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- ngckkkngckkk
  ·2021-08-22
  expecting a dip in the market
  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
  If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and
  Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.
  1,404 1
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- ngckkkngckkk
  ·2021-08-18
  buy both!!
  非常抱歉，此主贴已删除
  1,163 2
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- ngckkkngckkk
  ·2021-08-10
  Adobe good buy!
  非常抱歉，此主贴已删除
  1,015 评论
  6
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- ngckkkngckkk
  ·2021-08-09
  alphabet is a no brainer buy!
  非常抱歉，此主贴已删除
  2,096 评论
  3
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- ngckkkngckkk
  ·2021-08-07
  reopening the economy will benefit such sectors no doubt
  非常抱歉，此主贴已删除
  1,324 1
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- ngckkkngckkk
  ·2021-08-06
  definitely! it's worth at least double the current price!
  非常抱歉，此主贴已删除
  1,025 1
  7
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- ngckkkngckkk
  ·2021-08-02
  yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper
  Apple: Take Your Profits Now, Come Back Later
  Summary Dividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy
  Apple: Take Your Profits Now, Come Back Later
  997 评论
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- ngckkkngckkk
  ·2021-08-01
  Are we gonna see another cathie?
  非常抱歉，此主贴已删除
  1,334 1
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- ngckkkngckkk
  ·2021-08-01
  hold SKLZ for long term! it has potential!
  Upcoming Earnings Could Bring Back Positive Sentiment for Skillz
  Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory. Skillz(NYSE:SKLZ)
  Upcoming Earnings Could Bring Back Positive Sentiment for Skillz
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- ngckkkngckkk
  ·2021-07-31
  Intel need alot of catchup to do
  Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now
  Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and recl
  Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now
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a dip in the market&nbsp;","listText":"expecting a dip in the market&nbsp;","text":"expecting a dip in the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832698325","repostId":"1176431153","repostType":4,"repost":{"id":"1176431153","kind":"news","pubTimestamp":1629604617,"share":"https://www.laohu8.com/m/news/1176431153?lang=&edition=full","pubTime":"2021-08-22 11:56","market":"us","language":"en","title":"Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176431153","media":"Barron's","summary":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and ","content":"<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.</p>\n<p>Berkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.</p>\n<p>There were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.</p>\n<p>As for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.</p>\n<p>And it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&amp;P 500index’s total return of about 20%.</p>\n<p><b>Last WeekPre-Tantrum</b></p>\n<p>Stock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&amp;P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&amp;P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.</p>\n<p><b>Shop Till They Drop</b></p>\n<p>Retailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)</p>\n<p><b>Calling All Hackers</b></p>\n<p>Shares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.</p>\n<p><b>Passing the Baton</b></p>\n<p>Johnson &amp; Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&amp;J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.</p>\n<p><b>Annals of Deal Making</b></p>\n<p>Gene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black &amp; Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.</p>","source":"lsy1610680873436","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>Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.</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\">\nBuffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did ...</p>\n\n<a href=\"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y\">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://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176431153","content_text":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.\nBerkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.\nThere were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.\nAs for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.\nAnd it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&P 500index’s total return of about 20%.\nLast WeekPre-Tantrum\nStock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.