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Bowbi
Bowbi
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2022-11-24
Good read
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Bowbi
Bowbi
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2022-11-21
Good read
3 Top Stocks You'll Regret Not Buying During This Bear Market
These stocks may be down in the dumps, but their businesses most certainly are not.
3 Top Stocks You'll Regret Not Buying During This Bear Market
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Bowbi
Bowbi
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2022-11-20
Good knowledge.
Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%
Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue d
Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%
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We've all thought it: I wish I had bought stock X at crazy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/20/3-top-stocks-youll-regret-not-buying-during-this-b/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks You'll Regret Not Buying During This Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks You'll Regret Not Buying During This Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 16:04 GMT+8 <a href=https://www.fool.com/investing/2022/11/20/3-top-stocks-youll-regret-not-buying-during-this-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bear markets are awful.Unless, of course, you view them as an opportunity to scoop up shares of incredible businesses at wild discounts. We've all thought it: I wish I had bought stock X at crazy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/20/3-top-stocks-youll-regret-not-buying-during-this-b/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","AMZN":"亚马逊","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2022/11/20/3-top-stocks-youll-regret-not-buying-during-this-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284066526","content_text":"Bear markets are awful.Unless, of course, you view them as an opportunity to scoop up shares of incredible businesses at wild discounts. We've all thought it: I wish I had bought stock X at crazy price $Y when the market was punishing it in year Z. Well, 2022 may very well be your chance to make good on that wish.Three Fool.com contributors think new Warren Buffett stock Taiwan Semiconductor Manufacturing, e-commerce titan Amazon, and top semiconductor technologist ASML Holding are buys during this bear market. Here's why.It's not too late to buy Warren Buffett's latest stock pickBilly Duberstein (Taiwan Semiconductor Manufacturing): While Taiwan Semiconductor Manufacturing Company, or TSMC, got a nice 10% boost on the news Warren Buffett took a big stake in the world's largest chipmaker, the stock is still down 50% from its all-time high and still trades for less than 15 times earnings.That's not too shabby for a company that demonstrates the ability to pass on higher prices to its customers, even if those customers are as powerful as Apple and Nvidia. When confronted with rising materials and freight costs this year, TSMC was able to pass on price increases with no customer refusing, according to Taiwan's Economic Daily News.This is because TSMC dominates the semiconductor manufacturing industry, producing more than 50% of all semiconductors globally, while also leading the production of the most advanced semiconductors made on the latest node.While both Intel and Samsung are investing heavily in their foundry businesses, with the goal of catching up to TSMC's technology lead, it's far from assured these companies will be able to -- especially as TSMC invests another $36 billion this year in capital expenditures. By comparison, Intel just lowered its 2022 capex plans to $21 billion, amid its own business challenges this year.Leading-edge semiconductor production is only becoming more and more difficult, as the distance between transistors shrinks to a matter of angstroms. Thus, it may prove difficult for TSMC's peers to catch up -- especially as TSMC is in a stronger position financially as well as technologically.On its recent conference call, TSMC management said that while the semiconductor industry will likely shrink in 2023 amid a global downturn, TSMC will still grow, due to its competitive advantages:We expect probably 2023, the semiconductor industry will likely decline. But TSMC also is not immune, but we believe our technology position, strong portfolio in HPC [high-performance computing] and longer-term strategic relationship with customer will enable our business to be more resilient than the overall semiconductor industry. And that's why we say in 2023, still a growth year for TSMC, and the overall industry probably will decline.A company that can pass along price increases to customers and grow even when its overall industry is declining is no doubt quite attractive -- especially when the stock trades for such a reasonable valuation. No wonder Buffett likes the stock.Why Amazon is a screaming buy todayAnders Bylund (Amazon): E-commerce and cloud computing giant Amazon is in the dumps right now. The stock has lost more than $1 