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Ernestgoh0

Ernestgoh0

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2021-11-21

Dam

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2021-12-30

Wow

Semiconductor Stocks Mixed in Morning Trading

2021-12-11

Wow

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2021-12-09

Yes

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2021-11-22

Wow

Adobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space

2021-12-30

Wow

These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022

2021-11-24

Dam

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2021-12-01

Wow

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2021-11-30

Moon pls

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2021-12-16

Wowowowowow

2021-11-22

Dam

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2021-11-24

Wow is so cool

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{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\">\nSemiconductor Stocks Mixed in Morning Trading\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\">2021-12-29 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f4d9932e27e7be43b2a47e9900754cd6\" tg-width=\"412\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149988860","content_text":"Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.","news_type":1,"symbols_score_info":{"AMD":0.9,"MU":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692029130,"gmtCreate":1640794557499,"gmtModify":1640794560972,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692029130","repostId":"2195450556","repostType":4,"repost":{"id":"2195450556","kind":"highlight","pubTimestamp":1640792153,"share":"https://www.laohu8.com/m/news/2195450556?lang=&edition=full","pubTime":"2021-12-29 23:35","market":"us","language":"en","title":"These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195450556","media":"MarketWatch","summary":"More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of","content":"<html><head></head><body><p>More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of them, including JD.com, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Disney</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aebc95cbe7dbebe32f5045c9fa2f994\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Analysts polled by FactSet expect shares of Alaska Air Group to rise 47% over the next 12 months.Getty Images</span></p><p>This has been a remarkable year for stocks, but it may surprise you how many are in bear-market territory, usually defined as a decline of at least 20%.</p><p>Among a large group of beaten-down stocks, analysts working for brokerage firms expect dozens to soar in 2022. See them below.</p><p><b>A solid 2021, but look at  the cap-weighting</b></p><p>The benchmark S&amp;P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)</p><p>You probably know the S&amp;P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&amp;P 500 ETF Trust, which tracks the S&amp;P 500. Together, they make up 23% of the fund&#39;s portfolio and the index:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Price change -- 2021</td><td>Share of SPY</td></tr><tr><td>Apple Inc.</td><td>AAPL</td><td>35.1%</td><td>6.9%</td></tr><tr><td>Microsoft Corp.</td><td>MSFT</td><td>53.4%</td><td>6.3%</td></tr><tr><td>Amazon.com Inc.</td><td>AMZN</td><td>4.8%</td><td>3.7%</td></tr><tr><td>Alphabet Inc. Class A</td><td>GOOGL</td><td>67.4%</td><td>2.2%</td></tr><tr><td>Tesla Inc.</td><td>TSLA</td><td>54.2%</td><td>2.2%</td></tr><tr><td>Alphabet Inc. Class C</td><td>GOOG</td><td>67.2%</td><td>2.1%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p><p>SPY and the S&amp;P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.</p><p><b>Stocks in bear markets that analysts love</b></p><p>For a broader list of large-cap stocks listed in the U.S., including those of some of China&#39;s biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.</p><p>After removing duplicates, this left a list of 529 stocks.</p><p>Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.</p><p>Among the 94, there are 30 with &#34;buy&#34; or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Decline from 2021 high</td><td>Closing price -- Dec. 28</td><td>2021 high</td><td>Date of 2021 high</td><td>Share &#34;buy&#34; ratings</td><td>Consensus price target</td><td>Implied 12-month upside potential</td></tr><tr><td>Pinduoduo Inc. ADR Class A</td><td>PDD</td><td>-73.6%</td><td>$56.04</td><td>$212.60</td><td>02/16/2021</td><td>76%</td><td>$104.54</td><td>87%</td></tr><tr><td>Baidu Inc. ADR Class A</td><td>BIDU</td><td>-60.3%</td><td>$140.88</td><td>$354.82</td><td>02/22/2021</td><td>83%</td><td>$232.32</td><td>65%</td></tr><tr><td>JD.com Inc. ADR Class A</td><td>JD</td><td>-39.2%</td><td>$65.87</td><td>$108.29</td><td>02/17/2021</td><td>94%</td><td>$106.30</td><td>61%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc.</td><td>MELI</td><td>-34.8%</td><td>$1,316.28</td><td>$2,020.00</td><td>01/21/2021</td><td>87%</td><td>$2,011.00</td><td>53%</td></tr><tr><td>Caesars Entertainment Inc.</td><td>CZR</td><td>-22.6%</td><td>$92.78</td><td>$119.81</td><td>10/01/2021</td><td>94%</td><td>$137.36</td><td>48%</td></tr><tr><td>Generac Holdings Inc.</td><td>GNRC</td><td>-33.6%</td><td>$348.18</td><td>$524.31</td><td>11/02/2021</td><td>77%</td><td>$514.11</td><td>48%</td></tr><tr><td>Alaska Air Group Inc.</td><td>ALK</td><td>-28.8%</td><td>$52.90</td><td>$74.25</td><td>04/07/2021</td><td>93%</td><td>$77.71</td><td>47%</td></tr><tr><td>PayPal Holdings Inc.</td><td>PYPL</td><td>-38.7%</td><td>$190.10</td><td>$310.16</td><td>07/26/2021</td><td>84%</td><td>$273.65</td><td>44%</td></tr><tr><td>CrowdStrike Holdings Inc. Class A</td><td>CRWD</td><td>-30.6%</td><td>$207.23</td><td>$298.48</td><td>11/10/2021</td><td>86%</td><td>$291.88</td><td>41%</td></tr><tr><td>Trip.com Group Ltd. ADR</td><td>TCOM</td><td>-48.5%</td><td>$23.29</td><td>$45.19</td><td>03/17/2021</td><td>79%</td><td>$32.78</td><td>41%</td></tr><tr><td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>.</td><td>TMUS</td><td>-21.3%</td><td>$118.16</td><td>$150.20</td><td>07/16/2021</td><td>81%</td><td>$165.51</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc.</td><td>ENPH</td><td>-33.9%</td><td>$186.79</td><td>$282.46</td><td>11/22/2021</td><td>67%</td><td>$260.92</td><td>40%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>-38.8%</td><td>$135.15</td><td>$220.81</td><td>04/26/2021</td><td>85%</td><td>$188.41</td><td>39%</td></tr><tr><td>NetEase Inc. ADR</td><td>NTES</td><td>-27.7%</td><td>$97.15</td><td>$134.33</td><td>02/11/2021</td><td>97%</td><td>$134.53</td><td>38%</td></tr><tr><td>Activision Blizzard Inc.</td><td>ATVI</td><td>-36.2%</td><td>$66.67</td><td>$104.53</td><td>02/16/2021</td><td>71%</td><td>$90.86</td><td>36%</td></tr><tr><td>Southwest Airlines Co.</td><td>LUV</td><td>-34.7%</td><td>$42.29</td><td>$64.75</td><td>04/14/2021</td><td>78%</td><td>$57.32</td><td>36%</td></tr><tr><td>Fidelity National Information Services Inc.</td><td>FIS</td><td>-29.9%</td><td>$109.29</td><td>$155.96</td><td>04/29/2021</td><td>74%</td><td>$146.86</td><td>34%</td></tr><tr><td>Match Group Inc.</td><td>MTCH</td><td>-27.0%</td><td>$132.94</td><td>$182.00</td><td>10/21/2021</td><td>68%</td><td>$175.11</td><td>32%</td></tr><tr><td><a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a>.</td><td>LDOS</td><td>-22.4%</td><td>$88.26</td><td>$113.75</td><td>01/25/2021</td><td>71%</td><td>$115.00</td><td>30%</td></tr><tr><td>WestRock Co.</td><td>WRK</td><td>-28.8%</td><td>$44.19</td><td>$62.03</td><td>05/17/2021</td><td>67%</td><td>$56.92</td><td>29%</td></tr><tr><td>Medtronic <a href=\"https://laohu8.com/S/PLC\">PLC</a></td><td>MDT</td><td>-23.1%</td><td>$104.53</td><td>$135.89</td><td>09/09/2021</td><td>85%</td><td>$134.52</td><td>29%</td></tr><tr><td>Teleflex Inc.</td><td>TFX</td><td>-26.6%</td><td>$330.03</td><td>$449.38</td><td>04/28/2021</td><td>75%</td><td>$424.11</td><td>29%</td></tr><tr><td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>.</td><td>ZBH</td><td>-28.9%</td><td>$128.21</td><td>$180.36</td><td>04/29/2021</td><td>68%</td><td>$163.71</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PTC\">PTC Inc.</a></td><td>PTC</td><td>-20.4%</td><td>$122.34</td><td>$153.73</td><td>07/23/2021</td><td>71%</td><td>$156.15</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td><td>PSX</td><td>-21.6%</td><td>$73.93</td><td>$94.34</td><td>06/10/2021</td><td>79%</td><td>$93.50</td><td>26%</td></tr><tr><td>Boeing Co.</td><td>BA</td><td>-26.0%</td><td>$206.13</td><td>$278.57</td><td>03/15/2021</td><td>73%</td><td>$259.61</td><td>26%</td></tr><tr><td><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> Class A</td><td>OKTA</td><td>-23.6%</td><td>$224.47</td><td>$294.00</td><td>02/12/2021</td><td>82%</td><td>$279.88</td><td>25%</td></tr><tr><td>Walt Disney Co.</td><td>DIS</td><td>-23.6%</td><td>$155.20</td><td>$203.02</td><td>03/08/2021</td><td>70%</td><td>$193.29</td><td>25%</td></tr><tr><td>Corning Inc.</td><td>GLW</td><td>-20.2%</td><td>$37.35</td><td>$46.82</td><td>04/26/2021</td><td>69%</td><td>$44.38</td><td>19%</td></tr><tr><td>Lamb Weston Holdings Inc.</td><td>LW</td><td>-28.0%</td><td>$62.22</td><td>$86.41</td><td>03/08/2021</td><td>78%</td><td>$73.29</td><td>18%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022</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; 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See them below.A solid 2021, but look at  the cap-weightingThe benchmark S&P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)You probably know the S&P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&P 500 ETF Trust, which tracks the S&P 500. Together, they make up 23% of the fund's portfolio and the index:CompanyTickerPrice change -- 2021Share of SPYApple Inc.AAPL35.1%6.9%Microsoft Corp.MSFT53.4%6.3%Amazon.com Inc.AMZN4.8%3.7%Alphabet Inc. Class AGOOGL67.4%2.2%Tesla Inc.TSLA54.2%2.2%Alphabet Inc. Class CGOOG67.2%2.1%Source: FactSetSPY and the S&P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.Stocks in bear markets that analysts loveFor a broader list of large-cap stocks listed in the U.S., including those of some of China's biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.After removing duplicates, this left a list of 529 stocks.Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.Among the 94, there are 30 with \"buy\" or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:CompanyTickerDecline from 2021 highClosing price -- Dec. 282021 highDate of 2021 highShare \"buy\" ratingsConsensus price targetImplied 12-month upside potentialPinduoduo Inc. ADR Class APDD-73.6%$56.04$212.6002/16/202176%$104.5487%Baidu Inc. ADR Class ABIDU-60.3%$140.88$354.8202/22/202183%$232.3265%JD.com Inc. ADR Class AJD-39.2%$65.87$108.2902/17/202194%$106.3061%MercadoLibre Inc.MELI-34.8%$1,316.28$2,020.0001/21/202187%$2,011.0053%Caesars Entertainment Inc.CZR-22.6%$92.78$119.8110/01/202194%$137.3648%Generac Holdings Inc.GNRC-33.6%$348.18$524.3111/02/202177%$514.1148%Alaska Air Group Inc.ALK-28.8%$52.90$74.2504/07/202193%$77.7147%PayPal Holdings Inc.PYPL-38.7%$190.10$310.1607/26/202184%$273.6544%CrowdStrike Holdings Inc. Class ACRWD-30.6%$207.23$298.4811/10/202186%$291.8841%Trip.com Group Ltd. ADRTCOM-48.5%$23.29$45.1903/17/202179%$32.7841%T-Mobile US Inc.TMUS-21.3%$118.16$150.2007/16/202181%$165.5140%Enphase Energy Inc.ENPH-33.9%$186.79$282.4611/22/202167%$260.9240%Global Payments Inc.GPN-38.8%$135.15$220.8104/26/202185%$188.4139%NetEase Inc. ADRNTES-27.7%$97.15$134.3302/11/202197%$134.5338%Activision Blizzard Inc.ATVI-36.2%$66.67$104.5302/16/202171%$90.8636%Southwest Airlines Co.LUV-34.7%$42.29$64.7504/14/202178%$57.3236%Fidelity National Information Services Inc.FIS-29.9%$109.29$155.9604/29/202174%$146.8634%Match Group Inc.MTCH-27.0%$132.94$182.0010/21/202168%$175.1132%Leidos Holdings Inc.LDOS-22.4%$88.26$113.7501/25/202171%$115.0030%WestRock Co.WRK-28.8%$44.19$62.0305/17/202167%$56.9229%Medtronic PLCMDT-23.1%$104.53$135.8909/09/202185%$134.5229%Teleflex Inc.TFX-26.6%$330.03$449.3804/28/202175%$424.1129%Zimmer Biomet Holdings Inc.ZBH-28.9%$128.21$180.3604/29/202168%$163.7128%PTC Inc.PTC-20.4%$122.34$153.7307/23/202171%$156.1528%Phillips 66PSX-21.6%$73.93$94.3406/10/202179%$93.5026%Boeing Co.BA-26.0%$206.13$278.5703/15/202173%$259.6126%Okta Inc. Class AOKTA-23.6%$224.47$294.0002/12/202182%$279.8825%Walt Disney Co.DIS-23.6%$155.20$203.0203/08/202170%$193.2925%Corning Inc.GLW-20.2%$37.35$46.8204/26/202169%$44.3819%Lamb Weston Holdings Inc.LW-28.0%$62.22$86.4103/08/202178%$73.2918%Source: 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cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874119489","repostId":"875266611","repostType":1,"repost":{"id":875266611,"gmtCreate":1637659026330,"gmtModify":1637929617182,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【感恩回馈】说说你和老虎的第一次","htmlText":"感恩节马上要到了，小虎提醒：感恩节周四(11月25日)美股休市哦！感恩节翌日(26日)美股提前3小时收盘~ 为了回馈广大虎友们的支持与陪伴，小虎君为大家准备了一些小礼物，参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。 不知不觉，老虎已经成立7年了， 在过去年的7年，我们认识了很多新老朋友 可曾记得你是何时加入老虎的？ 又是缘何来到这里？ 【参与方式】 本帖留言说出 「你和老虎的第一次」 你发布的第一个帖子是什么？ 你关注的第一个好友是谁？ 你关注/交易的第一只股票是什么？ 【活动奖励】 凡是参与晒单的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 知己奖：我们会选取“第一条帖子”发帖时间最早的虎友赠予1套小虎盲盒手办（5个） 人气奖：我们会选取评论获赞量最高的3位虎友，随机赠予小虎盲盒手办1个 优质奖：我们会随机选取评论优质有趣的虎友，随机赠予小虎盲盒手办1个 【活动时间】： 2021年11月23日-11月29日 【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）咨询。 欢迎大家在下贴评论区留言说说「你和老虎的第一次」，你发布的第一个帖子是什么？你关注的第一个好友是谁？你关注/交易的第一只股票是什么？参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。","listText":"感恩节马上要到了，小虎提醒：感恩节周四(11月25日)美股休市哦！感恩节翌日(26日)美股提前3小时收盘~ 为了回馈广大虎友们的支持与陪伴，小虎君为大家准备了一些小礼物，参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。 不知不觉，老虎已经成立7年了， 在过去年的7年，我们认识了很多新老朋友 可曾记得你是何时加入老虎的？ 又是缘何来到这里？ 【参与方式】 本帖留言说出 「你和老虎的第一次」 你发布的第一个帖子是什么？ 你关注的第一个好友是谁？ 你关注/交易的第一只股票是什么？ 【活动奖励】 凡是参与晒单的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 知己奖：我们会选取“第一条帖子”发帖时间最早的虎友赠予1套小虎盲盒手办（5个） 人气奖：我们会选取评论获赞量最高的3位虎友，随机赠予小虎盲盒手办1个 优质奖：我们会随机选取评论优质有趣的虎友，随机赠予小虎盲盒手办1个 【活动时间】： 2021年11月23日-11月29日 【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）咨询。 欢迎大家在下贴评论区留言说说「你和老虎的第一次」，你发布的第一个帖子是什么？你关注的第一个好友是谁？你关注/交易的第一只股票是什么？参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。","text":"感恩节马上要到了，小虎提醒：感恩节周四(11月25日)美股休市哦！感恩节翌日(26日)美股提前3小时收盘~ 为了回馈广大虎友们的支持与陪伴，小虎君为大家准备了一些小礼物，参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。 不知不觉，老虎已经成立7年了， 在过去年的7年，我们认识了很多新老朋友 可曾记得你是何时加入老虎的？ 又是缘何来到这里？ 【参与方式】 本帖留言说出 「你和老虎的第一次」 你发布的第一个帖子是什么？ 你关注的第一个好友是谁？ 你关注/交易的第一只股票是什么？ 【活动奖励】 凡是参与晒单的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 知己奖：我们会选取“第一条帖子”发帖时间最早的虎友赠予1套小虎盲盒手办（5个） 人气奖：我们会选取评论获赞量最高的3位虎友，随机赠予小虎盲盒手办1个 优质奖：我们会随机选取评论优质有趣的虎友，随机赠予小虎盲盒手办1个 【活动时间】： 2021年11月23日-11月29日 【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）咨询。 欢迎大家在下贴评论区留言说说「你和老虎的第一次」，你发布的第一个帖子是什么？你关注的第一个好友是谁？你关注/交易的第一只股票是什么？参与即可获赠66虎币，如果你愿意多聊2句，还有机会获得小虎全套盲盒。","images":[{"img":"https://static.tigerbbs.com/b56d1364489aaafc34e363d2b2b842a8","width":"1462","height":"818"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875266611","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874337572,"gmtCreate":1637729165952,"gmtModify":1637729166006,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Dam","listText":"Dam","text":"Dam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874337572","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872489987,"gmtCreate":1637559846842,"gmtModify":1637559846911,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872489987","repostId":"1159890392","repostType":4,"repost":{"id":"1159890392","kind":"news","pubTimestamp":1637559348,"share":"https://www.laohu8.com/m/news/1159890392?lang=&edition=full","pubTime":"2021-11-22 13:35","market":"us","language":"en","title":"Adobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1159890392","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.</li>\n <li>Adobe continues to be the undisputed leader in the creative software market. Its 2023 TAM of $147B signifies huge opportunities for the company to leverage.</li>\n <li>We discuss why both companies deserve to be anchor stocks for any growth investor's portfolio.</li>\n <li>We also discuss whether it's a good time to buy both stocks now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78cf4b56323a37eacd27b73ced593338\" tg-width=\"1536\" tg-height=\"1082\" width=\"100%\" height=\"auto\"><span>Jean-Luc Ichard/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Adobe Inc. (ADBE) and Microsoft Corporation (MSFT) are two of the most revered software leaders worldwide. Notwithstanding, MSFT is easily the bigger brother here as it boasts an enterprise value (EV) of $2.52T. In contrast, ADBE's EV is only worth $326B, as it trails the King of Software by a wide margin. Despite that, Adobe has been growing rapidly and has an exceptionally wide moat in the creative industries. It has also extended its leadership into both the B2B and B2C channels, as it leverages its huge 2023 TAM worth $147B. Therefore, there's a tremendous amount of potential growth for the creative software leader to tap.</p>\n<p>On the other hand, Microsoft has quickly pivoted itself towards Cloud Computing as its biggest growth driver. Under Satya Nadella's capable leadership, MSFT has transformed itself into a leading Cloud hyperscaler. Azure continues to grow its clout rapidly as it leverages MSFT's deep enterprise software applications expertise against the #1 Cloud hyperscaler AWS (AMZN). The company has also telegraphed its plans to spur its next growth phase through enterprise applications in the metaverse.</p>\n<p>We discuss these two software behemoths and demonstrate why both companies are very high-quality companies. As a result, we believe that both deserve to be considered anchor stocks for most growth investors' portfolios.</p>\n<p>We also discuss whether it's an appropriate time to buy both stocks now.</p>\n<p><b>ADBE Vs. MSFT Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c95ae8c533f02f2af083ceee62bf9a\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>ADBE Vs. MSFT stock YTD performance (as of 19 November 21).</span></p>\n<p>ADBE and MSFT stock have easily outperformed the market this year. MSFT stock is the leader here, with a YTD gain of 54.3%. While ADBE stock struggled initially in March, its upward momentum has recovered remarkably. Its YTD gain of 37.6% is well ahead of the SPDR S&amp;P 500 ETF's (SPY) and Invesco QQQ ETF's (QQQ) YTD return of 25.4% and 28.8%, respectively.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99bfbaccbc2e6a4f815d081612501c82\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>ADBE Vs. MSFT stock 3Y performance (as of 19 November 21).</span></p>\n<p>As long-term leaders, we also want to evaluate their performances over a longer timeframe. On a 3Y basis, we can also easily observe their outperformance. MSFT leads with a 3Y total return of 216.8%, at a CAGR of 46.7%. It's a phenomenal return and definitely not an \"old-school\" company that MSFT detractors often point out. The market loves MSFT stock.</p>\n<p>On the other hand, ADBE stock has also easily beaten the market over the last three years. Its 3Y total return of 188.2%, at a CAGR of 42.1%, is also breathtaking. So both stocks have clearly and easily outperformed the market over the last three years.</p>\n<p>Therefore, we consider both stocks as solid long-term leaders in any growth investor's portfolio.</p>\n<p><b>Both are Fast-Growing and Tremendously Profitable</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/517349e87627e8e2f390deb448800ef2\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Microsoft LTM revenue and EBITDA margin. Data source: S&amp;P Capital IQ</span></p>\n<p>There's little doubt that Microsoft is the world's foremost enterprise software market leader. Its last-twelve-months (LTM) revenue of $176.3B easily surpassed Adobe's LTM revenue of $15.1B. Microsoft's revenue also grew by a remarkable CAGR of 15.3% over the last three years. Moreover, its LTM EBITDA margin of 48.6% demonstrates clearly the incredible profitability of Microsoft's well-diversified business model. It has also continued to gain operating leverage impressively over the last three years. Back in FQ1'19 (September 18), its EBITDA margin was just 41.4%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f2fc577d2f36a621eaa5eb693e3bcf7\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe LTM revenue and EBITDA margin. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d21e97ef4419da68ba36792ec4c26245\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Computer graphics and photo editing software market share worldwide in 2021. Data source: Enlyft</span></p>\n<p>For investors not in the creative industries, you might be unfamiliar with Adobe's suite of creative software products. Nonetheless, Adobe is the undisputed market leader in its field. Adobe's digital media segment, which forms most of our internal valuation estimates, is its critical revenue and profit driver. Its creative cloud business within Adobe's digital media segment drove 82.8% of its FQ3'21 revenue. Readers can easily observe from the chart above that the leadership of its creative suite is deeply entrenched. There are simply no close competitors.</p>\n<p>The company has also grown its revenue impressively over the last three years. Its LTM revenue of $15.1B increased at a 3Y CAGR of 20.8%. In addition, its undisputed leadership has also led to remarkable EBITDA margins. ADBE reported an LTM EBITDA margin of 40.4% in FQ3'21. In contrast, its EBITDA margin was just 36% three years ago. Hence, Adobe has continued to gain impressive operating leverage as it scales. Moreover, the company continues to tap an expanding TAM that's expected to reach $147B by 2023.</p>\n<p><b>World-Class CEOs Lead Both Companies</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share as of Q3'21. Data source: Canalys</span></p>\n<p>Two top CEOs lead both companies. Microsoft CEO Satya Nadella turned Microsoft back into a growth company when he took over the helm. He saw the importance of Cloud Computing and positioned Azure to compete in the Cloud infrastructure market. As a result, Azure has continued to gain share rapidly. In CQ3'21, Azure's share reached 21%, according to Canalys. Although AWS continues to be the market leader, Azure has the edge over AWS in enterprise applications which is not AWS's core competency. Moreover, Microsoft is also extending its capability into applications for the metaverse. Nadella also has a highly impressive&nbsp;97% approval rating&nbsp;at Glassdoor.