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4West
4West
·
2023-04-05
Interesting to see their quarterly earnings
Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?
Which industry had the worst month? It should come as no surprise.
Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?
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4West
4West
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2023-04-05
yeah, finally
Johnson & Johnson Rose Nearly 3% in Premarket Trading on the Talc Settlement
Johnson & Johnson rose nearly 3% in premarket trading on the talc settlement.It has proposed to pay
Johnson & Johnson Rose Nearly 3% in Premarket Trading on the Talc Settlement
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4West
4West
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2023-03-07
70% Buffet, 30% Woods
Warren Buffett vs. Cathie Wood: Where Would You Rather Invest?
These two famed investors couldn't be more different in their approaches to the stock market.
Warren Buffett vs. Cathie Wood: Where Would You Rather Invest?
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4West
4West
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2023-03-02
Intel.........
What Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks
Artificial intelligence is a hot topic today and while companies try to make the most of it, here ar
What Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks
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4West
4West
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2023-03-01
What's the purpose?
Nvidia Files Mixed Shelf Offering of up to $10 Bln
(Reuters) - U.S. chipmaker Nvidia Corp filed a mixed shelf offering of as much as $10 billion with t
Nvidia Files Mixed Shelf Offering of up to $10 Bln
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4West
4West
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2023-02-06
Buy
Amazon: No Longer A Growth Stock
SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderat
Amazon: No Longer A Growth Stock
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4West
4West
·
2023-01-27
Wow
Visa Profit Beats Estimates on Resilient Consumer Spending
Jan 26 (Reuters) - Visa Inc's first-quarter profit beat Wall Street targets on Thursday as its payme
Visa Profit Beats Estimates on Resilient Consumer Spending
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4West
4West
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2023-01-26
Yea, tomatoes sounds good
Sorry, this post has been deleted
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4West
4West
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2023-01-18
Drama.... again
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2023-01-17
Nice
TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers
Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further
TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers
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It should come as no surprise.","content":"<div>\n<p>KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?</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\">\nIs It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 06:00 GMT+8 <a href=https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4589":"SVB概念","BK4211":"区域性银行","CMA":"联信银行","BK4588":"碎股","ZION":"齐昂银行","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324800035","content_text":"KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P 500 was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.It should come as no surprise, then, that the three worst-performing stocks on the S&P 500 in March were all banks. Let's take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.Banks had the worst monthThe three worst-performing stocks on the S&P 500 in March were First Republic Bank, Zions Bancorp, and Comerica. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and SVB Financial's Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.However, it's worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn't sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn't have nearly as much tied up in HTM bonds, as this article by the Motley Fool's Bram Berkowitz explains. That still didn't stop panicked investors from pulling deposits, at least initially. The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.Is the worst over?First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.The worst is probably over for these bank stocks, but there's still too much volatility and uncertainty surrounding regional banks, as there's been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren't subject to stress tests. This is something to watch for.In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn't changed now.But these three stocks are very cheap, so the low valuation is intriguing. I'd at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.","news_type":1,"symbols_score_info":{"CMA":0.9,"ZION":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948842762,"gmtCreate":1680683720457,"gmtModify":1680683724047,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"yeah, finally","listText":"yeah, finally","text":"yeah, finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948842762","repostId":"1107435271","repostType":4,"repost":{"id":"1107435271","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680682099,"share":"https://ttm.financial/m/news/1107435271?lang=&edition=fundamental","pubTime":"2023-04-05 16:08","market":"us","language":"en","title":"Johnson & Johnson Rose Nearly 3% in Premarket Trading on the Talc Settlement","url":"https://stock-news.laohu8.com/highlight/detail?id=1107435271","media":"Tiger Newspress","summary":"Johnson & Johnson rose nearly 3% in premarket trading on the talc settlement.It has proposed to pay ","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30463709302adcb80fd7186882e6419b\" tg-width=\"654\" tg-height=\"526\"/></p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a> rose nearly 3% in premarket trading on the talc settlement.