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2023-08-24

Exciting news and will keep a look out for this

2023-08-24

$NVIDIA Corp(NVDA)$

2023-03-14

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US Stock Futures Rise, Treasuries Fall Before CPI Data

2023-03-14

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2023-03-08

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2023-03-04

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2023-03-04

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Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?

2023-03-04

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2023-02-13

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2023-01-28

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2023-01-10

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2023-01-09

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Apple Will Talk Up Its Mixed-Reality Headset in 2023 But Not Much Else

2023-01-09

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2023-01-06

$UNITED OVERSEAS BANK LIMITED(U11.SI)$

2023-01-06

Regardless still going strong

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2023-01-06

Wow this is great news for us

Why Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?

2023-01-06

Really very helpful to gain insights of current market

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2023-01-05

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2023-01-05

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3 Top Stocks of 2022 That Will Shine Again in 2023

2023-01-01

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news and will keep a look out for this","listText":"Exciting news and will keep a look out for this","text":"Exciting news and will keep a look out for this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212361906061472","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212361792663568,"gmtCreate":1692878437230,"gmtModify":1692878440332,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA 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Plunging rates captured Wall Street’s attention yesterday, when the yield dropped more than a half-percentage point in the biggest move since the 1980s. The 10-year yield rose four basis points to 3.60%, while a gauge of the dollar snapped three days of losses.</p><p>Futures on the S&amp;P 500 and Nasdaq 100 rose about 0.4% as regional banking stocks rallied in premarket trading. First Republic Bank, whose shares tumbled by a record 62% on Monday, jumped as much as 20%. Among larger lenders, Wells Fargo &amp; Co. and Bank of America Corp. gained more than 3%.</p><p>Treasuries have been whipsawed in recent days along with banking shares as the collapse of Silicon Valley Bank and two other US lenders prompted wagers the Federal Reserve will pause its hiking cycle and even cut interest rates to stabilize the financial system. But a hot inflation reading later today could muddy that outlook and spark a fresh wave of volatility in fixed-income markets.</p><p>“A policy mistake is hands down the biggest risk in the market,” Mary Manning, global portfolio manager for Alphinity Investment Management, said on Bloomberg Television. “Controlling inflation but also addressing the fact there is some instability in the banking system is difficult.”</p><p>Swap contracts referencing Fed policy meetings — which last week favored a half-point rate increase at next week’s gathering of officials — slashed the odds of any increase to less than one-in-two. Meanwhile, contracts for the rest of 2023 suggest that the Fed could cut rates by almost a full percentage point from the peak in May before the year is out.</p><p>Europe’s Stoxx 600 equity benchmark was little changed after falling the most since December on Monday. A gauge of European bank stocks edged lower, led by Close Brothers Group Plcafter a first-half profit miss. Credit Suisse Group AG slipped after uncovering accounting weaknesses. A gauge of Asian stocks fell 2%, wiping out gains for 2023.</p><p>Goldman Sachs Group Inc. economists as well as asset managers from the world’s largest actively managed bond fund, Pacific Investment Management Co., said the Fed could take a breather on the policy rate following the collapse of SVB. Nomura Holdings Inc. economists took it one step further, saying the Fed could cut its target rate next week.</p><p>Key Data</p><p>Traders are looking to the US consumer price index report later in the day for cues that may trigger further shifts in the outlook for monetary policy.</p><p>The bank selloff “certainly creates a headwind for aggressive Fed action, if any action,” said Gary Schlossberg, a senior economist at Wells Fargo. “But there is that very important data coming out which may not ease concerns over inflation. It means the Fed has even more of a balancing act.”</p><p>The S&amp;P 500 closed Monday down 0.2%, after bouncing between gains and losses amid a rout in bank shares while the policy-sensitive Nasdaq climbed 0.8%, the most in over a week. The fallout from SVB’s collapse prompted President Joe Biden to promise stronger regulation of US lenders, while reassuring depositors that their money is safe.</p><p>The SVB meltdown has also caused a swift repricing in credit risk. Yield premiums on company debt, which had trended lower for much of this year, have climbed back to levels seen in November, according to a Bloomberg index that includes investment-grade and junk bonds.</p><p>Elsewhere in markets, oil extended a decline ahead of the inflation data. Gold slid after rising in the three previous sessions as traders turned to haven assets.</p><p>Key events this week:</p><ul><li>US inflation, Tuesday</li><li>China retail sales, industrial production, medium-term lending, surveyed jobless rate, Wednesday</li><li>Eurozone industrial production, Wednesday</li><li>US business inventories, retail sales, PPI, empire manufacturing, Wednesday</li><li>Eurozone rate decision, Thursday</li><li>US housing starts, initial jobless claims, Thursday</li><li>Janet Yellen appears before the Senate Finance Committee, Thursday</li><li>US University of Michigan consumer sentiment, industrial production, Conference Board leading index, Friday</li></ul><p>Some of the main moves in markets:</p><p>Stocks</p><ul><li>S&amp;P 500 futures rose 0.4% as of 5:59 a.m. New York time</li><li>Nasdaq 100 futures rose 0.3%</li><li>Futures on the Dow Jones Industrial Average rose 0.4%</li><li>The Stoxx Europe 600 was little changed</li><li>The MSCI World index fell 0.5%</li></ul><p>Currencies</p><ul><li>The Bloomberg Dollar Spot Index rose 0.3%</li><li>The euro fell 0.2% to $1.0712</li><li>The British pound fell 0.2% to $1.2156</li><li>The Japanese yen fell 0.7% to 134.18 per dollar</li></ul><p>Cryptocurrencies</p><ul><li>Bitcoin rose 0.6% to $24,387.75</li><li>Ether rose 0.2% to $1,675.24</li></ul><p>Bonds</p><ul><li>The yield on 10-year Treasuries advanced five basis points to 3.62%</li><li>Germany’s 10-year yield advanced 11 basis points to 2.37%</li><li>Britain’s 10-year yield advanced 13 basis points to 3.50%</li></ul><p>Commodities</p><ul><li>West Texas Intermediate crude fell 2.2% to $73.17 a barrel</li><li>Gold futures fell 0.6% to $1,905.50 an ounce</li></ul><p>Volatility</p><ul><li>VIX rose 1.4% to 26.89</li></ul><ul><li>VIXmain rose 0.32% to 25.45</li></ul></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nUS Stock Futures Rise, Treasuries Fall Before CPI Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 18:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors await inflation data that may upend bets that the Federal Reserve is done tightening.The yield on the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-13/asia-braces-for-turmoil-as-traders-shift-rate-bets-markets-wrap?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165145662","content_text":"Treasury yields rebounded after epic declines and US equity futures rose on Tuesday as investors await inflation data that may upend bets that the Federal Reserve is done tightening.The yield on the two-year Treasury — the most sensitive to interest rates — climbed about 25 basis points to 4.25%, still more than 70 basis points lower than this time last week. Plunging rates captured Wall Street’s attention yesterday, when the yield dropped more than a half-percentage point in the biggest move since the 1980s. The 10-year yield rose four basis points to 3.60%, while a gauge of the dollar snapped three days of losses.Futures on the S&P 500 and Nasdaq 100 rose about 0.4% as regional banking stocks rallied in premarket trading. First Republic Bank, whose shares tumbled by a record 62% on Monday, jumped as much as 20%. Among larger lenders, Wells Fargo & Co. and Bank of America Corp. gained more than 3%.Treasuries have been whipsawed in recent days along with banking shares as the collapse of Silicon Valley Bank and two other US lenders prompted wagers the Federal Reserve will pause its hiking cycle and even cut interest rates to stabilize the financial system. But a hot inflation reading later today could muddy that outlook and spark a fresh wave of volatility in fixed-income markets.“A policy mistake is hands down the biggest risk in the market,” Mary Manning, global portfolio manager for Alphinity Investment Management, said on Bloomberg Television. “Controlling inflation but also addressing the fact there is some instability in the banking system is difficult.”Swap contracts referencing Fed policy meetings — which last week favored a half-point rate increase at next week’s gathering of officials — slashed the odds of any increase to less than one-in-two. Meanwhile, contracts for the rest of 2023 suggest that the Fed could cut rates by almost a full percentage point from the peak in May before the year is out.Europe’s Stoxx 600 equity benchmark was little changed after falling the most since December on Monday. A gauge of European bank stocks edged lower, led by Close Brothers Group Plcafter a first-half profit miss. Credit Suisse Group AG slipped after uncovering accounting weaknesses. A gauge of Asian stocks fell 2%, wiping out gains for 2023.Goldman Sachs Group Inc. economists as well as asset managers from the world’s largest actively managed bond fund, Pacific Investment Management Co., said the Fed could take a breather on the policy rate following the collapse of SVB. Nomura Holdings Inc. economists took it one step further, saying the Fed could cut its target rate next week.Key DataTraders are looking to the US consumer price index report later in the day for cues that may trigger further shifts in the outlook for monetary policy.The bank selloff “certainly creates a headwind for aggressive Fed action, if any action,” said Gary Schlossberg, a senior economist at Wells Fargo. “But there is that very important data coming out which may not ease concerns over inflation. It means the Fed has even more of a balancing act.”The S&P 500 closed Monday down 0.2%, after bouncing between gains and losses amid a rout in bank shares while the policy-sensitive Nasdaq climbed 0.8%, the most in over a week. The fallout from SVB’s collapse prompted President Joe Biden to promise stronger regulation of US lenders, while reassuring depositors that their money is safe.The SVB meltdown has also caused a swift repricing in credit risk. Yield premiums on company debt, which had trended lower for much of this year, have climbed back to levels seen in November, according to a Bloomberg index that includes investment-grade and junk bonds.Elsewhere in markets, oil extended a decline ahead of the inflation data. Gold slid after rising in the three previous sessions as traders turned to haven assets.Key events this week:US inflation, TuesdayChina retail sales, industrial production, medium-term lending, surveyed jobless rate, WednesdayEurozone industrial production, WednesdayUS business inventories, retail sales, PPI, empire manufacturing, WednesdayEurozone rate decision, ThursdayUS housing starts, initial jobless claims, ThursdayJanet Yellen appears before the Senate Finance Committee, ThursdayUS University of Michigan consumer sentiment, industrial production, Conference Board leading index, FridaySome of the main moves in markets:StocksS&P 500 futures rose 0.4% as of 5:59 a.m. New York timeNasdaq 100 futures rose 0.3%Futures on the Dow Jones Industrial Average rose 0.4%The Stoxx Europe 600 was little changedThe MSCI World index fell 0.5%CurrenciesThe Bloomberg Dollar Spot Index rose 0.3%The euro fell 0.2% to $1.0712The British pound fell 0.2% to $1.2156The Japanese yen fell 0.7% to 134.18 per dollarCryptocurrenciesBitcoin rose 0.6% to $24,387.75Ether rose 0.2% to $1,675.24BondsThe yield on 10-year Treasuries advanced five basis points to 3.62%Germany’s 10-year yield advanced 11 basis points to 2.37%Britain’s 10-year yield advanced 13 basis points to 3.50%CommoditiesWest Texas Intermediate crude fell 2.2% to $73.17 a barrelGold futures fell 0.6% to $1,905.50 an ounceVolatilityVIX rose 1.4% to 26.89VIXmain rose 0.32% to 25.45","news_type":1},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949430325,"gmtCreate":1678806056768,"gmtModify":1678806060662,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949430325","repostId":"1174834434","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949992710,"gmtCreate":1678285768130,"gmtModify":1678285772071,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949992710","repostId":"1121509471","repostType":4,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230332,"gmtCreate":1677924534427,"gmtModify":1677924538129,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Okk","listText":"Okk","text":"Okk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940230332","repostId":"1124571052","repostType":4,"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230913,"gmtCreate":1677924410932,"gmtModify":1677924414222,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940230913","repostId":"2316901789","repostType":4,"repost":{"id":"2316901789","kind":"highlight","pubTimestamp":1677892655,"share":"https://ttm.financial/m/news/2316901789?lang=&edition=full_marsco","pubTime":"2023-03-04 09:17","market":"us","language":"en","title":"Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316901789","media":"Yahoo Finance","summary":"The Biden administration recently has laid out ambitious plans to use government money to spur at le","content":"<html><head></head><body><p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.