\nShop Till They Drop\nRetailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)\nCalling All Hackers\nShares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.\nPassing the Baton\nJohnson & Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.\nAnnals of Deal Making\nGene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black & Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833523247,"gmtCreate":1629250871889,"gmtModify":1631889238099,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"buy both!!&nbsp;","listText":"buy both!!&nbsp;","text":"buy both!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833523247","repostId":"1141614406","repostType":4,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896873601,"gmtCreate":1628572671203,"gmtModify":1631888035655,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"Adobe good buy!&nbsp;","listText":"Adobe good buy!&nbsp;","text":"Adobe good buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896873601","repostId":"2155377091","repostType":4,"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898864450,"gmtCreate":1628485426970,"gmtModify":1631889238108,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"alphabet is a no brainer buy!&nbsp;","listText":"alphabet is a no brainer buy!&nbsp;","text":"alphabet is a no brainer buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898864450","repostId":"2157418003","repostType":4,"isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891013813,"gmtCreate":1628306413432,"gmtModify":1631889238109,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"reopening the economy will benefit such sectors no doubt&nbsp;","listText":"reopening the economy will benefit such sectors no doubt&nbsp;","text":"reopening the economy will benefit such sectors no doubt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891013813","repostId":"1174322042","repostType":4,"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893002499,"gmtCreate":1628218537811,"gmtModify":1631889238109,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","listText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","text":"definitely! it's worth at least double the current price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893002499","repostId":"1150788850","repostType":4,"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805800938,"gmtCreate":1627867905624,"gmtModify":1631889238111,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper&nbsp;","listText":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper&nbsp;","text":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805800938","repostId":"1130492644","repostType":4,"repost":{"id":"1130492644","kind":"news","pubTimestamp":1627867792,"share":"https://www.laohu8.com/m/news/1130492644?lang=&edition=full","pubTime":"2021-08-02 09:29","market":"us","language":"en","title":"Apple: Take Your Profits Now, Come Back Later","url":"https://stock-news.laohu8.com/highlight/detail?id=1130492644","media":"seekingalpha","summary":"Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy","content":"<p><b>Summary</b></p>\n<ul>\n <li>Dividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.</li>\n <li>Apple’s current high growth is temporary.</li>\n <li>Apple is on its way to becoming a dividend aristocrat.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e45c69c559fb64f9cda12fb93f34c0d\" tg-width=\"1536\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"><span>Christopher Jue/Getty Images Entertainment</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Investors are treating Apple (AAPL) as if it has found a second growth spurt. In reality Apple is now a fully grown cash cow, not a young budding calf. The pandemic made many companies transition to the internet faster than they wanted to. That is good for Apple but because it was already a mature business prior to the pandemic it will revert to its normal pre-pandemic growth rates.</p>\n<p>Apple’s 5 year average dividend yield from 2016 to 2020 is 1.46% currently the dividend yield on Apple is 0.68%. Apple has been paying a dividend for almost 10 years and the average is also pointing to a yield of ~1.4%. In order for Apple to offer such a yield, share prices would have to move down toward range of $75-$85. Now is the time to take your Apple profits before it reverts to the mean.</p>\n<p><b>Why Apple Is Overvalued, Dividend Yield Theory</b></p>\n<p>Dividend Yield Theory was popularized by Investment Quality Trends founder Geraldine Weiss through a book titled Dividends Don’t Lie. The essence of Dividend Yield Theory is that high quality companies tend to have a “normal” yield and as the market falls in love or out of love with the company the dividend yield fluctuates to create buy and sell opportunities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a469d363e933b84759428285f957590\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alphadividend yield</span></p>\n<p>Here we have Apple’s Dividend Yield History. Looking at the average yield column you can see that Apple’s current average yield is the lowest since Apple first started paying a dividend. This indicates Apple is a screaming sell. On the flip side, the last time Apple’s average yield was above 2% was in 2016. At that time Apple was a screaming buy. Coincidentally that was the same year Berkshire Hathaway (BRK.A) began buying Apple shares.