</p><p>It has proposed to pay up to $8.9 billion over 25 years to settle claims connected with cosmetic-talc litigation.</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>Johnson & Johnson Rose Nearly 3% in Premarket Trading on the Talc Settlement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJohnson & Johnson Rose Nearly 3% in Premarket Trading on the Talc Settlement\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-05 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30463709302adcb80fd7186882e6419b\" tg-width=\"654\" tg-height=\"526\"/></p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a> rose nearly 3% in premarket trading on the talc settlement.</p><p>It has proposed to pay up to $8.9 billion over 25 years to settle claims connected with cosmetic-talc litigation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107435271","content_text":"Johnson & Johnson rose nearly 3% in premarket trading on the talc settlement.It has proposed to pay up to $8.9 billion over 25 years to settle claims connected with cosmetic-talc litigation.","news_type":1,"symbols_score_info":{"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940718548,"gmtCreate":1678172814084,"gmtModify":1678172817943,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"70% Buffet, 30% Woods","listText":"70% Buffet, 30% Woods","text":"70% Buffet, 30% Woods","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940718548","repostId":"2316625229","repostType":4,"repost":{"id":"2316625229","kind":"highlight","pubTimestamp":1678170781,"share":"https://ttm.financial/m/news/2316625229?lang=&edition=fundamental","pubTime":"2023-03-07 14:33","market":"us","language":"en","title":"Warren Buffett vs. Cathie Wood: Where Would You Rather Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316625229","media":"Motley Fool","summary":"These two famed investors couldn't be more different in their approaches to the stock market.","content":"<div>\n<p>KEY POINTSWarren Buffett's acumen as an investor is legendary and that is why he's known as the Oracle of Omaha.Cathie Wood had amassed an enviable track record of returns until the recent tech sector...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/01/invest-like-warren-buffett-or-cathie-wood/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett vs. Cathie Wood: Where Would You Rather Invest?</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\">\nWarren Buffett vs. Cathie Wood: Where Would You Rather Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 14:33 GMT+8 <a href=https://www.fool.com/investing/2023/03/01/invest-like-warren-buffett-or-cathie-wood/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWarren Buffett's acumen as an investor is legendary and that is why he's known as the Oracle of Omaha.Cathie Wood had amassed an enviable track record of returns until the recent tech sector...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/01/invest-like-warren-buffett-or-cathie-wood/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0444971666.USD":"天利全球科技基金","AAPL":"苹果","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4532":"文艺复兴科技持仓","BK4574":"无人驾驶","BK4554":"元宇宙及AR概念","BRK.A":"伯克希尔","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4571":"数字音乐概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ARKK":"ARK Innovation ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4573":"虚拟现实","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4505":"高瓴资本持仓","BK4575":"芯片概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4507":"流媒体概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/01/invest-like-warren-buffett-or-cathie-wood/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316625229","content_text":"KEY POINTSWarren Buffett's acumen as an investor is legendary and that is why he's known as the Oracle of Omaha.Cathie Wood had amassed an enviable track record of returns until the recent tech sector crash.Each investor seems to have a favorite stock that they're willing to bet big sums on.These two famed investors couldn't be more different in their approaches to the stock market.Cathie Wood went from the hottest investing guru around to cold fish in just a year. Her Ark Invest exchange-traded funds (ETFs) doubled investors' money in 2020, but subsequently collapsed when the tech stock bull market came to a screeching halt.However, Wood's Ark Innovation ETF is running strong again in 2023, up nearly 27% since the start of the year compared to a 2.5% rise in Berkshire Hathaway. Warren Buffett, of course, has an enviable 60-year track record under his belt and has generated returns of 3,600,000% in that time frame (yes, you read that right -- 3.6 million percent returns).Image source: The Motley Fool.The investing styles of Wood and Buffett could hardly be more different, though. Whereas the Oracle of Omaha generally sticks to a buy-and-hold philosophy, Wood trades much more frenetically as she's not opposed to jumping into and out of positions frequently, sometimes on a daily basis.For all her trading and the collapse of the tech sector, Wood is still a sharp Wall Street guru who has 10-year annual returns of over 85%, indicating how well she did during the former bull market.Do you prefer Buffett's more laid-back, big-bet style on solid businesses or Wood's in-and-out pace trying to capture a stock's trend? Let's take a look at the stock each of the investing gurus has made their biggest bet on.AppleFor an investor who famously swore off tech stocks because he didn't understand them, Buffett has tightly embraced