</p>\n<p>Adobe CEO Shantanu Narayen is the #2 CEO in Glassdoor's Top CEOs 2021 category. He also has a&nbsp;98% approval ratings&nbsp;in Glassdoor. Narayen, like his Microsoft counterpart Nadella, also hails from Hyderabad, a city in India. Narayen was also instrumental in having led Adobe to transfer its offerings into the Cloud. However, a massive transformation came with short-term pain early on as the revenue recognition for subscriptions was different from its upfront revenue recognition back then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0542f034da9bbcde81eddf509fbade46\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe Creative &amp; Document Cloud annual recurring revenue. Data source: Company filings</span></p>\n<p>But, the transformation has proven so successful for Adobe. The company now boasts one of the most massive annual recurring revenue (ARR) in the SaaS business. Adobe reported an ARR of $11.66B in FQ3'21, which increased by a remarkable 3Y CAGR of 22.1%. The company also guided for an FQ4'21 ARR of $12.21B, up 20% YoY. Therefore, Adobe is expected to continue its gangbusters growth momentum.</p>\n<p><b>So, is ADBE and MSFT Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c2c34259c409fb5afc7b9770deb419a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a409f2afdd0fab713f5748be78a261a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Microsoft est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p>\n<p>Adobe is expected to grow its revenue at a CAGR of 14.7% over the next five years. In addition, its EBITDA is estimated to increase at a CAGR of 15.1% over the same period. Therefore, ADBE is expected to continue growing robustly, even though its topline and profitability will decelerate.</p>\n<p>In contrast, Microsoft is estimated to increase its revenue at a 4Y CAGR of 13.8%. However, its EBITDA is estimated to grow at a CAGR of just 6.3% over the next four years, signifying a marked slowdown in EBITDA growth. Therefore, there's a valid concern of slowing growth on both software titans, with Microsoft's looking markedly worse off.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/570d068f004efa2de56f66ce506c723c\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>MSFT stock EV/Fwd EBITDA valuation trend. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adae720194f5c03c18c5ac7b6d91e590\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>ADBE stock EV/Fwd EBITDA valuation trend. Data source: S&amp;P Capital IQ</span></p>\n<p>ADBE stock currently trades at an EV/NTM EBITDA of 37.4x, about 29.4% above its 3Y mean of 28.9x. Therefore, there's no question that ADBE is trading at a premium valuation. Notwithstanding, it's expected to continue gaining operating leverage remarkably, although it seems that a considerable amount of growth premium may have been priced in. But, ADBE is a solid long-term stock. I wouldn't bet against Narayen &amp; Co.'s capability to execute immaculately moving forward. However, the current valuation is a concern for new exposure in the short term. The stock has also recovered remarkably well from its recent October bottom. Therefore, we suggest investors wait for a meaningful retracement before adding. Hence, we revise our rating to short-term Neutral but retain our long-term bullish call.</p>\n<p>MSFT stock is trading at an EV/Fwd EBITDA of 25.1x, against its 3Y mean of 19.2x. Even though MSFT is still expected to grow its topline reasonably fast, its EBITDA growth is expected to decelerate markedly. Therefore, MSFT stock's valuation seems to have priced in a significant amount of growth premium over the next few years. As such, we remain very cautious about adding MSFT stock at this level. Consequently, we retain our Neutral rating on MSFT stock.</p>\n<p>Nevertheless, we would like to remind investors that both stocks are two of the best anchor growth stocks that investors can continue to hold if you own them. Therefore, if there's a meaningful retracement moving forward, we encourage you to add more exposure to either of them.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space</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\">\nAdobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.\nAdobe continues to be the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159890392","content_text":"Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.\nAdobe continues to be the undisputed leader in the creative software market. Its 2023 TAM of $147B signifies huge opportunities for the company to leverage.\nWe discuss why both companies deserve to be anchor stocks for any growth investor's portfolio.\nWe also discuss whether it's a good time to buy both stocks now.\n\nJean-Luc Ichard/iStock Editorial via Getty Images\nInvestment Thesis\nAdobe Inc. (ADBE) and Microsoft Corporation (MSFT) are two of the most revered software leaders worldwide. Notwithstanding, MSFT is easily the bigger brother here as it boasts an enterprise value (EV) of $2.52T. In contrast, ADBE's EV is only worth $326B, as it trails the King of Software by a wide margin. Despite that, Adobe has been growing rapidly and has an exceptionally wide moat in the creative industries. It has also extended its leadership into both the B2B and B2C channels, as it leverages its huge 2023 TAM worth $147B. Therefore, there's a tremendous amount of potential growth for the creative software leader to tap.\nOn the other hand, Microsoft has quickly pivoted itself towards Cloud Computing as its biggest growth driver. Under Satya Nadella's capable leadership, MSFT has transformed itself into a leading Cloud hyperscaler. Azure continues to grow its clout rapidly as it leverages MSFT's deep enterprise software applications expertise against the #1 Cloud hyperscaler AWS (AMZN). The company has also telegraphed its plans to spur its next growth phase through enterprise applications in the metaverse.\nWe discuss these two software behemoths and demonstrate why both companies are very high-quality companies. As a result, we believe that both deserve to be considered anchor stocks for most growth investors' portfolios.\nWe also discuss whether it's an appropriate time to buy both stocks now.\nADBE Vs. MSFT Stock YTD Performance\nADBE Vs. MSFT stock YTD performance (as of 19 November 21).\nADBE and MSFT stock have easily outperformed the market this year. MSFT stock is the leader here, with a YTD gain of 54.3%. While ADBE stock struggled initially in March, its upward momentum has recovered remarkably. Its YTD gain of 37.6% is well ahead of the SPDR S&P 500 ETF's (SPY) and Invesco QQQ ETF's (QQQ) YTD return of 25.4% and 28.8%, respectively.\nADBE Vs. MSFT stock 3Y performance (as of 19 November 21).\nAs long-term leaders, we also want to evaluate their performances over a longer timeframe. On a 3Y basis, we can also easily observe their outperformance. MSFT leads with a 3Y total return of 216.8%, at a CAGR of 46.7%. It's a phenomenal return and definitely not an \"old-school\" company that MSFT detractors often point out. The market loves MSFT stock.\nOn the other hand, ADBE stock has also easily beaten the market over the last three years. Its 3Y total return of 188.2%, at a CAGR of 42.1%, is also breathtaking. So both stocks have clearly and easily outperformed the market over the last three years.\nTherefore, we consider both stocks as solid long-term leaders in any growth investor's portfolio.\nBoth are Fast-Growing and Tremendously Profitable\nMicrosoft LTM revenue and EBITDA margin. Data source: S&P Capital IQ\nThere's little doubt that Microsoft is the world's foremost enterprise software market leader. Its last-twelve-months (LTM) revenue of $176.3B easily surpassed Adobe's LTM revenue of $15.1B. Microsoft's revenue also grew by a remarkable CAGR of 15.3% over the last three years. Moreover, its LTM EBITDA margin of 48.6% demonstrates clearly the incredible profitability of Microsoft's well-diversified business model. It has also continued to gain operating leverage impressively over the last three years. Back in FQ1'19 (September 18), its EBITDA margin was just 41.4%.\nAdobe LTM revenue and EBITDA margin. Data source: S&P Capital IQ\nComputer graphics and photo editing software market share worldwide in 2021. Data source: Enlyft\nFor investors not in the creative industries, you might be unfamiliar with Adobe's suite of creative software products. Nonetheless, Adobe is the undisputed market leader in its field. Adobe's digital media segment, which forms most of our internal valuation estimates, is its critical revenue and profit driver. Its creative cloud business within Adobe's digital media segment drove 82.8% of its FQ3'21 revenue. Readers can easily observe from the chart above that the leadership of its creative suite is deeply entrenched. There are simply no close competitors.\nThe company has also grown its revenue impressively over the last three years. Its LTM revenue of $15.1B increased at a 3Y CAGR of 20.8%. In addition, its undisputed leadership has also led to remarkable EBITDA margins. ADBE reported an LTM EBITDA margin of 40.4% in FQ3'21. In contrast, its EBITDA margin was just 36% three years ago. Hence, Adobe has continued to gain impressive operating leverage as it scales. Moreover, the company continues to tap an expanding TAM that's expected to reach $147B by 2023.\nWorld-Class CEOs Lead Both Companies\nCloud infrastructure services vendor market share as of Q3'21. Data source: Canalys\nTwo top CEOs lead both companies. Microsoft CEO Satya Nadella turned Microsoft back into a growth company when he took over the helm. He saw the importance of Cloud Computing and positioned Azure to compete in the Cloud infrastructure market. As a result, Azure has continued to gain share rapidly. In CQ3'21, Azure's share reached 21%, according to Canalys. Although AWS continues to be the market leader, Azure has the edge over AWS in enterprise applications which is not AWS's core competency. Moreover, Microsoft is also extending its capability into applications for the metaverse. Nadella also has a highly impressive 97% approval rating at Glassdoor.\nAdobe CEO Shantanu Narayen is the #2 CEO in Glassdoor's Top CEOs 2021 category. He also has a 98% approval ratings in Glassdoor. Narayen, like his Microsoft counterpart Nadella, also hails from Hyderabad, a city in India. Narayen was also instrumental in having led Adobe to transfer its offerings into the Cloud. However, a massive transformation came with short-term pain early on as the revenue recognition for subscriptions was different from its upfront revenue recognition back then.\nAdobe Creative & Document Cloud annual recurring revenue. Data source: Company filings\nBut, the transformation has proven so successful for Adobe. The company now boasts one of the most massive annual recurring revenue (ARR) in the SaaS business. Adobe reported an ARR of $11.66B in FQ3'21, which increased by a remarkable 3Y CAGR of 22.1%. The company also guided for an FQ4'21 ARR of $12.21B, up 20% YoY. Therefore, Adobe is expected to continue its gangbusters growth momentum.