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KYLeong
KYLeong
·
2021-12-27
Long term hold..
BlackBerry is a Tough Buy That Will Test Investor Patience
BB stock will be under pressure while revenue remains elusive
BlackBerry is a Tough Buy That Will Test Investor Patience
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KYLeong
KYLeong
·
2021-12-27
Buy on dips
Unity Stock: If You Have Been Waiting, The Time Has Come To Buy
Summary Unity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases ha
Unity Stock: If You Have Been Waiting, The Time Has Come To Buy
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KYLeong
KYLeong
·
2021-12-24
Great move
非常抱歉,此主贴已删除
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KYLeong
KYLeong
·
2021-12-23
Digital gold mine 💴
非常抱歉,此主贴已删除
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KYLeong
KYLeong
·
2021-12-21
Time to fly
China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.
China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising betwee
China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.
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KYLeong
KYLeong
·
2021-12-19
Good one
Should You Be Adding Coca-Cola Consolidated To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a
Should You Be Adding Coca-Cola Consolidated To Your Watchlist Today?
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KYLeong
KYLeong
·
2021-12-18
Nice
1 Surefire Growth Stock to Buy and Hold
Globant may not be a familiar name to many investors, and at first glance, this company may fail to
1 Surefire Growth Stock to Buy and Hold
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KYLeong
KYLeong
·
2021-12-14
Nice 👍🏻
非常抱歉,此主贴已删除
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KYLeong
KYLeong
·
2021-12-13
A must-have stock
2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass
As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st
2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass
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KYLeong
KYLeong
·
2021-12-08
Must-have
Why Apple Stock Climbed to a New All-Time High Today
What happened Shares of Apple ( AAPL 3.55% ) rose 3.5% to a record closing price of $171.18 on Tuesd
Why Apple Stock Climbed to a New All-Time High Today
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However, the meme stock is still up 38% year-to-date. But with BB stock down 8.9% in the last month and investors getting ready to turn the page on 2021, should speculative investors remain patient while BlackBerry’s business model comes to fruition?</p>\n<p>That’s a tough ask, but that’s different from saying it’s impossible. Right now, BB stock has a couple of long-term catalysts. However, investors looking at its current fundamentals may be scared away.</p>\n<p>Year-over-year revenue for the company’s first two quarters is down 26%. Help could be on the way in the form of revenue that the company intends to receive by selling many of its mobile device patents.</p>\n<p>It’s not surprising that BlackBerry is cutting ties from the namesake mobile device that made the company a household name. However, the emergence of the smartphone ended BlackBerry’s supremacy. Selling off the intellectual property will add some much needed revenue to the bottom-line.</p>\n<p>But the deal has taken some time and based on recent price action, investors are losing patience. Nevertheless, when the company last reported earnings, Chief Executive Officer John Chen said there was an 80% chance that the sale would be completed by the quarter’s end, which will occur in February 2022.</p>\n<p>The larger question, however, is how long investors will have to wait for the company’s other business units to deliver revenue.</p>\n<p><b>BlackBerry’s Future is Also Its Past</b></p>\n<p>I’ve always said I’m old enough to remember when the BlackBerry was a status symbol. But aside from being the precursor to our current smartphone addiction, many people loved the safety and security of their BlackBerry devices.</p>\n<p>This focus on cybersecurity is not just part of BlackBerry’s past, but it’s also a key element of the company’s future. In fact, cybersecurity solutions from BlackBerry QNX accounts for nearly 66% of BlackBerry’s revenue. And the global cybersecurity market is expected to be valued at $345.4 billion by 2026. As it is currently valued at $183.34 billion, that’s an increase of around 88% in the next five years.</p>\n<p>That’s not the only catalyst for BlackBerry. The company is also competing in the autonomous vehicle space with its Intelligent Vehicle Data Platform (IVY). This is a scalable, cloud-connected software program that BlackBerry is offering as a universal solution for connected vehicles. According to BlackBerry, the IVY system delivers on three key objectives.</p>\n<p>First, it accelerates development of “new in-vehicle customer experiences.” It also opens opportunities for connected vehicle manufacturers to expand their community of app developers. And it does all of that while streamlining costs.</p>\n<p>However, the real payoff for IVY won’t take place until automated vehicles become a reality. While analysts may disagree on the exact length of time for that to happen, it’s measured in years, not months.</p>\n<p><b>Analysts Are Sending Mixed Messages</b></p>\n<p>The consensus rating for BB stock is a Sell. However, analysts put the consensus 12-month price target for BlackBerry at $9.40. That’s a $7.67 upside. That means if there is a broader sell-off investors may want to consider buying BlackBerry at around $7.60.</p>\n<p>That would be in-line with the stock’s most recent rating from Paul Treiber of the Royal Bank of Canada. On Dec. 17, Treiber gave the stock an Underperform rating with a $7.50 price target.</p>\n<p>However, after a sharp selloff, BB stock is presenting investors with a potentially bullish technical pattern that may allow the stock to move higher, particularly if it beats expectations when it reports earnings.</p>\n<p><b>Can BB Stock Get it Right?</b></p>\n<p>I don’t currently own BB stock, but it is one of the meme stocks that I find intriguing. That’s because its underlying business plan has potential. However, it’s likely to be several years before that potential is realized. For that reason, I’ll be keeping BlackBerry on my watch list, but I’ll be staying on the sidelines until I hear more.</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>BlackBerry is a Tough Buy That Will Test Investor Patience</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\">\nBlackBerry is a Tough Buy That Will Test Investor Patience\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 14:52 GMT+8 <a href=https://investorplace.com/2021/12/bb-stock-is-tough-buy-that-will-test-investor-patience/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BlackBerry (NYSE:BB) has been under strong selling pressure in the last month. However, the meme stock is still up 38% year-to-date. But with BB stock down 8.9% in the last month and investors getting...