Apple's stock, making it his biggest holding by far. The consumer gadget maker comprises 41% of Berkshire Hathaway's portfolio, some $136 billion in total.No doubt Buffett likes the fact that this iconic brand commands the loyalty of tens of millions of consumers willing to pay a premium for its products, as well as being an innovative tech stock. Arguably its greatest product is the iPhone, which generates 85% of Cupertino's operating profits and 48% of its revenue.Yet it has a strong presence across many gadgets, including computers and wearables. The Apple Watch has more than twice the market share of its nearest rival, for example. The tech giant now has an installed base of more than 2 billion active devices, or double what it was seven years ago.Where Apple will likely be seeing future growth, however, is in services. The segment just achieved record revenue this past quarter, hitting $20.8 billion, or almost 18% of total sales. Margins for the services business are also generous, representing around 70% of revenue.Although Wall Street seems to write off Apple every time there's a bump in the road, there may be a lot more success ahead for this growth-oriented tech stock.Image source: Tesla.TeslaWood seems to have a love-hate relationship with Tesla as she is forever buying and selling the stock. Even so, it is the largest holding across her ETFs, representing almost 7.9% of the total. At last count, she owned over 5 million shares, making it a billion-dollar holding for her funds.Yet, her holdings seem to track the rise and fall in the electric car stock itself, which not that long ago had a $1 trillion market valuation only to see it implode and lose over 60% of its value. It's marching higher once more as auto sales rose 35%, but questions remain about how sustainable that growth is.Tesla cut prices, which may help to juice sales further, but it will reduce revenue and profit margins in the process. The automaker maintains that gross margins, however, will still exceed 20%, which is better than its rivals.EVs will have a rough road ahead, no matter what. Challenges include dependence on tax credits to boost consumer demand; a shaky national electric grid that will only be stressed more as new EVs are sold; more manufacturers chasing finite resources, which will increase costs; and an increasingly competitive international marketplace.Tesla remains the leading EV maker by far, but analysts see Ford and General Motors surpassing it sooner rather than later. It still has a place in the market, but growth may be lumpier and take longer to achieve than what investors hope.Buffett or Wood?Buying into Buffett's Berkshire Hathaway means its performance will be heavily swayed by how Apple's stock performs. Buffett's second top pick, Chevron, has just a 10% position in the portfolio and won't influence its returns nearly as much as Apple.While Tesla commands Wood's top spot, four more stocks are not far behind with around a 5% or so weighting in her portfolio. No one company will unduly sway returns and it comes down to her stock-picking prowess.Individual investors need to determine their own appetite for risk and decide whether they find themselves more on Team Buffett or Team Wood.","news_type":1,"symbols_score_info":{"TSLA":0.9,"ARKK":0.9,"BRK.A":0.9,"BRK.B":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940196171,"gmtCreate":1677737214193,"gmtModify":1677737217003,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"Intel.........","listText":"Intel.........","text":"Intel.........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940196171","repostId":"2316213625","repostType":4,"repost":{"id":"2316213625","kind":"highlight","pubTimestamp":1677734978,"share":"https://ttm.financial/m/news/2316213625?lang=&edition=fundamental","pubTime":"2023-03-02 13:29","market":"us","language":"en","title":"What Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=2316213625","media":"InvestorPlace","summary":"Artificial intelligence is a hot topic today and while companies try to make the most of it, here ar","content":"<div>\n<p>Artificial intelligence is a hot topic today and while companies try to make the most of it, here are three semiconductor stocks to load up on.Nvidia (NVDA): The chipmaker could be the biggest ...</p>\n\n<a href=\"https://investorplace.com/2023/03/nvda-tsm-intc-what-is-the-best-semiconductor-stock-to-buy-now-our-3-top-picks/\">Web Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks</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\">\nWhat Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 13:29 GMT+8 <a href=https://investorplace.com/2023/03/nvda-tsm-intc-what-is-the-best-semiconductor-stock-to-buy-now-our-3-top-picks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence is a hot topic today and while companies try to make the most of it, here are three semiconductor stocks to load up on.Nvidia (NVDA): The chipmaker could be the biggest ...