</p><p>In an interview this week, Deputy Secretary of Commerce Don Graves outlined his department’s ambition for these projects. He said the application process for the money is designed to prod companies to “express to us their vision for how we drive economic development, how we drive competitiveness, not just at a local level, not just at a state level, but at a regional level.”</p><p>The funds come from about $53 billion put aside in the CHIPs and Science Act. The administration goal: achieving both a revitalization of the U.S. semiconductor industry— as well as broader political and economic goals that officials say will produce hundreds of thousands of jobs in the U.S.</p><p>One model? “I look to our experience in rebuilding and bringing back from the edge of complete collapse the city of Detroit” Graves said, referencing his time during the Obama administration as the leader of the federal government’s efforts after the city filed for Chapter 9 bankruptcy in 2013. He also mention a government funded network of manufacturing innovation institutes called Manufacturing USA.</p><p>But the question that remains is whether it’s possible to achieve these goals all at once. Already, some industry voices have reportedly been grumbling about the many restrictions on the money with others pointing out that the most successful projects historically have had limited instead of broader objectives.</p><p>The new law has $39 billion earmarked for semiconductor manufacturers; the application process opened this past week. An additional $11 billion is set to go to companies as well as universities and others for chip research and design beginning later this year. The law also includes an investment tax credit of up to 25% towards a manufacturer’s capital expenditures.</p><h2><b>‘We&#39;re already a hub’</b></h2><p>Another point made by those who have a stake: these hubs already exist. Thus, they hope the money from Washington will primarily service as an amplifier—not only focus on new development.</p><p>For example: In a Yahoo Finance Live interview this week, Sen. Mark Kelly (D-AZ) noted “we&#39;re already a hub for semiconductor manufacturing in the United States, this is just going to expand dramatically because of this legislation.”</p><p>Intel (INTC) already has a strong presence in Kelly&#39;s state with 12,000 employees and Taiwan Semiconductor Manufacturing Company (TSMC) recently announced plans there as well. For Kelly, a key point of the money is to help develop other companies around Intel and TSMC to help supply the giant fabrication plants to come with equipment, raw materials, and innovation in the years ahead.</p><p>It&#39;s a similar situation about 2,500 miles away in upstate New York. <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM) and Micron (MU) are two of the big companies there. There has been years of semiconductor development in the region, which is also seen as a frontrunner for government money.</p><p>But again, an official there is quick to point out that this area is far from starting from scratch with government money likely to boost what is already there. “Today, I&#39;m talking with you from Albany NanoTech,” said Mukesh Khare, an IBM vice president, in an interview this week. Khare was also recently named to an Industrial Advisory Committee that is advising the Commerce department on the deployment of the law.</p><p>The Albany Nanotech Complex is a public private partnership that has been growing for decades and was completed in 2015 as a host for a range of companies focused on semiconductor research at the SUNY Polytechnic Institute.</p><p>Albany’s existing cluster makes good business sense, said Khare, and currently “serves the needs of companies who are here but expanding — with investment from places like CHIPS Act, the state, as well as private companies — will really have a multiplication effect.”</p><p>The research facilties in New York could be paired with burgeoning manufacturing efforts. IBM recently announced a $20 billion manufacturing plan in nearby Poughkeepsie, N.Y. During an October visit, President Biden took credit for the expansion saying the CHIPs and Science act is “a law that’s going to build the future and a proud, proud legacy not only for IBM, but for the country.”</p><p>In addition, Micron recently announced plans to invest up to $100 billion over the coming decades in Syracuse N.Y.</p><p>But Biden officials have repeatedly promised that no company or region is a shoo-in for the money. “The way that we&#39;ve structured this and what we&#39;ve been conveying to potential applicants throughout this process is that their expectation shouldn&#39;t be that we&#39;re giving a nod to any one area just simply because it already has a fab,” Deputy Secretary Graves said.</p><p>Commerce Secretary Gina Raimondo added “I expect there will be many disappointed companies&#34; and that her primary lens here &#34;is the achievement of our national security goals.”</p><h2><b>Aiming for ‘a win-win situation’</b></h2><p>The clusters to come will need to strike a balance between the financial imperatives of the semi-conductor sector and the Biden administration&#39;s larger policy goals.</p><p>In addition to economic development, the Commerce department has stressed that as a condition of applying for the money, companies will have to provide detailed financial information, not engage in stock buybacks with the money they get—and provide detailed workforce development plans down to the level of the childcare facilities they will provide.</p><p>In a recent Yahoo Finance Live interview, Secretary Raimondo defended the restrictions and said that her goal is not to impose overly burdensome requirements. “We want to work in partnership with these companies.&#34;</p><p>Advocates of the multi-pronged goals said that the incentives can be aligned so that it’s beneficial to both the private and public sectors. Speaking of the childcare provisions this week, Sen. Kelly argued “This is a win-win situation, it helps families in Arizona and in other states that are going to have these companies there, but at the same time it helps the employer.”</p><p>As for the timeline ahead, a Commerce official said the first awards will likely be for big fabrication plants - i.e. the anchors of the clusters to come. Deputy Secretary Graves said “we&#39;re hopeful that we&#39;ll be able to make our first awards by the end of the year, but it&#39;s going to depend on whether we get these strong, strategic-thinking applications.”</p><p>IBM’s Khare added his praise of the government’s rollout so far and notes that, of course, &#34;we all want it to be much faster than where we are but, that said, it&#39;s a process and it needs to be fair and transparent and accountable so we are here to help.”</p></body></html>","source":"yahoofinance_sg","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>Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?</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\">\nBiden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","IBM":"IBM","TSM":"台积电","INTC":"英特尔"},"source_url":"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316901789","content_text":"The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In an interview this week, Deputy Secretary of Commerce Don Graves outlined his department’s ambition for these projects. He said the application process for the money is designed to prod companies to “express to us their vision for how we drive economic development, how we drive competitiveness, not just at a local level, not just at a state level, but at a regional level.”The funds come from about $53 billion put aside in the CHIPs and Science Act. The administration goal: achieving both a revitalization of the U.S. semiconductor industry— as well as broader political and economic goals that officials say will produce hundreds of thousands of jobs in the U.S.One model? “I look to our experience in rebuilding and bringing back from the edge of complete collapse the city of Detroit” Graves said, referencing his time during the Obama administration as the leader of the federal government’s efforts after the city filed for Chapter 9 bankruptcy in 2013. He also mention a government funded network of manufacturing innovation institutes called Manufacturing USA.But the question that remains is whether it’s possible to achieve these goals all at once. Already, some industry voices have reportedly been grumbling about the many restrictions on the money with others pointing out that the most successful projects historically have had limited instead of broader objectives.The new law has $39 billion earmarked for semiconductor manufacturers; the application process opened this past week. An additional $11 billion is set to go to companies as well as universities and others for chip research and design beginning later this year. The law also includes an investment tax credit of up to 25% towards a manufacturer’s capital expenditures.‘We're already a hub’Another point made by those who have a stake: these hubs already exist. Thus, they hope the money from Washington will primarily service as an amplifier—not only focus on new development.For example: In a Yahoo Finance Live interview this week, Sen. Mark Kelly (D-AZ) noted “we're already a hub for semiconductor manufacturing in the United States, this is just going to expand dramatically because of this legislation.”Intel (INTC) already has a strong presence in Kelly's state with 12,000 employees and Taiwan Semiconductor Manufacturing Company (TSMC) recently announced plans there as well. For Kelly, a key point of the money is to help develop other companies around Intel and TSMC to help supply the giant fabrication plants to come with equipment, raw materials, and innovation in the years ahead.It's a similar situation about 2,500 miles away in upstate New York. IBM (IBM) and Micron (MU) are two of the big companies there. There has been years of semiconductor development in the region, which is also seen as a frontrunner for government money.But again, an official there is quick to point out that this area is far from starting from scratch with government money likely to boost what is already there. “Today, I'm talking with you from Albany NanoTech,” said Mukesh Khare, an IBM vice president, in an interview this week. Khare was also recently named to an Industrial Advisory Committee that is advising the Commerce department on the deployment of the law.The Albany Nanotech Complex is a public private partnership that has been growing for decades and was completed in 2015 as a host for a range of companies focused on semiconductor research at the SUNY Polytechnic Institute.Albany’s existing cluster makes good business sense, said Khare, and currently “serves the needs of companies who are here but expanding — with investment from places like CHIPS Act, the state, as well as private companies — will really have a multiplication effect.”The research facilties in New York could be paired with burgeoning manufacturing efforts. IBM recently announced a $20 billion manufacturing plan in nearby Poughkeepsie, N.Y. During an October visit, President Biden took credit for the expansion saying the CHIPs and Science act is “a law that’s going to build the future and a proud, proud legacy not only for IBM, but for the country.”In addition, Micron recently announced plans to invest up to $100 billion over the coming decades in Syracuse N.Y.But Biden officials have repeatedly promised that no company or region is a shoo-in for the money. “The way that we've structured this and what we've been conveying to potential applicants throughout this process is that their expectation shouldn't be that we're giving a nod to any one area just simply because it already has a fab,” Deputy Secretary Graves said.Commerce Secretary Gina Raimondo added “I expect there will be many disappointed companies\" and that her primary lens here \"is the achievement of our national security goals.”Aiming for ‘a win-win situation’The clusters to come will need to strike a balance between the financial imperatives of the semi-conductor sector and the Biden administration's larger policy goals.In addition to economic development, the Commerce department has stressed that as a condition of applying for the money, companies will have to provide detailed financial information, not engage in stock buybacks with the money they get—and provide detailed workforce development plans down to the level of the childcare facilities they will provide.In a recent Yahoo Finance Live interview, Secretary Raimondo defended the restrictions and said that her goal is not to impose overly burdensome requirements. “We want to work in partnership with these companies.\"Advocates of the multi-pronged goals said that the incentives can be aligned so that it’s beneficial to both the private and public sectors. Speaking of the childcare provisions this week, Sen. Kelly argued “This is a win-win situation, it helps families in Arizona and in other states that are going to have these companies there, but at the same time it helps the employer.”As for the timeline ahead, a Commerce official said the first awards will likely be for big fabrication plants - i.e. the anchors of the clusters to come. Deputy Secretary Graves said “we're hopeful that we'll be able to make our first awards by the end of the year, but it's going to depend on whether we get these strong, strategic-thinking applications.”IBM’s Khare added his praise of the government’s rollout so far and notes that, of course, \"we all want it to be much faster than where we are but, that said, it's a process and it needs to be fair and transparent and accountable so we are here to help.