnings already mentioned, b) a $4.9 billion of realized capital gains, c) a $26.7 billion gain from an increase in the amount of net unrealized capital gains that exist in the stocks, and d) an $11 billion loss from a write-down.Out of all these four components, operating earnings are what count most and are most relevant to the fundamentals of the business. However, it is not even the largest item based on the GAAP standard. Such discrepancies between accounting and economic earnings really illustrate the distortion in the commonly quoted PE ratios.The first table below shows my method to correct such distortion. In this table, I am assuming that if my target price of $255 is reached, BRK's book value will drop to its June 30 level, i.e., $213 per share. My observations show that market price always moves more than its book value. So, if my order is triggered, I get to buy BRK at a price of $255 per share. Then as a thought experiment, I could immediately liquidate the cash and all other equity investments (risks embedded in this assumption are discussed in the end), which would be worth $213. Therefore, I have essentially paid $42 to buy all the BRK operating business segments. Also just established earlier, these operating businesses are expected to generate an OFC of $10.75 per share. As a result, I would be paying about 3.9x OFC for all of BRK's operating businesses.And this table also illustrates why I set my limit order at $255 - this price corresponds to a P/BV multiple of 1.2x, i.e., exactly the Buffett price based on my projected BV of $213 if/when the target price is reached.AuthorSeeking AlphaWhat does this mean for AAPL?Next, we will see the implications of a $255 target price for investors who want to own AAPL shares via BRK.Firstly, the commonly quoted PE based on accounting financials also exaggerated AAPL's valuation (by understating its true earning power). As you can see from the table above, AAPL's current PE is quoted at 25.9x on a TTM basis and at 25.8x on a forward basis. Definitely not a \"cheap\" valuation by any stretch.However, as argued in my earlier articles, AAPL is such a capital-light business that a good portion of its CAPEX expenditures are for growth and should not be considered a cost and should be added back to the owners' earnings. Only the part that is for maintenance CAPEX should be considered a cost. Readers interested in more details could take a look at myearlier articleand are highly recommended to take a look at Greenwald's book entitledValue Investing.All told, AAPL's FWD EPS is about $6.10 on an accounting basis. But its true earnings power is higher by a good margin. Probably you can already see such a discrepancy by comparing its free cash flow versus its EPS. Its FWD free cash flow is estimated to be $6.35 per year, about 4% above its EPS. And even the free cash flow underestimates its true earning power because the free cash flow considers ALL the CAPEX expenditures as costs. When the growth part of the CAPEX is added back to the earnings, my estimate of its owners' earnings is about $6.73 per share. As a result, its PE on the owner's earnings basis is about 23.3x, not as high as it seems on the surface.And the next table shows that its valuation is further discounted when owned through BRK. Quick math would show that under the current conditions,Each BRK share contains 0.40 AAPL shares.As of this writing, BRK's equity portfolio is worth about $300 billion ($135 per BRK.B share) and $122 billion ($55 per BRK.B share) are invested in AAPL. That is, excluding AAPL, BRK's equity portfolio is worth about $178B (or $80.5 per BRK.B share).And BRK's cash position is about $105B ($47.5 per BRK.B share).Based on the above quick facts, if we pay today's market price of $280 to buy 1 BRK.B share and immediately liquidate the cash and all other equity investments except AAPL, we are essentially paying $152 ($280-$80.5-$47.5 = $152) for 0.40 AAPL shares and all the BRK operating business segments. Also as established before, 0.4 AAPL shares would provide an economic earning of $2.69 (=$6.73x0.4). So in the end, we are paying $152 to buy $2.69 of economic earnings from AAPL PLUS $10.75 of economic earnings from BRK's operating businesses.How you do the rest of the valuation is a matter of personal judgment now. If you take the aggregated average as I did in the following table, your average \"ownership\" PE of AAPL and BRK's operation business is on average 11.3x. At my $255 limit order price, the average \"ownership\" PE of AAPL and BRK's operation business would be in the single digit, about only 9.5x.Furthermore, at a $255 target price, I would be getting the AAPL shares for free if I am willing to put a valuation of 11.8x OPC or above for BRK's operating businesses (which is very reasonable in my view given the quality of the businesses). Because at an 11.8x OPC valuation or above, these operating businesses would be worth