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DYDFC

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- DYDFCDYDFC
  ·2021-08-01
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- DYDFCDYDFC
  ·2021-07-31
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  Here’s your to-do list before the stock market’s next dive
  After hibernating for months, the stock-market bears came out of their caves on July 19. That day, t
  Here’s your to-do list before the stock market’s next dive
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- DYDFCDYDFC
  ·2021-07-30
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- DYDFCDYDFC
  ·2021-07-29
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- DYDFCDYDFC
  ·2021-07-28
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  How Plug Power Could Generate 7x Returns Over The Next Decade
  Summary PLUG is a leading hydrogen fuel cell turnkey provider in North American and European market
  How Plug Power Could Generate 7x Returns Over The Next Decade
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- DYDFCDYDFC
  ·2021-07-27
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  My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings
  Summary Nvidia is poised to post impressive revenue growth and gross margins next month as GeForce
  My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings
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- DYDFCDYDFC
  ·2021-07-26
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- DYDFCDYDFC
  ·2021-07-25
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- DYDFCDYDFC
  ·2021-07-23
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  Blackstone Earnings Rise as Growth Strategy Boosts Portfolio
  The private-equity firm posted second-quarter net income of $1.31 billion. Blackstone GroupInc.’sBX
  Blackstone Earnings Rise as Growth Strategy Boosts Portfolio
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- DYDFCDYDFC
  ·2021-07-22
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That day, t","content":"<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.</p>\n<p>As usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.</p>\n<p>The truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.</p>\n<p>Technical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.&nbsp; After the July 26 market close, the RSI of the S&amp;P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.</p>\n<p><b>The bad news bears can’t catch a break</b></p>\n<p>Before the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.</p>\n<p><b>What to do now</b></p>\n<p>The next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:</p>\n<p><b>1. If you’re panicked</b>: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.</p>\n<p><b>2. If you’re afraid</b>: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.</p>\n<p><b>3. If you’re unaffected:</b>Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.</p>\n<p><b>What specific actions should you take?</b></p>\n<p>Now that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:</p>\n<ol>\n <li>Sell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard &amp; Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.</li>\n <li>Create a long-term investment plan and follow it no matter what happens in the short term.</li>\n <li>Dollar-cost average into index funds.</li>\n <li>Diversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.</li>\n <li>Buy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.</li>\n <li>Sell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.</li>\n</ol>\n<p><b>Plan for the next correction or bear market</b></p>\n<p>After a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.</p>\n<p>Know what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.</p>","source":"lsy1603348471595","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 your to-do list before the stock market’s next dive</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 your to-do list before the stock market’s next dive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127411624","content_text":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.\nAs usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.\nThe truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.\nTechnical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.  After the July 26 market close, the RSI of the S&P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.\nThe bad news bears can’t catch a break\nBefore the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.\nWhat to do now\nThe next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:\n1. If you’re panicked: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.\n2. If you’re afraid: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.\n3. If you’re unaffected:Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.\nWhat specific actions should you take?\nNow that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:\n\nSell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard & Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.\nCreate a long-term investment plan and follow it no matter what happens in the short term.