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2022-12-24

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Tesla: Elon Musk, Bring The Pain

2022-10-23

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2022-10-17

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Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months

2022-10-13

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16:03","market":"us","language":"en","title":"Tesla: Elon Musk, Bring The Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=2293557321","media":"Seeking Alpha","summary":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The twee","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.</li><li>The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.</li><li>Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver&#39;s seat for all things EV.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><h2>Tesla rocket finally coming back down to earth</h2><p>Tesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The &#34;it&#39;s the future, bro&#34; arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.</p><p>However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I&#39;m starting to change my mind about Tesla. I still don&#39;t buy into the revenue and earnings projections outside of the electric vehicle (&#34;EV&#34;) segment, but based on the EV segment alone, I&#39;m beginning to like the numbers.</p><p>I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.</p><p>I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.</p><h2>Nice dip</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30f55c37c8c36334719ebe5c4c3d734\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.</p><h2>Something seems different this time.</h2><p>One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It&#39;s possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.</p><p>To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the &#34;salad oil&#34; scandal.</p><p>Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.</p><h2>Boots on the ground</h2><p>It&#39;s been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.</p><p>At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.</p><p>This is simply one man&#39;s Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don&#39;t need to reconfigure existing internal combustion engine (&#34;ICE&#34;) operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.</p><h2>Twitter time</h2><p>Then came October, and Musk closed on the Twitter deal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/107862bddcfd4ae7525a37da59e825ee\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>From late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla&#39;s captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.</p><h2>Value</h2><p>For growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f653e63545af4f23fa18645c3cb4d8ff\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Looking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That&#39;s a hot number, and one of the primary catalysts in the share price ascension. When I say &#34;hot,&#34;, I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn&#39;t happen for long periods. Thus, taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.</p><h2>The balance sheet</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f1ce94535378da2e5ea5fecdffc1d\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Tesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.</p><h2>Balance sheet trends</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc7a7ace018dc9badcaf9690b3c5f74\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>A positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla&#39;s case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c440fb210a511c5fce6260696d814fce\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>We also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.</p><h2>Plant growth</h2><p>Another Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.</p><p>Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.</p><h2>Industry trends</h2><p>The inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.</p><p>Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fec1be0b52fd21d61e8cecdc30ab63\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>evadoption.com</span></p><p>Tesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there&#39;s still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn&#39;t get any more optimistic than that, but with Tesla&#39;s superior margins, that would be enough to satisfy my appetite.</p><h2>Catalysts</h2><p>The most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.</p><h2>Risks</h2><p>Risks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don&#39;t be surprised if Musk is able to create a share discount all by himself even if all other items execute.</p><h2>Conclusion</h2><p>I would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla&#39;s competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla&#39;s income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.</p><p>Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.</p><p><i>This article is written by Brett Ashcroft Green for reference only. Please note the risks.</i></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>Tesla: Elon Musk, Bring The Pain</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; 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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\">\nTesla: Elon Musk, Bring The Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4527":"明星科技股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4550":"红杉资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4099":"汽车制造商","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293557321","content_text":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver's seat for all things EV.Xiaolu ChuTesla rocket finally coming back down to earthTesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The \"it's the future, bro\" arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I'm starting to change my mind about Tesla. I still don't buy into the revenue and earnings projections outside of the electric vehicle (\"EV\") segment, but based on the EV segment alone, I'm beginning to like the numbers.I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.Nice dipseeking alpha50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.Something seems different this time.One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It's possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the \"salad oil\" scandal.Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.Boots on the groundIt's been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.This is simply one man's Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don't need to reconfigure existing internal combustion engine (\"ICE\") operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.Twitter timeThen came October, and Musk closed on the Twitter deal:yahoo financeFrom late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla's captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.ValueFor growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.yahoo financeLooking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That's a hot number, and one of the primary catalysts in the share price ascension. When I say \"hot,\", I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn't happen for long periods. Thus, taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.The balance sheetyahoo financeTesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.Balance sheet trendsseeking alphaA positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla's case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.yahoo financeWe also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.Plant growthAnother Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.Industry trendsThe inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.evadoption.comTesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there's still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn't get any more optimistic than that, but with Tesla's superior margins, that would be enough to satisfy my appetite.CatalystsThe most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.RisksRisks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don't be surprised if Musk is able to create a share discount all by himself even if all other items execute.ConclusionI would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla's competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla's income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.This article is written by Brett Ashcroft Green for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981680662,"gmtCreate":1666491111856,"gmtModify":1676537761374,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4127610775764162","idStr":"4127610775764162"},"themes":[],"htmlText":"So good?","listText":"So good?","text":"So good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981680662","repostId":"2277255340","repostType":2,"repost":{"id":"2277255340","kind":"highlight","pubTimestamp":1666481958,"share":"https://ttm.financial/m/news/2277255340?lang=&edition=fundamental","pubTime":"2022-10-23 07:39","market":"us","language":"en","title":"Palantir: My Top Stock For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2277255340","media":"seekingalpha","summary":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I&#39;ll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company&#39;s immense growth and profitability potential are in the private sector.</p><p>Moreover, Palantir&#39;s technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings <i>on November 7th,</i> and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir&#39;s share price rise sharply post-earnings, and we should see Palantir&#39;s stock appreciate considerably as the company advances in future years.</p><h2>Technical Image - Getting Bullish Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/c1754195324965b32d775196cfaa9427\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR (StockCharts.com)</p><p>Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn&#39;t gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today&#39;s price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.</p><h2>Last Quarter - Better Than It Seems</h2><p>Palantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than &#34;counting pennies.&#34; Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.</p><p><b>For Instance: Palantir&#39;s Q2 Highlights</b></p><p><img src=\"https://static.tigerbbs.com/c8579b5b90122341ce762089831b04c9\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Q2 highlights (investors.palantir.com)</p><p>YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir&#39;s potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company&#39;s true potential is in the private sector.</p><p>Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir&#39;s U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir&#39;s commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business&#39;s rapidly growing commercial segment. Therefore, Palantir&#39;s commercial growth should continue, and the company&#39;s future revenues and profits could be well above most analyst estimates.</p><h2>Outlook For Next Quarter</h2><p></p><p><img src=\"https://static.tigerbbs.com/99ec43c50a74cf2973056799e9d195a5\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir&#39;s badly beaten-down stock substantially higher from current levels.</p><h2>Palantir&#39;s Tremendous Long-Term Potential</h2><p><b>Revenue Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2fd5fbf12660cc40972dfb9ffb274b0c\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p>Consensus estimates imply that Palantir&#39;s revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir&#39;s remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir&#39;s market cap is only around $16 billion, it&#39;s trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2a8abaf651474fdacf4dc691cd68c960\" tg-width=\"640\" tg-height=\"199\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>We see Palantir&#39;s consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.