</p>\n<p>The reason this works is because the dividend yield is a product of the share price. Looking at the chart above you can see the dividend yield shrank from 2016 through 2018 which indicates the share price of Apple increased.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991e5d3137bf5ac3c9bc4aaf26c01581\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Yahoo Finance, Apple Share price from 01/01/2016 - 12/31/2018</span></p>\n<p>That is exactly what happened. At the peak of 2018 Apple’s dividend yield was 1.28%. At this time, Apple’s 5-year yield average was 1.86%. When 2018 ended Apple’s dividend yield was 1.97%. As you can now see, a company’s dividend yield can be a good proxy for value.</p>\n<p><b>This Time Is not different</b></p>\n<p>I know some of you at this point are thinking, well, Dividend Yield Theory is nice and all but thanks to Covid this time is different. I don’t believe this time is different for Apple and the reason is because of Apple’s maturity as a business prior to the pandemic.</p>\n<p>It is true that Apple and many other tech companies are benefiting from the pandemic, but Apple has a significant difference from a Shopify, a Zoom, and a Disney Plus. Namely Apple had already largely penetrated its total addressable market. Prior to the pandemic, most of us had never heard of Zoom. We started working from home and needed a solution for remote communication, and bam Zoom capitalizes. Prior to the pandemic, the iPhone was still the smartphone to beat, the smartphone with tens of millions of users, the must-have status symbol in places as far away as China. I spent a semester abroad in China in 2012. During that time, my professors told us how important status symbols are to the Chinese. Students of all ages would not go to school until their parents had bought them an iPhone because without it they would lose “face”. Many could not afford the phone plans and I and my friends witnessed many people having an iPhone just for show. That was in 2012, 8 years before the pandemic.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ae87be3f096ac0a13d2e38634b8c34c\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Apple Q3 2021*covers Apr – Jun 2021*</span></p>\n<p>As we can see, the majority of Apple’s revenue comes from products. Further down products are identified as the iPhone, Mac, iPad, Wearables, Home &amp; Accessories.</p>\n<p><img src=\"https://static.tigerbbs.com/3ef98109e802b72a60990d870e23814d\" tg-width=\"640\" tg-height=\"114\" width=\"100%\" height=\"auto\"></p>\n<p>Again the iPhone makes up the majority. The high growth rate in iPhone sales also backs up the theory that this round of growth is due to the Apple super cycle which seems to take place once every 3 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b71f026725256789694ea1ff46574c4a\" tg-width=\"393\" tg-height=\"256\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Financials, compiled by author</span></p>\n<p>The pattern for the last 10 years has been 1 year of stellar growth followed by 2 years of much slower growth. As you can see this results in a 10-year CAGR of ~10% - 13% depending on where we are in the cycle.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a62395de39d598a2d5fb553eca56086d\" tg-width=\"640\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Source: Apple2017 10-K</span></p>\n<p>Here we see the 2015 super cycle followed by the growth declines in 2016 and 2017.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e63c1a8fd16ae504ee3794c0eff4198\" tg-width=\"640\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>Source: Apple2020 10-K</span></p>\n<p>Again it happened in the more recent super cycle of 2018 followed by declines in growth for years 2019 and 2020.</p>\n<p>When we look into the revenue by product for these periods, we can see that iPhone sales decline and the other categories are unable to make up for the loss of revenue the next year. In the following year, 2017 and 2020, other sources of revenue increased enough for Apple’s total revenue to increase.</p>\n<p><img src=\"https://static.tigerbbs.com/2e3954b0d588d038dc2dd5e88c39c5ec\" tg-width=\"640\" tg-height=\"131\" width=\"100%\" height=\"auto\"></p>\n<p>Patterns are likely to repeat until something happens to change them. I don't see such a catalyst on the horizon, and currently iPhone sales are again carrying Apple’s revenue to record levels. iPhone sales seem to be selling so well because of the coming transition to 5G and many iPhone owners have a device that is at least 3 years old.