\nDollar-cost average into index funds.\nDiversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.\nBuy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.\nSell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.\n\nPlan for the next correction or bear market\nAfter a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.\nKnow what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808439381,"gmtCreate":1627605165043,"gmtModify":1703493139894,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808439381","repostId":"1131907757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801878129,"gmtCreate":1627512816861,"gmtModify":1703491246284,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801878129","repostId":"1148922985","repostType":4,"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803145428,"gmtCreate":1627429742064,"gmtModify":1703489663752,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803145428","repostId":"1165178450","repostType":4,"repost":{"id":"1165178450","kind":"news","pubTimestamp":1627399581,"share":"https://ttm.financial/m/news/1165178450?lang=&edition=fundamental","pubTime":"2021-07-27 23:26","market":"us","language":"en","title":"How Plug Power Could Generate 7x Returns Over The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1165178450","media":"seekingalpha","summary":"Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European market","content":"<p><b>Summary</b></p>\n<ul>\n <li>PLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.</li>\n <li>The company boasts advanced technology and strong growth momentum.</li>\n <li>We outline the company's path to growing from a $15 billion market cap to a $100 billion market cap over the next decade.</li>\n <li>That said, PLUG still faces significant risks to its thesis that investors should keep in mind.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bea0bef6d6ac8eab14c3fceb2cccae\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JONGHO SHIN/iStock via Getty Images</span></p>\n<p>Plug Power (PLUG) is a leading hydrogen fuel cell turnkey provider in North American and European markets. The company boasts advanced technology and strong growth momentum which should propel it to significant appreciation over the long term. In this article we outline the company's path to growing from a $15 billion market cap to a $100 billion market cap (nearly 7x returns) over the next decade.</p>\n<p><b>#1. Addressable Market Potential</b></p>\n<p>With the&nbsp;massive tailwinds&nbsp;for green energy and ESG investing at the moment, the hydrogen fuel cell market is likely to enjoy strong growth momentum for many years to come.</p>\n<p>First and foremost, the Biden administration has executed an aggressive about-face from the previous administration in its disposition towards clean energy and fossil fuels. Between executive orders and rejoining the Paris Climate Accords, the U.S. Government is increasingly incentivizing green energy investment and consumption. The European Union and China are also increasingly headed in this direction.</p>\n<p>Second, the ESG investing movement has taken off to where it now accounts for an astonishing&nbsp;one-third of total assets under management&nbsp;in the United States. Given that so much capital is attracted to environmentally friendly investments, companies across the board - including in the hydrocarbon sector - are increasingly adopting policies that appeal to the environmentally-conscious investor.</p>\n<p>Third, the disruption and transformation of the automotive industry to reduce emissions is driving strong demand for new fuel technologies.</p>\n<p>Finally - largely due to the heavy investment and market demand - green technologies such as hydrogen fuel cells are&nbsp;seeing costs decline dramatically, making them increasingly competitive on the marketplace.</p>\n<p>All of this should lead to continued strong growth in the sector. In fact, U.S. Hydrogen demand is&nbsp;expected&nbsp;to be 17 million metric tons per year by 2030 and 63 million metric tons by 2050, which is pretty substantial growth from the 10 million metric tons consumed in the U.S. last year. Globally, the hydrogen generation industry is&nbsp;expected&nbsp;to reach $201 billion by 2025 and should continue to grow rapidly in the decades to follow similar to how it is expected to grow in the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/0541b1fd23777a900f3e1a1102206d7b\" tg-width=\"824\" tg-height=\"514\" width=\"100%\" height=\"auto\"></p>\n<p><b>#2. Market Share Drivers</b></p>\n<p>We believe that PLUG has a strong chance at capturing a sizable portion of this massive addressable market for the following reasons.</p>\n<p>First and foremost, it has advanced technology and early mover advantages in the space. It owns numerous hydrogen energy systems including proton exchange membrane fuel cells, hybrid batteries, hydrogen storage, hydrogen dispensing, and fuel processing. Its flagship product is the electric vehicle focused GenDrive system that is complemented by their GenFuel and GenCare systems.