</p>\n\n<a href=\"https://investorplace.com/2021/12/bb-stock-is-tough-buy-that-will-test-investor-patience/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/12/bb-stock-is-tough-buy-that-will-test-investor-patience/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198596552","content_text":"BlackBerry (NYSE:BB) has been under strong selling pressure in the last month. However, the meme stock is still up 38% year-to-date. But with BB stock down 8.9% in the last month and investors getting ready to turn the page on 2021, should speculative investors remain patient while BlackBerry’s business model comes to fruition?\nThat’s a tough ask, but that’s different from saying it’s impossible. Right now, BB stock has a couple of long-term catalysts. However, investors looking at its current fundamentals may be scared away.\nYear-over-year revenue for the company’s first two quarters is down 26%. Help could be on the way in the form of revenue that the company intends to receive by selling many of its mobile device patents.\nIt’s not surprising that BlackBerry is cutting ties from the namesake mobile device that made the company a household name. However, the emergence of the smartphone ended BlackBerry’s supremacy. Selling off the intellectual property will add some much needed revenue to the bottom-line.\nBut the deal has taken some time and based on recent price action, investors are losing patience. Nevertheless, when the company last reported earnings, Chief Executive Officer John Chen said there was an 80% chance that the sale would be completed by the quarter’s end, which will occur in February 2022.\nThe larger question, however, is how long investors will have to wait for the company’s other business units to deliver revenue.\nBlackBerry’s Future is Also Its Past\nI’ve always said I’m old enough to remember when the BlackBerry was a status symbol. But aside from being the precursor to our current smartphone addiction, many people loved the safety and security of their BlackBerry devices.\nThis focus on cybersecurity is not just part of BlackBerry’s past, but it’s also a key element of the company’s future. In fact, cybersecurity solutions from BlackBerry QNX accounts for nearly 66% of BlackBerry’s revenue. And the global cybersecurity market is expected to be valued at $345.4 billion by 2026. As it is currently valued at $183.34 billion, that’s an increase of around 88% in the next five years.\nThat’s not the only catalyst for BlackBerry. The company is also competing in the autonomous vehicle space with its Intelligent Vehicle Data Platform (IVY). This is a scalable, cloud-connected software program that BlackBerry is offering as a universal solution for connected vehicles. According to BlackBerry, the IVY system delivers on three key objectives.\nFirst, it accelerates development of “new in-vehicle customer experiences.” It also opens opportunities for connected vehicle manufacturers to expand their community of app developers. And it does all of that while streamlining costs.\nHowever, the real payoff for IVY won’t take place until automated vehicles become a reality. While analysts may disagree on the exact length of time for that to happen, it’s measured in years, not months.\nAnalysts Are Sending Mixed Messages\nThe consensus rating for BB stock is a Sell. However, analysts put the consensus 12-month price target for BlackBerry at $9.40. That’s a $7.67 upside. That means if there is a broader sell-off investors may want to consider buying BlackBerry at around $7.60.\nThat would be in-line with the stock’s most recent rating from Paul Treiber of the Royal Bank of Canada. On Dec. 17, Treiber gave the stock an Underperform rating with a $7.50 price target.\nHowever, after a sharp selloff, BB stock is presenting investors with a potentially bullish technical pattern that may allow the stock to move higher, particularly if it beats expectations when it reports earnings.\nCan BB Stock Get it Right?\nI don’t currently own BB stock, but it is one of the meme stocks that I find intriguing. That’s because its underlying business plan has potential. However, it’s likely to be several years before that potential is realized. For that reason, I’ll be keeping BlackBerry on my watch list, but I’ll be staying on the sidelines until I hear more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696905074,"gmtCreate":1640589339610,"gmtModify":1640589768019,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Buy on dips","listText":"Buy on dips","text":"Buy on dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696905074","repostId":"1136351826","repostType":4,"repost":{"id":"1136351826","kind":"news","pubTimestamp":1640589068,"share":"https://www.laohu8.com/m/news/1136351826?lang=&edition=full","pubTime":"2021-12-27 15:11","market":"us","language":"en","title":"Unity Stock: If You Have Been Waiting, The Time Has Come To Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1136351826","media":"Seeking Alpha","summary":"Summary\n\nUnity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases ha","content":"<p><b>Summary</b></p>\n<ul>\n <li>Unity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.</li>\n <li>It recently closed its Weta Digital acquisition. We believe the deal is transformative.</li>\n <li>Its stock has also dropped 30% from its all-time high following its momentum spike.</li>\n <li>We discuss why we think investors can consider the opportunity to buy now.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb000e942dc4b466fc45e2c1073f83b3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Unity Software Inc. (U) stock suffered a well-deserved battering recently as sellers took control. The retracement knocked its price level back to more reasonable levels after dropping 30% from its all-time high. Impatient investors had driven the stock up as it reported robust earnings, coupled with the euphoria surrounding its Weta Digital acquisition. The bull-trap was well-laid by the market makers, and these investors have been given invaluable lessons about patience and valuation.</p>\n<p>Nevertheless, we have been bullish on Unity stock throughout the year. Our bullish calls in May and June are still up 62% and 32%, respectively. However, we updated in a recent November article cautioning investors not to chase the hype and revised our rating to Neutral. The stock has fallen 20% since the article was published.</p>\n<p>Moreover, thanks to the steep retracement in growth stocks recently, we believe that the time has come for us to revisit our rating. We discuss why we think investors who have been biding their time can consider adding exposure.