</p>\n<p>The iPhone 12 was unveiled and released in October 2020. This means the super cycle is expected to end with the iPhone 13 which is expected to come out in September or October. I believe this indicates FY 2022 will be a rough year for Apple shareholders.</p>\n<p><b>Apple’s Third And Final Act - A Cash Cow</b></p>\n<p>Investors need to pay attention to Apple’s future as a dividend aristocrat. Apple is transitioning toward more service based revenues. This is a higher margin business but there is less explosive innovation, meaning growth will decline.</p>\n<p>At the current share price, investors are “locking in” a targeted return of 9% over the next 10 years based on some optimistic assumptions.</p>\n<ul>\n <li>Growth of 19.3% for the first 5 years followed by 12% growth for the second five years.</li>\n <li>An expected dividend growth rate of 17.5%</li>\n <li>Apple reverts to their historic P/E of 21.</li>\n</ul>\n<p>All of that together means Apple’s share price in 10 years will be $293.47 and the dividend will be at $4.43 a share giving existing shareholders a yield of 1.5% which is much closer to their current 5-year average yield.</p>\n<p>Apple’s dividend payout ratio is currently 15.86%. Other companies in the IT sector like Texas Instruments (TXN), and Intuit (INTU) have a payout ratio of 51% and 25% respectively which shows Apple’s dividends will be much higher in the coming years. With a projected EPS of $14 in 2031 a 51% payout would mean a dividend of $7/sh.</p>\n<p><b>Risk and Opportunity, The Dividend increase</b></p>\n<p>Based on the 5 year average dividend yield and the current rate of dividend increases, it is likely the dividend will be increased to $1.03-$1.14. In order for Apple to maintain its historic yield at the projected future dividend, Apple shares would have to trade around $80. it is possible that Apple pays up and raises their dividend to $1.89. Apple spent $14 billion on their dividend in 2020 and raising it to $1.89 will increase the price tag to $31 billion. This would increase their payout ratio to 34% which is a typical payout ratio for cash cow companies.</p>\n<p>The expected dividend I project is based on the percentage of operating cash flow the dividend takes up. Over the last 3 years, it has ranged from 15% to 18%. I used an estimated $100.15 billion for operating cash flows and at 19% you get the $1.14 dividend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153079186d84770e064411e34a42745e\" tg-width=\"304\" tg-height=\"74\" width=\"100%\" height=\"auto\"><span>Source: Seeking AlphaCash Flow Statement</span></p>\n<p>Lastly it is possible that a dividend yield of less than 1% becomes the norm for Apple. If the current 2021 yield average of 0.63% becomes the new normal, Apple’s share price should rise to $163.49 - $180.95 based on my projected dividend increase.</p>\n<p><b>Conclusion</b></p>\n<p>Sell Apple, take your profits now. The super cycle will end. Come back later and buy Apple at a discount when the dividend yield is higher.</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>Apple: Take Your Profits Now, Come Back Later</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Take Your Profits Now, Come Back Later\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 09:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4443676-apple-take-your-profits-before-its-too-late><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.\nApple’s current high growth is temporary.\nApple is on its way to becoming a dividend ...</p>\n\n<a href=\"https://seekingalpha.com/article/4443676-apple-take-your-profits-before-its-too-late\">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/4443676-apple-take-your-profits-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130492644","content_text":"Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.\nApple’s current high growth is temporary.\nApple is on its way to becoming a dividend aristocrat.\n\nChristopher Jue/Getty Images Entertainment\nInvestment Thesis\nInvestors are treating Apple (AAPL) as if it has found a second growth spurt. In reality Apple is now a fully grown cash cow, not a young budding calf. The pandemic made many companies transition to the internet faster than they wanted to. That is good for Apple but because it was already a mature business prior to the pandemic it will revert to its normal pre-pandemic growth rates.\nApple’s 5 year average dividend yield from 2016 to 2020 is 1.46% currently the dividend yield on Apple is 0.68%. Apple has been paying a dividend for almost 10 years and the average is also pointing to a yield of ~1.4%. In order for Apple to offer such a yield, share prices would have to move down toward range of $75-$85. Now is the time to take your Apple profits before it reverts to the mean.