</p>\n<p>Second of all, it has a foothold in both North America and Europe which means that it has significantly more growth potential than if it was solely focused on a single continent. In fact, North America and Europe are likely to be the leaders in Hydrogen adaptation for the foreseeable future, so PLUG is well-positioned to capture a significant portion of the global market share.</p>\n<p>Third, PLUG has strong growth momentum right now and is winning business from some of the biggest companies in the world, including Amazon (AMZN), Walmart (WMT), Home Depot (HD), and General Motors (GM) either currently using their products or expected to become customers in the near future. As a result, we expect the 76% year-over-year revenue growth in its most recent&nbsp;quarterly report&nbsp;(128% year-over-year growth in their fuel cell systems and related infrastructure segment) to be sustainable for the foreseeable future.</p>\n<p>In fact,analysts expect&nbsp;revenue to grow by 57% in 2022, which should push the company to EBITDA profitability.</p>\n<p><b>#3. Valuation</b></p>\n<p>While PLUG certainly operates in a hot industry and has numerous drivers that should enable it to capture significant market share, the company is also not cheap as it is currently running a loss.</p>\n<p>On the other hand, its EV/revenue figure is not outlandish given their growth runway as PLUG currently trades at 29.8x expected 2021 sales and 21x expected 2022 sales.</p>\n<p>In fact, with a product gross margin of 38% that expanded by a whopping 600 basis points in PLUG's most recent earnings release, its profitability potential is significant. Overall, PLUG's gross margin is expected to be a fairly weak 9.71% in 2021, but is expected to nearly double in 2022 to 18.93%. This is also a massive increase from 2017 when the gross margin was a mere 1.2%. The EBITDA margin is also expected to be a somewhat respectable 10.7% in 2022 as well.</p>\n<p>If PLUG can continue to leverage its strong technology and massive expected economies of scale in the coming years, we think it is reasonable for it to push gross margins to 30% and net margins to 20% by 2032. Meanwhile, if it can capture even just 3% of global hydrogen market share by 2032 and the global market reaches roughly $390 billion by then (it is expected to exceed $200 billion by 2025 and will likely be growing by around 10% per year at least for the foreseeable future), PLUG should be generating $11.7 billion in revenues by 2032. That would assume a 31.9% revenue CAGR between 2022 and 2032, which we also believe is quite reasonable given its aforementioned growth momentum and competitive strengths.</p>\n<p>At a 20% net margin, that would put its net earnings at over $2.3 billion in 2032, which would require a 42.7x price to earnings multiple to warrant a $100 billion market cap. Is this a reasonable multiple? It depends a lot on interest rates, but, given that the current S&amp;P 500 (SPY) multiple is ~31x and PLUG's growth rate and growth runway will likely still be vastly superior to where the S&amp;P 500's is today, it certainly does not seem too far-fetched to us.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02cad870534d53e0544cd0389c837b1d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>#4. Risks</b></p>\n<p>If this model pans out how we think it could, PLUG is a very attractive buy on the latest pullback.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e86493a3f4fcb61e8bec0de36f0f9b7\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Of course, it assumes that PLUG will be able to overcome several risks, so investors should keep in mind that it remains a very speculative investment at this point.</p>\n<p>First and foremost, it will demand that PLUG can maintain highly competitive technology in a space that is almost certain to grow increasingly competitive in the years to come.</p>\n<p>Additionally, PLUG will need to balance investing in recruiting the best talent in the industry to sustain and increase its technological edge with investing in effective marketing while also avoiding diluting shareholders or running up a big debt burden. Given that it is not yet free cash flow positive, this could prove challenging in the short term. That said, their nearly $4.8 billion in cash and cash equivalents on hand should enable it to reach free cash flow positivity without stressing its balance sheet.</p>\n<p>Third, hydrogen power has not been without its critics over the years, most notably Tesla's (TSLA) founder and CEO Elon Musk. The wildly popular and visionary entrepreneur&nbsp;argued&nbsp;that using hydrogen to store energy can never be as efficient as storing electricity in a battery. In fact, he has gone so far as to say that using hydrogen fuel cells (which he calls \"fool cells\") to power vehicles is \"mind-bogglingly stupid.\" Obviously many individuals and corporations disagree with Musk's assessment and he has a clear incentive to try to discredit the technology, but this should still be viewed as a significant risk to keep an eye on. If hydrogen were to fall out of favor, it would significantly reduce the upside for PLUG and could even lead to permanent impairments from current levels if severe enough.