</p>\n<p><b>U Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e18b8051240c38f096c7aff30cb51f\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>U stock YTD performance (as of 23 December' 21).</span></p>\n<p>Unity stock has had a disappointing year until its upward momentum started to recover in H2'21. We also saw the opportunity from its mispricing in May and June and thus encouraged investors to accumulate. The stock was on a steady climb towards its recovery until the momentum spike catapulted its YTD gain to 28% in November. However, the euphoria was short-lived as Unity stock's valuation returned to haunt investors who joined the \"spike bandwagon.\" After its recent retracement, the stock is back in the red for the year, with a YTD return of -5.2%, significantly underperforming the market.</p>\n<p><b>Why We are Turning Bullish On Unity Stock?</b></p>\n<p>We took the opportunity to pare down our exposure in the recent spike and rotated to other undervalued growth stocks. However, we always intend to add exposure again when the euphoria has dissipated. Unity's robust FQ3 report card demonstrated that the company is still barely scratching the surface of its massive TAM, which expanded to $45B recently. The company has also completed its acquisition of Weta Digital on 1 December, as it works on integrating Weta Digital's unique technology stack into its offerings. The deal also brought 275 world-class engineers into Unity's payroll, which the company believes is some of the best talents that Weta Digital has recruited. Unity emphasized (edited): \"These 275 people, they're extraordinary. They're PhDs, research scientists. They've been focused on graphics research for 20 years. If you go to SIGGRAPH and look through papers… it just goes Weta, Weta, Weta.\"</p>\n<p>Therefore, we firmly believe that it's a transformative acquisition for Unity. Creators have already used the company's solutions across multiple industries, most notably in gaming. In addition, the company has documented numerous industrial and commercial use cases as enterprise customers realize the power of its real-time 3D engine.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878e57a9fe0cb69914c0f7f253b774f1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity enterprise customers. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb656e9fcbf3fc8a38a59165058c147f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity dollar-based net expansion rate. Data source: Company filings</span></p>\n<p>Consequently, Unity continues to experience stellar growth in its enterprise base. Its enterprise customer grew from just 553 in FQ3'19 to 973 in FQ3'21, representing a CAGR of 32.7%. Moreover, its customers continue to expand their use cases consistently. As a result, its net expansion rate has maintained around 140% over time. Therefore, the company has sustained robust monetization in its Operate solutions while driving new use cases through its Create solutions.</p>\n<p>While it's still early to determine the expansion of new or expanded use cases linked to Weta's technology stack, Unity is confident that it can leverage strongly. In addition, it has an eye on the multi-trillion-dollar metaverse, as it aims to be one of the critical engines for creators. Unity General Manager Marc Whitten emphasized (edited):</p>\n<blockquote>\n The key for me - I strongly believe, whatever word you want to use for\n <i>the metaverse, it's going to need more 3D content</i>. It's going to need an\n <i>extraordinary increase in the number of people capable of building in 3D</i>. Certainly from a Unity perspective, we really started thinking hard about how we could build something that democratizes content creation. Between Unity and Weta, we had the tools to do something extraordinary. You have this set of people at Weta who had built the most spectacular tools ever for 3D content creation that had never been productized. And then you have Unity, where our bread and butter is packaging and democratizing tools and making them more accessible. It became more and more clear that we could find the right transaction to make it happen. (VentureBeat)\n</blockquote>\n<p>It's also essential for readers to note Weta's highly scalable tools. Unity articulated that Weta has an \"incredibly forward-looking architectural approach.\" They use \"one data model, one data river, and a set of tools that impact that. [It allows] individuals to see how things show up across multiple objects, or multiple artists to be able to collaborate and work in parallel and do amazing things around that.\" As a result, the company believes it can scale Weta's stack with its technology and extend the use cases well beyond gaming. CEO John Riccitiello added (edited):</p>\n<blockquote>\n I would expect the use cases to continue to grow. We see huge opportunities for us in media and entertainment, in games, adding more seats -- with artists. We believe there is an opportunity in architecture. We believe there are opportunities in automotive. So many, many different industries will continue to see growth. (Unity's FQ3'21 earnings call)\n</blockquote>\n<p>We have always believed that Unity's engine is the world leader in real-time 3D. Moreover, it has proven its use cases well beyond gaming. Furthermore, the Weta deal demonstrates how management intends to further consolidate its leadership against its peers by taking its competitive moat a step further. We love companies that are relentless in their pursuit of innovation.</p>\n<p><b>Key Risks That Investors Should Consider?</b></p>\n<p>The transformative acquisition is not cheap. But it shouldn't be cheap for a tech stack of this scale. The company closed the deal with a mix of cash and stock that amounted to $1.625B. Moreover, the company recently announced $1.5B in convertible senior notes, which would partly be used to fund its acquisitions. Given that the company had minimal long-term debt ($124M in FQ3) compared to cash and short-term investments of $1.28B, the size of the debt offering is massive. Therefore, Weta's acquisition has introduced significant execution and balance sheet risks that Unity needs to manage well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93223041a6aea690d094bf9568d6ecfa\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"><span>High-growth SaaS EV/NTM Revenue comps.</span></p>\n<p>In addition, Unity stock is still priced at a significant premium. It is trading at an EV/NTM Revenue of 31.3x, well ahead of the high-growth SaaS comps median of 16.5x. Therefore, it's imperative for management to execute very well moving forward. Otherwise, the risks for significant value compressions could potentially occur.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32134bf7ef0916208beb58db317ea9de\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Unity stock EV/NTM Revenue 1Y mean.