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230099,"gmtCreate":1677924384512,"gmtModify":1677924388216,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940230099","repostId":"1188147335","repostType":4,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954867997,"gmtCreate":1676254270019,"gmtModify":1676254271877,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954867997","repostId":"2310966764","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952487122,"gmtCreate":1674884588567,"gmtModify":1676538964824,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952487122","repostId":"2306950402","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951013572,"gmtCreate":1673355564696,"gmtModify":1676538823023,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951013572","repostId":"1186759142","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953600443,"gmtCreate":1673227623782,"gmtModify":1676538801753,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953600443","repostId":"1157453509","repostType":4,"repost":{"id":"1157453509","kind":"news","pubTimestamp":1673227571,"share":"https://ttm.financial/m/news/1157453509?lang=&edition=full_marsco","pubTime":"2023-01-09 09:26","market":"us","language":"en","title":"Apple Will Talk Up Its Mixed-Reality Headset in 2023 But Not Much Else","url":"https://stock-news.laohu8.com/highlight/detail?id=1157453509","media":"Bloomberg","summary":"2023 is set to be the year of Apple’s mixed-reality headset and not much else. Also: The company hik","content":"<html><head></head><body><p>2023 is set to be the year of Apple’s mixed-reality headset and not much else. Also: The company hikes battery-replacement costs, plans a retail augmented-reality experience and suffers more delays with its new fintech products.</p><p>Last time in <i>Power On</i>: Apple scales back high-end Mac Pro and plans manufacturing shift back to Asia.</p><h2>The Starters</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0bf98bdd9a8f2c0c1f5f7c2a4d1608\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Apple’s Tim Cook. Photographer: Nic Coury/Bloomberg</span></p><p>Apple Inc., after seven years of development, is nearly ready to launch its first mixed-reality headset. But the focus on this new product will lead to an otherwise muted 2023.</p><p>I first wrote in 2017 about Apple’s ambition to launch a high-performance AR-based headset — complete with its own operating system, App Store and dedicated chips. Back then, Apple had aimed to get it to market by 2019. Over time, the delays stacked up. Apple had plans to launch the device in 2020, then 2021 and then 2022.</p><p>The final postponement, at least for the moment, happened last year. Up until fairly recently, Apple had aimed to introduce the headset in January 2023 and ship it later this year. Now the company is aiming to unveil it this spring ahead of the annual Worldwide Developers Conference in June, I’m told.</p><p>Apple has already shared the device with a small number of high-profile software developers for testing, letting them get started on third-party apps. The device’s operating system, dubbed “Borealis” inside the company, will be publicly named xrOS.</p><p>With the current plan, Apple could introduce the device to consumers — likely under the name Reality Pro — and then get developers up to speed on its software features in June. On this timeline, the company would then ship the product later in the fall of 2023.</p><p>While Apple still has many kinks to work out with the device —involving hardware, software and services, as well as how it will be marketed and sold — the company is banking on the product as its hot new introduction for this year.</p><p>To make that happen, Apple roped in resources from several hardware and software engineering departments. That’s hampered other projects, some of which were already suffering from their own delays and budget cuts stemming from the economic slowdown. And it could mean Apple has fewer major breakthroughs to show off this year.</p><p>Here’s what to expect, starting with the Mac lineup:</p><ul><li>The new MacBook Pros, coming in the first half of this year, will have the same designs and features as the current 14-inch and 16-inch models, but include M2 Pro and M2 Max chips. Those are marginal leaps from today’s MacBook Pro processors.</li><li>A high-end configuration of the Mac Pro, a model with 48 CPU cores and 152 graphics cores, has been canceled. Instead, Apple plans to release a version with the M2 Ultra, making it unclear — beyond the machine’s expandability — why most users would buy it over the cheaper and smaller Mac Studio. In another disappointment, the new Mac Pro will look identical to the 2019 model. It will also lack one key feature from the Intel version: user-upgradeable RAM. That’s because the memory is tied directly to the M2 Ultra’s motherboard. Still, there are two SSD storage slots and for graphics, media and networking cards.</li><li>A larger iMac Pro, meanwhile, has been on and off Apple’s road map, and I would be surprised at this point if it arrives in 2023. A spec-bump upgrade for the 24-inch iMac won’t arrive until the M3 chip is ready, which likely won’t happen until late 2023 or 2024 at the earliest.</li><li>If there’s any major saving grace for the Mac lineup in 2023, it’s a planned 15-inch MacBook Air. A new 12-inch MacBook is no longer on Apple’s near-term road map however.</li></ul><p>As for the iPad, I don’t expect any major updates in 2023:</p><ul><li>Apple has been working on larger iPads, but I’m told not to expect those this year.</li><li>Updates to the 11-inch and 13-inch iPad Pros won’t come until the first half of 2024, I’m told. These will likely include a new design and they’re set to include OLED displays, a first for an iPad.</li><li>Any updates to the iPad mini, iPad Air and entry-level iPad this year won’t be anything more than a spec bump — if they arrive at all.</li></ul><p>The Apple Watch and other accessories will be a similar story:</p><ul><li>I wouldn’t anticipate major changes to the Apple Watch’s hardware this year, save for some minor performance boosts.</li><li>The AirPods probably won’t get any updates of note in 2023 either.</li><li>The return of the larger HomePod size is still set for this year, but I wouldn’t expect anything revolutionary about it. Look for a lower price, an updated touch control panel on the top and the S8 chip from the latest Apple Watches in a design similar to the model from 2018.</li><li>There are no plans for a new Apple TV to launch in 2023.</li></ul><p>Apple’s focus on the xrOS operating system — along with iOS 16 snags — has also cost it some new features in iOS 17 and iPadOS 17, the next major iPhone and iPad software updates. That software, codenamed Dawn, may have fewer major changes than originally planned. The same goes for macOS 14, which is codenamed Sunburst.</p><p>The new iPhone’s hardware, though, could still be impressive. I’m told to expect the same screen sizes as the iPhone 14 family, but the Dynamic Island will expand to all four models. A titanium frame replaces stainless steel on the Pro models, and there will be haptic volume buttons. The phone also will switch to USB-Cand faster processors.</p><h2>The Bench</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc768f4c5f90e2abf28b854299289f52\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>An iPhone battery. Photographer: Bloomberg/Bloomberg</span></p><p><b>Apple hikes battery replacement costs across its devices.</b> Whether it’s due to rising component costs, broader inflationary pressure or just a desire to boost revenue, Apple is planning a rare price increase for battery replacements across its devices through AppleCare.</p><p>On its website, the company says it will make the adjustments effective March 1. The changes include a $20 bump for iPhone battery replacements for the iPhone 13 and older, a $20 increase for older iPad models, a $30 jump for MacBook Air batteries, and a $50 increase for all other Mac laptop batteries.</p><p>This means that MacBook Air battery replacements will soon cost $160, while iPhone battery swaps will run you $89. (The iPhone 14 Pro Max, which isn’t affected by the increases, already has a $99 charge for a new battery.) These prices are waived or reduced if you have an AppleCare+ subscription, however.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86873175a649c8110058608b50841c3c\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A demonstration of the Apple AR experience at its headquarters. Photographer: SOPA Images/LightRocket</span></p><p><b>Apple plans AR experiences for its stores and other retailers.</b> Apple is working on an updated version of the Apple Store app for the iPhone, adding augmented-reality capabilities that activate when a user enters one of its retail locations. The idea is that customers could point their iPhone toward a product — like an Apple Watch band or a Mac — and a graphic would overlay on the screen to provide get more information about pricing and specifications.</p><p>Apple has been working on the service since prior to iOS 14’s launch in 2020 and has been testing it at stores in recent months. The feature would accompany an API for developers so that other retail outlets could take advantage of it as well. If the service debuts in the near future, it would be one of Apple’s most significant AR-related launches to date — and a taste of what’s to come with the headset.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82f46ed1654673dabc5103cca83a4aff\" tg-width=\"1000\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Apple Card savings account. Source: Apple</span></p><p><b>Apple’s “buy now, pay later” service and savings account continue to see delays.</b> As I wrote multiple times over the last year, the company has grand ambitions in the financial products space beyond Apple Pay and the Apple Card. Last year, it announced a “buy now, pay later” service tied to Apple Pay, as well as Goldman Sachs Group Inc. savings accounts that will be built into the Apple Card and Wallet app.</p><p>Unfortunately for fintech fans, both of those features continue to face delays — with no word from Apple on their progress. The installment service, called Apple Pay Later, was announced last June and never launched. The company gave no explanation other than a vague comment at the bottom of the iOS 16 website, though I reported it would be delayed until at least spring 2023.</p><p>Apple and Goldman Sachs announced the savings account feature in October, with the intention of a rollout in the near future. But that offering also never launched. Neither company has said why. I imagine Apple is having problems with the new back-end infrastructure it developed to support future fintech releases.</p><p>That’s the same underlying system that will power the company’s upcoming iPhone hardware subscription service, which is still in the works after having been delayed from last year, I’m told.</p><h2>The Schedule</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e3ef3958896cccc0fc7a9de2dafaa4\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>An Apple Store in New York City.Photographer: Jeenah Moon/Bloomberg</span></p><p><b>Feb 2.: Apple to release quarterly earnings and discuss the performance of latest iPhones, iPads and watches.</b> The company is set to reveal its fiscal first quarter performance on Feb. 2, giving investors a sense of how it’s weathering shaky demand. Apple’s iPhones had been faring better than rival models, but consumer jitters are expected to weigh on the tech giant. The holiday quarter is Apple’s biggest of the year, and analysts are projecting that sales dipped about 1% from the year earlier to $122.8 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Will Talk Up Its Mixed-Reality Headset in 2023 But Not Much Else</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Will Talk Up Its Mixed-Reality Headset in 2023 But Not Much Else\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 09:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2023-01-08/when-will-apple-launch-the-reality-pro-mixed-reality-headset-apple-2023-devices-lcnfzkc7?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023 is set to be the year of Apple’s mixed-reality headset and not much else. Also: The company hikes battery-replacement costs, plans a retail augmented-reality experience and suffers more delays ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2023-01-08/when-will-apple-launch-the-reality-pro-mixed-reality-headset-apple-2023-devices-lcnfzkc7?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2023-01-08/when-will-apple-launch-the-reality-pro-mixed-reality-headset-apple-2023-devices-lcnfzkc7?