</p>\n<p><b>Investor Takeaway</b></p>\n<p>PLUG is a competitively positioned company in a rapidly-growing industry. Not only that, but the industry's growth runway looks promising for many decades to come. With advanced technology, early mover advantages, and a foothold on the two most fertile continents for Hydrogen technology, PLUG should be able to generate strong revenue growth for a long time to come.</p>\n<p>Given our assumptions outlined in this article, we think that PLUG could very possibly achieve a $100 billion market cap in about a decade. This would represent a 667% total return (20.9% CAGR) over that span assuming no further share dilution.</p>\n<p>That said, PLUG is also far from a conservative sleep well at night stock and investors should keep in mind that its current valuation assumes significant future growth and an ability to scale into profitability. It also assumes that it will retain a strong technological moat which will enable it to increase gross margins over time.</p>\n<p>Overall, we rate PLUG a speculative buy at this point.</p>","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>How Plug Power Could Generate 7x Returns Over 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\">\nHow Plug Power Could Generate 7x Returns Over The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-the-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.\nThe company boasts advanced technology and strong growth momentum.\nWe outline the company's path ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-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":{"PLUG":"普拉格能源"},"source_url":"https://seekingalpha.com/article/4441600-plug-power-could-generate-7x-returns-over-the-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165178450","content_text":"Summary\n\nPLUG is a leading hydrogen fuel cell turnkey provider in North American and European markets.\nThe company boasts advanced technology and strong growth momentum.\nWe outline the company's path to growing from a $15 billion market cap to a $100 billion market cap over the next decade.\nThat said, PLUG still faces significant risks to its thesis that investors should keep in mind.\n\nJONGHO SHIN/iStock via Getty Images\nPlug Power (PLUG) is a leading hydrogen fuel cell turnkey provider in North American and European markets. The company boasts advanced technology and strong growth momentum which should propel it to significant appreciation over the long term. In this article we outline the company's path to growing from a $15 billion market cap to a $100 billion market cap (nearly 7x returns) over the next decade.\n#1. Addressable Market Potential\nWith the massive tailwinds for green energy and ESG investing at the moment, the hydrogen fuel cell market is likely to enjoy strong growth momentum for many years to come.\nFirst and foremost, the Biden administration has executed an aggressive about-face from the previous administration in its disposition towards clean energy and fossil fuels. Between executive orders and rejoining the Paris Climate Accords, the U.S. Government is increasingly incentivizing green energy investment and consumption. The European Union and China are also increasingly headed in this direction.\nSecond, the ESG investing movement has taken off to where it now accounts for an astonishing one-third of total assets under management in the United States. Given that so much capital is attracted to environmentally friendly investments, companies across the board - including in the hydrocarbon sector - are increasingly adopting policies that appeal to the environmentally-conscious investor.\nThird, the disruption and transformation of the automotive industry to reduce emissions is driving strong demand for new fuel technologies.\nFinally - largely due to the heavy investment and market demand - green technologies such as hydrogen fuel cells are seeing costs decline dramatically, making them increasingly competitive on the marketplace.\nAll of this should lead to continued strong growth in the sector. In fact, U.S. Hydrogen demand is expected to be 17 million metric tons per year by 2030 and 63 million metric tons by 2050, which is pretty substantial growth from the 10 million metric tons consumed in the U.S. last year. Globally, the hydrogen generation industry is expected to reach $201 billion by 2025 and should continue to grow rapidly in the decades to follow similar to how it is expected to grow in the U.S.\n\n#2. Market Share Drivers\nWe believe that PLUG has a strong chance at capturing a sizable portion of this massive addressable market for the following reasons.\nFirst and foremost, it has advanced technology and early mover advantages in the space. It owns numerous hydrogen energy systems including proton exchange membrane fuel cells, hybrid batteries, hydrogen storage, hydrogen dispensing, and fuel processing. Its flagship product is the electric vehicle focused GenDrive system that is complemented by their GenFuel and GenCare systems.