</span></p>\n<p>Unity stock is highly volatile. Therefore, we have added the stock in batches throughout the year as we believe its inherent volatility should continue to create attractive opportunities. Hence, we have not joined impatient investors adding through the momentum spikes.</p>\n<p>Nevertheless, Unity stock is trading near its 1Y revenue multiple mean. Despite that, it's clear that the stock is trading at a premium valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2cf9d3632332048d967b44d16e34369\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity revenue and adjusted EBITDA margins. Data source: S&P Capital IQ</span></p>\n<p>However, investors should note that Unity is estimated to gain significant operating leverage moving forward. Its top line is expected to increase at a CAGR of about 33% over the next three years (FY20-23). However, its adjusted EBITDA margin is projected to reach 7.3% in FY23, from -3.3% in the last FY. Hence, investors should start to pay more attention to Unity's bottom line growth moving forward. The company could begin gaining tremendous leverage and turn profitable on an adjusted EBITDA basis.</p>\n<p>Consequently, we believe it's appropriate for us to apply a DCF valuation framework that accounts for its operating leverage moving forward. It would allow us to appreciate the impact of its profit drivers better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb7ed09dd878907100b68112586567b\" tg-width=\"902\" tg-height=\"605\" width=\"100%\" height=\"auto\"><span>Unity stock DCF valuation model. Data source: S&P Capital IQ, company filings, author</span></p>\n<p>Hence, Unity stock seems to be right in our fair value zone right now. Investors who need a more considerable margin of safety can continue to wait for a potentially deeper retracement. However, investors who have high conviction could use this opportunity to add exposure to a fantastic company.</p>\n<p>Consequently,<i>we revise our rating on Unity stock to Buy</i>.</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>Unity Stock: If You Have Been Waiting, The Time Has Come To Buy</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\">\nUnity Stock: If You Have Been Waiting, The Time Has Come To Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 15:11 GMT+8 <a href=https://seekingalpha.com/article/4476859-unity-stock-time-to-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nUnity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.\nIt recently closed its Weta Digital acquisition. We believe the deal is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476859-unity-stock-time-to-buy\">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/4476859-unity-stock-time-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136351826","content_text":"Summary\n\nUnity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.\nIt recently closed its Weta Digital acquisition. We believe the deal is transformative.\nIts stock has also dropped 30% from its all-time high following its momentum spike.\nWe discuss why we think investors can consider the opportunity to buy now.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nUnity Software Inc. (U) stock suffered a well-deserved battering recently as sellers took control. The retracement knocked its price level back to more reasonable levels after dropping 30% from its all-time high. Impatient investors had driven the stock up as it reported robust earnings, coupled with the euphoria surrounding its Weta Digital acquisition. The bull-trap was well-laid by the market makers, and these investors have been given invaluable lessons about patience and valuation.\nNevertheless, we have been bullish on Unity stock throughout the year. Our bullish calls in May and June are still up 62% and 32%, respectively. However, we updated in a recent November article cautioning investors not to chase the hype and revised our rating to Neutral. The stock has fallen 20% since the article was published.\nMoreover, thanks to the steep retracement in growth stocks recently, we believe that the time has come for us to revisit our rating. We discuss why we think investors who have been biding their time can consider adding exposure.\nU Stock YTD Performance\nU stock YTD performance (as of 23 December' 21).\nUnity stock has had a disappointing year until its upward momentum started to recover in H2'21. We also saw the opportunity from its mispricing in May and June and thus encouraged investors to accumulate. The stock was on a steady climb towards its recovery until the momentum spike catapulted its YTD gain to 28% in November. However, the euphoria was short-lived as Unity stock's valuation returned to haunt investors who joined the \"spike bandwagon.\" After its recent retracement, the stock is back in the red for the year, with a YTD return of -5.2%, significantly underperforming the market.\nWhy We are Turning Bullish On Unity Stock?\nWe took the opportunity to pare down our exposure in the recent spike and rotated to other undervalued growth stocks. However, we always intend to add exposure again when the euphoria has dissipated. Unity's robust FQ3 report card demonstrated that the company is still barely scratching the surface of its massive TAM, which expanded to $45B recently. The company has also completed its acquisition of Weta Digital on 1 December, as it works on integrating Weta Digital's unique technology stack into its offerings. The deal also brought 275 world-class engineers into Unity's payroll, which the company believes is some of the best talents that Weta Digital has recruited. Unity emphasized (edited): \"These 275 people, they're extraordinary. They're PhDs, research scientists. They've been focused on graphics research for 20 years. If you go to SIGGRAPH and look through papers… it just goes Weta, Weta, Weta.\"\nTherefore, we firmly believe that it's a transformative acquisition for Unity. Creators have already used the company's solutions across multiple industries, most notably in gaming. In addition, the company has documented numerous industrial and commercial use cases as enterprise customers realize the power of its real-time 3D engine.\nUnity enterprise customers. Data source: Company filings\nUnity dollar-based net expansion rate. Data source: Company filings\nConsequently, Unity continues to experience stellar growth in its enterprise base. Its enterprise customer grew from just 553 in FQ3'19 to 973 in FQ3'21, representing a CAGR of 32.7%. Moreover, its customers continue to expand their use cases consistently. As a result, its net expansion rate has maintained around 140% over time. Therefore, the company has sustained robust monetization in its Operate solutions while driving new use cases through its Create solutions.