\nWhy Apple Is Overvalued, Dividend Yield Theory\nDividend Yield Theory was popularized by Investment Quality Trends founder Geraldine Weiss through a book titled Dividends Don’t Lie. The essence of Dividend Yield Theory is that high quality companies tend to have a “normal” yield and as the market falls in love or out of love with the company the dividend yield fluctuates to create buy and sell opportunities.\nSource: Seeking Alphadividend yield\nHere we have Apple’s Dividend Yield History. Looking at the average yield column you can see that Apple’s current average yield is the lowest since Apple first started paying a dividend. This indicates Apple is a screaming sell. On the flip side, the last time Apple’s average yield was above 2% was in 2016. At that time Apple was a screaming buy. Coincidentally that was the same year Berkshire Hathaway (BRK.A) began buying Apple shares.\nThe reason this works is because the dividend yield is a product of the share price. Looking at the chart above you can see the dividend yield shrank from 2016 through 2018 which indicates the share price of Apple increased.\nSource: Yahoo Finance, Apple Share price from 01/01/2016 - 12/31/2018\nThat is exactly what happened. At the peak of 2018 Apple’s dividend yield was 1.28%. At this time, Apple’s 5-year yield average was 1.86%. When 2018 ended Apple’s dividend yield was 1.97%. As you can now see, a company’s dividend yield can be a good proxy for value.\nThis Time Is not different\nI know some of you at this point are thinking, well, Dividend Yield Theory is nice and all but thanks to Covid this time is different. I don’t believe this time is different for Apple and the reason is because of Apple’s maturity as a business prior to the pandemic.\nIt is true that Apple and many other tech companies are benefiting from the pandemic, but Apple has a significant difference from a Shopify, a Zoom, and a Disney Plus. Namely Apple had already largely penetrated its total addressable market. Prior to the pandemic, most of us had never heard of Zoom. We started working from home and needed a solution for remote communication, and bam Zoom capitalizes. Prior to the pandemic, the iPhone was still the smartphone to beat, the smartphone with tens of millions of users, the must-have status symbol in places as far away as China. I spent a semester abroad in China in 2012. During that time, my professors told us how important status symbols are to the Chinese. Students of all ages would not go to school until their parents had bought them an iPhone because without it they would lose “face”. Many could not afford the phone plans and I and my friends witnessed many people having an iPhone just for show. That was in 2012, 8 years before the pandemic.\nSource: Apple Q3 2021*covers Apr – Jun 2021*\nAs we can see, the majority of Apple’s revenue comes from products. Further down products are identified as the iPhone, Mac, iPad, Wearables, Home & Accessories.\n\nAgain the iPhone makes up the majority. The high growth rate in iPhone sales also backs up the theory that this round of growth is due to the Apple super cycle which seems to take place once every 3 years.\nSource: Seeking Alpha Financials, compiled by author\nThe pattern for the last 10 years has been 1 year of stellar growth followed by 2 years of much slower growth. As you can see this results in a 10-year CAGR of ~10% - 13% depending on where we are in the cycle.\nSource: Apple2017 10-K\nHere we see the 2015 super cycle followed by the growth declines in 2016 and 2017.\nSource: Apple2020 10-K\nAgain it happened in the more recent super cycle of 2018 followed by declines in growth for years 2019 and 2020.\nWhen we look into the revenue by product for these periods, we can see that iPhone sales decline and the other categories are unable to make up for the loss of revenue the next year. In the following year, 2017 and 2020, other sources of revenue increased enough for Apple’s total revenue to increase.\n\nPatterns are likely to repeat until something happens to change them. I don't see such a catalyst on the horizon, and currently iPhone sales are again carrying Apple’s revenue to record levels. iPhone sales seem to be selling so well because of the coming transition to 5G and many iPhone owners have a device that is at least 3 years old.\nThe iPhone 12 was unveiled and released in October 2020. This means the super cycle is expected to end with the iPhone 13 which is expected to come out in September or October. I believe this indicates FY 2022 will be a rough year for Apple shareholders.\nApple’s Third And Final Act - A Cash Cow\nInvestors need to pay attention to Apple’s future as a dividend aristocrat. Apple is transitioning toward more service based revenues. This is a higher margin business but there is less explosive innovation, meaning growth will decline.