\nSecond of all, it has a foothold in both North America and Europe which means that it has significantly more growth potential than if it was solely focused on a single continent. In fact, North America and Europe are likely to be the leaders in Hydrogen adaptation for the foreseeable future, so PLUG is well-positioned to capture a significant portion of the global market share.\nThird, PLUG has strong growth momentum right now and is winning business from some of the biggest companies in the world, including Amazon (AMZN), Walmart (WMT), Home Depot (HD), and General Motors (GM) either currently using their products or expected to become customers in the near future. As a result, we expect the 76% year-over-year revenue growth in its most recent quarterly report (128% year-over-year growth in their fuel cell systems and related infrastructure segment) to be sustainable for the foreseeable future.\nIn fact,analysts expect revenue to grow by 57% in 2022, which should push the company to EBITDA profitability.\n#3. Valuation\nWhile PLUG certainly operates in a hot industry and has numerous drivers that should enable it to capture significant market share, the company is also not cheap as it is currently running a loss.\nOn the other hand, its EV/revenue figure is not outlandish given their growth runway as PLUG currently trades at 29.8x expected 2021 sales and 21x expected 2022 sales.\nIn fact, with a product gross margin of 38% that expanded by a whopping 600 basis points in PLUG's most recent earnings release, its profitability potential is significant. Overall, PLUG's gross margin is expected to be a fairly weak 9.71% in 2021, but is expected to nearly double in 2022 to 18.93%. This is also a massive increase from 2017 when the gross margin was a mere 1.2%. The EBITDA margin is also expected to be a somewhat respectable 10.7% in 2022 as well.\nIf PLUG can continue to leverage its strong technology and massive expected economies of scale in the coming years, we think it is reasonable for it to push gross margins to 30% and net margins to 20% by 2032. Meanwhile, if it can capture even just 3% of global hydrogen market share by 2032 and the global market reaches roughly $390 billion by then (it is expected to exceed $200 billion by 2025 and will likely be growing by around 10% per year at least for the foreseeable future), PLUG should be generating $11.7 billion in revenues by 2032. That would assume a 31.9% revenue CAGR between 2022 and 2032, which we also believe is quite reasonable given its aforementioned growth momentum and competitive strengths.\nAt a 20% net margin, that would put its net earnings at over $2.3 billion in 2032, which would require a 42.7x price to earnings multiple to warrant a $100 billion market cap. Is this a reasonable multiple? It depends a lot on interest rates, but, given that the current S&P 500 (SPY) multiple is ~31x and PLUG's growth rate and growth runway will likely still be vastly superior to where the S&P 500's is today, it certainly does not seem too far-fetched to us.\nData by YCharts\n#4. Risks\nIf this model pans out how we think it could, PLUG is a very attractive buy on the latest pullback.\nData by YCharts\nOf course, it assumes that PLUG will be able to overcome several risks, so investors should keep in mind that it remains a very speculative investment at this point.\nFirst and foremost, it will demand that PLUG can maintain highly competitive technology in a space that is almost certain to grow increasingly competitive in the years to come.\nAdditionally, PLUG will need to balance investing in recruiting the best talent in the industry to sustain and increase its technological edge with investing in effective marketing while also avoiding diluting shareholders or running up a big debt burden. Given that it is not yet free cash flow positive, this could prove challenging in the short term. That said, their nearly $4.8 billion in cash and cash equivalents on hand should enable it to reach free cash flow positivity without stressing its balance sheet.\nThird, hydrogen power has not been without its critics over the years, most notably Tesla's (TSLA) founder and CEO Elon Musk. The wildly popular and visionary entrepreneur argued that using hydrogen to store energy can never be as efficient as storing electricity in a battery. In fact, he has gone so far as to say that using hydrogen fuel cells (which he calls \"fool cells\") to power vehicles is \"mind-bogglingly stupid.\" Obviously many individuals and corporations disagree with Musk's assessment and he has a clear incentive to try to discredit the technology, but this should still be viewed as a significant risk to keep an eye on. If hydrogen were to fall out of favor, it would significantly reduce the upside for PLUG and could even lead to permanent impairments from current levels if severe enough.\nInvestor Takeaway\nPLUG is a competitively positioned company in a rapidly-growing industry. Not only that, but the industry's growth runway looks promising for many decades to come. With advanced technology, early mover advantages, and a foothold on the two most fertile continents for Hydrogen technology, PLUG should be able to generate strong revenue growth for a long time to come.