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157453509","content_text":"2023 is set to be the year of Apple’s mixed-reality headset and not much else. Also: The company hikes battery-replacement costs, plans a retail augmented-reality experience and suffers more delays with its new fintech products.Last time in Power On: Apple scales back high-end Mac Pro and plans manufacturing shift back to Asia.The StartersApple’s Tim Cook. Photographer: Nic Coury/BloombergApple Inc., after seven years of development, is nearly ready to launch its first mixed-reality headset. But the focus on this new product will lead to an otherwise muted 2023.I first wrote in 2017 about Apple’s ambition to launch a high-performance AR-based headset — complete with its own operating system, App Store and dedicated chips. Back then, Apple had aimed to get it to market by 2019. Over time, the delays stacked up. Apple had plans to launch the device in 2020, then 2021 and then 2022.The final postponement, at least for the moment, happened last year. Up until fairly recently, Apple had aimed to introduce the headset in January 2023 and ship it later this year. Now the company is aiming to unveil it this spring ahead of the annual Worldwide Developers Conference in June, I’m told.Apple has already shared the device with a small number of high-profile software developers for testing, letting them get started on third-party apps. The device’s operating system, dubbed “Borealis” inside the company, will be publicly named xrOS.With the current plan, Apple could introduce the device to consumers — likely under the name Reality Pro — and then get developers up to speed on its software features in June. On this timeline, the company would then ship the product later in the fall of 2023.While Apple still has many kinks to work out with the device —involving hardware, software and services, as well as how it will be marketed and sold — the company is banking on the product as its hot new introduction for this year.To make that happen, Apple roped in resources from several hardware and software engineering departments. That’s hampered other projects, some of which were already suffering from their own delays and budget cuts stemming from the economic slowdown. And it could mean Apple has fewer major breakthroughs to show off this year.Here’s what to expect, starting with the Mac lineup:The new MacBook Pros, coming in the first half of this year, will have the same designs and features as the current 14-inch and 16-inch models, but include M2 Pro and M2 Max chips. Those are marginal leaps from today’s MacBook Pro processors.A high-end configuration of the Mac Pro, a model with 48 CPU cores and 152 graphics cores, has been canceled. Instead, Apple plans to release a version with the M2 Ultra, making it unclear — beyond the machine’s expandability — why most users would buy it over the cheaper and smaller Mac Studio. In another disappointment, the new Mac Pro will look identical to the 2019 model. It will also lack one key feature from the Intel version: user-upgradeable RAM. That’s because the memory is tied directly to the M2 Ultra’s motherboard. Still, there are two SSD storage slots and for graphics, media and networking cards.A larger iMac Pro, meanwhile, has been on and off Apple’s road map, and I would be surprised at this point if it arrives in 2023. A spec-bump upgrade for the 24-inch iMac won’t arrive until the M3 chip is ready, which likely won’t happen until late 2023 or 2024 at the earliest.If there’s any major saving grace for the Mac lineup in 2023, it’s a planned 15-inch MacBook Air. A new 12-inch MacBook is no longer on Apple’s near-term road map however.As for the iPad, I don’t expect any major updates in 2023:Apple has been working on larger iPads, but I’m told not to expect those this year.Updates to the 11-inch and 13-inch iPad Pros won’t come until the first half of 2024, I’m told. These will likely include a new design and they’re set to include OLED displays, a first for an iPad.Any updates to the iPad mini, iPad Air and entry-level iPad this year won’t be anything more than a spec bump — if they arrive at all.The Apple Watch and other accessories will be a similar story:I wouldn’t anticipate major changes to the Apple Watch’s hardware this year, save for some minor performance boosts.The AirPods probably won’t get any updates of note in 2023 either.The return of the larger HomePod size is still set for this year, but I wouldn’t expect anything revolutionary about it. Look for a lower price, an updated touch control panel on the top and the S8 chip from the latest Apple Watches in a design similar to the model from 2018.There are no plans for a new Apple TV to launch in 2023.Apple’s focus on the xrOS operating system — along with iOS 16 snags — has also cost it some new features in iOS 17 and iPadOS 17, the next major iPhone and iPad software updates. That software, codenamed Dawn, may have fewer major changes than originally planned. The same goes for macOS 14, which is codenamed Sunburst.The new iPhone’s hardware, though, could still be impressive. I’m told to expect the same screen sizes as the iPhone 14 family, but the Dynamic Island will expand to all four models. A titanium frame replaces stainless steel on the Pro models, and there will be haptic volume buttons. The phone also will switch to USB-Cand faster processors.The BenchAn iPhone battery. Photographer: Bloomberg/BloombergApple hikes battery replacement costs across its devices. Whether it’s due to rising component costs, broader inflationary pressure or just a desire to boost revenue, Apple is planning a rare price increase for battery replacements across its devices through AppleCare.On its website, the company says it will make the adjustments effective March 1. The changes include a $20 bump for iPhone battery replacements for the iPhone 13 and older, a $20 increase for older iPad models, a $30 jump for MacBook Air batteries, and a $50 increase for all other Mac laptop batteries.This means that MacBook Air battery replacements will soon cost $160, while iPhone battery swaps will run you $89. (The iPhone 14 Pro Max, which isn’t affected by the increases, already has a $99 charge for a new battery.) These prices are waived or reduced if you have an AppleCare+ subscription, however.A demonstration of the Apple AR experience at its headquarters. Photographer: SOPA Images/LightRocketApple plans AR experiences for its stores and other retailers. Apple is working on an updated version of the Apple Store app for the iPhone, adding augmented-reality capabilities that activate when a user enters one of its retail locations. The idea is that customers could point their iPhone toward a product — like an Apple Watch band or a Mac — and a graphic would overlay on the screen to provide get more information about pricing and specifications.Apple has been working on the service since prior to iOS 14’s launch in 2020 and has been testing it at stores in recent months. The feature would accompany an API for developers so that other retail outlets could take advantage of it as well. If the service debuts in the near future, it would be one of Apple’s most significant AR-related launches to date — and a taste of what’s to come with the headset.Apple Card savings account. Source: AppleApple’s “buy now, pay later” service and savings account continue to see delays. As I wrote multiple times over the last year, the company has grand ambitions in the financial products space beyond Apple Pay and the Apple Card. Last year, it announced a “buy now, pay later” service tied to Apple Pay, as well as Goldman Sachs Group Inc. savings accounts that will be built into the Apple Card and Wallet app.Unfortunately for fintech fans, both of those features continue to face delays — with no word from Apple on their progress. The installment service, called Apple Pay Later, was announced last June and never launched. The company gave no explanation other than a vague comment at the bottom of the iOS 16 website, though I reported it would be delayed until at least spring 2023.Apple and Goldman Sachs announced the savings account feature in October, with the intention of a rollout in the near future. But that offering also never launched. Neither company has said why. I imagine Apple is having problems with the new back-end infrastructure it developed to support future fintech releases.That’s the same underlying system that will power the company’s upcoming iPhone hardware subscription service, which is still in the works after having been delayed from last year, I’m told.The ScheduleAn Apple Store in New York City.Photographer: Jeenah Moon/BloombergFeb 2.: Apple to release quarterly earnings and discuss the performance of latest iPhones, iPads and watches. The company is set to reveal its fiscal first quarter performance on Feb. 2, giving investors a sense of how it’s weathering shaky demand. Apple’s iPhones had been faring better than rival models, but consumer jitters are expected to weigh on the tech giant. The holiday quarter is Apple’s biggest of the year, and analysts are projecting that sales dipped about 1% from the year earlier to $122.8 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953600186,"gmtCreate":1673227607945,"gmtModify":1676538801734,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953600186","repostId":"2302718201","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614842,"gmtCreate":1672969917787,"gmtModify":1676538764647,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614842","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614962,"gmtCreate":1672969887857,"gmtModify":1676538764638,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Regardless still going strong&nbsp;","listText":"Regardless still going strong&nbsp;","text":"Regardless still going strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614962","repostId":"1160677530","repostType":4,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959614088,"gmtCreate":1672969852944,"gmtModify":1676538764638,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Wow this is great news for us&nbsp;","listText":"Wow this is great news for us&nbsp;","text":"Wow this is great news for us","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959614088","repostId":"2301265583","repostType":4,"repost":{"id":"2301265583","kind":"highlight","pubTimestamp":1672964464,"share":"https://ttm.financial/m/news/2301265583?lang=&edition=full_marsco","pubTime":"2023-01-06 08:21","market":"us","language":"en","title":"Why Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301265583","media":"InvestorPlace","summary":"AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-ope","content":"<html><head></head><body><ul><li><b>AMTD Digital</b> (<b><u>HKD</u></b>) stock is rising again and it isn’t clear why.</li><li>There are growing hopes for a re-opening of the Chinese economy.</li><li>This could be a short squeeze, or something more.</li></ul><p><img src=\"https://static.tigerbbs.com/c7ec6172f27388f39258f1f2e631e093\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Poetra.RH / Shutterstock.com</p><p>Shares in<b> AMTD Digital</b> (NYSE:<b><u>HKD</u></b>) stock, the Hong Kong brokerage that was subject to a speculative fervor last summer, are off to the races again.</p><p>Shares rose 199.5% on Thursday, reportedly on hopes for a reopening of business in China and Hong Kong. China plans to re-open the border between the mainland and Hong Kong, where AMTD is located.</p><p><img src=\"https://static.tigerbbs.com/55df067218562ea1c741fa1b63695bc6\" tg-width=\"842\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p><p>None of that explains the rise in HKD stock.</p><h2>HKD Stock: a Hong Kong Based Controversy</h2><p>Watching the pre-market action, speculators at Stocktwits talked up a short squeeze. But we’ve been here before.</p><p>HKD stock closed above $930/share last August. Our David Moadel warned investors away back then. While it got another bump in September it opened 2023 at about $10.</p><p>AMTD claimed to have a “metaverse” unit called Spidernet and had initial support from the CK Hutchison conglomerate. But that was later disavowed.</p><p>Chairman Calvin Choi is controversial. Supporters call him a master of audits. Detractors call him a fraud. The scrutiny was heightened after the August run-up.</p><p>Choi also founded the <b>AMTD IDEA Group</b> (NASDAQ:<b><u>AMTD</u></b>), which bought the French fashion magazine L’Officiel last year and has been linking Chinese designers to it. There has been no speculative fervor in AMTD stock, which rose overnight in sympathy with other Chinese stocks.</p><p>While HKD has 185 million shares listed, only 23.2 million are available for trade. Of those 291,000 were listed as short in mid-December.</p><h2>What Happens Next?</h2><p>If you’re going to swim with sharks, know how to get out of the pool. Investors who buy into HKD stock, in other words, need to watch every trade and be prepared to bail at a moment’s notice.</p><p>If you’re going to bet on a Chinese re-opening, you’re better off with a company like <b>Alibaba Group Holding</b> (NASDAQ:<b><u>BABA</u></b>).</p><p></p></body></html>","source":"investorplace","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 Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?</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 Is AMTD Digital (HKD) Stock Up Nearly 200% Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-opening of the Chinese economy.This could be a short squeeze, or something more.Source: Poetra.RH / ...</p>\n\n<a href=\"https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/\">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","HKD":"尚乘数科","BK4526":"热门中概股"},"source_url":"https://investorplace.com/2023/01/why-is-amtd-digital-hkd-stock-up-80-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301265583","content_text":"AMTD Digital (HKD) stock is rising again and it isn’t clear why.There are growing hopes for a re-opening of the Chinese economy.This could be a short squeeze, or something more.Source: Poetra.RH / Shutterstock.comShares in AMTD Digital (NYSE:HKD) stock, the Hong Kong brokerage that was subject to a speculative fervor last summer, are off to the races again.Shares rose 199.5% on Thursday, reportedly on hopes for a reopening of business in China and Hong Kong. China plans to re-open the border between the mainland and Hong Kong, where AMTD is located.None of that explains the rise in HKD stock.HKD Stock: a Hong Kong Based ControversyWatching the pre-market action, speculators at Stocktwits talked up a short squeeze. But we’ve been here before.HKD stock closed above $930/share last August. Our David Moadel warned investors away back then. While it got another bump in September it opened 2023 at about $10.AMTD claimed to have a “metaverse” unit called Spidernet and had initial support from the CK Hutchison conglomerate. But that was later disavowed.Chairman Calvin Choi is controversial. Supporters call him a master of audits. Detractors call him a fraud. The scrutiny was heightened after the August run-up.Choi also founded the AMTD IDEA Group (NASDAQ:AMTD), which bought the French fashion magazine L’Officiel last year and has been linking Chinese designers to it. There has been no speculative fervor in AMTD stock, which rose overnight in sympathy with other Chinese stocks.While HKD has 185 million shares listed, only 23.2 million are available for trade. Of those 291,000 were listed as short in mid-December.What Happens Next?If you’re going to swim with sharks, know how to get out of the pool. Investors who buy into HKD stock, in other words, need to watch every trade and be prepared to bail at a moment’s notice.If you’re going to bet on a Chinese re-opening, you’re better off with a company like Alibaba Group Holding (NASDAQ:BABA).","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959615440,"gmtCreate":1672969811980,"gmtModify":1676538764630,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Really very helpful to gain insights of current market","listText":"Really very helpful to gain insights of current market","text":"Really very helpful to gain insights of current market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959615440","repostId":"1131338464","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133897,"gmtCreate":1672925897919,"gmtModify":1676538758576,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959133897","repostId":"1133031502","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133927,"gmtCreate":1672925883369,"gmtModify":1676538758568,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959133927","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","kind":"news","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=full_marsco","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","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 Top Stocks of 2022 That Will Shine Again in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","ORLY":"奥莱利","OXY":"西方石油"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927575927,"gmtCreate":1672545251769,"gmtModify":1676538703755,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582020329880330","idStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9927575927","repostId":"1192361274","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9935182103,"gmtCreate":1663046019903,"gmtModify":1676537191012,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9935182103","repostId":"2266325053","repostType":4,"repost":{"id":"2266325053","kind":"highlight","pubTimestamp":1663035105,"share":"https://ttm.financial/m/news/2266325053?lang=&edition=full_marsco","pubTime":"2022-09-13 10:11","market":"us","language":"en","title":"4 Growth Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2266325053","media":"Motley Fool","summary":"Buying when these stocks are low could be the investment move of a lifetime.","content":"<html><head></head><body><p>Who doesn&#39;t love a great growth stock? Consider what a $10,000 investment made in <b>Tesla</b> 10 years ago would be worth today: a cool $1.62 million.