\nWhile it's still early to determine the expansion of new or expanded use cases linked to Weta's technology stack, Unity is confident that it can leverage strongly. In addition, it has an eye on the multi-trillion-dollar metaverse, as it aims to be one of the critical engines for creators. Unity General Manager Marc Whitten emphasized (edited):\n\n The key for me - I strongly believe, whatever word you want to use for\n the metaverse, it's going to need more 3D content. It's going to need an\n extraordinary increase in the number of people capable of building in 3D. Certainly from a Unity perspective, we really started thinking hard about how we could build something that democratizes content creation. Between Unity and Weta, we had the tools to do something extraordinary. You have this set of people at Weta who had built the most spectacular tools ever for 3D content creation that had never been productized. And then you have Unity, where our bread and butter is packaging and democratizing tools and making them more accessible. It became more and more clear that we could find the right transaction to make it happen. (VentureBeat)\n\nIt's also essential for readers to note Weta's highly scalable tools. Unity articulated that Weta has an \"incredibly forward-looking architectural approach.\" They use \"one data model, one data river, and a set of tools that impact that. [It allows] individuals to see how things show up across multiple objects, or multiple artists to be able to collaborate and work in parallel and do amazing things around that.\" As a result, the company believes it can scale Weta's stack with its technology and extend the use cases well beyond gaming. CEO John Riccitiello added (edited):\n\n I would expect the use cases to continue to grow. We see huge opportunities for us in media and entertainment, in games, adding more seats -- with artists. We believe there is an opportunity in architecture. We believe there are opportunities in automotive. So many, many different industries will continue to see growth. (Unity's FQ3'21 earnings call)\n\nWe have always believed that Unity's engine is the world leader in real-time 3D. Moreover, it has proven its use cases well beyond gaming. Furthermore, the Weta deal demonstrates how management intends to further consolidate its leadership against its peers by taking its competitive moat a step further. We love companies that are relentless in their pursuit of innovation.\nKey Risks That Investors Should Consider?\nThe transformative acquisition is not cheap. But it shouldn't be cheap for a tech stack of this scale. The company closed the deal with a mix of cash and stock that amounted to $1.625B. Moreover, the company recently announced $1.5B in convertible senior notes, which would partly be used to fund its acquisitions. Given that the company had minimal long-term debt ($124M in FQ3) compared to cash and short-term investments of $1.28B, the size of the debt offering is massive. Therefore, Weta's acquisition has introduced significant execution and balance sheet risks that Unity needs to manage well.\nHigh-growth SaaS EV/NTM Revenue comps.\nIn addition, Unity stock is still priced at a significant premium. It is trading at an EV/NTM Revenue of 31.3x, well ahead of the high-growth SaaS comps median of 16.5x. Therefore, it's imperative for management to execute very well moving forward. Otherwise, the risks for significant value compressions could potentially occur.\nUnity stock EV/NTM Revenue 1Y mean.\nUnity stock is highly volatile. Therefore, we have added the stock in batches throughout the year as we believe its inherent volatility should continue to create attractive opportunities. Hence, we have not joined impatient investors adding through the momentum spikes.\nNevertheless, Unity stock is trading near its 1Y revenue multiple mean. Despite that, it's clear that the stock is trading at a premium valuation.\nUnity revenue and adjusted EBITDA margins. Data source: S&P Capital IQ\nHowever, investors should note that Unity is estimated to gain significant operating leverage moving forward. Its top line is expected to increase at a CAGR of about 33% over the next three years (FY20-23). However, its adjusted EBITDA margin is projected to reach 7.3% in FY23, from -3.3% in the last FY. Hence, investors should start to pay more attention to Unity's bottom line growth moving forward. The company could begin gaining tremendous leverage and turn profitable on an adjusted EBITDA basis.\nConsequently, we believe it's appropriate for us to apply a DCF valuation framework that accounts for its operating leverage moving forward. It would allow us to appreciate the impact of its profit drivers better.\nUnity stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nHence, Unity stock seems to be right in our fair value zone right now. Investors who need a more considerable margin of safety can continue to wait for a potentially deeper retracement. However, investors who have high conviction could use this opportunity to add exposure to a fantastic company.\nConsequently,we revise our rating on Unity stock to Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698605071,"gmtCreate":1640357202687,"gmtModify":1640357202958,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Great move","listText":"Great move","text":"Great move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698605071","repostId":"1142015669","repostType":4,"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691228217,"gmtCreate":1640212861926,"gmtModify":1640212868009,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Digital gold mine 💴 ","listText":"Digital gold mine 💴 ","text":"Digital gold mine 💴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691228217","repostId":"1147245545","repostType":4,"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691057148,"gmtCreate":1640101608192,"gmtModify":1640101608482,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Time to fly","listText":"Time to fly","text":"Time to fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691057148","repostId":"1147636862","repostType":4,"repost":{"id":"1147636862","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":1640097349,"share":"https://www.laohu8.com/m/news/1147636862?lang=&edition=full","pubTime":"2021-12-21 22:35","market":"us","language":"en","title":"China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147636862","media":"Tiger Newspress","summary":"China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising betwee","content":"<p>China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.</p>\n<p><img src=\"https://static.tigerbbs.com/446e89d87476774c958537e259ba18c3\" tg-width=\"968\" tg-height=\"711\" width=\"100%\" height=\"auto\"></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>China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.</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\">\nChina stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.