at least $127 per share by themselves alone (11.8 x $10.75=$127), already equal to or exceeding the adjusted price that I paid.AuthorFinal thoughts and risksAs a perpetual bull for BRK and AAPL, my overall view is that there is really no bad time to buy or add their shares. Although occasionally, extreme market movements make sometimes obviously better than others. The thesis is that now is such a time. Due to a combination of market overaction, a delayed update of BRK's book value, and discrepancies between true earnings vs accounting earnings, BRK is currently valued at only ~1.25x by my estimate, quite close to the Buffett price. At a target price of $255, my estimated valuation would be 1.2x. And such a valuation creates a backdoor to owning AAPL shares at heavily discounted valuations. And my estimated \"ownership PE\" for AAPL is in the range of 9.5x to free if the target price of $255 is triggered.Finally, risks. The risks associated with both BRK and AAPL themselves have been thoroughly detailed by other SA authors already and won't be repeated here. Here, I will focus more on the risks specific to the idea specific to this particular approach of analyses. A few key risks:Uncertainties in BRK's equity portfolio. As aforementioned, the value of BRK's sizable equity portfolio fluctuates together with the overall market. And the latest data available are those reported as of June 30. As a result, its current BV and future BV when/if the $255 target price is reached are my projections and estimations, which inevitably create some uncertainties in the analysis.This analysis assumes BRK's cash position and equity investment are worth exactly the market price. This is a reasonable assumption given the liquidity of the holdings - they are mostly large mega-cap and large-cap businesses with large trading volumes. However, no one really knows what would actually happen when you try to liquidate $300+ billion worth of stocks. So there are definitely some uncertainties in the math above.BRK's cash position and its insurance float. This analysis also assumed that all the cash positions are truly cash can. However, in reality, this is not entirely true because part of the cash is insurance float and cannot be entirely liquidated as assumed in my thought experiment above. But there are also good reasons to take the cash position out of the stock price (or some part of it). Cash is cash nonetheless - that is, if someone buys BRK completely, every $1 in the float counts as $1. And there is a very low chance - though probably no one, including Buffett himself knows how low the chance is - that all the float will be needed. Buffett mentioned that he will at least maintain a cash position of about $30B. So I am guessing we could use $30B as a minimum for estimating the float. Taking $30B out of the cash will make the valuations a bit higher than what's presented above, but not by too much.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939974507,"gmtCreate":1662047873112,"gmtModify":1676536796155,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing.","listText":"Thank you for sharing.","text":"Thank you for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9939974507","repostId":"2264296558","repostType":4,"repost":{"id":"2264296558","kind":"highlight","pubTimestamp":1662107204,"share":"https://ttm.financial/m/news/2264296558?lang=&edition=fundamental","pubTime":"2022-09-02 16:26","market":"us","language":"en","title":"3 Dividend Stocks to Buy in September for Passive Income Generation","url":"https://stock-news.laohu8.com/highlight/detail?id=2264296558","media":"Motley Fool","summary":"Buying these stocks now could lead to dividend payments that grow for the rest of your life.","content":"<div>\n<p>Do you like getting paid to do practically nothing? I thought so.Lots of savvy investors know that they can generate heaps of passive income with dividend-paying stocks. These three businesses are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/3-dividend-stocks-to-buy-in-september-for-passive/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dividend Stocks to Buy in September for Passive Income Generation</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 Dividend Stocks to Buy in September for Passive Income Generation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 16:26 GMT+8 <a href=https://www.fool.com/investing/2022/09/01/3-dividend-stocks-to-buy-in-september-for-passive/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Do you like getting paid to do practically nothing? I thought so.Lots of savvy investors know that they can generate heaps of passive income with dividend-paying stocks. These three businesses