\nAt the current share price, investors are “locking in” a targeted return of 9% over the next 10 years based on some optimistic assumptions.\n\nGrowth of 19.3% for the first 5 years followed by 12% growth for the second five years.\nAn expected dividend growth rate of 17.5%\nApple reverts to their historic P/E of 21.\n\nAll of that together means Apple’s share price in 10 years will be $293.47 and the dividend will be at $4.43 a share giving existing shareholders a yield of 1.5% which is much closer to their current 5-year average yield.\nApple’s dividend payout ratio is currently 15.86%. Other companies in the IT sector like Texas Instruments (TXN), and Intuit (INTU) have a payout ratio of 51% and 25% respectively which shows Apple’s dividends will be much higher in the coming years. With a projected EPS of $14 in 2031 a 51% payout would mean a dividend of $7/sh.\nRisk and Opportunity, The Dividend increase\nBased on the 5 year average dividend yield and the current rate of dividend increases, it is likely the dividend will be increased to $1.03-$1.14. In order for Apple to maintain its historic yield at the projected future dividend, Apple shares would have to trade around $80. it is possible that Apple pays up and raises their dividend to $1.89. Apple spent $14 billion on their dividend in 2020 and raising it to $1.89 will increase the price tag to $31 billion. This would increase their payout ratio to 34% which is a typical payout ratio for cash cow companies.\nThe expected dividend I project is based on the percentage of operating cash flow the dividend takes up. Over the last 3 years, it has ranged from 15% to 18%. I used an estimated $100.15 billion for operating cash flows and at 19% you get the $1.14 dividend.\nSource: Seeking AlphaCash Flow Statement\nLastly it is possible that a dividend yield of less than 1% becomes the norm for Apple. If the current 2021 yield average of 0.63% becomes the new normal, Apple’s share price should rise to $163.49 - $180.95 based on my projected dividend increase.\nConclusion\nSell Apple, take your profits now. The super cycle will end. Come back later and buy Apple at a discount when the dividend yield is higher.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802257145,"gmtCreate":1627784260487,"gmtModify":1631889238116,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"Are we gonna see another cathie?&nbsp;","listText":"Are we gonna see another cathie?&nbsp;","text":"Are we gonna see another cathie?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802257145","repostId":"1141267906","repostType":4,"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802254983,"gmtCreate":1627784189542,"gmtModify":1631889238116,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"hold SKLZ for long term! it has potential!&nbsp;","listText":"hold SKLZ for long term! it has potential!&nbsp;","text":"hold SKLZ for long term! it has potential!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802254983","repostId":"1146192957","repostType":4,"repost":{"id":"1146192957","kind":"news","pubTimestamp":1627783930,"share":"https://www.laohu8.com/m/news/1146192957?lang=&edition=full","pubTime":"2021-08-01 10:12","market":"us","language":"en","title":"Upcoming Earnings Could Bring Back Positive Sentiment for Skillz","url":"https://stock-news.laohu8.com/highlight/detail?id=1146192957","media":"InvestorPlace","summary":"Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ)","content":"<blockquote>\n <b>Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.</b>\n</blockquote>\n<p><b>Skillz</b>(NYSE:<b><u>SKLZ</u></b>) stock has been attempting to recover since May. Some investors dove in because it was a short-squeeze stock. Others bought it for its still-strong growth prospects. But in the past few weeks, SKLZ stock has pulled back once again.</p>\n<p>The latest round of “meme stock madness” has dissipated, and Reddit traders have bailed out of their Skillz shares. Concerns about possible interest rate hikes have also led to bearishness around growth stocks. Both of these factors played a role in knocking SKLZ stock back down to its prior price levels.</p>\n<p>Negative sentiment for Skillz may be on the rise. Yet you still may want to buy it ahead of its next quarterly earnings, which arescheduled to releaseafter the market closes on Aug 3. Just like last quarter, losses could come in higher than expected. But if its sales come in above forecast and management raises 2021 guidance once again, it may be enough to renew investors’ enthusiasm for SKLZ stock.</p>\n<p>Admittedly, its valuation is still a concern. Like other growth stocks, worries about rising rates could give way to multiple contraction. But if you’re confident in its “story,” buying Skillz stock at today’s price may be a solid “buy the dip” situation.