\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\">2021-12-21 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.</p>\n<p><img src=\"https://static.tigerbbs.com/446e89d87476774c958537e259ba18c3\" tg-width=\"968\" tg-height=\"711\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","IQ":"爱奇艺","NTES":"网易","BILI":"哔哩哔哩"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147636862","content_text":"China stocks listed in US gained in early trading, with BILI, XPeng, NetEase and iQiyi rising between 6% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693087359,"gmtCreate":1639929435674,"gmtModify":1639929435909,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Good one","listText":"Good one","text":"Good one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693087359","repostId":"2192890991","repostType":4,"repost":{"id":"2192890991","kind":"news","pubTimestamp":1639913589,"share":"https://www.laohu8.com/m/news/2192890991?lang=&edition=full","pubTime":"2021-12-19 19:33","market":"us","language":"en","title":"Should You Be Adding Coca-Cola Consolidated To Your Watchlist Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2192890991","media":"Simply Wall St.","summary":"For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a","content":"<p>For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it completely lacks a track record of revenue and profit. Unfortunately, high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson.</p>\n<p>In contrast to all that, I prefer to spend time on companies like <a href=\"https://laohu8.com/S/COKE\"><b>Coca-Cola Consolidated</b> </a>, which has not only revenues, but also profits. While profit is not necessarily a social good, it's easy to admire a business that can consistently produce it. While a well funded company may sustain losses for years, unless its owners have an endless appetite for subsidizing the customer, it will need to generate a profit eventually, or else breathe its last breath.</p>\n<p> See our latest analysis for Coca-Cola Consolidated </p>\n<h3>Coca-Cola Consolidated's Earnings Per Share Are Growing.</h3>\n<p>The market is a voting machine in the short term, but a weighing machine in the long term, so share price follows earnings per share (EPS) eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. I, for <a href=\"https://laohu8.com/S/AONE.U\">one</a>, am blown away by the fact that Coca-Cola Consolidated has grown EPS by 42% per year, over the last three years. While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.</p>\n<p>One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The good news is that Coca-Cola Consolidated is growing revenues, and EBIT margins improved by 3.0 percentage points to 8.3%, over the last year. That's great to see, on both counts.</p>\n<p>You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/Ur56ESD8LIOa0.90vsnZiQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/13b9c47404eeb74217c6818a55152923\" tg-width=\"821\" tg-height=\"560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NasdaqGS:COKE Earnings and Revenue History December 19th 2021</p>\n<p>While profitability drives the upside, prudent investors always check the balance sheet, too.</p>\n<h3>Are Coca-Cola Consolidated Insiders Aligned With All Shareholders?</h3>\n<p>Since Coca-Cola Consolidated has a market capitalization of US$5.1b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. Notably, they have an enormous stake in the company, worth US$1.3b. That equates to 25% of the company, making insiders powerful and aligned with other shareholders. Very encouraging.</p>\n<h3>Should You Add Coca-Cola Consolidated To Your Watchlist?</h3>\n<p>Coca-Cola Consolidated's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. That EPS growth certainly has my attention, and the large insider ownership only serves to further stoke my interest. At times fast EPS growth is a sign the business has reached an inflection point; and I do like those. So yes, on this short analysis I do think it's worth considering Coca-Cola Consolidated for a spot on your watchlist. Before you take the next step you should know about the <b>3 warning signs for Coca-Cola Consolidated</b> that we have uncovered.</p>","source":"yahoofinance","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>Should You Be Adding Coca-Cola Consolidated To Your Watchlist Today?</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\">\nShould You Be Adding Coca-Cola Consolidated To Your Watchlist Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 19:33 GMT+8 <a href=https://finance.yahoo.com/news/adding-coca-cola-consolidated-nasdaq-113309141.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it completely lacks a track record of revenue and profit. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/adding-coca-cola-consolidated-nasdaq-113309141.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COKE":"可口可乐装瓶"},"source_url":"https://finance.yahoo.com/news/adding-coca-cola-consolidated-nasdaq-113309141.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2192890991","content_text":"For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it completely lacks a track record of revenue and profit. Unfortunately, high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson.\nIn contrast to all that, I prefer to spend time on companies like Coca-Cola Consolidated , which has not only revenues, but also profits. While profit is not necessarily a social good, it's easy to admire a business that can consistently produce it. While a well funded company may sustain losses for years, unless its owners have an endless appetite for subsidizing the customer, it will need to generate a profit eventually, or else breathe its last breath.\n See our latest analysis for Coca-Cola Consolidated \nCoca-Cola Consolidated's Earnings Per Share Are Growing.\nThe market is a voting machine in the short term, but a weighing machine in the long term, so share price follows earnings per share (EPS) eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. I, for one, am blown away by the fact that Coca-Cola Consolidated has grown EPS by 42% per year, over the last three years. While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.\nOne way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The good news is that Coca-Cola Consolidated is growing revenues, and EBIT margins improved by 3.0 percentage points to 8.3%, over the last year. That's great to see, on both counts.\nYou can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.\nNasdaqGS:COKE Earnings and Revenue History December 19th 2021\nWhile profitability drives the upside, prudent investors always check the balance sheet, too.\nAre Coca-Cola Consolidated Insiders Aligned With All Shareholders?