\nSo, is ADBE and MSFT Stock a Buy Now?\nAdobe est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nMicrosoft est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nAdobe is expected to grow its revenue at a CAGR of 14.7% over the next five years. In addition, its EBITDA is estimated to increase at a CAGR of 15.1% over the same period. Therefore, ADBE is expected to continue growing robustly, even though its topline and profitability will decelerate.\nIn contrast, Microsoft is estimated to increase its revenue at a 4Y CAGR of 13.8%. However, its EBITDA is estimated to grow at a CAGR of just 6.3% over the next four years, signifying a marked slowdown in EBITDA growth. Therefore, there's a valid concern of slowing growth on both software titans, with Microsoft's looking markedly worse off.\nMSFT stock EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ\nADBE stock EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ\nADBE stock currently trades at an EV/NTM EBITDA of 37.4x, about 29.4% above its 3Y mean of 28.9x. Therefore, there's no question that ADBE is trading at a premium valuation. Notwithstanding, it's expected to continue gaining operating leverage remarkably, although it seems that a considerable amount of growth premium may have been priced in. But, ADBE is a solid long-term stock. I wouldn't bet against Narayen & Co.'s capability to execute immaculately moving forward. However, the current valuation is a concern for new exposure in the short term. The stock has also recovered remarkably well from its recent October bottom. Therefore, we suggest investors wait for a meaningful retracement before adding. Hence, we revise our rating to short-term Neutral but retain our long-term bullish call.\nMSFT stock is trading at an EV/Fwd EBITDA of 25.1x, against its 3Y mean of 19.2x. Even though MSFT is still expected to grow its topline reasonably fast, its EBITDA growth is expected to decelerate markedly. Therefore, MSFT stock's valuation seems to have priced in a significant amount of growth premium over the next few years. As such, we remain very cautious about adding MSFT stock at this level. Consequently, we retain our Neutral rating on MSFT stock.\nNevertheless, we would like to remind investors that both stocks are two of the best anchor growth stocks that investors can continue to hold if you own them. Therefore, if there's a meaningful retracement moving forward, we encourage you to add more exposure to either of them.","news_type":1,"symbols_score_info":{"ADBE":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872480645,"gmtCreate":1637559802983,"gmtModify":1637559813126,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Dam","listText":"Dam","text":"Dam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872480645","repostId":"1129293678","repostType":4,"repost":{"id":"1129293678","kind":"news","pubTimestamp":1637558647,"share":"https://www.laohu8.com/m/news/1129293678?lang=&edition=full","pubTime":"2021-11-22 13:24","market":"hk","language":"en","title":"Supply-Chain Problems Show Signs of Easing","url":"https://stock-news.laohu8.com/highlight/detail?id=1129293678","media":"The Wall Street Journal","summary":"Global supply-chain woes are beginning to recede, but shipping, manufacturing and retail executives ","content":"<p>Global supply-chain woes are beginning to recede, but shipping, manufacturing and retail executives say that they don’t expect a return to more-normal operations until next year and that cargo will continue to be delayed if Covid-19 outbreaks disrupt key distribution hubs.</p>\n<p>In Asia, Covid-related factory closures, energy shortages and port-capacity limitshave eased in recent weeks. In the U.S., major retailers say they have imported most of what they need for the holidays.Ocean freight rateshave retreated from record levels.</p>\n<p>Still, executives and economists say strong consumer demand for goods in the West, ongoing port congestion in the U.S., shortages of truck drivers and elevated global freight rates continue to hang over any recovery. The risk of more extreme weather and flare-ups of Covid-19 cases can also threaten to clog up supply chains again.</p>\n<p>An easing of supply-chain choke points would allow production to move toward meeting strong demand and would lower logistics costs. If sustained, that, in turn, would help alleviatethe upward pressure on inflation.</p>\n<p>The number of ships waiting to unload at the ports of Los Angeles and Long Beach, the biggest U.S. gateway for imports from Asia, has improved but is still hovering near record levels. There were 71 container ships anchored offshore on Nov. 19, down from a peak of 86 three days before, according to the Marine Exchange of Southern California, and 17 more were expected to arrive within three days. Before the pandemic, it was unusual for any ships to anchor offshore.</p>\n<p>Shipping and retail executives say they expect the U.S. port backlogs to clear in early 2022, after the holiday shopping season and when Lunar New Year shuts many factories for a week in February, slowing output.</p>\n<p>German shipowner Jan Held said congestion, particularly in Asia, is getting better. His ships transport mainly industrial goods, like giant windmills, rather than containers, but would sometimes spend a month waiting outside of Asian ports.</p>\n<p>Mr. Held said it would be some time before the global transport system normalizes. “For that, the pandemic has to end and that is not happening any time soon, in my opinion,” said Mr. Held, co-owner of Held Bereederungs GmbH &amp; Co. KG, based in the north German city of Haren.</p>\n<p>Trans-Pacific freight rates have cooled in recent weeks as most big U.S. retailers have imported what they need for the holiday season, gradually opening up space on the front end of the trip. The cost to move a container across the Pacific fell by more than a quarter in the week ended Nov. 12, the biggest decline in two years. Rates rose about 5% this week to about $14,700 per 40-foot container and are still more than three times year-ago levels, according to the Freightos Baltic Index.</p>\n<p>“Globally speaking, the worst is behind us in terms of the supply-chain problems,” said Louis Kuijs, head of Asia economics at Oxford Economics. A survey by the research house among what it described as “country experts” covering 45 economies found that almost all believe supply-chain disruptions have peaked or will peak in the last quarter of this year.</p>\n<p>Many big chains, includingWalmartInc.,Home DepotInc.andTargetCorp., said this past week they arewell stocked for the holidays, mainly because they imported goods earlier than usual this year. Some alsochartered their own shipsto get around bottlenecks.</p>\n<p>Few executives said their problems are over, and in the most recent round of results, global companies continued to cite issues at ports and roads around the world. Several retailers reported lower profit margins, citing elevated freight costs to move their goods.</p>\n<p>For Christine Humphreys, there seems to be no easing of the supply-chain chaos that means her U.K. drinks company has only half its stock for Christmas, her busiest period.</p>\n<p>Journeys from Germany to the U.K. that would have taken two weeks are now taking six, said Ms. Humphreys, a co-founder of the Mindful Drinking Company Ltd. “Come on, it’s not a million miles away, it’s only across the water,” she said.</p>\n<p>After slowdowns in production in recent months due to Covid-19 outbreaks, output at factories across Malaysia, Vietnam and other countries rebounded over the past month as Covid-19 cases declined and production limits were lifted, easing some bottlenecks that havechoked output of semiconductorsand textiles globally.</p>\n<p>“It’s a huge change in a positive way as it should improve industrial output in Asia and global supply,” said Trinh Nguyen, senior economist at Natixis in Hong Kong. Still, she cautions that many countries continue to grapple with other problems, like shortages of workers.</p>\n<p>“There are certain aspects of supply-chain shocks that are easing, but the shortage issue isn’t going to completely disappear,” she said.</p>\n<p>In Vietnam, factory owners in the country’s southern manufacturing hub said production is far smoother than it was several months ago, butchallenges remain, including high shipping costs and labor shortages, as many workers that had returned to their villages during the Covid-19 wave have yet to return.</p>\n<p>Do Xuan Lap, the head of Vietnam’s Timber and Forest Products Association, said that the situation is improving and that medium-size furniture factories, with around 200 to 500 workers, are operating at around 80% capacity. But larger furniture makers, with up to 3,000 workers, were missing more laborers and operating at around 65% capacity.</p>\n<p>Shortages of shipping containers also appear to be easing.</p>\n<p>Thomas Broertjes, managing director of Foshan Oufeng Furniture Co. based in Guangdong province, said that in September, he wasn’t able to ship any products because he was unable to secure space on even a single shipping container that month. “That was really the lowest point,” he said.</p>\n<p>While the company has been able to book more containers since October, it still takes days until it can confirm bookings with vendors. Prices remain three or four times what he paid before 2020. “I’m hopeful that things are getting better. It couldn’t get worse,” he said, though he added, “it’s still a big hassle.”</p>\n<p>Other factory owners say they are still struggling to deal with bottlenecks. Since this June, boxes filled with auto parts began to pile up at the warehouse of Zhejiang Songtian Automotive Motor System Co. as more importers from the West held off on taking delivery amid soaring freight rates. The company recently repurposed sections of a new factory to store products.</p>\n<p>“The entire factory is now filled with finished goods that couldn’t be shipped out. This is our biggest headache at the moment, and there’s nothing we can do about it,” said Dai Xuezhi, chief executive of the company based in the southeastern Chinese city of Wenzhou.</p>\n<p>Data provider eeSea says containership delays fell in October from September, but there hasn’t been much change when it comes to the vessels waiting outside of ports in November. As of Friday morning, there were 500 large container ships waiting to dock outside ports in Asia, Europe and North America, up slightly from the 497 vessels that waited on Oct. 8.</p>\n<p>In the U.S., the destination for many of the goods made in Asian factories, there are few signs that the gridlock is easing.</p>\n<p>Freight railroads recently lifted their limits on inbound cargo into congested container terminals in the Chicago area. But boxes are still swamping the ports of Los Angeles and Long Beach, and shipping executives note the backlog of vessels offshore suggests the flow of inbound shipments isn’t letting up.