</p>\n\n<a href=\"https://investorplace.com/2023/03/nvda-tsm-intc-what-is-the-best-semiconductor-stock-to-buy-now-our-3-top-picks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","BK4575":"芯片概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4587":"ChatGPT概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4528":"SaaS概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4505":"高瓴资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","INTC":"英特尔","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4549":"软银资本持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4551":"寇图资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4527":"明星科技股","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDA":"英伟达","BK4543":"AI","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4526":"热门中概股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://investorplace.com/2023/03/nvda-tsm-intc-what-is-the-best-semiconductor-stock-to-buy-now-our-3-top-picks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316213625","content_text":"Artificial intelligence is a hot topic today and while companies try to make the most of it, here are three semiconductor stocks to load up on.Nvidia (NVDA): The chipmaker could be the biggest beneficiary from the AI boom led by ChatGPT.Taiwan Semiconductor (TSM): Already a leader in the industry, Taiwan Semiconductor is a cash-rich company ready to make big moves in the tech space.Intel (INTC): Intel stock looks like it has bottomed out and the worst is over for the company.Source: ShutterstockSemiconductors are a huge part of our lives and integral to all the devices we use daily. There will always be a demand for semiconductors, which will continue to rise as long as technological advancements exist. As per the Semiconductor Industry Association, the global sales of semiconductors in 2022 reached $573.5 billion, the highest-ever annual total. Now is the time to put your money to work and own the best semiconductor stock for long-term gains.Despite being affected by the market turmoil, China lockdowns, and the transition to work from home, the semiconductor industry is reporting strong growth in terms of sales. With inflation cooling, we can soon see a rise in the demand for semiconductors, which will come from smartphones and electric vehicles. The CHIPS Act has also brought a lot of enthusiasm to the industry, and it could benefit several chipmakers in the near term.The industry is expected to reach $1 trillion by the end of 2030, which means now is a good time to load up on semiconductor stocks and enjoy an early-mover advantage. Here are the three best semiconductor stocks to buy.NVDANvidia$226.73TSMTaiwan Semiconductor$88.60INTL Intel$25.54Nvidia (NVDA)Source: Michael Vi / Shutterstock.comAt the top of my list is Nvidia (NASDAQ:NVDA). I have always been a fan of this company and believe in its long-term growth potential. Based on my recommendation on February 5, you would already be sitting on gains of 10% if you had bought the stock. The company has been a hot topic recently, but it did suffer more than it should have in the past year. NVDA stock is trading at $232 today, up 47% over the past six months. This is a must-have and the best semiconductor stock to own right now.The chipmaker has gained massive popularity and momentum for artificial intelligence (AI). In June 2021, I wrote about how AI will drive growth for Nvidia, and here we are! Nvidia already set a gold standard in its chips and now provides the processing power which helps run AI applications. It could become the key player in AI adoption across different industries. That said, the company already has a diversified revenue stream which secures it from market turmoil.Nvidia announced the fourth quarter results recently and reported a revenue of $6.05 billion, a 21% drop from the previous year, and a profit of $1.4 billion, down 53%. However, the results got the stock moving, going from $206 to $238 after the results. The company might have seen a drop in PC demand, but it is making money from the data center business. It reported an 11% growth in the segment with a revenue of $3.62 billion. The company could win big from ChatGPT. Whether it is a success or not, companies will work towards developing similar tools and technology, leading to higher demand for Nvidia applications. C.J.Muse, an Evercore ISI analyst, has an Outperform rating with a price target of $300. The analyst expects the data center revenue to grow throughout 2023.Taiwan Semiconductor (TSM)Source: Sundry Photography / Shutterstock.comAnother company on the list of the best semiconductor stocks is Taiwan Semiconductor (NYSE:TSM) The Taiwanese multinational company is a major player in the semiconductor industry and is expanding rapidly despite the overall market uncertainty. TSM stock is trading at $88 today, much lower than the 52-week high of $113. But this is an opportunity to grab the stock at a discount. It is the best semiconductor stock to own this year.In the recent quarter, it reported sales of $19.93 billion and earned $1.82 per share. The company has $43.7 billion in cash and liabilities worth only $30.8 billion. The stock looks highly undervalued if you look at the company’s potential and ability to invest. It has excellent revenue growth and financial stability. One of the top reasons to invest in the company is that almost all semiconductor companies source their chips from them. This means whether the stock market is up or down, Taiwan Semiconductor is expected to report strong revenue numbers.The company has announced an investment of $40 billion in a U.S. plant, and it plans to build a second chipmaking plant in Japan which could cost more than $7.4 billion. The plant is expected to be completed by the end of this decade. TSM has investments across different advanced technologies, including AI, 5G, and IoT, which makes it one of the most coveted tech companies in the market today. With higher production capacity and a recovery in consumer demand, TSM stock could hit new highs. When it comes to the company’s financials, you have nothing to worry about. It has high growth and margins, which will keep the company up and running for many years to come.Intel (INTC)Source: JHVEPhoto / Shutterstock.comWhile many of you may frown at reading Intel (NASDAQ:INTC) as a semiconductor stock to own, I believe the company is a long-time player in the industry with the potential to grow. The company has been in trouble lately and is doing everything to cut costs, including dividend cuts, but it is not slowing down when it comes to producing semiconductors. Intel is ready to give