are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/3-dividend-stocks-to-buy-in-september-for-passive/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4568":"美国抗疫概念","ABBV":"艾伯维公司","ABT":"雅培","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4139":"生物科技","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","CVS":"西维斯健康","BK4504":"桥水持仓","BK4551":"寇图资本持仓","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/09/01/3-dividend-stocks-to-buy-in-september-for-passive/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264296558","content_text":"Do you like getting paid to do practically nothing? I thought so.Lots of savvy investors know that they can generate heaps of passive income with dividend-paying stocks. These three businesses are more than just reliable dividend payers; they're known for raising their dividend payouts year after year. Here's how they could provide ever-increasing dividend payments to your brokerage account.1. Abbott Laboratories This healthcare conglomerate's COVID-19 tests made it a stock market darling in 2021. Shares of Abbott Laboratories have tumbled around 27% since the beginning of 2022 in response to subsiding demand for COVID tests. Now the stock offers a tempting 1.8% dividend yield that could rise significantly in the years ahead.In the second quarter, COVID-19 testing-related sales fell to $2.3 billion from $3.3 billion during the first quarter of 2022. Luckily for long-term investors, the company could report significant earnings growth even if COVID-19 sales fall off a cliff.Declining COVID-19 testing revenue isn't a major issue for this diversified conglomerate because its diabetes-care segment is about to rocket higher. In May, the FDA granted clearance to Abbott's FreeStyle Libre 3 system. This device is only the size of a couple of pennies stacked together, but once a patient sticks it on her or his arm, it monitors blood sugar levels constantly for two weeks.Constant monitoring leads to fewer interventions in expensive hospitals, so insurers and government payers are eager to reimburse patients for the devices. With glucose monitoring sales about to explode higher, Abbott could approve some big dividend raises in the foreseeable future.2. CVS Health Shares of CVS Health surged late last year when the company announced that it would begin raising its dividend payout again. Since then, the stock has been in a holding pattern.At recent prices, shares of CVS Health offer a 2.2% yield that could grow significantly in the years ahead. In addition to thousands of retail pharmacies, this conglomerate owns a pharmacy benefits management business that boasts more than 110 million plan members.Integrating a pharmacy benefits management business is one advantage its peers in the retail pharmacy space can't match, and it isn't the company's only big advantage. CVS Health previously paused raising its dividend payout to pay off its acquisition of Aetna, a health insurer that currently collects premiums from an estimated 35 million members.CVS Health's unique combination of related businesses allowed the company to raise its dividend payout by 10% this year. Without any competitors combining a large retail footprint with a health benefits management business, the latest big payout bump could be the first of many in the years ahead.3. AbbVie AbbVie was once the pharmaceutical segment of Abbott Laboratories. Shares of AbbVie offer an above-average yield of 4.2% that could climb even higher.Since the drugmaker spun off in 2013, its dividend has risen an astonishing 253% on the back of its lead drug, Humira. Second-quarter sales of Humira rose 9.6% year over year to a stunning $4.7 billion in the U.S. Unfortunately, international Humira revenue fell 13.8% to $699 million.AbbVie offers an above-average dividend now because U.S. Humira sales will soon go the same way as international sales. An interchangeable biosimilar version of the anti-inflammatory blockbuster became available in the U.S. this July.AbbVie investors can expect their dividend payouts to continue rising in the face of Humira competition because the company has new blockbuster drugs to pick up the slack. Second-quarter sales of Rinvoq, a new arthritis drug, and Skyrizi, a new psoriasis drug, soared 75% year over year to a combined $1.84 billion. With new blockbusters to offset Humira losses, AbbVie shareholders could see more big payout bumps in the years ahead.","news_type":1,"symbols_score_info":{"ABT":0.9,"CVS":0.9,"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993147309,"gmtCreate":1660654311604,"gmtModify":1676536372635,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Which is better? To buy before stock-split or after stock-split?","listText":"Which is better? To buy before stock-split or after stock-split?","text":"Which is better? To buy before stock-split or after stock-split?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993147309","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</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\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8 <a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4555":"新能源车","SHOP":"Shopify Inc","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4528":"SaaS概念","TSLA":"特斯拉","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","AMZN":"亚马逊","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States. But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr. Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1,"symbols_score_info":{"SHOP":1,"TSLA":1,"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907540003,"gmtCreate":1660224551605,"gmtModify":1703484933240,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing.","listText":"Thank you for sharing.","text":"Thank you for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907540003","repostId":"1108398706","repostType":4,"repost":{"id":"1108398706","kind":"news","pubTimestamp":1660216220,"share":"https://ttm.financial/m/news/1108398706?lang=&edition=fundamental","pubTime":"2022-08-11 19:10","market":"us","language":"en","title":"Palantir: Best to Stay on the Sidelines for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1108398706","media":"TipRanks","summary":"The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s","content":"<div>\n<p>The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Best to Stay on the Sidelines for 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Best to Stay on the Sidelines for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 19:10 GMT+8 <a href=https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though...</p>\n\n<a href=\"https://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/\">Web 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://www.tipranks.com/news/article/palantir-best-to-stay-on-the-sidelines-for-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108398706","content_text":"The week got off to a bad start for Palantir (PLTR)investors; Shares hit the down button in Monday’s trading after the big data specialist delivered a disappointing Q2 report.It wasn’t all bad, though. In the second quarter, Palantir generated revenue of $473.0 million, amounting to a 26% year-over-year increase and beating the Street’s $471.3 million forecast. The beat driven by a strong showing from the commercial segment where revenue increased by 46%. The commercial customer count rose by 250% from the same period last year – from 34 customers to 119. The company has been heavily reliant on government work so these are promising developments.However, other metrics weren’t quite as pleasing. The company delivered adj. EPS of -$0.01, falling short of the $0.03 anticipated on Wall Street.And the outlook missed expectations too; for Q3, revenue is expected to come in between $474 million to $475 million, some distance below the consensus estimate of $505.56 million. Revenue for the full-year is expected be in the range between $1.9 billion and $1.902 billion. Wall Street was looking for $1.98 billion.Tuning into the earnings call, Monness analyst Brian White noted the downbeat mood.“The tone of the call was muted with Palantir frustrated with the push out of large U.S. government programs and the negative impact this delay is expected to have on the company’s financial performance in the second half of the year,” the 5-star analyst said. “In our view, Palantir is well positioned to benefit from strong secular trends around digital transformation, Big Data, the cloud, and artificial intelligence; however, the economy appears to be in a recession, equity markets are in turmoil, and the geopolitical landscape is unpredictable.”Accordingly, White remains on the sidelines with a Neutral rating and no fixed price target in mind.Most analysts agree with White’s stance; the stock garners 3 Buys and Sells, each, but with 6 Holds, the consensus view is that this name is a Hold. However, going by the $10.75 average price target, shares have room for 12% upside in the year ahead.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907557947,"gmtCreate":1660224468891,"gmtModify":1703484668766,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing.","listText":"Thank you for sharing.","text":"Thank you for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907557947","repostId":"1116376729","repostType":4,"repost":{"id":"1116376729","kind":"news","pubTimestamp":1660231860,"share":"https://ttm.financial/m/news/1116376729?lang=&edition=fundamental","pubTime":"2022-08-11 23:31","market":"us","language":"en","title":"3 Overrated Growth Stocks to Avoid Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1116376729","media":"InvestorPlace","summary":"Use caution with these three overrated growth stocks.Coinbase(COIN): Coinbase has had a huge rally, ","content":"<div>\n<p>Use caution with these three overrated growth stocks.Coinbase(COIN): Coinbase has had a huge rally, despite declining growth estimates and an SEC investigation.Palantir(PLTR): Palantir still trades at...