</p>\n<p>“We are still in the thick of it,” said Alan McCorkle, chief executive of Yusen Terminals LLC, at the Port of Los Angeles.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Supply-Chain Problems Show Signs of Easing</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\">\nSupply-Chain Problems Show Signs of Easing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/supply-chain-problems-show-signs-of-easing-11637496002?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global supply-chain woes are beginning to recede, but shipping, manufacturing and retail executives say that they don’t expect a return to more-normal operations until next year and that cargo will ...</p>\n\n<a href=\"https://www.wsj.com/articles/supply-chain-problems-show-signs-of-easing-11637496002?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/supply-chain-problems-show-signs-of-easing-11637496002?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129293678","content_text":"Global supply-chain woes are beginning to recede, but shipping, manufacturing and retail executives say that they don’t expect a return to more-normal operations until next year and that cargo will continue to be delayed if Covid-19 outbreaks disrupt key distribution hubs.\nIn Asia, Covid-related factory closures, energy shortages and port-capacity limitshave eased in recent weeks. In the U.S., major retailers say they have imported most of what they need for the holidays.Ocean freight rateshave retreated from record levels.\nStill, executives and economists say strong consumer demand for goods in the West, ongoing port congestion in the U.S., shortages of truck drivers and elevated global freight rates continue to hang over any recovery. The risk of more extreme weather and flare-ups of Covid-19 cases can also threaten to clog up supply chains again.\nAn easing of supply-chain choke points would allow production to move toward meeting strong demand and would lower logistics costs. If sustained, that, in turn, would help alleviatethe upward pressure on inflation.\nThe number of ships waiting to unload at the ports of Los Angeles and Long Beach, the biggest U.S. gateway for imports from Asia, has improved but is still hovering near record levels. There were 71 container ships anchored offshore on Nov. 19, down from a peak of 86 three days before, according to the Marine Exchange of Southern California, and 17 more were expected to arrive within three days. Before the pandemic, it was unusual for any ships to anchor offshore.\nShipping and retail executives say they expect the U.S. port backlogs to clear in early 2022, after the holiday shopping season and when Lunar New Year shuts many factories for a week in February, slowing output.\nGerman shipowner Jan Held said congestion, particularly in Asia, is getting better. His ships transport mainly industrial goods, like giant windmills, rather than containers, but would sometimes spend a month waiting outside of Asian ports.\nMr. Held said it would be some time before the global transport system normalizes. “For that, the pandemic has to end and that is not happening any time soon, in my opinion,” said Mr. Held, co-owner of Held Bereederungs GmbH & Co. KG, based in the north German city of Haren.\nTrans-Pacific freight rates have cooled in recent weeks as most big U.S. retailers have imported what they need for the holiday season, gradually opening up space on the front end of the trip. The cost to move a container across the Pacific fell by more than a quarter in the week ended Nov. 12, the biggest decline in two years. Rates rose about 5% this week to about $14,700 per 40-foot container and are still more than three times year-ago levels, according to the Freightos Baltic Index.\n“Globally speaking, the worst is behind us in terms of the supply-chain problems,” said Louis Kuijs, head of Asia economics at Oxford Economics. A survey by the research house among what it described as “country experts” covering 45 economies found that almost all believe supply-chain disruptions have peaked or will peak in the last quarter of this year.\nMany big chains, includingWalmartInc.,Home DepotInc.andTargetCorp., said this past week they arewell stocked for the holidays, mainly because they imported goods earlier than usual this year. Some alsochartered their own shipsto get around bottlenecks.\nFew executives said their problems are over, and in the most recent round of results, global companies continued to cite issues at ports and roads around the world. Several retailers reported lower profit margins, citing elevated freight costs to move their goods.\nFor Christine Humphreys, there seems to be no easing of the supply-chain chaos that means her U.K. drinks company has only half its stock for Christmas, her busiest period.\nJourneys from Germany to the U.K. that would have taken two weeks are now taking six, said Ms. Humphreys, a co-founder of the Mindful Drinking Company Ltd. “Come on, it’s not a million miles away, it’s only across the water,” she said.\nAfter slowdowns in production in recent months due to Covid-19 outbreaks, output at factories across Malaysia, Vietnam and other countries rebounded over the past month as Covid-19 cases declined and production limits were lifted, easing some bottlenecks that havechoked output of semiconductorsand textiles globally.\n“It’s a huge change in a positive way as it should improve industrial output in Asia and global supply,” said Trinh Nguyen, senior economist at Natixis in Hong Kong. Still, she cautions that many countries continue to grapple with other problems, like shortages of workers.\n“There are certain aspects of supply-chain shocks that are easing, but the shortage issue isn’t going to completely disappear,” she said.\nIn Vietnam, factory owners in the country’s southern manufacturing hub said production is far smoother than it was several months ago, butchallenges remain, including high shipping costs and labor shortages, as many workers that had returned to their villages during the Covid-19 wave have yet to return.\nDo Xuan Lap, the head of Vietnam’s Timber and Forest Products Association, said that the situation is improving and that medium-size furniture factories, with around 200 to 500 workers, are operating at around 80% capacity. But larger furniture makers, with up to 3,000 workers, were missing more laborers and operating at around 65% capacity.\nShortages of shipping containers also appear to be easing.\nThomas Broertjes, managing director of Foshan Oufeng Furniture Co. based in Guangdong province, said that in September, he wasn’t able to ship any products because he was unable to secure space on even a single shipping container that month. “That was really the lowest point,” he said.\nWhile the company has been able to book more containers since October, it still takes days until it can confirm bookings with vendors. Prices remain three or four times what he paid before 2020. “I’m hopeful that things are getting better. It couldn’t get worse,” he said, though he added, “it’s still a big hassle.”\nOther factory owners say they are still struggling to deal with bottlenecks. Since this June, boxes filled with auto parts began to pile up at the warehouse of Zhejiang Songtian Automotive Motor System Co. as more importers from the West held off on taking delivery amid soaring freight rates. The company recently repurposed sections of a new factory to store products.\n“The entire factory is now filled with finished goods that couldn’t be shipped out. This is our biggest headache at the moment, and there’s nothing we can do about it,” said Dai Xuezhi, chief executive of the company based in the southeastern Chinese city of Wenzhou.\nData provider eeSea says containership delays fell in October from September, but there hasn’t been much change when it comes to the vessels waiting outside of ports in November. As of Friday morning, there were 500 large container ships waiting to dock outside ports in Asia, Europe and North America, up slightly from the 497 vessels that waited on Oct. 8.\nIn the U.S., the destination for many of the goods made in Asian factories, there are few signs that the gridlock is easing.\nFreight railroads recently lifted their limits on inbound cargo into congested container terminals in the Chicago area. But boxes are still swamping the ports of Los Angeles and Long Beach, and shipping executives note the backlog of vessels offshore suggests the flow of inbound shipments isn’t letting up.\n“We are still in the thick of it,” said Alan McCorkle, chief executive of Yusen Terminals LLC, at the Port of Los Angeles.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872125588,"gmtCreate":1637460908352,"gmtModify":1637460908352,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Dam","listText":"Dam","text":"Dam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872125588","repostId":"2184828242","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872125588,"gmtCreate":1637460908352,"gmtModify":1637460908352,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Dam","listText":"Dam","text":"Dam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872125588","repostId":"2184828242","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692029685,"gmtCreate":1640794592543,"gmtModify":1640794592686,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692029685","repostId":"1149988860","repostType":4,"repost":{"id":"1149988860","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":1640792807,"share":"https://www.laohu8.com/m/news/1149988860?lang=&edition=full","pubTime":"2021-12-29 23:46","market":"us","language":"en","title":"Semiconductor Stocks Mixed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149988860","media":"Tiger Newspress","summary":"Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AM","content":"<html><head></head><body><p>Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f4d9932e27e7be43b2a47e9900754cd6\" tg-width=\"412\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></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>Semiconductor Stocks Mixed in Morning Trading</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\">\nSemiconductor Stocks Mixed in Morning Trading\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\">2021-12-29 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/f4d9932e27e7be43b2a47e9900754cd6\" tg-width=\"412\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149988860","content_text":"Semiconductor stocks mixed in morning trading.Micron Technology jumped nearly 3% while Nvidia and AMD fell more than 2%.","news_type":1,"symbols_score_info":{"AMD":0.9,"MU":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605523398,"gmtCreate":1639193881268,"gmtModify":1639193881432,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605523398","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602210271,"gmtCreate":1639024744700,"gmtModify":1639024744823,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602210271","repostId":"2189695656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872489987,"gmtCreate":1637559846842,"gmtModify":1637559846911,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872489987","repostId":"1159890392","repostType":4,"repost":{"id":"1159890392","kind":"news","pubTimestamp":1637559348,"share":"https://www.laohu8.com/m/news/1159890392?lang=&edition=full","pubTime":"2021-11-22 13:35","market":"us","language":"en","title":"Adobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1159890392","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.