</p><p>It&#39;s this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.</p><p>So let&#39;s look at a few stocks with serious potential: Perhaps not the potential to match Tesla&#39;s insane 16,000% return over 10 years but still stocks worth owning nonetheless.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>When it comes to growth stocks worth owning and holding forever, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.</p><p>The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the <b>S&amp;P 500</b> average of 20.5.</p><p>Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world&#39;s premier companies -- before its valuation bounces higher.</p><h2>2. <a href=\"https://laohu8.com/S/SPOT\">Spotify</a></h2><p>After years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like <b>Spotify</b>.</p><p><img src=\"https://static.tigerbbs.com/cfba0c37d379e16f6fcabe26efcf82f4\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn&#39;t satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.</p><p>Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.</p><h2>3. <a href=\"https://laohu8.com/S/RBLX\">Roblox</a></h2><p>My third recommendation is <a href=\"https://laohu8.com/S/RBLX\">Roblox</a>. As I&#39;ve noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.</p><p>Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to &#34;own&#34; the metaverse. Yes, I&#39;m looking at you,<b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>.</p><p>While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.</p><p>In time, those users (and their billions of hours spent on the platform) <i>will be monetized</i>. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.</p><h2>4. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>The fourth stock to buy and hold forever is <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. If there&#39;s one thing everyone can agree on, it&#39;s this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.</p><p>But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, &#34;The office, as we know it, is over.&#34; Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.</p><p>Airbnb is capitalizing on the new work-from-home reality. And it&#39;s bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.</p><p>The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.</p><p>So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.</p></body></html>","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>4 Growth Stocks to Buy and Hold Forever</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\">\n4 Growth Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266325053","content_text":"Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.So let's look at a few stocks with serious potential: Perhaps not the potential to match Tesla's insane 16,000% return over 10 years but still stocks worth owning nonetheless.1. MicrosoftWhen it comes to growth stocks worth owning and holding forever, Microsoft  is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the S&P 500 average of 20.5.Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world's premier companies -- before its valuation bounces higher.2. SpotifyAfter years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like Spotify.While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn't satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.3. RobloxMy third recommendation is Roblox. As I've noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to \"own\" the metaverse. Yes, I'm looking at you,Meta Platforms.While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.In time, those users (and their billions of hours spent on the platform) will be monetized. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.4. AirbnbThe fourth stock to buy and hold forever is Airbnb. If there's one thing everyone can agree on, it's this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, \"The office, as we know it, is over.\" Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.Airbnb is capitalizing on the new work-from-home reality. And it's bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954867997,"gmtCreate":1676254270019,"gmtModify":1676254271877,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954867997","repostId":"2310966764","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965942137,"gmtCreate":1669883714329,"gmtModify":1676538262868,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965942137","repostId":"1183309348","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914280075,"gmtCreate":1665285935697,"gmtModify":1676537582675,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914280075","repostId":"1197842233","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133927,"gmtCreate":1672925883369,"gmtModify":1676538758568,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959133927","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","kind":"news","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=full_marsco","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","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 Top Stocks of 2022 That Will Shine Again in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","ORLY":"奥莱利","OXY":"西方石油"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925764536,"gmtCreate":1672112163625,"gmtModify":1676538636147,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9925764536","repostId":"1107087281","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951013572,"gmtCreate":1673355564696,"gmtModify":1676538823023,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951013572","repostId":"1186759142","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926951147,"gmtCreate":1671454325090,"gmtModify":1676538538745,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926951147","repostId":"2292289978","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921447751,"gmtCreate":1671119215074,"gmtModify":1676538493927,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921447751","repostId":"1137906061","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966157217,"gmtCreate":1669453727940,"gmtModify":1676538198814,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966157217","repostId":"1103871150","repostType":4,"repost":{"id":"1103871150","kind":"news","pubTimestamp":1669428459,"share":"https://ttm.financial/m/news/1103871150?lang=&edition=full_marsco","pubTime":"2022-11-26 10:07","market":"us","language":"en","title":"Uber Technologies Stock: Should You Hop in This Uber?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103871150","media":"TipRanks","summary":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to","content":"<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">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>Uber Technologies Stock: Should You Hop in This Uber?</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\">\nUber Technologies Stock: Should You Hop in This Uber?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103871150","content_text":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-term Buy.Ridesharing and delivery giant Uber Technologies’ (NYSE: UBER) stock has tumbled just like the overall stock market. Uber is the largest player in the Global Mobility and Food Delivery space, both of which have massive growth potential. It continues to post record revenues and should continue to do so for many years to come. I will surely take the Uber ride as the current share price looks attractive, and long-term growth looks solid.Uber is a Market Leader Gaining Market ShareWithin Mobility, Uber is the largest player in eight of its top 10 markets, with a market share ranging from 50%-65%. On top of that, in food delivery, Uber has a leading position in seven of the top 10 GDP markets globally.Uber remains a counter-cyclical bet in a weakening macroeconomic backdrop. The competitive environment currently is the best it has ever been as smaller competitors are forced to shut operations in the wake of lackluster consumer spending, rising interest rates, and drying venture capital money.Wiping out of smaller competition has led to a higher supply of drivers on the Uber platform (now back to pre-pandemic levels). This, in turn, will result in better customer experience in the form of lower wait times as well as lower surge pricing. Higher inflation is also attracting more gig-economy workers onto the Uber platform, driven by the need to earn extra income.In 2022, Uber mobility is estimated to cross the $50 billion mark in gross bookings on its platform. To achieve that, it is critical to have a very strong supply of drivers on the platform. I believe Uber has a unique advantage, which no other competitor currently has. It offers multiple options which ensure higher utilization and earnings potential for drivers.A person can choose to drive for mobility or food delivery as well as delivery of convenience & groceries. In just Q3 2022 alone, drivers earned $11 billion from the Uber platform. A robust supply of drivers on the platform leads to lower wait times and costs for customers, attracting more customers.Given Uber’s brand appeal (about 50% of the population aged 18 or older has used an Uber in the U.S.) and some of the Uber-specific advantages mentioned above, the barriers to entry for a new player are significantly high.Uber’s Profitability RoadmapOn November 1, Uber posted robust revenues that grew 72% year-over-year to $8.34 billion, driven by 26% growth in gross bookings to $29.1 billion. Its adjusted loss of $0.61 per share, however, fell short of the consensus estimate of -$0.17 per share. It also reported an all-time quarterly high adjusted EBITDA and adjusted EBITDA margin.The big question is, where could operating margins finally settle? For the Mobility business, management has a long-term EBITDA margin target of 10% (of gross bookings). In Q3, Uber achieved an EBITDA margin (as a % of gross bookings) of 6.6%. Management noted that its Mobility business is now profitable in almost every major market for Uber, with EBITDA margins well over the long-term targeted range of 10% in its top five markets.For the Delivery business, management has a long-term EBITDA margin target of 5% (of gross bookings). In Q3, Uber achieved an EBITDA margin of 1.3%. Uber has achieved adjusted EBITDA profitability in 10 of its top 20 food delivery markets, with EBITDA margins of well over 5% in its top five markets. All the above data suggest that Uber is already moving on its path to profitability.What is the Price Prediction for UBER Stock?Uber’s average price forecast of $49.07 implies a whopping 72.2% in upside potential from current levels. The Wall Street community is clearly optimistic about the stock. Overall, UBER commands a Strong Buy consensus rating based on 14 unanimous Buys.Concluding Thoughts: Consider Buying Uber StockYear-to-date, Uber stock has lost more than 35% of its market capitalization. In terms of valuation, UBER is trading at an EV/sales ratio of 2.1x, higher than the peer group average of 1.7x. Nonetheless, the premium is justified given its favorable industry-leading position and larger total addressable market or TAM. Yet, it is trading at much lower levels compared to the peak 11x EV/sales ratio seen in the last 24 months.I think it’s only a matter of time before the stock rebounds and maybe make new highs. Given its solid business moat, market-leading position, double-digit revenue growth, as well as improving cashflows, I think the current levels are extremely attractive to accumulate Uber stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966157120,"gmtCreate":1669453691361,"gmtModify":1676538198804,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966157120","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=&edition=full_marsco","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Ignore The Zero-COVID Policy And Manchester United Noise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959133897,"gmtCreate":1672925897919,"gmtModify":1676538758576,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959133897","repostId":"1133031502","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927572296,"gmtCreate":1672545218815,"gmtModify":1676538703739,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927572296","repostId":"1113081958","repostType":4,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913771963,"gmtCreate":1664077754752,"gmtModify":1676537387333,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913771963","repostId":"2269490734","repostType":4,"repost":{"id":"2269490734","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=full_marsco","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</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>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</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\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940230099,"gmtCreate":1677924384512,"gmtModify":1677924388216,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940230099","repostId":"1188147335","repostType":4,"repost":{"id":"1188147335","kind":"news","pubTimestamp":1677896169,"share":"https://ttm.financial/m/news/1188147335?lang=&edition=full_marsco","pubTime":"2023-03-04 10:16","market":"other","language":"en","title":"Why The Market Could Drop By Another 20%-25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188147335","media":"Seeking Alpha","summary":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid Oc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We&#39;ve seen one heck of a rally since the market reached an intermediate-term bottom in mid October.