it all to make the most of AI. It is currently working on the new Gaudi AI chip, Gaudi3, with more memory than its previous chips.INTC stock hasn’t had a good 2022, and the selloffs have made it possible for investors to own the tech stock at a discounted rate. INTC stock is trading at $25.14 today, almost half its 52-week high of $54. It has dropped 23% in the past six months and might pick up from here. The last two times it dropped to $25, it soared again; I am not saying $25 is the baseline, but there are chances. I think the stock has bottomed out, and the worse is over.INTC stock dropped to $25 in October 2022 and then picked pace to hit $30 in November. Soon after, it again hit $25 in December 2022 and $30 in January 2023. INTC stock hasn’t gone below $25 in the past five years, which means you could get the stock at the most lucrative price today. Artificial intelligence could drive growth for Intel in the near future, and we could see the company bounce back soon.","news_type":1,"symbols_score_info":{"NVDA":1,"INTC":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940959310,"gmtCreate":1677661389030,"gmtModify":1677661393141,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"What's the purpose?","listText":"What's the purpose?","text":"What's the purpose?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940959310","repostId":"2316633980","repostType":4,"repost":{"id":"2316633980","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1677658582,"share":"https://ttm.financial/m/news/2316633980?lang=&edition=fundamental","pubTime":"2023-03-01 16:16","market":"us","language":"en","title":"Nvidia Files Mixed Shelf Offering of up to $10 Bln","url":"https://stock-news.laohu8.com/highlight/detail?id=2316633980","media":"Reuters","summary":"(Reuters) - U.S. chipmaker Nvidia Corp filed a mixed shelf offering of as much as $10 billion with t","content":"<html><head></head><body><p>(Reuters) - U.S. chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> filed a mixed shelf offering of as much as $10 billion with the U.S. Securities and Exchange Commission on Tuesday.</p><p>The mixed shelf will include shares of its common stock, preferred stock, warrants, debt securities and purchase contracts, the company said.</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>Nvidia Files Mixed Shelf Offering of up to $10 Bln</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; 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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>Amazon: No Longer A Growth Stock</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: No Longer A Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-06 15:40 GMT+8 <a href=https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderating overall and now also in Amazon Web Services.Estimate and valuation risks have increased for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4538":"云计算","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4535":"淡马锡持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4581":"高盛持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4524":"宅经济概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4507":"流媒体概念","AMZN":"亚马逊","BK4559":"巴菲特持仓"},"source_url":"https://seekingalpha.com/article/4575232-amazon-no-longer-a-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308489732","content_text":"SummaryAmazon.com, Inc. beat on the topline for its Q4 2022 but missed on earnings.Growth is moderating overall and now also in Amazon Web Services.Estimate and valuation risks have increased for Amazon.com, Inc.AdrianHancuAmazon.com, Inc. (NASDAQ:AMZN) submitted its earnings sheet for the fourth quarter yesterday, and the e-Commerce company disappointed in a number of ways. Although Amazon managed to generate stronger revenue growth than expected in the fourth quarter, moderating Cloud growth anda weak forecast for the first quarter strongly suggest that Amazon's shares will run into difficulty revaluing higher. Amazon's stock price dropped 5% after-hours, and I see estimate and valuation risks for Amazon in FY 2023. With Cloud now also weakening, the risk profile for Amazon remains skewed to the downside!Amazon's Q4'22 resultsAmazon reported revenues of $149.2B, which compared against an average topline estimate of $145.8B. The e-Commerce company fell short of EPS expectations, chiefly because of underwhelming results in e-Commerce as well as in Amazon Web Services (\"AWS\").Seeking AlphaAmazon is no longer a growthstockJust before Amazon submitted its earnings sheet for Q4'22, I warned that Amazon was likely to surprise to the downside (Amazon Q4: Nearing A Pivotal Moment) due to moderating topline growth in a weakening macro environment. Although Amazon did beat estimates regarding its Q4'22 revenues, growth concerns clearly overshadowed the company's earnings release.Amazon reported net revenues of $149.2B for the fourth quarter, showing a year-over-year growth rate of 9%. The result beat Amazon's projection of 2-8% topline growth for the fourth quarter, but the company warned explicitly of slowing growth in its fastest-growing segment, Amazon Web Services.Amazon Web Services grew its segment revenues to $21.4B, showing a year-over-year growth rate of 20%. I estimated that Amazon was going to see a slowdown in Amazon Web Services, as companies have started to spend money more carefully in a high-inflation world, but I didn't foresee such a sharp slowdown. Slowing AWS revenue growth is a problem for Amazon chiefly because Amazon Web Services is the fastest-growing segment within Amazon, and its operating profits are responsible for all of the company's consolidated operating income. The growth rate of 20% was also only half of what it was just in the year-ago quarter: in Q4'21, Amazon Web Services