</p><p><b>Here is what Palantir&#39;s financials could look like in future years:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td><td><b>2028</b></td><td><b>2029</b></td><td><b>2030</b></td></tr><tr><td><b>Revenue Bs</b></td><td>$1.9</td><td>$2.5</td><td>$3.3</td><td>$4.3</td><td>$5.6</td><td>$7.3</td><td>$9.3</td><td>$11.2</td><td>$14.7</td></tr><tr><td><b>Revenue growth</b></td><td>24%</td><td>31%</td><td>32%</td><td>31%</td><td>30%</td><td>29%</td><td>28%</td><td>27%</td><td>25%</td></tr><tr><td><b>EPS</b></td><td>$0.05</td><td>$0.25</td><td>$0.38</td><td>$0.56</td><td>$0.84</td><td>$1.26</td><td>$1.83</td><td>$2.66</td><td>$3.73</td></tr><tr><td><b>Forward P/E</b></td><td>32</td><td>35</td><td>37</td><td>40</td><td>40</td><td>40</td><td>38</td><td>37</td><td>35</td></tr><tr><td><b>Stock price</b></td><td>$8</td><td>$13</td><td>$21</td><td>$34</td><td>$50</td><td>$75</td><td>$101</td><td>$138</td><td>$150</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>While my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts&#39; estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company&#39;s unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir&#39;s commercial side of the business is the key to Palantir&#39;s long-term growth, profitability, and success. Given the recent growth statistics, Palantir&#39;s superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.</p><h2><b>Risks to Palantir</b></h2><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: My Top Stock For The Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: My Top Stock For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2277255340","content_text":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company's immense growth and profitability potential are in the private sector.Moreover, Palantir's technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings on November 7th, and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir's share price rise sharply post-earnings, and we should see Palantir's stock appreciate considerably as the company advances in future years.Technical Image - Getting Bullish NowPLTR (StockCharts.com)Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn't gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today's price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.Last Quarter - Better Than It SeemsPalantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than \"counting pennies.\" Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.For Instance: Palantir's Q2 HighlightsQ2 highlights (investors.palantir.com)YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir's potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company's true potential is in the private sector.Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir's U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir's commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business's rapidly growing commercial segment. Therefore, Palantir's commercial growth should continue, and the company's future revenues and profits could be well above most analyst estimates.Outlook For Next QuarterEPS estimates (SeekingAlpha.com)Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.Palantir's Tremendous Long-Term PotentialRevenue EstimatesRevenue estimates (SeekingAlpha.com)Consensus estimates imply that Palantir's revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir's remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir's market cap is only around $16 billion, it's trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.EPS EstimatesEPS estimates (SeekingAlpha.com)We see Palantir's consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.Here is what Palantir's financials could look like in future years:Year202220232024202520262027202820292030Revenue Bs$1.9$2.5$3.3$4.3$5.6$7.3$9.3$11.2$14.7Revenue growth24%31%32%31%30%29%28%27%25%EPS$0.05$0.25$0.38$0.56$0.84$1.26$1.83$2.66$3.73Forward P/E323537404040383735Stock price$8$13$21$34$50$75$101$138$150Source: The Financial ProphetWhile my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts' estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company's unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir's commercial side of the business is the key to Palantir's long-term growth, profitability, and success. Given the recent growth statistics, Palantir's superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.Risks to PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983328555,"gmtCreate":1666156364178,"gmtModify":1676537715385,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4127610775764162","idStr":"4127610775764162"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983328555","repostId":"1163149585","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989218646,"gmtCreate":1666014573786,"gmtModify":1676537692357,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4127610775764162","idStr":"4127610775764162"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989218646","repostId":"2276507182","repostType":4,"repost":{"id":"2276507182","kind":"highlight","pubTimestamp":1666010393,"share":"https://ttm.financial/m/news/2276507182?lang=&edition=fundamental","pubTime":"2022-10-17 20:39","market":"us","language":"en","title":"Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2276507182","media":"Motley Fool","summary":"If this company's big bet pays off, it could generate explosive gains over the long term.","content":"<html><head></head><body><p>It&#39;s been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.</p><p>All of the FAANG stocks have dropped significantly so far in 2022. But don&#39;t write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here&#39;s the FAANG stock that Wall Street thinks will soar the most over the next 12 months.</p><h2>Eliminating the contenders</h2><p>The five FAANG stocks are:</p><ul><li>Facebook, which is now <b>Meta Platforms</b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b> </li><li><b>Alphabet</b></li></ul><p>We can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.</p><p>Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix&#39;s share price down more than 60% year to date, that sentiment apparently isn&#39;t shared uniformly across the analyst community.</p><p>Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That&#39;s only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.</p><p>Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.</p><h2>Crowning the (potential) champion</h2><p>The process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.</p><p>What do analysts like about this stock? A couple of things especially stand out.</p><p>First, Meta is currently the most beaten-down of the group this year (although it&#39;s running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.</p><p>Second, Meta&#39;s valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta&#39;s price-to-earnings-to-growth (PEG) ratio is around 1.5. That&#39;s second only to Alphabet&#39;s PEG ratio of 1.2.