\nGiven our assumptions outlined in this article, we think that PLUG could very possibly achieve a $100 billion market cap in about a decade. This would represent a 667% total return (20.9% CAGR) over that span assuming no further share dilution.\nThat said, PLUG is also far from a conservative sleep well at night stock and investors should keep in mind that its current valuation assumes significant future growth and an ability to scale into profitability. It also assumes that it will retain a strong technological moat which will enable it to increase gross margins over time.\nOverall, we rate PLUG a speculative buy at this point.","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809048119,"gmtCreate":1627341929031,"gmtModify":1703487808066,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809048119","repostId":"1117559759","repostType":4,"repost":{"id":"1117559759","kind":"news","pubTimestamp":1627311202,"share":"https://ttm.financial/m/news/1117559759?lang=&edition=fundamental","pubTime":"2021-07-26 22:53","market":"us","language":"en","title":"My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1117559759","media":"seekingalpha","summary":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.</li>\n <li>Nvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.</li>\n <li>Nvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.</li>\n <li>Split or no split, Nvidia has 28% upside.</li>\n <li>I lay out my post-split plan to buy Nvidia at certain key levels.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p>\n<p>Nvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.</p>\n<p><b>Nvidia’s stock split</b></p>\n<p>Nvidia’s&nbsp;4:1 stock split&nbsp;has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.</p>\n<p>Companies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).</p>\n<p><b>What's in store for Nvidia next month?</b></p>\n<p>Nvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an&nbsp;84% bump&nbsp;year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.</p>\n<p>Nvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.</p>\n<p>Data centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bb9f6f3dbca0c67e817a34367aec0a\" tg-width=\"1280\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>(Source:Nvidia)</span></p>\n<p>What will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM &amp; Other” revenues and based on firm guidance are projected to be $400M in Q2’22.</p>\n<p>Revenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.</p>\n<p>What I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de5873a468c24b27b0d713a6ea87bb15\" tg-width=\"1269\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>(Source: Nvidia)</span></p>\n<p><b>How I am playing Nvidia post-split</b></p>\n<p>First of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.</p>\n<p>Second, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fb926c9a11e4347aa2edda6d667850e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Nvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1f8abb27427dd6dd83b3d2871eec59\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Other considerations/risks</b></p>\n<p>The market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&amp;P 500 can continue under the condition that revenue growth doesn’t slow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd43492fdb8928db4f32cc35dd5a154c\" tg-width=\"1267\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>(Source: Tradingview)</span></p>\n<p>High valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.</p>","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>My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings</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\">\nMy Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117559759","content_text":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.\nNvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.\nSplit or no split, Nvidia has 28% upside.\nI lay out my post-split plan to buy Nvidia at certain key levels.\n\nDavid Becker/Getty Images News\nNvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.\nNvidia’s stock split\nNvidia’s 4:1 stock split has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.\nCompanies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).\nWhat's in store for Nvidia next month?\nNvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an 84% bump year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.\nNvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.\nData centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.\n(Source:Nvidia)\nWhat will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM & Other” revenues and based on firm guidance are projected to be $400M in Q2’22.\nRevenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.\nWhat I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.\n(Source: Nvidia)\nHow I am playing Nvidia post-split\nFirst of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.\nSecond, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.\nData by YCharts\nNvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...\nData by YCharts\nOther considerations/risks\nThe market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&P 500 can continue under the condition that revenue growth doesn’t slow.