\nSince Coca-Cola Consolidated has a market capitalization of US$5.1b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. Notably, they have an enormous stake in the company, worth US$1.3b. That equates to 25% of the company, making insiders powerful and aligned with other shareholders. Very encouraging.\nShould You Add Coca-Cola Consolidated To Your Watchlist?\nCoca-Cola Consolidated's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. That EPS growth certainly has my attention, and the large insider ownership only serves to further stoke my interest. At times fast EPS growth is a sign the business has reached an inflection point; and I do like those. So yes, on this short analysis I do think it's worth considering Coca-Cola Consolidated for a spot on your watchlist. Before you take the next step you should know about the 3 warning signs for Coca-Cola Consolidated that we have uncovered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699511669,"gmtCreate":1639837492235,"gmtModify":1639837492475,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699511669","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohu8.com/m/news/1109895138?lang=&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a> may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the <b>S&P 500</b>, and that outperformance could continue in the future.</p>\n<p>Globant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p>\n<p><b>Trevor Jennewine:</b> Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p>\n<p>Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p>\n<p>Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p>\n<p>Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p>\n<p>The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p>\n<p>Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</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>1 Surefire Growth Stock to Buy and Hold</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\">\n1 Surefire Growth Stock to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:58 GMT+8 <a href=https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">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.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607114349,"gmtCreate":1639496921104,"gmtModify":1639496921307,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Nice 👍🏻 ","listText":"Nice 👍🏻 ","text":"Nice 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607114349","repostId":"2191955334","repostType":4,"isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604109603,"gmtCreate":1639356113695,"gmtModify":1639356113897,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"A must-have stock","listText":"A must-have stock","text":"A must-have stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604109603","repostId":"1175891189","repostType":4,"repost":{"id":"1175891189","kind":"news","pubTimestamp":1639354864,"share":"https://www.laohu8.com/m/news/1175891189?lang=&edition=full","pubTime":"2021-12-13 08:21","market":"us","language":"en","title":"2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass","url":"https://stock-news.laohu8.com/highlight/detail?id=1175891189","media":"TheStreet","summary":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform st","content":"<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.</p>\n<p>Wall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.</p>\n<p>But investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2e0accd2eec6d8660139f01d4786050\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.</span></p>\n<p><b>iPhone: not all about the holiday</b></p>\n<p>The recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.</p>\n<p>But DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”</p>\n<p>If confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee90d77969b11205181863715e8ab4f1\" tg-width=\"784\" tg-height=\"544\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p>\n<p>I would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.</p>\n<p><b>Apple Glass: the next big thing</b></p>\n<p>The other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.</p>\n<p>Mr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.</p>\n<p>Wedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.</p>\n<p><b>The Apple Maven’s take</b></p>\n<p>Even as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.</p>\n<p>However, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.</p>\n<p>From current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.</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>2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass</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\">\n2 Reasons To Own Apple Stock in 2022: iPhone, Apple Glass\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 08:21 GMT+8 <a href=https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/2-reasons-to-own-apple-stock-in-2022-iphone-apple-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175891189","content_text":"As 2021 draws close to an end, investors seem confident that Apple stock will continue to perform strongly into the new year. Here are two reasons why they may be right.\nWall Street analysts continue to debate whether Apple stock is a buy as we head into 2022. Recently,I presented the bear argument that, if proven right, could foretell a drop of around 18% in the stock price.\nBut investors seem to be siding with bulls at the moment, as AAPL shares continue to make fresh highs. Today, I talk about two key reasons recently presented by analysts suggesting that Apple stock could be a good bet for the new year.\nFigure 1: Apple's iPhone 13, Apple Watch and AirPods Pro.\niPhone: not all about the holiday\nThe recent headlines have highlighted the expected performance of the iPhone in the current holiday period. Bloomberg hinted at a slowdown in demand, supported by alleged order cancellations with suppliers. The data point contradicted earlier Wall Street projections for an above-estimate volume of iPhone shipments in the current shopping season.\nBut DigiTimes Taiwan has recently shifted the focus of attention to the longer term. According to the publication, Apple is looking to “[increase] iPhone shipments by 30% for the first half of next year with the larger goal of exceeding 300 million iPhone shipments in 2022.”\nIf confirmed, this would represent massive YOY improvement, especially in the first few months of the year. Keep in mind (chart below) that the Cupertino company dropped the mic on iPhone sales in the early part of 2021, setting the bar very high for growth in 2022.\nFigure 2: iPhone revenue growth since F19.\nI would warn readers, however, not to rely too much on unofficial announcements about iPhone sales. In addition to the issue of reliability of rumors, the assumption of higher shipments could be a misread on Apple ramping up iPhone production to anticipate supply chain constraints.