</p><h2>Is Wall Street right?</h2><p>We&#39;ll have to wait a while to find out whether or not Wall Street&#39;s optimism about Meta is warranted. The company certainly faces significant challenges.</p><p>Apple&#39;s privacy update for iOS continues to negatively affect Meta&#39;s advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.</p><p>However, some analysts see better days ahead. <b>Oppenheimer</b>&#39;s Jason Helfstein recently pointed out that Apple&#39;s forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.</p><p>Another analyst, Ronald Josey with <b>Citigroup</b>, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company&#39;s Q2 conference call that user engagement with Reels continues to increase sharply.</p><p>The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There&#39;s some reason for skepticism right now, especially considering that Meta&#39;s own employees don&#39;t seem all that excited about the metaverse.</p><p>But Meta just picked up a major vote of confidence in its metaverse vision from <b>Microsoft</b>. The software giant plans to integrate its workplace apps with Meta&#39;s Quest devices.</p><p>It&#39;s going to take more than 12 months to find out whether Meta&#39;s huge bet on the metaverse was a mistake or a brilliant move. If it&#39;s the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.</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>Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months</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\">\nHere's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","AAPL":"苹果","LU1046421795.USD":"富达环球科技A-ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4532":"文艺复兴科技持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4576":"AR","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","GOOGL":"谷歌A","NFLX":"奈飞","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4525":"远程办公概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4535":"淡马锡持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4577":"网络游戏","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","AMZN":"亚马逊","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4505":"高瓴资本持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4514":"搜索引擎","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276507182","content_text":"It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks have dropped significantly so far in 2022. But don't write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here's the FAANG stock that Wall Street thinks will soar the most over the next 12 months.Eliminating the contendersThe five FAANG stocks are:Facebook, which is now Meta PlatformsAmazonAppleNetflix AlphabetWe can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix's share price down more than 60% year to date, that sentiment apparently isn't shared uniformly across the analyst community.Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That's only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.Crowning the (potential) championThe process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.What do analysts like about this stock? A couple of things especially stand out.First, Meta is currently the most beaten-down of the group this year (although it's running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.Second, Meta's valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta's price-to-earnings-to-growth (PEG) ratio is around 1.5. That's second only to Alphabet's PEG ratio of 1.2.Is Wall Street right?We'll have to wait a while to find out whether or not Wall Street's optimism about Meta is warranted. The company certainly faces significant challenges.Apple's privacy update for iOS continues to negatively affect Meta's advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.However, some analysts see better days ahead. Oppenheimer's Jason Helfstein recently pointed out that Apple's forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.Another analyst, Ronald Josey with Citigroup, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company's Q2 conference call that user engagement with Reels continues to increase sharply.The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There's some reason for skepticism right now, especially considering that Meta's own employees don't seem all that excited about the metaverse.But Meta just picked up a major vote of confidence in its metaverse vision from Microsoft. The software giant plans to integrate its workplace apps with Meta's Quest devices.It's going to take more than 12 months to find out whether Meta's huge bet on the metaverse was a mistake or a brilliant move. If it's the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980953015,"gmtCreate":1665633208638,"gmtModify":1676537640016,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4127610775764162","idStr":"4127610775764162"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980953015","repostId":"1116161119","repostType":2,"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9922401869,"gmtCreate":1671811444451,"gmtModify":1676538598034,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4127610775764162","authorIdStr":"4127610775764162"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922401869","repostId":"2293557321","repostType":4,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983328555,"gmtCreate":1666156364178,"gmtModify":1676537715385,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4127610775764162","authorIdStr":"4127610775764162"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983328555","repostId":"1163149585","repostType":4,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</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 Earnings Are Likely To Bomb Going Forward</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 Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">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/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981680662,"gmtCreate":1666491111856,"gmtModify":1676537761374,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4127610775764162","authorIdStr":"4127610775764162"},"themes":[],"htmlText":"So good?","listText":"So good?","text":"So good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981680662","repostId":"2277255340","repostType":2,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989218646,"gmtCreate":1666014573786,"gmtModify":1676537692357,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4127610775764162","authorIdStr":"4127610775764162"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989218646","repostId":"2276507182","repostType":4,"repost":{"id":"2276507182","kind":"highlight","pubTimestamp":1666010393,"share":"https://ttm.financial/m/news/2276507182?lang=&edition=fundamental","pubTime":"2022-10-17 20:39","market":"us","language":"en","title":"Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2276507182","media":"Motley Fool","summary":"If this company's big bet pays off, it could generate explosive gains over the long term.","content":"<html><head></head><body><p>It&#39;s been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.