trillion in market value from the all-time peak in the summer of 2021. The run-up that started with the COVID-19 lockdowns in the spring of 2020 is just a memory now. Amazon share prices are back where they were at the start of 2020, missing out on a dividend-adjusted 27% gain for the S&P 500 index.The prevailing Amazon thesis today is that online shopping has peaked and there's nowhere to go but down. The company seemed to support that idea when it announced layoffs just ahead of the holidays. The stock sold off further as a result.I think that's a huge mistake. Amazon bears are missing out on a massive moneymaking opportunity here.You can't stop the retail market from moving online over time. Sure, there will always be a niche market for brick-and-mortar stores where shoppers can touch and smell the goods. However, most people will eventually prefer the lower costs found on online shopping portals with automated warehouses and ultra-low overhead costs. This revolution is only getting started, as e-commerce sales account for less than 15% of the total retail market today.So Amazon is pumping the brakes on operating costs for this holiday season, in the middle of an inflation-powered economic crisis. But the stormy seas must eventually subside, and Amazon's business growth should hit the ground running again whenever that happens. Meanwhile, I'm excited to see Amazon's stock price going nowhere in three years while annual sales have increased by 80%.AMZN DATA BY YCHARTSIn short, the rumors of Amazon's death are exaggerated. This giant isn't going away, and the company's best days are still far in the future. Conventional wisdom tells investors to buy low and sell high, and the best time to follow that advice is when there's blood on the Street. This bear market has made Amazon a screaming buy for long-term investors.ASML: 30% more expected growth, but 30% less in priceNicholas Rossolillo (ASML Holding): If you were looking for a green flag before investing in ASML Holding, management just waved one better -- a purple-ish flag. The Dutch company, which has a monopoly on extreme ultraviolet (EUV) lithography equipment used in making the most advanced chips around, just provided quite the update to its 2025 financial targets.At the company's investor day a year ago, it predicted it would generate revenue in between $24 billion and $30 billion by 2025. But things have changed. Semiconductor demand is through the roof and only headed higher as chips proliferate in all sorts of consumer devices, industrial equipment, and data centers. The U.S. CHIPS Act and other government programs from other countries are helping boost chip manufacturing. As a result, ASML now thinks its revenue can reach a range of $30 billion to $40 billion by 2025. That's a 30% increase from the outlook last year, at the midpoint of guidance.For reference, ASML revenue was just over $21 billion in the last 12-month stretch. Assuming it only reaches the low end of its guidance -- $30 billion -- in the next three years, that still represents a compound annual growth rate of 11%. Not bad, ASML.Bear in mind that ASML's position as a critical chipmaking equipment supplier (and the only one with irreplaceable EUV technology, no less) means it will remain highly profitable. It pays a rising dividend and returns a generous amount of its remaining free cash flow back to shareholders via stock repurchases. Management just boosted that buyback authorization by another $12 billion.In recent weeks, ASML stock rebounded in a dramatic fashion. However, as of this writing, the stock still remains down over 30% from where it was one year ago. With a lot of reasons to feel even more optimistic about this company's prospects than before, now still looks like an incredible time to buy and hold for the next few years.","news_type":1,"symbols_score_info":{"TSM":0.9,"AMZN":0.9,"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961670173,"gmtCreate":1668956751993,"gmtModify":1676538131856,"author":{"id":"4130846882080672","authorId":"4130846882080672","name":"Bowbi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130846882080672","authorIdStr":"4130846882080672"},"themes":[],"htmlText":"Good knowledge.","listText":"Good knowledge.","text":"Good knowledge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961670173","repostId":"1146905209","repostType":4,"repost":{"id":"1146905209","kind":"news","pubTimestamp":1668917027,"share":"https://ttm.financial/m/news/1146905209?lang=en_US&edition=fundamental","pubTime":"2022-11-20 12:03","market":"us","language":"en","title":"Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146905209","media":"Bloomberg","summary":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue d","content":"<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">Source 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; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%</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\">\nFed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:03 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146905209","content_text":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}