</p>\n<p><b>SKLZ Stock and Its Upcoming Earnings Release</b></p>\n<p>As Skillz is not expected to be profitable until it scales up, earnings-per-share (EPS) is not a focus with next week’s earnings release. Instead, investors should look for revenue numbers and any updates to its 2021 guidance.</p>\n<p>Will it meet (or beat) analyst revenue consensus for the quarter ending June 30, 2021? Average revenue estimates for last quarter currently stand at$88.2 million. As<i>InvestorPlace’s</i>Mark Hake discussed July 22, it beat revenue estimates andupped its full-year guidancelast quarter.</p>\n<p>Some may anticipate this happening again. But based on the performance of SKLZ stock over the past month, that’s not the majority opinion.</p>\n<p>In July, shares pulled back more than 30%. Yet this lack of enthusiasm could be a positive for investors bullish on SKLZ stock. Possibly oversold at $14 per share, it could bounce back to $20 per share if its latest results exceed expectations.</p>\n<p>On the other hand, if the company disappoints for the quarter, the stock could get hammered once again. Its valuation is also a risk, so solid results and upgraded guidance may not be enough to keep shares steady, let alone raise them to previous highs.</p>\n<p><b>Caution May Be Needed Even With Strong Results</b></p>\n<p>Obviously, a revenue miss for this richly-priced stock (shares currently trade for 20.4x estimated 2021 sales) would mean big declines ahead. So would any change to the company’s guidance. But that’s not to say it’s all smooth sailing from here if the company beats on sales and positively revises its 2021 forecast.</p>\n<p>Factors that are not company-specific could have a negative impact on the price of SKLZ stock. The first that comes to mind is a possible hike in interest rates. How far could shares sink if multiple contraction continues for growth stocks?</p>\n<p>More mature names in the mobile games space, like<b>Zynga</b>(NASDAQ:<b><u>ZNGA</u></b>), trade at price-to-sales (P/S) ratios in the mid-single digits. Therefore, Skillz’s valuation could fall to high-single digits and still reflect the company’s higher-than-average growth. The issue is that a contraction like this implies a possible 50% in downside from today’s prices.</p>\n<p>Putting it simply, this stock could see a big move higher if its latest earnings beat expectations, but a multiple contraction could have an outsized effect on it as well.</p>\n<p><b>SKLZ Stock May Be Worth the Risk</b></p>\n<p><i>InvestorPlace’s</i>Luke Lango haslaid out the bull casefor SKLZ stock, and his argument is compelling. The company’s mobile gaming platform stands to gain massively if its tournament-based revenue model replaces traditional advertising-based models.</p>\n<p>Next week’s earnings results could remind investors, who have grown more bearish on Skillz in recent weeks, that high growth remains on the menu. This could mean a rapid move back to $20 or more in the short term.</p>\n<p>Granted, its high valuation remains a risk. Shares could fall 50% and still trade at a premium valuation. But if you believe these concerns are overblown and positive sentiment will return, buying SKLZ stock today may be worth it.</p>","source":"lsy1606302653667","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>Upcoming Earnings Could Bring Back Positive Sentiment for Skillz</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\">\nUpcoming Earnings Could Bring Back Positive Sentiment for Skillz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ) stock has been attempting to recover since May. Some investors dove in because it was a short-...</p>\n\n<a href=\"https://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/\">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://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146192957","content_text":"Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ) stock has been attempting to recover since May. Some investors dove in because it was a short-squeeze stock. Others bought it for its still-strong growth prospects. But in the past few weeks, SKLZ stock has pulled back once again.\nThe latest round of “meme stock madness” has dissipated, and Reddit traders have bailed out of their Skillz shares. Concerns about possible interest rate hikes have also led to bearishness around growth stocks. Both of these factors played a role in knocking SKLZ stock back down to its prior price levels.\nNegative sentiment for Skillz may be on the rise. Yet you still may want to buy it ahead of its next quarterly earnings, which arescheduled to releaseafter the market closes on Aug 3. Just like last quarter, losses could come in higher than expected. But if its sales come in above forecast and management raises 2021 guidance once again, it may be enough to renew investors’ enthusiasm for SKLZ stock.