</p>\n\n<a href=\"https://investorplace.com/2022/08/3-overrated-growth-stocks-to-avoid-now/\">Web 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>3 Overrated Growth Stocks to Avoid 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\">\n3 Overrated Growth Stocks to Avoid Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:31 GMT+8 <a href=https://investorplace.com/2022/08/3-overrated-growth-stocks-to-avoid-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Use caution with these three overrated growth stocks.Coinbase(COIN): Coinbase has had a huge rally, despite declining growth estimates and an SEC investigation.Palantir(PLTR): Palantir still trades at...</p>\n\n<a href=\"https://investorplace.com/2022/08/3-overrated-growth-stocks-to-avoid-now/\">Web 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.","COIN":"Coinbase Global, Inc."},"source_url":"https://investorplace.com/2022/08/3-overrated-growth-stocks-to-avoid-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116376729","content_text":"Use caution with these three overrated growth stocks.Coinbase(COIN): Coinbase has had a huge rally, despite declining growth estimates and an SEC investigation.Palantir(PLTR): Palantir still trades at 10 times this year's revenue and recently delivered disappointing guidance.Nikola(NKLA): Nikola has a ton of legal drama surrounding it and is still overvalued versus other EV stocks.Growth stocks have been crushed amid the bear market. However, the bear market began long before most investors realize. While the S&P 500 and other major indices didn’t suffer major corrections until January 2022, overrated growth stocks began their correction about a year earlier.It’s interesting, as there was a large divide in growth stocks. Almost all growth-oriented public firms corrected lower in the first quarter of 2021. However, only the high-quality names recovered. Many of those high-quality equities went on to hit new highs later in the year, with many powering to all-time highs in the fourth quarter of 2021.At a glance, the growth market still looked okay, even though the leader of the group, the Arkk Innovation Fund(NYSEARCA:ARKK), was still well off the highs.Bifurcation aside, we’re now seeing another big rally in growth stocks. Amid this move, there are some overrated growth stocks that investors should consider using caution with. Let’s look at three of them.Coinbase (COIN)Coinbase(NASDAQ:COIN) has already suffered a spectacular fall, tumbling 90.5% from its 2021 high to 2022 low. Ark’s Cathie Wood had championed the stock, but even she badly misplayed this one.In July, she dumped more than 1.4 million shares at an average price of roughly $53 a share. Wood & Co. sold at a roughly 80% loss as they had a cost basis of about $255. She sold following reports of an SEC investigation.Now though, Coinbase stock has more than doubled off its lows, rallying 163% from its June 30 low to the recent high. That said, Coinbase is a hard one for me to buy. That’s thanks to SEC investigations, a brutal bear market in cryptocurrencies and growth stocks, slashes to long-term estimates and no profitability in sight.With the push higher, Coinbase stock recovered almost one-quarter of its peak-to-trough losses. Can it go higher still? Of course. But amid the current environment, bulls can find better selections elsewhere.Palantir (PLTR)Palantir(NYSE:PLTR) is a crowd favorite among retail investors, but it has been left out to dry. That’s been the case with many tech stocks. Although many investors wouldn’t consider this name one of the overrated growth stocks, I do. I never found the company’s fundamentals to justify its valuation.Shares fell 85.6% from peak to trough and despite still being down 78.8% from the highs, Palantir stock still trades at 10.3 times this year’s revenue estimate.On Aug. 8, the company had a chance to wow investors. It delivered approximately 26% revenue growth, which was solid. However, it reported a surprise loss of a penny per share, slightly missing expectations. Had Palantir not issued disappointing third-quarter and full-year revenue guidance, investors would have likely shrugged off the profit miss. Instead, the stock fell 14.25% in reaction.Palantir stock is not the worst stock in the world and it may even have bottomed. But it’s not one I want to be invested at this time given the valuation.Nikola (NKLA)Nikola(NASDAQ:NKLA) is a stock that I never really liked, but at some point, I have to wonder if it’s been humbled enough. The company went through an embarrassing introduction to the public markets. While the stock somehow exploded to approximately $94 a share — valuing it at $23 billion — it never really proved itself.Former founder and CEO Trevor Milton is under investigation for lying about“nearly all aspects of the business.” He recently had a new charge filed against him and Nikola is seeking to recoup the $125 million fine it was forced to pay to the SEC for Milton’s actions. So yeah, things haven’t gone all that