</p><p>All of the FAANG stocks have dropped significantly so far in 2022. But don&#39;t write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here&#39;s the FAANG stock that Wall Street thinks will soar the most over the next 12 months.</p><h2>Eliminating the contenders</h2><p>The five FAANG stocks are:</p><ul><li>Facebook, which is now <b>Meta Platforms</b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b> </li><li><b>Alphabet</b></li></ul><p>We can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.</p><p>Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix&#39;s share price down more than 60% year to date, that sentiment apparently isn&#39;t shared uniformly across the analyst community.</p><p>Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That&#39;s only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.</p><p>Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.</p><h2>Crowning the (potential) champion</h2><p>The process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.</p><p>What do analysts like about this stock? A couple of things especially stand out.</p><p>First, Meta is currently the most beaten-down of the group this year (although it&#39;s running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.</p><p>Second, Meta&#39;s valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta&#39;s price-to-earnings-to-growth (PEG) ratio is around 1.5. That&#39;s second only to Alphabet&#39;s PEG ratio of 1.2.</p><h2>Is Wall Street right?</h2><p>We&#39;ll have to wait a while to find out whether or not Wall Street&#39;s optimism about Meta is warranted. The company certainly faces significant challenges.</p><p>Apple&#39;s privacy update for iOS continues to negatively affect Meta&#39;s advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.</p><p>However, some analysts see better days ahead. <b>Oppenheimer</b>&#39;s Jason Helfstein recently pointed out that Apple&#39;s forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.</p><p>Another analyst, Ronald Josey with <b>Citigroup</b>, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company&#39;s Q2 conference call that user engagement with Reels continues to increase sharply.</p><p>The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There&#39;s some reason for skepticism right now, especially considering that Meta&#39;s own employees don&#39;t seem all that excited about the metaverse.</p><p>But Meta just picked up a major vote of confidence in its metaverse vision from <b>Microsoft</b>. The software giant plans to integrate its workplace apps with Meta&#39;s Quest devices.</p><p>It&#39;s going to take more than 12 months to find out whether Meta&#39;s huge bet on the metaverse was a mistake or a brilliant move. If it&#39;s the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.</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>Here's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months</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\">\nHere's the FAANG Stock Wall Street Thinks Will Soar the Most Over the Next 12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","AAPL":"苹果","LU1046421795.USD":"富达环球科技A-ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4532":"文艺复兴科技持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4576":"AR","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","GOOGL":"谷歌A","NFLX":"奈飞","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4525":"远程办公概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4535":"淡马锡持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4577":"网络游戏","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","AMZN":"亚马逊","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4505":"高瓴资本持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4514":"搜索引擎","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://www.fool.com/investing/2022/10/17/heres-the-faang-stock-wall-street-thinks-will-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276507182","content_text":"It's been a rough year for many of the highest-flying stocks of the recent past. The list even includes quite a few of the biggest and most well-known names in the stock market.All of the FAANG stocks have dropped significantly so far in 2022. But don't write them off yet. Analysts expect that four of the five stocks in the group will deliver strong gains in the not-too-distant future. Here's the FAANG stock that Wall Street thinks will soar the most over the next 12 months.Eliminating the contendersThe five FAANG stocks are:Facebook, which is now Meta PlatformsAmazonAppleNetflix AlphabetWe can quickly scratch one of these stocks from the list of potentially big winners. The consensus Wall Street 12-month price target for Netflix is only 5% above the current share price.Sure, there are plenty of investors who think that the TV streaming stock could be on the verge of a massive spike. However, even with Netflix's share price down more than 60% year to date, that sentiment apparently isn't shared uniformly across the analyst community.Wall Street does appear to expect a strong performance over the next 12 months for Apple. The average analyst price target reflects an upside potential of nearly 31%. That's only enough to rank Apple in fourth place among the FAANG stocks for which Wall Street is most bullish, though.Analysts continue to like Alphabet and Amazon as well. The consensus 12-month price targets for the two stocks are 45% and 54% above the current share prices, respectively.Crowning the (potential) championThe process of logical elimination allows us to crown Meta Platforms as the champion of Wall Street among the FAANG stocks. The average analyst 