grew its revenues at a 40% year-over-year rate.E-Commerce did reasonably well in the fourth quarter, with Amazon's North America segment seeing its revenues rise 13% year-over-year to $93.4B. The international e-Commerce business had revenues of $34.5B, showing a year-over-year decrease of 8%. Unfortunately, Amazon once again reported steep losses in both of its e-Commerce segments, totaling $2.5B, which confirms my past criticism about Amazon's lack of profitability.AmazonProfitability challenges and declining operating incomeAmazon is facing profitability challenges in its e-Commerce business, and the company's investment in electric vehicle start-up Rivian Automotive (RIVN) added to the company's problems in the fourth quarter. In Q4'22, Amazon reported just $2.7B in operating income, showing a decline of 21% year over year. Amazon also recorded a $2.3B valuation loss related to Rivian. The valuation loss, which is included in Amazon's non-operating income (expense), compares against a massive valuation gain of $11.8B in the year-earlier period.AmazonAmazon's outlook for Q1'23Amazon expects topline growth of 4-8% in the first quarter and total revenues of between $121.0B and $126.0B, which is not an improvement over Q4'22 results. The outlook suggests stable growth, at best, and a sequential slowdown, at worst. The fourth quarter usually is a robust quarter for e-Commerce companies because of the holiday shopping period, which is why Amazon did better than expected in its forecast.Estimate risk and Amazon's valuationThe slowdown in Amazon's growth is a problem, especially because the company is viewed as a growth play for investors, many of which bought AMZN for its exposure to the fast-growing Cloud business. With growth slowing down more broadly and now including Amazon Web Services, there is a considerable chance that shares of Amazon will resume their downwards revaluation.Amazon is expected to generate EPS of $1.60 in FY 2023 and $2.86 in FY 2024, implying year-over-year growth of 79%. However, analysts are going to take Amazon's slowing AWS growth into consideration when they update their EPS forecasts, which means estimates should be expected to reset to the downside. Based off of FY 2024 EPS estimates, Amazon is valued at a P/E ratio of 39 X... which is high considering that Amazon's growth has slowed to the single digits.Data by YChartsRisks with AmazonThe near-term growth outlook for Amazon is not good, and it indicates that weakening topline growth and the trajectory in Cloud remain two key risks for Amazon and its stock. Additionally, Amazon has not yet addressed its profitability challenges in the e-Commerce segment, which is weighing on overall company performance. Amazon recently cut 18,000 jobs in an effort to control costs and limit losses, but it remains to be seen if those measures are sufficient to address Amazon's core profitability problem.Final thoughtsThe e-Commerce company delivered a mixed Q4'22 earnings sheet that showed better than expected fourth quarter topline growth, but Amazon at the same time warned of slowing growth in AWS… which is still Amazon's fastest-growing business.For those reasons, I believe Amazon.com, Inc. may no longer be a growth stock. Amazon's valuation multiplier is that of a growth stock, but the company is now growing only in the single digits. Growth concerns and downside revisions of EPS estimates are, in my opinion, set to continue to weigh on Amazon's valuation in FY 2023!This article is written by The Asian Investor for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952253056,"gmtCreate":1674775130876,"gmtModify":1676538957719,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952253056","repostId":"2306241989","repostType":4,"repost":{"id":"2306241989","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674774935,"share":"https://ttm.financial/m/news/2306241989?lang=&edition=fundamental","pubTime":"2023-01-27 07:15","market":"us","language":"en","title":"Visa Profit Beats Estimates on Resilient Consumer Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2306241989","media":"Reuters","summary":"Jan 26 (Reuters) - Visa Inc's first-quarter profit beat Wall Street targets on Thursday as its payme","content":"<html><head></head><body><p>Jan 26 (Reuters) - Visa Inc's first-quarter profit beat Wall Street targets on Thursday as its payments volume held steady with Americans still spending on international travel despite an economic slowdown.</p><p>Shares of the company rose 1.3% in late afternoon trading.</p><p><img src=\"https://static.tigerbbs.com/0caa73ed59a13c7a937285dbe1877b17\" tg-width=\"826\" tg-height=\"616\" width=\"100%\" height=\"auto\"/></p><p>The world's largest payments processor said total cross-border volumes - a key measure that tracks spending on cards beyond the country of issue - jumped 22% on a constant dollar basis in the quarter. Total payment volumes added 7%.</p><p>That was, however, far lower than last year's 40% surge in cross-border volumes and a 20% jump in payments volumes.</p><p>"Consumer spending is holding its own – it's certainly not falling off a cliff – but we're seeing more headwinds as the cumulative effects of high inflation and higher interest rates take their toll," said Ted Rossman, senior industry analyst at Bankrate.com.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0749d2816c9cf2e56014441867f890f0\" tg-width=\"1288\" tg-height=\"1000\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Visa's revenue rose at the slowest rate in seven quarters, gaining 12% to $7.9 billion.</p><p>Earlier in the day, rival Mastercard Inc forecast current-quarter revenue growth below expectations as pent-up demand for travel was seen slowing going forward.