\n(Source: Tradingview)\nHigh valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.\nFinal thoughts\nNvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800374389,"gmtCreate":1627283068041,"gmtModify":1703486671610,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800374389","repostId":"2154531659","repostType":4,"isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177150008,"gmtCreate":1627188755404,"gmtModify":1703485334767,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177150008","repostId":"2153936352","repostType":4,"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175089630,"gmtCreate":1626998491120,"gmtModify":1703482031917,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175089630","repostId":"1151614377","repostType":4,"repost":{"id":"1151614377","kind":"news","pubTimestamp":1626959882,"share":"https://ttm.financial/m/news/1151614377?lang=&edition=fundamental","pubTime":"2021-07-22 21:18","market":"us","language":"en","title":"Blackstone Earnings Rise as Growth Strategy Boosts Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1151614377","media":"The Wall Street Journal","summary":"The private-equity firm posted second-quarter net income of $1.31 billion.\n\nBlackstone GroupInc.’sBX","content":"<blockquote>\n The private-equity firm posted second-quarter net income of $1.31 billion.\n</blockquote>\n<p>Blackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its investments.</p>\n<p>The private-equity firm posted second-quarter net income of $1.31 billion, or $1.82 a share, it said Thursday. That compares with a profit of $568.3 million, or 81 cents a share, a year earlier.</p>\n<p>The value of Blackstone’s private-equity portfolio climbed by 13.8% in the latest period, exceeding the roughly 8% gain for the S&amp;P 500. Combined fund appreciation across its various business lines was the highest in the history of the firm.</p>\n<p>Aiding the strong performance was Blackstone’s recent emphasis on putting money into fast-growing companies. Initial public offerings of outsourcing companyTaskUsInc.and Indian electric-vehicle components manufacturerSona BLW Precision ForgingsLtd.pushed up the firm’s private-equity portfolio, while sales of last-mile logistics properties in the U.S. and Australia helped boost its real-estate holdings.</p>\n<blockquote>\n ‘The pivot into good neighborhoods has really paid off.’— Jonathan Gray, Blackstone\n</blockquote>\n<p>Blackstone President Jonathan Gray has encouraged the firm’s business heads tothink more thematicallyabout investing, identifying global trends and finding ways to put money to work in areas that would benefit from them. Among these are logistics, software, digital payments and life sciences, areas of the economy that are experiencing outsize growth.</p>\n<p>“The pivot into good neighborhoods has really paid off,” Mr. Gray said in an interview.</p>\n<p>Blackstone’s distributable earnings, or the amount of cash that could be returned to shareholders, came in at $1.07 billion, or 82 cents a share, in the quarter. That compares with $548 million, or 43 cents a share, a year earlier.</p>\n<p>The firm said it would pay a dividend of 70 cents a share for the quarter, versus 37 cents in the second quarter of 2020.</p>\n<p>Blackstone invested $23.8 billion during the second quarter and committed to an additional $28.5 billion, another record. Among its commitments was a June agreement to partner with rivals Carlyle Group Inc. and Hellman &amp; Friedman LLC in adeal for Medline Industries Inc.that values the medical-equipment supplier at more than $30 billion and represents the largest leveraged buyout since the financial crisis.</p>\n<p>Blackstone’s infrastructure business and nontraded real-estate investment trustalso struck a deal to acquiredata-center operator QTS Realty Trust Inc. for $6.7 billion.</p>\n<p>The firm had inflows of $37.3 billion in the quarter, with much of that coming from its credit business and its giant Core+ real-estate strategy.</p>\n<p>Assets under management rose 21% over the prior year to $684 billion. So-called perpetual capital, which generates a steady stream of locked-in fees because it doesn’t need to be returned to investors as quickly, climbed 55% year-over-year to $169.5 billion.</p>\n<p>That figure is set to rise, thanks in part to a sweeping partnership Blackstone announced last week with insurance companyAmerican International GroupInc.The investment firm will manage a portion of AIG’s assets and will pay$2.2 billion for a 9.9% stakein its life-insurance and retirement-services unit. The deal is set to push Blackstone’s insurance assets under management to about $150 billion by the end of 2021.</p>\n<p>“It really encapsulates the evolution of our business,” Mr. Gray said of the AIG arrangement.</p>\n<p>A decade of low interest rates and strong performance has prompted the firm to venture beyond its traditional focus on investing institutional money, he said.</p>\n<p>The combined market opportunity in insurance and retail is worth significantly more, he said.