\nApple Glass: the next big thing\nThe other key reason to own AAPL in 2022 could be the introduction of a brand-new product category. Wedbush’s Dan Ives has been labeling the new device “Apple Glass”, the company’s first attempt at penetrating the AR/VR (augmented and virtual reality) space.\nMr. Ives goes further and estimates the impact of the new product on Apple stock price. According to the analyst, the product launch “could eventually add approximately $20 per share to the sum-of-the-parts value” of the shares.\nWedbush is not alone in its bullish assessment.Morgan Stanley has already suggested that Apple unveiling a mixed reality device in 2022 would be the key catalyst for the hotly-debated metaverse to finally take off.\nThe Apple Maven’s take\nEven as Apple stock reaches its all-time high of $175 apiece, I maintain my bullish stance on the name. Apple’s position as the most important player in consumer tech is at the center of the investment thesis, in my view.\nHowever, keep in mind that buying AAPL at peak price has produced one-year forward returns of “only” 25%, on average, during the iPhone era (i.e. since 2007). This number compares to a much better 46% average annual gain when the stock was bought following a 10% drawdown.\nFrom current levels, therefore, I think that investors should expect to rake in lower returns than if they were buying a dip in share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606781141,"gmtCreate":1638928047117,"gmtModify":1638928047346,"author":{"id":"3585654473355479","authorId":"3585654473355479","name":"KYLeong","avatar":"https://static.tigerbbs.com/111375adba6b10bddbeeb78b9ead7c80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585654473355479","authorIdStr":"3585654473355479"},"themes":[],"htmlText":"Must-have","listText":"Must-have","text":"Must-have","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606781141","repostId":"1121607111","repostType":4,"repost":{"id":"1121607111","kind":"news","pubTimestamp":1638924899,"share":"https://www.laohu8.com/m/news/1121607111?lang=&edition=full","pubTime":"2021-12-08 08:54","market":"us","language":"en","title":"Why Apple Stock Climbed to a New All-Time High Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121607111","media":"Motley Fool","summary":"What happened\nShares of Apple ( AAPL 3.55% ) rose 3.5% to a record closing price of $171.18 on Tuesd","content":"<p></p>\n<p><b>What happened</b></p>\n<p>Shares of Apple ( AAPL 3.55% ) rose 3.5% to a record closing price of $171.18 on Tuesday, after an analyst placed a price target on the stock that represents a new high among Wall Street's estimates.</p>\n<p></p>\n<p><b>So what</b></p>\n<p>Morgan Stanley analyst Katy Huberty now sees Apple's shares rising to $200, up from a previous forecast of $164. If she's right, investors could enjoy gains of roughly 17% from today's price.</p>\n<p></p>\n<p>Huberty sees Apple's share price rising as traders seek out high-quality companies that are thought to be safer investments, now that volatility has returned to the financial markets. She also expects Apple's supply chain challenges to abate in the coming quarters, thereby helping to drive iPhone sales higher.</p>\n<p></p>\n<p>Additionally, Huberty argues that Apple's current stock price does not fully reflect its ability to innovate. The tech giant is reportedly developing augmented reality products and self-driving vehicle technology, which could boost demand for its shares among investors ahead of their expected launch dates.</p>\n<p></p>\n<p>\"As we get closer to these products becoming a reality, we believe [Apple's] valuation would need to reflect the optionality of these future opportunities,\" Huberty said.</p>\n<p></p>\n<p><b>Now what</b></p>\n<p>Few companies match Apple's track record of innovation. Time and again, Apple has created game-changing products that have gone on to capture the lion's share of their industries' profits.</p>\n<p></p>\n<p>It's entirely possible that Apple could do so again in the realms of augmented reality and autonomous vehicle technology. In turn, it's conceivable that Apple's share price will ascend to Huberty's $200 price target -- and perhaps even higher -- in the coming year.</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>Why Apple Stock Climbed to a New All-Time High Today</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\">\nWhy Apple Stock Climbed to a New All-Time High Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 08:54 GMT+8 <a href=https://www.fool.com/investing/2021/12/07/why-apple-stock-climbed-to-a-new-all-time-high-tod/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Apple ( AAPL 3.55% ) rose 3.5% to a record closing price of $171.18 on Tuesday, after an analyst placed a price target on the stock that represents a new high among Wall Street...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/07/why-apple-stock-climbed-to-a-new-all-time-high-tod/\">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.fool.com/investing/2021/12/07/why-apple-stock-climbed-to-a-new-all-time-high-tod/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121607111","content_text":"What happened\nShares of Apple ( AAPL 3.55% ) rose 3.5% to a record closing price of $171.18 on Tuesday, after an analyst placed a price target on the stock that represents a new high among Wall Street's estimates.\n\nSo what\nMorgan Stanley analyst Katy Huberty now sees Apple's shares rising to $200, up from a previous forecast of $164. If she's right, investors could enjoy gains of roughly 17% from today's price.\n\nHuberty sees Apple's share price rising as traders seek out high-quality companies that are thought to be safer investments, now that volatility has returned to the financial markets. She also expects Apple's supply chain challenges to abate in the coming quarters, thereby helping to drive iPhone sales higher.\n\nAdditionally, Huberty argues that Apple's current stock price does not fully reflect its ability to innovate. The tech giant is reportedly developing augmented reality products and self-driving vehicle technology, which could boost demand for its shares among investors ahead of their expected launch dates.\n\n\"As we get closer to these products becoming a reality, we believe [Apple's] valuation would need to reflect the optionality of these future opportunities,\" Huberty said.\n\nNow what\nFew companies match Apple's track record of innovation. Time and again, Apple has created game-changing products that have gone on to capture the lion's share of their industries' profits.\n\nIt's entirely possible that Apple could do so again in the realms of augmented reality and autonomous vehicle technology. In turn, it's conceivable that Apple's share price will ascend to Huberty's $200 price target -- and perhaps even higher -- in the coming year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}