</li>\n <li>Adobe continues to be the undisputed leader in the creative software market. Its 2023 TAM of $147B signifies huge opportunities for the company to leverage.</li>\n <li>We discuss why both companies deserve to be anchor stocks for any growth investor's portfolio.</li>\n <li>We also discuss whether it's a good time to buy both stocks now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78cf4b56323a37eacd27b73ced593338\" tg-width=\"1536\" tg-height=\"1082\" width=\"100%\" height=\"auto\"><span>Jean-Luc Ichard/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Adobe Inc. (ADBE) and Microsoft Corporation (MSFT) are two of the most revered software leaders worldwide. Notwithstanding, MSFT is easily the bigger brother here as it boasts an enterprise value (EV) of $2.52T. In contrast, ADBE's EV is only worth $326B, as it trails the King of Software by a wide margin. Despite that, Adobe has been growing rapidly and has an exceptionally wide moat in the creative industries. It has also extended its leadership into both the B2B and B2C channels, as it leverages its huge 2023 TAM worth $147B. Therefore, there's a tremendous amount of potential growth for the creative software leader to tap.</p>\n<p>On the other hand, Microsoft has quickly pivoted itself towards Cloud Computing as its biggest growth driver. Under Satya Nadella's capable leadership, MSFT has transformed itself into a leading Cloud hyperscaler. Azure continues to grow its clout rapidly as it leverages MSFT's deep enterprise software applications expertise against the #1 Cloud hyperscaler AWS (AMZN). The company has also telegraphed its plans to spur its next growth phase through enterprise applications in the metaverse.</p>\n<p>We discuss these two software behemoths and demonstrate why both companies are very high-quality companies. As a result, we believe that both deserve to be considered anchor stocks for most growth investors' portfolios.</p>\n<p>We also discuss whether it's an appropriate time to buy both stocks now.</p>\n<p><b>ADBE Vs. MSFT Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c95ae8c533f02f2af083ceee62bf9a\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>ADBE Vs. MSFT stock YTD performance (as of 19 November 21).</span></p>\n<p>ADBE and MSFT stock have easily outperformed the market this year. MSFT stock is the leader here, with a YTD gain of 54.3%. While ADBE stock struggled initially in March, its upward momentum has recovered remarkably. Its YTD gain of 37.6% is well ahead of the SPDR S&amp;P 500 ETF's (SPY) and Invesco QQQ ETF's (QQQ) YTD return of 25.4% and 28.8%, respectively.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99bfbaccbc2e6a4f815d081612501c82\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>ADBE Vs. MSFT stock 3Y performance (as of 19 November 21).</span></p>\n<p>As long-term leaders, we also want to evaluate their performances over a longer timeframe. On a 3Y basis, we can also easily observe their outperformance. MSFT leads with a 3Y total return of 216.8%, at a CAGR of 46.7%. It's a phenomenal return and definitely not an \"old-school\" company that MSFT detractors often point out. The market loves MSFT stock.</p>\n<p>On the other hand, ADBE stock has also easily beaten the market over the last three years. Its 3Y total return of 188.2%, at a CAGR of 42.1%, is also breathtaking. So both stocks have clearly and easily outperformed the market over the last three years.</p>\n<p>Therefore, we consider both stocks as solid long-term leaders in any growth investor's portfolio.</p>\n<p><b>Both are Fast-Growing and Tremendously Profitable</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/517349e87627e8e2f390deb448800ef2\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Microsoft LTM revenue and EBITDA margin. Data source: S&amp;P Capital IQ</span></p>\n<p>There's little doubt that Microsoft is the world's foremost enterprise software market leader. Its last-twelve-months (LTM) revenue of $176.3B easily surpassed Adobe's LTM revenue of $15.1B. Microsoft's revenue also grew by a remarkable CAGR of 15.3% over the last three years. Moreover, its LTM EBITDA margin of 48.6% demonstrates clearly the incredible profitability of Microsoft's well-diversified business model. It has also continued to gain operating leverage impressively over the last three years. Back in FQ1'19 (September 18), its EBITDA margin was just 41.4%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f2fc577d2f36a621eaa5eb693e3bcf7\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe LTM revenue and EBITDA margin. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d21e97ef4419da68ba36792ec4c26245\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Computer graphics and photo editing software market share worldwide in 2021. Data source: Enlyft</span></p>\n<p>For investors not in the creative industries, you might be unfamiliar with Adobe's suite of creative software products. Nonetheless, Adobe is the undisputed market leader in its field. Adobe's digital media segment, which forms most of our internal valuation estimates, is its critical revenue and profit driver. Its creative cloud business within Adobe's digital media segment drove 82.8% of its FQ3'21 revenue. Readers can easily observe from the chart above that the leadership of its creative suite is deeply entrenched. There are simply no close competitors.</p>\n<p>The company has also grown its revenue impressively over the last three years. Its LTM revenue of $15.1B increased at a 3Y CAGR of 20.8%. In addition, its undisputed leadership has also led to remarkable EBITDA margins. ADBE reported an LTM EBITDA margin of 40.4% in FQ3'21. In contrast, its EBITDA margin was just 36% three years ago. Hence, Adobe has continued to gain impressive operating leverage as it scales. Moreover, the company continues to tap an expanding TAM that's expected to reach $147B by 2023.</p>\n<p><b>World-Class CEOs Lead Both Companies</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share as of Q3'21. Data source: Canalys</span></p>\n<p>Two top CEOs lead both companies. Microsoft CEO Satya Nadella turned Microsoft back into a growth company when he took over the helm. He saw the importance of Cloud Computing and positioned Azure to compete in the Cloud infrastructure market. As a result, Azure has continued to gain share rapidly. In CQ3'21, Azure's share reached 21%, according to Canalys. Although AWS continues to be the market leader, Azure has the edge over AWS in enterprise applications which is not AWS's core competency. Moreover, Microsoft is also extending its capability into applications for the metaverse. Nadella also has a highly impressive&nbsp;97% approval rating&nbsp;at Glassdoor.</p>\n<p>Adobe CEO Shantanu Narayen is the #2 CEO in Glassdoor's Top CEOs 2021 category. He also has a&nbsp;98% approval ratings&nbsp;in Glassdoor. Narayen, like his Microsoft counterpart Nadella, also hails from Hyderabad, a city in India. Narayen was also instrumental in having led Adobe to transfer its offerings into the Cloud. However, a massive transformation came with short-term pain early on as the revenue recognition for subscriptions was different from its upfront revenue recognition back then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0542f034da9bbcde81eddf509fbade46\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe Creative &amp; Document Cloud annual recurring revenue. Data source: Company filings</span></p>\n<p>But, the transformation has proven so successful for Adobe. The company now boasts one of the most massive annual recurring revenue (ARR) in the SaaS business. Adobe reported an ARR of $11.66B in FQ3'21, which increased by a remarkable 3Y CAGR of 22.1%. The company also guided for an FQ4'21 ARR of $12.21B, up 20% YoY. Therefore, Adobe is expected to continue its gangbusters growth momentum.</p>\n<p><b>So, is ADBE and MSFT Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c2c34259c409fb5afc7b9770deb419a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Adobe est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a409f2afdd0fab713f5748be78a261a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Microsoft est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p>\n<p>Adobe is expected to grow its revenue at a CAGR of 14.7% over the next five years. In addition, its EBITDA is estimated to increase at a CAGR of 15.1% over the same period. Therefore, ADBE is expected to continue growing robustly, even though its topline and profitability will decelerate.</p>\n<p>In contrast, Microsoft is estimated to increase its revenue at a 4Y CAGR of 13.8%. However, its EBITDA is estimated to grow at a CAGR of just 6.3% over the next four years, signifying a marked slowdown in EBITDA growth. Therefore, there's a valid concern of slowing growth on both software titans, with Microsoft's looking markedly worse off.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/570d068f004efa2de56f66ce506c723c\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>MSFT stock EV/Fwd EBITDA valuation trend. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adae720194f5c03c18c5ac7b6d91e590\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>ADBE stock EV/Fwd EBITDA valuation trend. Data source: S&amp;P Capital IQ</span></p>\n<p>ADBE stock currently trades at an EV/NTM EBITDA of 37.4x, about 29.4% above its 3Y mean of 28.9x. Therefore, there's no question that ADBE is trading at a premium valuation. Notwithstanding, it's expected to continue gaining operating leverage remarkably, although it seems that a considerable amount of growth premium may have been priced in. But, ADBE is a solid long-term stock. I wouldn't bet against Narayen &amp; Co.'s capability to execute immaculately moving forward. However, the current valuation is a concern for new exposure in the short term. The stock has also recovered remarkably well from its recent October bottom. Therefore, we suggest investors wait for a meaningful retracement before adding. Hence, we revise our rating to short-term Neutral but retain our long-term bullish call.</p>\n<p>MSFT stock is trading at an EV/Fwd EBITDA of 25.1x, against its 3Y mean of 19.2x. Even though MSFT is still expected to grow its topline reasonably fast, its EBITDA growth is expected to decelerate markedly. Therefore, MSFT stock's valuation seems to have priced in a significant amount of growth premium over the next few years. As such, we remain very cautious about adding MSFT stock at this level. Consequently, we retain our Neutral rating on MSFT stock.