</p>","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>Blackstone Earnings Rise as Growth Strategy Boosts Portfolio</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\">\nBlackstone Earnings Rise as Growth Strategy Boosts Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 21:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/blackstone-earnings-rise-as-growth-strategy-boosts-portfolio-11626951596?mod=hp_lead_pos4><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The private-equity firm posted second-quarter net income of $1.31 billion.\n\nBlackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its ...</p>\n\n<a href=\"https://www.wsj.com/articles/blackstone-earnings-rise-as-growth-strategy-boosts-portfolio-11626951596?mod=hp_lead_pos4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BX":"黑石"},"source_url":"https://www.wsj.com/articles/blackstone-earnings-rise-as-growth-strategy-boosts-portfolio-11626951596?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151614377","content_text":"The private-equity firm posted second-quarter net income of $1.31 billion.\n\nBlackstone GroupInc.’sBX1.88%earnings jumped in the second quarter, propelled by record appreciation in the value of its investments.\nThe private-equity firm posted second-quarter net income of $1.31 billion, or $1.82 a share, it said Thursday. That compares with a profit of $568.3 million, or 81 cents a share, a year earlier.\nThe value of Blackstone’s private-equity portfolio climbed by 13.8% in the latest period, exceeding the roughly 8% gain for the S&P 500. Combined fund appreciation across its various business lines was the highest in the history of the firm.\nAiding the strong performance was Blackstone’s recent emphasis on putting money into fast-growing companies. Initial public offerings of outsourcing companyTaskUsInc.and Indian electric-vehicle components manufacturerSona BLW Precision ForgingsLtd.pushed up the firm’s private-equity portfolio, while sales of last-mile logistics properties in the U.S. and Australia helped boost its real-estate holdings.\n\n ‘The pivot into good neighborhoods has really paid off.’— Jonathan Gray, Blackstone\n\nBlackstone President Jonathan Gray has encouraged the firm’s business heads tothink more thematicallyabout investing, identifying global trends and finding ways to put money to work in areas that would benefit from them. Among these are logistics, software, digital payments and life sciences, areas of the economy that are experiencing outsize growth.\n“The pivot into good neighborhoods has really paid off,” Mr. Gray said in an interview.\nBlackstone’s distributable earnings, or the amount of cash that could be returned to shareholders, came in at $1.07 billion, or 82 cents a share, in the quarter. That compares with $548 million, or 43 cents a share, a year earlier.\nThe firm said it would pay a dividend of 70 cents a share for the quarter, versus 37 cents in the second quarter of 2020.\nBlackstone invested $23.8 billion during the second quarter and committed to an additional $28.5 billion, another record. Among its commitments was a June agreement to partner with rivals Carlyle Group Inc. and Hellman & Friedman LLC in adeal for Medline Industries Inc.that values the medical-equipment supplier at more than $30 billion and represents the largest leveraged buyout since the financial crisis.\nBlackstone’s infrastructure business and nontraded real-estate investment trustalso struck a deal to acquiredata-center operator QTS Realty Trust Inc. for $6.7 billion.\nThe firm had inflows of $37.3 billion in the quarter, with much of that coming from its credit business and its giant Core+ real-estate strategy.\nAssets under management rose 21% over the prior year to $684 billion. So-called perpetual capital, which generates a steady stream of locked-in fees because it doesn’t need to be returned to investors as quickly, climbed 55% year-over-year to $169.5 billion.\nThat figure is set to rise, thanks in part to a sweeping partnership Blackstone announced last week with insurance companyAmerican International GroupInc.The investment firm will manage a portion of AIG’s assets and will pay$2.2 billion for a 9.9% stakein its life-insurance and retirement-services unit. The deal is set to push Blackstone’s insurance assets under management to about $150 billion by the end of 2021.\n“It really encapsulates the evolution of our business,” Mr. Gray said of the AIG arrangement.\nA decade of low interest rates and strong performance has prompted the firm to venture beyond its traditional focus on investing institutional money, he said.\nThe combined market opportunity in insurance and retail is worth significantly more, he said.","news_type":1,"symbols_score_info":{"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176765918,"gmtCreate":1626916706434,"gmtModify":1703480491022,"author":{"id":"3578574228106809","authorId":"3578574228106809","name":"DYDFC","avatar":"https://static.tigerbbs.com/886091e1ab80cf468e97e847ef0f3f9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578574228106809","authorIdStr":"3578574228106809"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176765918","repostId":"2153062824","repostType":4,"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}