</li><li>Incidentally, a textbook 20% bear market rally took the S&amp;P 500 from 3,500 to 4,200 in about three months.</li><li>However, I&#39;m highly skeptical that the worst is behind us.</li><li>Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.</li><li>Furthermore, stocks are not cheap, and my &#34;all-in&#34; bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.</li></ul><p>The S&amp;P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my &#34;Stocks Are Heading Higher&#34; article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.</p><p>Moreover, we&#39;re seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.</p><p>SPX - At Another Inflection Point<img src=\"https://static.tigerbbs.com/79e4c150b976cb211ccb6f5f67170f37\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there&#39;s a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.</p><p><b>There&#39;s a Chance</b></p><p>Although the probability is relatively low, SPX&#39;s support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it&#39;s premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.</p><p>Why Inflation Remains a Big Problem</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/10057ace35cbf6a1921aa9cae02f6d0b\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI(TradingEconomics.com )</p><p>Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There&#39;s been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed&#39;s target rate remains at 2%. Moreover, after several months of constructive inflation readings, January&#39;s CPI came in hotter than expected.</p><p><b>The Recent CPI Report</b></p><p><img src=\"https://static.tigerbbs.com/5f7c22ef79685f6f2789bc39233660b5\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CPI (January)(Investing.com )</p><p>The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month&#39;s reading of 6.5%. Moreover, it&#39;s not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.</p><p><b>PCE Inflation</b></p><p><img src=\"https://static.tigerbbs.com/100421b03f101dd14bf7039f266d679c\" tg-width=\"640\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PCE inflation(Investing.com )</p><p>The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month&#39;s 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it&#39;s the Fed&#39;s preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.</p><p><b>Is the Fed Doing Too Much or Not Enough?</b></p><p>Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as &#34;transitory&#34; as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.</p><p><b>The Worsening Economy</b></p><p>Have you seen the recent economic readings? I see many problems, and they&#39;re not likely to go away anytime soon. Let&#39;s put inflation aside and look at some troubling critical economic data that&#39;s come out recently.</p><p>Just from the start of February, we&#39;ve seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.</p><p><b>Is the Labor Market an Exception?</b><img src=\"https://static.tigerbbs.com/ada4e0ca1e2a60decab85dee6c4f940a\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Jobs data(Investing.com)</p><p>The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We&#39;ve recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.</p><p><b>Valuations Are Not Cheap Anymore</b></p><p>We&#39;ve seen many companies&#39; earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we&#39;ve seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.</p><p><b>Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/a5c0cae380760ab0af564889c1e421d0\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Shiller P/E(multpl.com)</p><p>We&#39;ve seen the Shiller P/E (cyclically adjusted &#34;CAPE&#34;) ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.</p><p><b>The Bottom Line</b></p><p>We&#39;ve seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.</p><p>Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom &#34;all-in&#34; buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.</p></body></html>","source":"seekingalpha_fund","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 The Market Could Drop By Another 20%-25%</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 The Market Could Drop By Another 20%-25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584309-why-the-market-could-drop-more><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4584309-why-the-market-could-drop-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188147335","content_text":"SummaryWe've seen one heck of a rally since the market reached an intermediate-term bottom in mid October.Incidentally, a textbook 20% bear market rally took the S&P 500 from 3,500 to 4,200 in about three months.However, I'm highly skeptical that the worst is behind us.Unfortunately, inflation remains more persistent than anticipated, the Fed should continue tightening, and the economy will likely worsen as we advance.Furthermore, stocks are not cheap, and my \"all-in\" bear market bottom target remains 3,000-3,200, roughly 20%-25% lower from here.The S&P 500/SPX (SP500) had an excellent rally from its mid-October bottom at 3,500. After calling the bottom in my \"Stocks Are Heading Higher\" article, I indicated that the likely top for the rally would arrive in the 4,000-4,200. The market recently topped out around 4,200, after a textbook 20% bear market rally. Now, the SPX is at another critical inflection point, and despite a 6% correction from the recent high, the market could go significantly lower as we advance in the coming months. In addition to deteriorating technical conditions, inflation remains persistent.Moreover, we're seeing worsening economic indicators, implying that the increased rate environment reflects poorly on the economy. Furthermore, due to the persistent inflation problem, the Fed will probably continue raising the benchmark rate, remaining relatively hawkish. Consumer sentiment and other crucial consumer-related readings will likely worsen along with the labor market leading to more pain on Main Street. As corporate profits worsen in the near term, the stock market will probably head lower, causing some panic on Wall Street in the coming months.SPX - At Another Inflection PointSPX(StockCharts.com)The SPX is around critical support at 3,940 - 4,000, coinciding with the 50, and the 200-day moving averages. If the SPX decisively breaks down below this crucial support level, the market could swiftly drop to 3,800 support. If the 3,800 support breaks down, the market will likely retest 3,500 and move lower toward my long-term bear market bottom level at 3,000-3,200. This drop would equate to approximately 20-25% more downside from current levels. Unfortunately, due to the deteriorating fundamental factors surrounding the economy, there's a high probability that the SPX will revisit the 3,500 - 3,000 before achieving a true bottom. The peak-to-trough decline (4,800 to 3,000) would equate to a drop of approximately 38%, easily comparable to previous bear markets in recent history.There's a ChanceAlthough the probability is relatively low, SPX's support could hold here, and we may see the market rebound and move higher. However, due to the challenging macroeconomic environment, the near-term upside is likely limited, and the path of least resistance is to the downside now. Also, it's premature to call an end to the bear market, and I am highly skeptical that a new bull market began in October and that the SPX will reach new highs soon.Why Inflation Remains a Big ProblemCPI InflationCPI(TradingEconomics.com )Inflation peaked at around 9% last year, and the Fed has raised rates significantly, utilizing other programs like QT to bring the inflation problem under control. There's been some success as inflation has come down from the ultra-high levels not seen in the last forty years. Nevertheless, inflation is still running red hot above 6%, while the Fed's target rate remains at 2%. Moreover, after several months of constructive inflation readings, January's CPI came in hotter than expected.The Recent CPI ReportCPI (January)(Investing.com )The market expected a drop to 6.2%, but the CPI came in at 6.4%, missing estimates and barely budging from the prior month's reading of 6.5%. Moreover, it's not just the CPI. Other critical inflation readings like the PCE also reversed, coming in hotter than anticipated.PCE InflationPCE inflation(Investing.com )The PCE inflation readings were substantially higher than expected. We see the PCE at 5.4% vs. the expected 5%. Moreover, the PCE was even higher than the previous month's 5.3% reading. So, inflation is moving in the wrong direction, and this trend of persistently higher-than-expected inflation could continue. Furthermore, the PCE reading is critical as it's the Fed's preferred inflation gauge. Therefore, we will likely continue seeing tighter monetary for longer, which is a negative development for stocks and other risk assets.Is the Fed Doing Too Much or Not Enough?Unfortunately, the Fed is between a rock and a hard place. Remember all that talk about inflation being a transitory phenomenon and everything should be fine? I remember this specific rhetoric as the Fed printed money like there was no tomorrow. I always expressed that inflation would not be as \"transitory\" as the Fed claimed and that the economy would suffer significantly. Well, here we are. The Fed is battling highly persistent inflation, anything but transitory, and the economy is worsening considerably.The Worsening EconomyHave you seen the recent economic readings? I see many problems, and they're not likely to go away anytime soon. Let's put inflation aside and look at some troubling critical economic data that's come out recently.Just from the start of February, we've seenISM manufacturing PMI, factory orders, consumer expectations, industrial production, building, housing, GDP, consumer confidence, oil inventories, and other crucial data points come in worse than expected. Moreover, the worse-than-expected data is coming in below lowered estimates, and even most of the better-than-anticipated data does not look great.Is the Labor Market an Exception?Jobs data(Investing.com)The latest nonfarm payrolls report came in significantly better than expected. The economy added 517K jobs while expectations were for 185K. The unemployment rate also dropped to a rock bottom of 3.4%. So, how can the economy worsen while the labor market remains this robust? First, the labor market data is a lagging indicator, not indicative of future results. Secondly, the labor market appeared very strong in other cycles just before the worst part of a downturn began. And thirdly, the labor market may be one of the last dominoes standing, and when it falls, it could drag the stock market substantially lower. We've recently seen numerous companies reporting mass layoffs. These firings take time to filter through the system and should impact payroll reports negatively in the coming months. Moreover, not all jobs are the same. As major corporations cut hundreds of thousands of relatively high-paying jobs to improve efficiency and increase profitability, those fortunate enough to find new jobs will likely fill lower-paying positions. As this phenomenon persists, millions of consumers could suffer due to being pinched from multiple sides by high inflation and lower wages.Valuations Are Not Cheap AnymoreWe've seen many companies' earnings stagnate or decline in recent quarters. As the consumer continues to soften, lower earnings could continue as we advance in the near/intermediate term. Also, we've seen many stocks appreciate considerably in the recent rally. Thus, while many valuations appeared cheap and attractive, with the SPX around 3,500, many companies are not cheap anymore and could become even more expensive as earnings and future estimates stumble in the coming months.Shiller P/E RatioShiller P/E(multpl.com)We've seen the Shiller P/E (cyclically adjusted \"CAPE\") ratio come down some from the bubble days of November 2021. However, at around 29, the CAPE is still highly elevated, implying that most stocks are not cheap and likely have more room to fall as we grind through this bear market. The historical mean for the CAPE is 17, roughly 40% below its current level. If the CAPE reverts to its mean in this bear market, we could see the SPX bottom around 2,400. However, this ultra-bearish 50% peak-to-trough decline scenario is not a high-probability event due to the Fed and other factors. Nevertheless, the CAPE should move lower before going higher again, and my estimate for a bottom is around the 22-23 level, roughly in line with the 3,000-3,200 level in the SPX.The Bottom LineWe've seen a textbook 20% bear market rally lift stocks from the profoundly oversold 3,500 level in the SPX. Many stocks have appreciated considerably, some by 100% or more in this relatively short time frame. However, the rally ended around 4,200 due to the lack of constructive catalysts capable of propelling stocks into a new bull market. Moreover, we see persistently high inflation, and the recent progress is overshadowed by the higher-than-anticipated inflation results last month. Therefore, the Fed will likely continue raising interest rates and could remain hawkish for longer as the inflation problem persists.Moreover, critical economic indicators and many corporate profits continue worsening, implying more pain ahead for Main Street and Wall Street. Furthermore, most stocks are not cheap here. Thus, many could drop precipitously if the selling accelerates. If SPX breaks below support (decisively) around 4,000, it could cascade to 3,800 next and 3,500 or lower afterward. My bear market bottom \"all-in\" buy-in range remains around 3,000-3,200, roughly 20-25% below current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939048141,"gmtCreate":1662033617386,"gmtModify":1676536650171,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9939048141","repostId":"1160870826","repostType":4,"repost":{"id":"1160870826","kind":"news","pubTimestamp":1662045526,"share":"https://ttm.financial/m/news/1160870826?lang=&edition=full_marsco","pubTime":"2022-09-01 23:18","market":"us","language":"en","title":"Billionaires Have Been Buying These 7 Stocks as the Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=1160870826","media":"Motley Fool","summary":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>The broad-based S&amp;P 500 produced its worst first-half return in 52 years.