</p>\n<p>Nevertheless, we would like to remind investors that both stocks are two of the best anchor growth stocks that investors can continue to hold if you own them. Therefore, if there's a meaningful retracement moving forward, we encourage you to add more exposure to either of them.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space</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\">\nAdobe Vs. Microsoft Stock: 2 Long-Term Leaders To Dominate The Software Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.\nAdobe continues to be the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4471088-adobe-vs-microsoft-stock-two-long-term-leaders-to-dominate-the-software-space","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159890392","content_text":"Summary\n\nMicrosoft continues its reign as the King of Software as its enterprise value crosses $2.5T. It's also making forays into enterprise applications for the metaverse.\nAdobe continues to be the undisputed leader in the creative software market. Its 2023 TAM of $147B signifies huge opportunities for the company to leverage.\nWe discuss why both companies deserve to be anchor stocks for any growth investor's portfolio.\nWe also discuss whether it's a good time to buy both stocks now.\n\nJean-Luc Ichard/iStock Editorial via Getty Images\nInvestment Thesis\nAdobe Inc. (ADBE) and Microsoft Corporation (MSFT) are two of the most revered software leaders worldwide. Notwithstanding, MSFT is easily the bigger brother here as it boasts an enterprise value (EV) of $2.52T. In contrast, ADBE's EV is only worth $326B, as it trails the King of Software by a wide margin. Despite that, Adobe has been growing rapidly and has an exceptionally wide moat in the creative industries. It has also extended its leadership into both the B2B and B2C channels, as it leverages its huge 2023 TAM worth $147B. Therefore, there's a tremendous amount of potential growth for the creative software leader to tap.\nOn the other hand, Microsoft has quickly pivoted itself towards Cloud Computing as its biggest growth driver. Under Satya Nadella's capable leadership, MSFT has transformed itself into a leading Cloud hyperscaler. Azure continues to grow its clout rapidly as it leverages MSFT's deep enterprise software applications expertise against the #1 Cloud hyperscaler AWS (AMZN). The company has also telegraphed its plans to spur its next growth phase through enterprise applications in the metaverse.\nWe discuss these two software behemoths and demonstrate why both companies are very high-quality companies. As a result, we believe that both deserve to be considered anchor stocks for most growth investors' portfolios.\nWe also discuss whether it's an appropriate time to buy both stocks now.\nADBE Vs. MSFT Stock YTD Performance\nADBE Vs. MSFT stock YTD performance (as of 19 November 21).\nADBE and MSFT stock have easily outperformed the market this year. MSFT stock is the leader here, with a YTD gain of 54.3%. While ADBE stock struggled initially in March, its upward momentum has recovered remarkably. Its YTD gain of 37.6% is well ahead of the SPDR S&P 500 ETF's (SPY) and Invesco QQQ ETF's (QQQ) YTD return of 25.4% and 28.8%, respectively.\nADBE Vs. MSFT stock 3Y performance (as of 19 November 21).\nAs long-term leaders, we also want to evaluate their performances over a longer timeframe. On a 3Y basis, we can also easily observe their outperformance. MSFT leads with a 3Y total return of 216.8%, at a CAGR of 46.7%. It's a phenomenal return and definitely not an \"old-school\" company that MSFT detractors often point out. The market loves MSFT stock.\nOn the other hand, ADBE stock has also easily beaten the market over the last three years. Its 3Y total return of 188.2%, at a CAGR of 42.1%, is also breathtaking. So both stocks have clearly and easily outperformed the market over the last three years.\nTherefore, we consider both stocks as solid long-term leaders in any growth investor's portfolio.\nBoth are Fast-Growing and Tremendously Profitable\nMicrosoft LTM revenue and EBITDA margin. Data source: S&P Capital IQ\nThere's little doubt that Microsoft is the world's foremost enterprise software market leader. Its last-twelve-months (LTM) revenue of $176.3B easily surpassed Adobe's LTM revenue of $15.1B. Microsoft's revenue also grew by a remarkable CAGR of 15.3% over the last three years. Moreover, its LTM EBITDA margin of 48.6% demonstrates clearly the incredible profitability of Microsoft's well-diversified business model. It has also continued to gain operating leverage impressively over the last three years. Back in FQ1'19 (September 18), its EBITDA margin was just 41.4%.\nAdobe LTM revenue and EBITDA margin. Data source: S&P Capital IQ\nComputer graphics and photo editing software market share worldwide in 2021. Data source: Enlyft\nFor investors not in the creative industries, you might be unfamiliar with Adobe's suite of creative software products. Nonetheless, Adobe is the undisputed market leader in its field. Adobe's digital media segment, which forms most of our internal valuation estimates, is its critical revenue and profit driver. Its creative cloud business within Adobe's digital media segment drove 82.8% of its FQ3'21 revenue. Readers can easily observe from the chart above that the leadership of its creative suite is deeply entrenched. There are simply no close competitors.\nThe company has also grown its revenue impressively over the last three years. Its LTM revenue of $15.1B increased at a 3Y CAGR of 20.8%. In addition, its undisputed leadership has also led to remarkable EBITDA margins. ADBE reported an LTM EBITDA margin of 40.4% in FQ3'21. In contrast, its EBITDA margin was just 36% three years ago. Hence, Adobe has continued to gain impressive operating leverage as it scales. Moreover, the company continues to tap an expanding TAM that's expected to reach $147B by 2023.\nWorld-Class CEOs Lead Both Companies\nCloud infrastructure services vendor market share as of Q3'21. Data source: Canalys\nTwo top CEOs lead both companies. Microsoft CEO Satya Nadella turned Microsoft back into a growth company when he took over the helm. He saw the importance of Cloud Computing and positioned Azure to compete in the Cloud infrastructure market. As a result, Azure has continued to gain share rapidly. In CQ3'21, Azure's share reached 21%, according to Canalys. Although AWS continues to be the market leader, Azure has the edge over AWS in enterprise applications which is not AWS's core competency. Moreover, Microsoft is also extending its capability into applications for the metaverse. Nadella also has a highly impressive 97% approval rating at Glassdoor.\nAdobe CEO Shantanu Narayen is the #2 CEO in Glassdoor's Top CEOs 2021 category. He also has a 98% approval ratings in Glassdoor. Narayen, like his Microsoft counterpart Nadella, also hails from Hyderabad, a city in India. Narayen was also instrumental in having led Adobe to transfer its offerings into the Cloud. However, a massive transformation came with short-term pain early on as the revenue recognition for subscriptions was different from its upfront revenue recognition back then.\nAdobe Creative & Document Cloud annual recurring revenue. Data source: Company filings\nBut, the transformation has proven so successful for Adobe. The company now boasts one of the most massive annual recurring revenue (ARR) in the SaaS business. Adobe reported an ARR of $11.66B in FQ3'21, which increased by a remarkable 3Y CAGR of 22.1%. The company also guided for an FQ4'21 ARR of $12.21B, up 20% YoY. Therefore, Adobe is expected to continue its gangbusters growth momentum.\nSo, is ADBE and MSFT Stock a Buy Now?\nAdobe est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nMicrosoft est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nAdobe is expected to grow its revenue at a CAGR of 14.7% over the next five years. In addition, its EBITDA is estimated to increase at a CAGR of 15.1% over the same period. Therefore, ADBE is expected to continue growing robustly, even though its topline and profitability will decelerate.\nIn contrast, Microsoft is estimated to increase its revenue at a 4Y CAGR of 13.8%. However, its EBITDA is estimated to grow at a CAGR of just 6.3% over the next four years, signifying a marked slowdown in EBITDA growth. Therefore, there's a valid concern of slowing growth on both software titans, with Microsoft's looking markedly worse off.\nMSFT stock EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ\nADBE stock EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ\nADBE stock currently trades at an EV/NTM EBITDA of 37.4x, about 29.4% above its 3Y mean of 28.9x. Therefore, there's no question that ADBE is trading at a premium valuation. Notwithstanding, it's expected to continue gaining operating leverage remarkably, although it seems that a considerable amount of growth premium may have been priced in. But, ADBE is a solid long-term stock. I wouldn't bet against Narayen & Co.'s capability to execute immaculately moving forward. However, the current valuation is a concern for new exposure in the short term. The stock has also recovered remarkably well from its recent October bottom. Therefore, we suggest investors wait for a meaningful retracement before adding. Hence, we revise our rating to short-term Neutral but retain our long-term bullish call.\nMSFT stock is trading at an EV/Fwd EBITDA of 25.1x, against its 3Y mean of 19.2x. Even though MSFT is still expected to grow its topline reasonably fast, its EBITDA growth is expected to decelerate markedly. Therefore, MSFT stock's valuation seems to have priced in a significant amount of growth premium over the next few years. As such, we remain very cautious about adding MSFT stock at this level. Consequently, we retain our Neutral rating on MSFT stock.\nNevertheless, we would like to remind investors that both stocks are two of the best anchor growth stocks that investors can continue to hold if you own them. Therefore, if there's a meaningful retracement moving forward, we encourage you to add more exposure to either of them.","news_type":1,"symbols_score_info":{"ADBE":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692029130,"gmtCreate":1640794557499,"gmtModify":1640794560972,"author":{"id":"4092561976613440","authorId":"4092561976613440","name":"Ernestgoh0","avatar":"https://static.tigerbbs.com/26efe2a26972b528df18cc8a945287d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092561976613440","authorIdStr":"4092561976613440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692029130","repostId":"2195450556","repostType":4,"repost":{"id":"2195450556","kind":"highlight","pubTimestamp":1640792153,"share":"https://www.laohu8.com/m/news/2195450556?lang=&edition=full","pubTime":"2021-12-29 23:35","market":"us","language":"en","title":"These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195450556","media":"MarketWatch","summary":"More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of","content":"<html><head></head><body><p>More than 90 large-cap stocks are down at least 20% from their 2021 highs, but analysts love many of them, including JD.com, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Disney</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aebc95cbe7dbebe32f5045c9fa2f994\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Analysts polled by FactSet expect shares of Alaska Air Group to rise 47% over the next 12 months.Getty Images</span></p><p>This has been a remarkable year for stocks, but it may surprise you how many are in bear-market territory, usually defined as a decline of at least 20%.