smoothly with Nikola stock.In the most recent quarter, EBITDA losses climbed to $94 million on revenue of roughly $18 million. The company expects to deliver 300 to 500 Tre BEV trucks this year. Even after the brutal stock performance, a $3.5 billion market capitalization still feels too rich. Maybe Nikola stock has bottomed and maybe not, but either way, I’m not a buyer.","news_type":1,"symbols_score_info":{"PLTR":0.9,"NKLA":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904612825,"gmtCreate":1660033256770,"gmtModify":1703477192670,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing.","listText":"Thank you for sharing.","text":"Thank you for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904612825","repostId":"1153121981","repostType":4,"isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904616008,"gmtCreate":1660032952206,"gmtModify":1703477190377,"author":{"id":"4118935594376252","authorId":"4118935594376252","name":"WinnieTee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118935594376252","idStr":"4118935594376252"},"themes":[],"htmlText":"Thank you for sharing.","listText":"Thank you for sharing.","text":"Thank you for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904616008","repostId":"2257494848","repostType":4,"repost":{"id":"2257494848","kind":"highlight","pubTimestamp":1660059240,"share":"https://ttm.financial/m/news/2257494848?lang=&edition=fundamental","pubTime":"2022-08-09 23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257494848","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:34 GMT+8 <a href=https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMTD":"Amtd Idea","RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/08/08/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257494848","content_text":"Things didn't work out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Wayfair, TrueCar, and Tesla Motors -- rose 16%, climbed 2%, and fell 3%, respectively, averaging out to a 5% increase.The S&P 500 experienced a 0.4% move higher. I was wrong, as the average return of the three of the investments I figured would fare worse beat the market. I have still been right in 27 of the past 42 weeks.Where do I go to next? I see AMTD Digital, Roblox, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.AMTD DigitalThe past month has been wild -- if not outright ridiculous -- for AMTD Digital. The one-stop platform in Asia for digital solutions went public at $7.80 in mid-July. It opened at $13, and it has only shot higher. Last week alone we saw the stock open at $335.50, hit a high of $2,555.30 a day later, and close at $721.23 on Friday.Keep in mind that with 185 million shares outstanding we were talking about a market cap of $472 billion at last week's peak. There are only eight U.S.-listed stocks with higher market caps, and those are all substantially large blue chip businesses. AMTD putting out a press release early last week -- perplexed by the stock's buoyancy -- didn't cool the feeding frenzy.AMTD Digital generated just $25.2 million in revenue in fiscal 2021, and revenue growth has been flattish through the first 10 months of fiscal 2022. This is a real business, but the valuation is off the charts right now.RobloxRoblox has captured the hearts and time of its young player base, but the once blistering growth is starting to slow. Roblox saw its business gains accelerate when we were hunkering down at home during the early stages of the pandemic. Revenue went from rising 56% in 2019 to 82% in 2020 and 108% last year. The year-over-year increases are starting to slow dramatically, decelerating for four consecutive quarters.Things don't appear to be getting any better with Roblox heading into its second-quarter report on Tuesday afternoon. The first quarter was rough, with Roblox posting its first sequential decline in revenue as a public company. Average bookings per daily active user also hit a post-pandemic low. After posting larger than expected losses in back-to-back quarters Roblox has a lot to prove this week.CoinbaseShares of Coinbase have more than doubled since bottoming out in May. Is the rally warranted? It's true that cryptocurrencies have started to bounce back after a brutal drawdown earlier this year. Coinbase is also in much better financial shape than the other more aggressive platforms that buckled under the weight of their own risk-taking practices.Like Roblox, Coinbase will be reporting fresh financial results shortly after Tuesday's market close. It won't be pretty. Analysts see revenue cut by more than half from prior year levels. All Wall Street pros following the leading crypto exchange are bracing for the once high-margin Coinbase to clock in with a quarterly loss.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in AMTD Digital, Roblox, and Coinbase this week.","news_type":1,"symbols_score_info":{"RBLX":0.9,"AMTD":0.9}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}