\nAdmittedly, its valuation is still a concern. Like other growth stocks, worries about rising rates could give way to multiple contraction. But if you’re confident in its “story,” buying Skillz stock at today’s price may be a solid “buy the dip” situation.\nSKLZ Stock and Its Upcoming Earnings Release\nAs Skillz is not expected to be profitable until it scales up, earnings-per-share (EPS) is not a focus with next week’s earnings release. Instead, investors should look for revenue numbers and any updates to its 2021 guidance.\nWill it meet (or beat) analyst revenue consensus for the quarter ending June 30, 2021? Average revenue estimates for last quarter currently stand at$88.2 million. AsInvestorPlace’sMark Hake discussed July 22, it beat revenue estimates andupped its full-year guidancelast quarter.\nSome may anticipate this happening again. But based on the performance of SKLZ stock over the past month, that’s not the majority opinion.\nIn July, shares pulled back more than 30%. Yet this lack of enthusiasm could be a positive for investors bullish on SKLZ stock. Possibly oversold at $14 per share, it could bounce back to $20 per share if its latest results exceed expectations.\nOn the other hand, if the company disappoints for the quarter, the stock could get hammered once again. Its valuation is also a risk, so solid results and upgraded guidance may not be enough to keep shares steady, let alone raise them to previous highs.\nCaution May Be Needed Even With Strong Results\nObviously, a revenue miss for this richly-priced stock (shares currently trade for 20.4x estimated 2021 sales) would mean big declines ahead. So would any change to the company’s guidance. But that’s not to say it’s all smooth sailing from here if the company beats on sales and positively revises its 2021 forecast.\nFactors that are not company-specific could have a negative impact on the price of SKLZ stock. The first that comes to mind is a possible hike in interest rates. How far could shares sink if multiple contraction continues for growth stocks?\nMore mature names in the mobile games space, likeZynga(NASDAQ:ZNGA), trade at price-to-sales (P/S) ratios in the mid-single digits. Therefore, Skillz’s valuation could fall to high-single digits and still reflect the company’s higher-than-average growth. The issue is that a contraction like this implies a possible 50% in downside from today’s prices.\nPutting it simply, this stock could see a big move higher if its latest earnings beat expectations, but a multiple contraction could have an outsized effect on it as well.\nSKLZ Stock May Be Worth the Risk\nInvestorPlace’sLuke Lango haslaid out the bull casefor SKLZ stock, and his argument is compelling. The company’s mobile gaming platform stands to gain massively if its tournament-based revenue model replaces traditional advertising-based models.\nNext week’s earnings results could remind investors, who have grown more bearish on Skillz in recent weeks, that high growth remains on the menu. This could mean a rapid move back to $20 or more in the short term.\nGranted, its high valuation remains a risk. Shares could fall 50% and still trade at a premium valuation. But if you believe these concerns are overblown and positive sentiment will return, buying SKLZ stock today may be worth it.","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802018716,"gmtCreate":1627698663935,"gmtModify":1631885479234,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556014229499035","authorIdStr":"3556014229499035"},"themes":[],"htmlText":"Intel need alot of catchup to do&nbsp;","listText":"Intel need alot of catchup to do&nbsp;","text":"Intel need alot of catchup to do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802018716","repostId":"1115580649","repostType":4,"repost":{"id":"1115580649","kind":"news","pubTimestamp":1627687297,"share":"https://www.laohu8.com/m/news/1115580649?lang=&edition=full","pubTime":"2021-07-31 07:21","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115580649","media":"Barron's","summary":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and recl","content":"<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&amp;P 500index—or 700 points better with thePHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i>has been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</p>","source":"lsy1610680873436","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>Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now</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\">\nIntel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115580649","content_text":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’shas been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}