</p><p>"Growth in the travel sector may be harder to come by in 2023 as some of the pent-up demand that stacked up during the pandemic and was unleashed in 2022 is fading," said Rossman.</p><p>Visa said in October that while outbound travel from the United States to all geographies continued to pick up steam, a stronger greenback does not bode well for the American tourism industry, which relies heavily on international travelers.</p><p>The company on Thursday reported a profit of $2.18 a share, comfortably above the $2.01 estimated by analysts, according to Refinitiv.</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>Visa Profit Beats Estimates on Resilient Consumer Spending</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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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\">\nVisa Profit Beats Estimates on Resilient Consumer Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-27 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 26 (Reuters) - Visa Inc's first-quarter profit beat Wall Street targets on Thursday as its payments volume held steady with Americans still spending on international travel despite an economic slowdown.</p><p>Shares of the company rose 1.3% in late afternoon trading.</p><p><img src=\"https://static.tigerbbs.com/0caa73ed59a13c7a937285dbe1877b17\" tg-width=\"826\" tg-height=\"616\" width=\"100%\" height=\"auto\"/></p><p>The world's largest payments processor said total cross-border volumes - a key measure that tracks spending on cards beyond the country of issue - jumped 22% on a constant dollar basis in the quarter. Total payment volumes added 7%.</p><p>That was, however, far lower than last year's 40% surge in cross-border volumes and a 20% jump in payments volumes.</p><p>"Consumer spending is holding its own – it's certainly not falling off a cliff – but we're seeing more headwinds as the cumulative effects of high inflation and higher interest rates take their toll," said Ted Rossman, senior industry analyst at Bankrate.com.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0749d2816c9cf2e56014441867f890f0\" tg-width=\"1288\" tg-height=\"1000\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Visa's revenue rose at the slowest rate in seven quarters, gaining 12% to $7.9 billion.</p><p>Earlier in the day, rival Mastercard Inc forecast current-quarter revenue growth below expectations as pent-up demand for travel was seen slowing going forward.</p><p>"Growth in the travel sector may be harder to come by in 2023 as some of the pent-up demand that stacked up during the pandemic and was unleashed in 2022 is fading," said Rossman.</p><p>Visa said in October that while outbound travel from the United States to all geographies continued to pick up steam, a stronger greenback does not bode well for the American tourism industry, which relies heavily on international travelers.</p><p>The company on Thursday reported a profit of $2.18 a share, comfortably above the $2.01 estimated by analysts, according to Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2265009873.SGD":"Eastspring Investments - 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Visa Inc's first-quarter profit beat Wall Street targets on Thursday as its payments volume held steady with Americans still spending on international travel despite an economic slowdown.Shares of the company rose 1.3% in late afternoon trading.The world's largest payments processor said total cross-border volumes - a key measure that tracks spending on cards beyond the country of issue - jumped 22% on a constant dollar basis in the quarter. Total payment volumes added 7%.That was, however, far lower than last year's 40% surge in cross-border volumes and a 20% jump in payments volumes.\"Consumer spending is holding its own – it's certainly not falling off a cliff – but we're seeing more headwinds as the cumulative effects of high inflation and higher interest rates take their toll,\" said Ted Rossman, senior industry analyst at Bankrate.com.Reuters GraphicsVisa's revenue rose at the slowest rate in seven quarters, gaining 12% to $7.9 billion.Earlier in the day, rival Mastercard Inc forecast current-quarter revenue growth below expectations as pent-up demand for travel was seen slowing going forward.\"Growth in the travel sector may be harder to come by in 2023 as some of the pent-up demand that stacked up during the pandemic and was unleashed in 2022 is fading,\" said Rossman.Visa said in October that while outbound travel from the United States to all geographies continued to pick up steam, a stronger greenback does not bode well for the American tourism industry, which relies heavily on international travelers.The company on Thursday reported a profit of $2.18 a share, comfortably above the $2.01 estimated by analysts, according to Refinitiv.","news_type":1,"symbols_score_info":{"V":0.9}},"isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952648059,"gmtCreate":1674707017971,"gmtModify":1676538954340,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"Yea, tomatoes sounds good","listText":"Yea, tomatoes sounds good","text":"Yea, tomatoes sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952648059","repostId":"1197398075","repostType":4,"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956284957,"gmtCreate":1674015667780,"gmtModify":1676538916431,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"Drama.... again","listText":"Drama.... again","text":"Drama.... again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956284957","repostId":"2304522915","repostType":4,"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956139602,"gmtCreate":1673924587807,"gmtModify":1676538903905,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956139602","repostId":"1136156739","repostType":4,"repost":{"id":"1136156739","kind":"news","pubTimestamp":1673873513,"share":"https://ttm.financial/m/news/1136156739?lang=&edition=fundamental","pubTime":"2023-01-16 