12-month price target for Meta reflects an upside potential of nearly 72%.What do analysts like about this stock? A couple of things especially stand out.First, Meta is currently the most beaten-down of the group this year (although it's running neck-and-neck with Netflix for the dubious distinction). Shares of the social media giant and metaverse pioneer have plunged more than 60%.Second, Meta's valuation metrics look more attractive overall than the other FAANG stocks. Its shares trade at only 10.7 times expected earnings. This number is well below the forward earnings multiples of the other stocks. Meta's price-to-earnings-to-growth (PEG) ratio is around 1.5. That's second only to Alphabet's PEG ratio of 1.2.Is Wall Street right?We'll have to wait a while to find out whether or not Wall Street's optimism about Meta is warranted. The company certainly faces significant challenges.Apple's privacy update for iOS continues to negatively affect Meta's advertising business. TikTok appears to be winning some teens away from Instagram. Meanwhile, Meta is investing billions of dollars each year in a metaverse bet that may or may not pay off.However, some analysts see better days ahead. Oppenheimer's Jason Helfstein recently pointed out that Apple's forthcoming update of its ad software could provide a big tailwind for Meta. Apple is adding back some features that it previously took away.Another analyst, Ronald Josey with Citigroup, likes the prospects for Reels -- a short-form video feature available on Facebook and Instagram. Meta Platforms CEO Mark Zuckerberg stated in the company's Q2 conference call that user engagement with Reels continues to increase sharply.The biggest wild card for Meta is whether or not the metaverse takes off as the company expects it will. There's some reason for skepticism right now, especially considering that Meta's own employees don't seem all that excited about the metaverse.But Meta just picked up a major vote of confidence in its metaverse vision from Microsoft. The software giant plans to integrate its workplace apps with Meta's Quest devices.It's going to take more than 12 months to find out whether Meta's huge bet on the metaverse was a mistake or a brilliant move. If it's the latter, this FAANG stock will soar a lot more than what Wall Street is predicting for the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980953015,"gmtCreate":1665633208638,"gmtModify":1676537640016,"author":{"id":"4127610775764162","authorId":"4127610775764162","name":"Alimama","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4127610775764162","authorIdStr":"4127610775764162"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980953015","repostId":"1116161119","repostType":2,"repost":{"id":"1116161119","kind":"news","pubTimestamp":1665185287,"share":"https://ttm.financial/m/news/1116161119?lang=&edition=fundamental","pubTime":"2022-10-08 07:28","market":"sg","language":"en","title":"SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1116161119","media":"smart investor","summary":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.</p><h2><b>Bank home loan rates</b></h2><p>The trio of local banks, namely <b>DBS Group</b>(SGX: D05), <b>United Overseas Bank Ltd</b>(SGX: U11), or UOB, and <b>OCBC Ltd</b>(SGX: O39), have once again raised the rates on their mortgage loan offerings.</p><p>The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.</p><p>Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.</p><p>This new rate now applies to all four of the lender’s packages with tenors of between two to five years.</p><p>Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.</p><p>Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.</p><p>The bank is also re-launching its one-year fixed rate package at 3.35%.</p><p>With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.</p><h2><b>Singapore retail sales</b></h2><p>Retail sales continued to rise in Singapore in August, continuing the trend seen in July.</p><p>Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.</p><p>The latest increase did fall below the 15.4% that analysts had expected.</p><p>The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.</p><p>Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.</p><p>At the same time, elevated core inflation could dampen consumer demand in the months to come.</p><p>Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.</p><h2><b>SATS Ltd (SGX: S58)</b></h2><p>SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.</p><p>Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.</p><p>CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.</p><p>He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.</p><p>In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.</p><p>The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.</p><p>Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.</p><p>The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.</p><p>Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales</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; 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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\">\nSGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/><strong>smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S58.SI":"新翔集团有限公司","STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116161119","content_text":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United Overseas Bank Ltd(SGX: U11), or UOB, and OCBC Ltd(SGX: O39), have once again raised the rates on their mortgage loan offerings.The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.This new rate now applies to all four of the lender’s packages with tenors of between two to five years.Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.The bank is also re-launching its one-year fixed rate package at 3.35%.With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.Singapore retail salesRetail sales continued to rise in Singapore in August, continuing the trend seen in July.Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.The latest increase did fall below the 15.4% that analysts had expected.The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.At the same time, elevated core inflation could dampen consumer demand in the months to come.Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.SATS Ltd (SGX: S58)SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}