</li><li>Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.</li><li>These seven stocks have been the apple of select billionaires&#39; eyes.</li></ul><p>Although you probably don&#39;t need the reminder, it&#39;s been a rough year on Wall Street. The benchmark S&amp;P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia&#39;s invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.</p><p>Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.</p><p>Based on recent 13F filings with the Securities and Exchange Commission, it&#39;s become clear that billionaire fund managers have been buyers as the market plunges. Here&#39;s what seven prominent billionaires have been buying.</p><h3>1. Paul Singer: <a href=\"https://laohu8.com/S/PYPL\">PayPal Holdings</a></h3><p>Billionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he&#39;s taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.</p><p>What&#39;s interesting about this position is that Singer often invests in struggling companies. Although PayPal&#39;s share price has taken a big hit as pandemic-related valuations deflate, PayPal&#39;s operating performance shows a company that&#39;s clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.</p><p>More importantly, user engagement hasn&#39;t slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I&#39;d be surprised if Singer&#39;s investment ultimately ended up in the red.</p><h3>2. Philippe Laffont: <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings</a></h3><p>Philippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).</p><p>Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it&#39;s giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.</p><p>The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.</p><h3>3. Warren Buffett: <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a></h3><p>The Oracle of Omaha, who&#39;s been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.</p><p>Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia&#39;s aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.</p><p>But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we&#39;re used to seeing from Buffett.</p><h3>4. Steve Cohen: <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h3><p>Billionaire Steve Cohen, who&#39;s known just as much for owning baseball&#39;s New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen&#39;s fund bought close to 820,000 shares of CrowdStrike during the second quarter.</p><p>Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.</p><p>Although CrowdStrike has had no trouble growing its subscriber base over the years, what&#39;s far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company&#39;s clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike&#39;s not-so-subtle key to superior operating margins and its amazing revenue retention rate.</p><h3>5. Jim Simons: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h3><p>Billionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance&#39;s largest positions during the second quarter, with a greater than 14-million-share aggregate buy.</p><p>Despite shares coming under heavy selling pressure due to the company&#39;s nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify&#39;s platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What&#39;s more, the company believes it has a $153 billion addressable market just with small businesses. This doesn&#39;t even factor in the inroads the company has made with larger companies.</p><p>Innovation should also be key for Shopify&#39;s long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.</p><h3>6. Ray Dalio: <a href=\"https://laohu8.com/S/CVS\">CVS Health</a></h3><p>Bridgewater Associates&#39; billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund&#39;s stake by 159% from the March-ended quarter.</p><p>The beauty of healthcare stocks is that they&#39;re defensive. People can&#39;t control when they get sick, which means there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.</p><p>Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they&#39;re eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.</p><h3>7. Jeff Yass: <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h3><p>Last but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.</p><p>Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it&#39;s the company&#39;s considerably higher-margin ancillary operations that make it such an ideal buy.</p><p>For instance, Amazon&#39;s online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.</p><p>However, Amazon&#39;s future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon&#39;s operating cash flow despite accounting for just a sixth of the company&#39;s net sales. As AWS grows into a larger percentage of total sales, Amazon&#39;s cash flow can soar.</p></body></html>","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>Billionaires Have Been Buying These 7 Stocks as the Market Plunges</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\">\nBillionaires Have Been Buying These 7 Stocks as the Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work....</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","CVS":"西维斯健康","SHOP":"Shopify Inc","AMZN":"亚马逊","CRWD":"CrowdStrike Holdings, Inc.","PYPL":"PayPal","OXY":"西方石油"},"source_url":"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160870826","content_text":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.These seven stocks have been the apple of select billionaires' eyes.Although you probably don't need the reminder, it's been a rough year on Wall Street. The benchmark S&P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia's invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.Based on recent 13F filings with the Securities and Exchange Commission, it's become clear that billionaire fund managers have been buyers as the market plunges. Here's what seven prominent billionaires have been buying.1. Paul Singer: PayPal HoldingsBillionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he's taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.What's interesting about this position is that Singer often invests in struggling companies. Although PayPal's share price has taken a big hit as pandemic-related valuations deflate, PayPal's operating performance shows a company that's clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.More importantly, user engagement hasn't slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I'd be surprised if Singer's investment ultimately ended up in the red.2. Philippe Laffont: Upstart HoldingsPhilippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it's giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.3. Warren Buffett: Occidental PetroleumThe Oracle of Omaha, who's been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia's aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we're used to seeing from Buffett.4. Steve Cohen: CrowdStrike HoldingsBillionaire Steve Cohen, who's known just as much for owning baseball's New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen's fund bought close to 820,000 shares of CrowdStrike during the second quarter.Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.Although CrowdStrike has had no trouble growing its subscriber base over the years, what's far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company's clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike's not-so-subtle key to superior operating margins and its amazing revenue retention rate.5. Jim Simons: ShopifyBillionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance's largest positions during the second quarter, with a greater than 14-million-share aggregate buy.Despite shares coming under heavy selling pressure due to the company's nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify's platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What's more, the company believes it has a $153 billion addressable market just with small businesses. This doesn't even factor in the inroads the company has made with larger companies.Innovation should also be key for Shopify's long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.6. Ray Dalio: CVS HealthBridgewater Associates' billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund's stake by 159% from the March-ended quarter.The beauty of healthcare stocks is that they're defensive. People can't control when they get sick, which means there's always demand for prescription drugs, medical devices, and healthcare services.On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they're eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.7. Jeff Yass: AmazonLast but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it's the company's considerably higher-margin ancillary operations that make it such an ideal buy.For instance, Amazon's online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.However, Amazon's future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon's operating cash flow despite accounting for just a sixth of the company's net sales. As AWS grows into a larger percentage of total sales, Amazon's cash flow can soar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050575738,"gmtCreate":1654219518224,"gmtModify":1676535415245,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9050575738","repostId":"2240266262","repostType":4,"repost":{"id":"2240266262","kind":"highlight","pubTimestamp":1654211541,"share":"https://ttm.financial/m/news/2240266262?lang=&edition=full_marsco","pubTime":"2022-06-03 07:12","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2240266262","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.</p><p>Tesla, Nvidia and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> each rose more than 4%, fueling gains in the S&amp;P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.</p><p>U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.</p><p>The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.</p><p>&#34;Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,&#34; warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>The S&amp;P 500 is now down about 13% from its record high close in early January.</p><p>The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.</p><p>U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.</p><p>All eyes are now on the government&#39;s nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy&#39;s health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.</p><p>Unofficially, the S&amp;P 500 climbed 1.84% to end the session at 4,176.82 points.</p><p>The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.</p><p>Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.</p><p>Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.</p><p>Veeva Systems rallied almost 15% after the life sciences software seller&#39;s quarterly revenue forecast beat expectations.</p><p>Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-<a href=\"https://laohu8.com/S/AONE.U\">one</a> ratio.</p><p>The S&amp;P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.</p><p></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>US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia</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\">\nUS STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240266262","content_text":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each rose more than 4%, fueling gains in the S&P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.Of the 11 S&P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.\"Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,\" warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.The S&P 500 is now down about 13% from its record high close in early January.The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.All eyes are now on the government's nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy's health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.Unofficially, the S&P 500 climbed 1.84% to end the session at 4,176.82 points.The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.Veeva Systems rallied almost 15% after the life sciences software seller's quarterly revenue forecast beat expectations.Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-one ratio.The S&P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900597646,"gmtCreate":1658723952985,"gmtModify":1676536198179,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900597646","repostId":"2254296074","repostType":4,"repost":{"id":"2254296074","kind":"highlight","pubTimestamp":1658713622,"share":"https://ttm.financial/m/news/2254296074?lang=&edition=full_marsco","pubTime":"2022-07-25 09:47","market":"us","language":"en","title":"Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2254296074","media":"Yahoo Finance","summary":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments a","content":"<html><head></head><body><p>The busiest week of the year for investors is here.