</p><p>Among a large group of beaten-down stocks, analysts working for brokerage firms expect dozens to soar in 2022. See them below.</p><p><b>A solid 2021, but look at  the cap-weighting</b></p><p>The benchmark S&amp;P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)</p><p>You probably know the S&amp;P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&amp;P 500 ETF Trust, which tracks the S&amp;P 500. Together, they make up 23% of the fund&#39;s portfolio and the index:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Price change -- 2021</td><td>Share of SPY</td></tr><tr><td>Apple Inc.</td><td>AAPL</td><td>35.1%</td><td>6.9%</td></tr><tr><td>Microsoft Corp.</td><td>MSFT</td><td>53.4%</td><td>6.3%</td></tr><tr><td>Amazon.com Inc.</td><td>AMZN</td><td>4.8%</td><td>3.7%</td></tr><tr><td>Alphabet Inc. Class A</td><td>GOOGL</td><td>67.4%</td><td>2.2%</td></tr><tr><td>Tesla Inc.</td><td>TSLA</td><td>54.2%</td><td>2.2%</td></tr><tr><td>Alphabet Inc. Class C</td><td>GOOG</td><td>67.2%</td><td>2.1%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p><p>SPY and the S&amp;P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.</p><p><b>Stocks in bear markets that analysts love</b></p><p>For a broader list of large-cap stocks listed in the U.S., including those of some of China&#39;s biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.</p><p>After removing duplicates, this left a list of 529 stocks.</p><p>Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.</p><p>Among the 94, there are 30 with &#34;buy&#34; or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Decline from 2021 high</td><td>Closing price -- Dec. 28</td><td>2021 high</td><td>Date of 2021 high</td><td>Share &#34;buy&#34; ratings</td><td>Consensus price target</td><td>Implied 12-month upside potential</td></tr><tr><td>Pinduoduo Inc. ADR Class A</td><td>PDD</td><td>-73.6%</td><td>$56.04</td><td>$212.60</td><td>02/16/2021</td><td>76%</td><td>$104.54</td><td>87%</td></tr><tr><td>Baidu Inc. ADR Class A</td><td>BIDU</td><td>-60.3%</td><td>$140.88</td><td>$354.82</td><td>02/22/2021</td><td>83%</td><td>$232.32</td><td>65%</td></tr><tr><td>JD.com Inc. ADR Class A</td><td>JD</td><td>-39.2%</td><td>$65.87</td><td>$108.29</td><td>02/17/2021</td><td>94%</td><td>$106.30</td><td>61%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc.</td><td>MELI</td><td>-34.8%</td><td>$1,316.28</td><td>$2,020.00</td><td>01/21/2021</td><td>87%</td><td>$2,011.00</td><td>53%</td></tr><tr><td>Caesars Entertainment Inc.</td><td>CZR</td><td>-22.6%</td><td>$92.78</td><td>$119.81</td><td>10/01/2021</td><td>94%</td><td>$137.36</td><td>48%</td></tr><tr><td>Generac Holdings Inc.</td><td>GNRC</td><td>-33.6%</td><td>$348.18</td><td>$524.31</td><td>11/02/2021</td><td>77%</td><td>$514.11</td><td>48%</td></tr><tr><td>Alaska Air Group Inc.</td><td>ALK</td><td>-28.8%</td><td>$52.90</td><td>$74.25</td><td>04/07/2021</td><td>93%</td><td>$77.71</td><td>47%</td></tr><tr><td>PayPal Holdings Inc.</td><td>PYPL</td><td>-38.7%</td><td>$190.10</td><td>$310.16</td><td>07/26/2021</td><td>84%</td><td>$273.65</td><td>44%</td></tr><tr><td>CrowdStrike Holdings Inc. Class A</td><td>CRWD</td><td>-30.6%</td><td>$207.23</td><td>$298.48</td><td>11/10/2021</td><td>86%</td><td>$291.88</td><td>41%</td></tr><tr><td>Trip.com Group Ltd. ADR</td><td>TCOM</td><td>-48.5%</td><td>$23.29</td><td>$45.19</td><td>03/17/2021</td><td>79%</td><td>$32.78</td><td>41%</td></tr><tr><td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>.</td><td>TMUS</td><td>-21.3%</td><td>$118.16</td><td>$150.20</td><td>07/16/2021</td><td>81%</td><td>$165.51</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc.</td><td>ENPH</td><td>-33.9%</td><td>$186.79</td><td>$282.46</td><td>11/22/2021</td><td>67%</td><td>$260.92</td><td>40%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>-38.8%</td><td>$135.15</td><td>$220.81</td><td>04/26/2021</td><td>85%</td><td>$188.41</td><td>39%</td></tr><tr><td>NetEase Inc. ADR</td><td>NTES</td><td>-27.7%</td><td>$97.15</td><td>$134.33</td><td>02/11/2021</td><td>97%</td><td>$134.53</td><td>38%</td></tr><tr><td>Activision Blizzard Inc.</td><td>ATVI</td><td>-36.2%</td><td>$66.67</td><td>$104.53</td><td>02/16/2021</td><td>71%</td><td>$90.86</td><td>36%</td></tr><tr><td>Southwest Airlines Co.</td><td>LUV</td><td>-34.7%</td><td>$42.29</td><td>$64.75</td><td>04/14/2021</td><td>78%</td><td>$57.32</td><td>36%</td></tr><tr><td>Fidelity National Information Services Inc.</td><td>FIS</td><td>-29.9%</td><td>$109.29</td><td>$155.96</td><td>04/29/2021</td><td>74%</td><td>$146.86</td><td>34%</td></tr><tr><td>Match Group Inc.</td><td>MTCH</td><td>-27.0%</td><td>$132.94</td><td>$182.00</td><td>10/21/2021</td><td>68%</td><td>$175.11</td><td>32%</td></tr><tr><td><a href=\"https://laohu8.com/S/LDOS\">Leidos Holdings Inc</a>.</td><td>LDOS</td><td>-22.4%</td><td>$88.26</td><td>$113.75</td><td>01/25/2021</td><td>71%</td><td>$115.00</td><td>30%</td></tr><tr><td>WestRock Co.</td><td>WRK</td><td>-28.8%</td><td>$44.19</td><td>$62.03</td><td>05/17/2021</td><td>67%</td><td>$56.92</td><td>29%</td></tr><tr><td>Medtronic <a href=\"https://laohu8.com/S/PLC\">PLC</a></td><td>MDT</td><td>-23.1%</td><td>$104.53</td><td>$135.89</td><td>09/09/2021</td><td>85%</td><td>$134.52</td><td>29%</td></tr><tr><td>Teleflex Inc.</td><td>TFX</td><td>-26.6%</td><td>$330.03</td><td>$449.38</td><td>04/28/2021</td><td>75%</td><td>$424.11</td><td>29%</td></tr><tr><td><a href=\"https://laohu8.com/S/ZBH\">Zimmer Biomet Holdings Inc</a>.</td><td>ZBH</td><td>-28.9%</td><td>$128.21</td><td>$180.36</td><td>04/29/2021</td><td>68%</td><td>$163.71</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PTC\">PTC Inc.</a></td><td>PTC</td><td>-20.4%</td><td>$122.34</td><td>$153.73</td><td>07/23/2021</td><td>71%</td><td>$156.15</td><td>28%</td></tr><tr><td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td><td>PSX</td><td>-21.6%</td><td>$73.93</td><td>$94.34</td><td>06/10/2021</td><td>79%</td><td>$93.50</td><td>26%</td></tr><tr><td>Boeing Co.</td><td>BA</td><td>-26.0%</td><td>$206.13</td><td>$278.57</td><td>03/15/2021</td><td>73%</td><td>$259.61</td><td>26%</td></tr><tr><td><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> Class A</td><td>OKTA</td><td>-23.6%</td><td>$224.47</td><td>$294.00</td><td>02/12/2021</td><td>82%</td><td>$279.88</td><td>25%</td></tr><tr><td>Walt Disney Co.</td><td>DIS</td><td>-23.6%</td><td>$155.20</td><td>$203.02</td><td>03/08/2021</td><td>70%</td><td>$193.29</td><td>25%</td></tr><tr><td>Corning Inc.</td><td>GLW</td><td>-20.2%</td><td>$37.35</td><td>$46.82</td><td>04/26/2021</td><td>69%</td><td>$44.38</td><td>19%</td></tr><tr><td>Lamb Weston Holdings Inc.</td><td>LW</td><td>-28.0%</td><td>$62.22</td><td>$86.41</td><td>03/08/2021</td><td>78%</td><td>$73.29</td><td>18%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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See them below.A solid 2021, but look at  the cap-weightingThe benchmark S&P 500 index  has risen 27.4% during 2021, following a 16.3% in 2020 -- two years of pandemic and two years of double-digit gains. (All price changed in this article exclude dividends.)You probably know the S&P 500 is weighted by market capitalization, but you might not be aware of how extreme the weighting can be. Take a look at the weighting and performance of the top five companies held by the SPDR S&P 500 ETF Trust, which tracks the S&P 500. Together, they make up 23% of the fund's portfolio and the index:CompanyTickerPrice change -- 2021Share of SPYApple Inc.AAPL35.1%6.9%Microsoft Corp.MSFT53.4%6.3%Amazon.com Inc.AMZN4.8%3.7%Alphabet Inc. Class AGOOGL67.4%2.2%Tesla Inc.TSLA54.2%2.2%Alphabet Inc. Class CGOOG67.2%2.1%Source: FactSetSPY and the S&P 500 include two common-share classes for Alphabet Inc. (GOOGL) and two apiece for four other companies, for a total of 505 stocks.Stocks in bear markets that analysts loveFor a broader list of large-cap stocks listed in the U.S., including those of some of China's biggest internet players, we added the components of the Nasdaq-100 Index , comprised of the 100 largest Nasdaq-listed companies by market capitalization and tracked by the Invesco QQQ Trust.After removing duplicates, this left a list of 529 stocks.Within in the group, 94 are in a bear market -- that is, they were down at least 20% from their 2021 intraday highs through Dec. 28, according to data provided by FactSet.Among the 94, there are 30 with \"buy\" or equivalent ratings from at least two-thirds of analysts polled by FactSet. Here they are, sorted by the 12-month upside potential implied by the consensus price targets:CompanyTickerDecline from 2021 highClosing price -- Dec. 282021 highDate of 2021 highShare \"buy\" ratingsConsensus price targetImplied 12-month upside potentialPinduoduo Inc. ADR Class APDD-73.6%$56.04$212.6002/16/202176%$104.5487%Baidu Inc. ADR Class ABIDU-60.3%$140.88$354.8202/22/202183%$232.3265%JD.com Inc. ADR Class AJD-39.2%$65.87$108.2902/17/202194%$106.3061%MercadoLibre Inc.MELI-34.8%$1,316.28$2,020.0001/21/202187%$2,011.0053%Caesars Entertainment Inc.CZR-22.6%$92.78$119.8110/01/202194%$137.3648%Generac Holdings Inc.GNRC-33.6%$348.18$524.3111/02/202177%$514.1148%Alaska Air Group Inc.ALK-28.8%$52.90$74.2504/07/202193%$77.7147%PayPal Holdings Inc.PYPL-38.7%$190.10$310.1607/26/202184%$273.6544%CrowdStrike Holdings Inc. Class ACRWD-30.6%$207.23$298.4811/10/202186%$291.8841%Trip.com Group Ltd. ADRTCOM-48.5%$23.29$45.1903/17/202179%$32.7841%T-Mobile US Inc.TMUS-21.3%$118.16$150.2007/16/202181%$165.5140%Enphase Energy Inc.ENPH-33.9%$186.79$282.4611/22/202167%$260.9240%Global Payments Inc.GPN-38.8%$135.15$220.8104/26/202185%$188.4139%NetEase Inc. ADRNTES-27.7%$97.15$134.3302/11/202197%$134.5338%Activision Blizzard Inc.ATVI-36.2%$66.67$104.5302/16/202171%$90.8636%Southwest Airlines Co.LUV-34.7%$42.29$64.7504/14/202178%$57.3236%Fidelity National Information Services Inc.FIS-29.9%$109.29$155.9604/29/202174%$146.8634%Match Group Inc.MTCH-27.0%$132.94$182.0010/21/202168%$175.1132%Leidos Holdings Inc.LDOS-22.4%$88.26$113.7501/25/202171%$115.0030%WestRock Co.WRK-28.8%$44.19$62.0305/17/202167%$56.9229%Medtronic PLCMDT-23.1%$104.53$135.8909/09/202185%$134.5229%Teleflex Inc.TFX-26.6%$330.03$449.3804/28/202175%$424.1129%Zimmer Biomet Holdings Inc.ZBH-28.9%$128.21$180.3604/29/202168%$163.7128%PTC Inc.PTC-20.4%$122.34$153.7307/23/202171%$156.1528%Phillips 66PSX-21.6%$73.93$94.3406/10/202179%$93.5026%Boeing Co.BA-26.0%$206.13$278.5703/15/202173%$259.6126%Okta Inc. Class AOKTA-23.6%$224.47$294.0002/12/202182%$279.8825%Walt Disney Co.DIS-23.6%$155.20$203.0203/08/202170%$193.2925%Corning Inc.GLW-20.2%$37.35$46.8204/26/202169%$44.3819%Lamb Weston Holdings Inc.LW-28.0%$62.22$86.4103/08/202178%$73.2918%Source: 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