20:51","market":"us","language":"en","title":"TV Announcer Turned Portfolio Manager Beats 97% of Japan Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=1136156739","media":"Bloomberg","summary":"Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further ","content":"<div>\n<p>Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further in boon for lendersLanding a job as an announcer at a major Japanese TV station is a rare feat in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTV Announcer Turned Portfolio Manager Beats 97% of Japan Peers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 20:51 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further in boon for lendersLanding a job as an announcer at a major Japanese TV station is a rare feat in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-15/tv-announcer-turned-stock-fund-manager-beats-97-of-japan-peers?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136156739","content_text":"Evarich Asset’s Uda likes Japan trading houses and big banksShe expects bond yields to rise further in boon for lendersLanding a job as an announcer at a major Japanese TV station is a rare feat in itself. Maiko Uda did that in 1997, only to quit in about five years as she found her true calling: finance. Today, she is one of the few female portfolio managers in the world’s third-largest stock market and co-manages a fund that last year beat 97% of its peers.Betting on macro trends is a key element of Uda’s investment style. One of her expectations is that infrastructure spending in Japan will rise further as the economy recovers from the pandemic, benefiting the commodity operations of trading houses. She also reckons the Bank of Japan will raise its cap for 10-year sovereign yields to 1.5% to 2% within two years from 0.5% now, helping bolster lenders’ interest income.Maiko Uda Source: Maiko Uda“We are bullish on Japanese economy overall, and we think that it will do well relative to the US in terms of year-over-year GDP growth,” Uda said in an interview.Itochu Corp. is the top holding in the fund that she runs with her father, who founded Tokyo-based Evarich Asset Management in 2002. The fund also has large bets on Marubeni Corp. and Mitsubishi Corp., a bullishness toward trading houses that’s shared by Warren Buffett’s Berkshire Hathaway Inc.Sumitomo Mitsui Financial Group Inc. and Mitsubishi UFJ Financial Group Inc. are the second- and third-largest holdings.E.I. Sturdza Fund plc - Nippon Growth (UCITS) Fund, the 6.6 billion yen ($52 million) equity fund that Uda runs with her father Yutaka Uda, returned almost 16% in 2022 as Japan’s benchmark Topix index dropped 5.1%. The two were jointly ranked No. 5 Japanese equities fund managers according to Citywire rankings for the year to Nov. 30, 2022.The BOJ will probably move further away from keeping bond yields low after Governor Haruhiko Kuroda’s term ends in April, Uda said, adding that the central bank’s December shift in its yield-curve control program was the first sign of that.Stanford, FidelityGetting to where she is now took time and involved a significant career change.Her first job after graduating from college was that of an announcer at Fuji Television Network Inc., a tough field to get into. In some years, only about 1% of applicants get employed as announcers, according to Saeki Announce School, a Tokyo-based career training institution.But she found the constant public exposure as an announcer to be stressful and assignments seemed to be given at times based more on popularity rather than experience and expertise, so she left Fuji TV in 2001 to study at the Stanford Graduate School of Business. She then joined Fidelity Investments as an analyst in 2005, focusing on the real estate and auto sectors and getting experience in equity research before deciding to work with her father at Evarich Asset in 2009.Globally, only 14% of fund managers are females, according to a 2021 report by Morningstar Inc., while in Japan, less than 10% of executives at large asset management firms on average were women, a survey last year by the Financial Services Agency showed.“I definitely felt that this is a male-oriented industry, and in many meetings I was the only female,” Uda said. But she appreciates the fact that the bottom line is the fund’s performance regardless of whether the manager is a woman or a man.Other BetsIn addition to trading houses and banks, Uda’s fund is overweight on construction machinery makers and marine transportation firms that she expects will get a lift from investments in infrastructure and China’s reopening.Japanese firms are already spending more to improve their fixed assets, with smaller manufacturers planning to boost capital expenditures by 20% in the fiscal year ending March 31, according to a Japan Finance Corp. survey. The government has also earmarked about 7 trillion yen to help increase investments over the next few years, a Ministry of Economy, Trade and Industry document shows.Meantime, while many analysts see semiconductor prices bottoming soon, Uda is bearish on the industry, saying that prices will go down even more as government subsidies to the sector cause oversupply in the market.The strong showing of her fund has boosted her confidence working in a small firm in one of biggest financial markets in the world.“Working at Fuji TV, then Stanford and Fidelity, I always felt that I needed the big names just to feel more secure,” Uda said. “When I left Fidelity around the age of 35, I was more comfortable of my capability and started to think that I don’t need the big names anymore.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}