</p><p>A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.</p><p>The Federal Reserve&#39;s latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.</p><p>On the earnings side, some of the most S&amp;P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.</p><p><img src=\"https://static.tigerbbs.com/4ada7b243e14854832b5370b492cab57\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Also on spotlight will be Thursday&#39;s advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0257c07b94036425ca0041e05623685c\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua Roberts</span></p><p>All three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&amp;P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.</p><p>Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.</p><p>“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&amp;P 500 is not out of the woods yet.”</p><p>Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.</p><p>If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.</p><p>“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”</p><p>Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.</p><p>“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59626e18211886e9fe5f70ddf13a84e5\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)</span></p><p>Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.</p><p>Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.</p><p>“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.</p><p>In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.</p><p>The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.</p><p>According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.</p><p>On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.</p><p>In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.</p><p>According to FactSet Research, 21% of companies in the S&amp;P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.</p><p>—</p><h2>Economics calendar:</h2><h2></h2><p><b>Monday: </b>Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)</p><p><b>Tuesday:</b> House price index (May), S&amp;P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)</p><p><b>Wednesday: </b>MBA mortgage applications (week ended July 22)<b>, </b>Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conference</p><p><b>Thursday:</b> GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)</p><p><b>Friday:</b> Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)</p><p>—</p><h2>Earnings Calendar:</h2><h2></h2><p><b>Monday: </b>Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)</p><p><b>Tuesday: </b>Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)</p><p><b>Wednesday:</b> Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)</p><p><b>Thursday:</b> Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&amp;E (PCG), Hartford Financial (HIG), Celanese (CE)</p><p><b>Friday: </b>AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)</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>Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year</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\">\nFed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254296074","content_text":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The Federal Reserve's latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.On the earnings side, some of the most S&P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.Also on spotlight will be Thursday's advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua RobertsAll three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&P 500 is not out of the woods yet.”Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics' Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.According to FactSet Research, 21% of companies in the S&P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.—Economics calendar:Monday: Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)Tuesday: House price index (May), S&P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)Wednesday: MBA mortgage applications (week ended July 22), Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conferenceThursday: GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)Friday: Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)—Earnings Calendar:Monday: Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)Tuesday: Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)Wednesday: Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)Thursday: Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&E (PCG), Hartford Financial (HIG), Celanese (CE)Friday: AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056365454,"gmtCreate":1654948549778,"gmtModify":1676535538437,"author":{"id":"3582020329880330","authorId":"3582020329880330","name":"Huatttah","avatar":"https://community-static.tradeup.com/news/789254fa2844c01ae8426d599163e26e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582020329880330","authorIdStr":"3582020329880330"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9056365454","repostId":"2242917328","repostType":4,"repost":{"id":"2242917328","kind":"highlight","pubTimestamp":1654916194,"share":"https://ttm.financial/m/news/2242917328?lang=&edition=full_marsco","pubTime":"2022-06-11 10:56","market":"us","language":"en","title":"Want $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2242917328","media":"Motley Fool","summary":"These investments can help you build a diversified portfolio that generates regular income.","content":"<html><head></head><body><p>Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular dividend requires consistent execution and disciplined capital allocation. In other words, dividend stocks are typically backed by high-quality businesses.</p><p>With that in mind, $200,000 split evenly across these two investments would generate $5,000 per year in passive income while also providing exposure to some of Warren Buffett&#39;s largest holdings and leaving room for share price appreciation.</p><p>Let&#39;s dive in.</p><h2>1. Walker &amp; Dunlop</h2><p><b>Walker &amp; Dunlop</b> is a commercial real estate services company with two primary operating segments. Through its capital markets platform, it originates loans (primarily in multifamily housing), and it provides debt brokerage and property sales services. Through its servicing and asset management platform, the company offers loan serving, housing industry research, and investment management services focused on the affordable housing sector.</p><p>Walker &amp; Dunlop is the fourth-largest lender in the commercial real estate space and the largest provider of capital in the multifamily housing industry. To reinforce its competitive position, the company has made several key acquisitions of late, including its $696 million buyout of Alliant last year. That move strengthened its affordable housing platform, boosting assets under management eightfold to $16 billion.</p><p>Financially, Walker &amp; Dunlop has produced solid results over the past year. Revenue soared 26% to $1.4 billion, fueled by especially strong results in its debt brokerage and property sales business lines, and earnings climbed 6% to $8.48 per diluted share.</p><p>More importantly, shareholders have reason to believe the company can maintain that momentum in the coming years. Single-family home prices have skyrocketed across the United States over the past decade, which has created a need for affordable, multifamily units. That trend should drive demand for Walker &amp; Dunlop&#39;s lending and asset management services.</p><p>More broadly, U.S. commercial real estate loans totaled $890 billion last year, according to the Mortgage Bankers Association. That puts Walker &amp; Dunlop in front of a big opportunity, and as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest players in the industry, the company is well-positioned to capture market share. That should translate into share-price appreciation for investors.</p><p>Additionally, Walker &amp; Dunlop currently pays a quarterly dividend of $0.60 per share, which works out to a dividend yield of 2.28%. To that end, an investment of $100,000 would generate $2,280 in passive income each year. That&#39;s why this stock is a smart long-term investment.</p><h2>2. Vanguard High Dividend Yield <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a></h2><p>The <b><a href=\"https://laohu8.com/S/VYM\">Vanguard High Dividend Yield ETF</a></b> is an index fund with exposure to 443 different stocks. Among its top 10 holdings are <b>Chevron</b>, <b>Bank of America</b>, and <b>Coca-Cola</b> -- three stocks that collectively comprise more than 25% of Warren Buffett&#39;s portfolio through <b>Berkshire Hathaway</b>. The fund also includes positions in blue chips like <b>Johnson &amp; Johnson</b> and <b>Home Depot</b>. To that end, investors benefit from instant diversification, and with an expense ratio of just 0.06%, you would pay only $60 per year on a $100,000 portfolio.</p><p>Currently, the dividend yield on the ETF sits at 2.72%, meaning a $100,000 portfolio would generate $2,720 in passive income on an annual basis. Of course, a broad index fund doesn&#39;t offer the same upside potential as a mid-cap stock like Walker &amp; Dunlop, but the Vanguard High Dividend Yield ETF is the safer of the two investments discussed in this article. That peace of mind is especially valuable in turbulent market environments (like the current one).</p><p>In summary, investing in Walker &amp; Dunlop and the Vanguard High Yield Dividend ETF can help diversify your portfolio while leaving room for share-price appreciation. Additionally, with $200,000 split evenly between both, you would earn a collective $5,000 in passive income each year.</p></body></html>","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>Want $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant $5,000 in Passive Income? 2 High-Dividend Stocks to Buy Now With $200,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WD":"Walker & Dunlop","VYM":"红利股ETF-Vanguard"},"source_url":"https://www.fool.com/investing/2022/06/10/want-5000-passive-income-2-dividend-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242917328","content_text":"Passive income can be especially valuable during a down market. Moreover, dividend stocks tend to outperform their non-dividend-paying peers, simply because generating enough cash to pay a regular dividend requires consistent execution and disciplined capital allocation. In other words, dividend stocks are typically backed by high-quality businesses.With that in mind, $200,000 split evenly across these two investments would generate $5,000 per year in passive income while also providing exposure to some of Warren Buffett's largest holdings and leaving room for share price appreciation.Let's dive in.1. Walker & DunlopWalker & Dunlop is a commercial real estate services company with two primary operating segments. Through its capital markets platform, it originates loans (primarily in multifamily housing), and it provides debt brokerage and property sales services. Through its servicing and asset management platform, the company offers loan serving, housing industry research, and investment management services focused on the affordable housing sector.Walker & Dunlop is the fourth-largest lender in the commercial real estate space and the largest provider of capital in the multifamily housing industry. To reinforce its competitive position, the company has made several key acquisitions of late, including its $696 million buyout of Alliant last year. That move strengthened its affordable housing platform, boosting assets under management eightfold to $16 billion.Financially, Walker & Dunlop has produced solid results over the past year. Revenue soared 26% to $1.4 billion, fueled by especially strong results in its debt brokerage and property sales business lines, and earnings climbed 6% to $8.48 per diluted share.More importantly, shareholders have reason to believe the company can maintain that momentum in the coming years. Single-family home prices have skyrocketed across the United States over the past decade, which has created a need for affordable, multifamily units. That trend should drive demand for Walker & Dunlop's lending and asset management services.More broadly, U.S. commercial real estate loans totaled $890 billion last year, according to the Mortgage Bankers Association. That puts Walker & Dunlop in front of a big opportunity, and as one of the largest players in the industry, the company is well-positioned to capture market share. That should translate into share-price appreciation for investors.Additionally, Walker & Dunlop currently pays a quarterly dividend of $0.60 per share, which works out to a dividend yield of 2.28%. To that end, an investment of $100,000 would generate $2,280 in passive income each year. That's why this stock is a smart long-term investment.2. Vanguard High Dividend Yield Pacer Swan SOS Fund of Funds ETF|ETFThe Vanguard High Dividend Yield ETF is an index fund with exposure to 443 different stocks. Among its top 10 holdings are Chevron, Bank of America, and Coca-Cola -- three stocks that collectively comprise more than 25% of Warren Buffett's portfolio through Berkshire Hathaway. The fund also includes positions in blue chips like Johnson & Johnson and Home Depot. To that end, investors benefit from instant diversification, and with an expense ratio of just 0.06%, you would pay only $60 per year on a $100,000 portfolio.Currently, the dividend yield on the ETF sits at 2.72%, meaning a $100,000 portfolio would generate $2,720 in passive income on an annual basis. Of course, a broad index fund doesn't offer the same upside potential as a mid-cap stock like Walker & Dunlop, but the Vanguard High Dividend Yield ETF is the safer of the two investments discussed in this article. That peace of mind is especially valuable in turbulent market environments (like the current one).In summary, investing in Walker & Dunlop and the Vanguard High Yield Dividend ETF can help diversify your portfolio while leaving room for share-price appreciation. Additionally, with $200,000 split evenly between both, you would earn a collective $5,000 in passive income each year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}