2094390a
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avatar2094390a
2022-06-14

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avatar2094390a
2022-04-10

3 stocks to buy: April 2022

3 stocks to buy in April 2022Equity prices have fallen over the recent months on fears of high inflation and a hawkish Fed. The S&P 500 index has fallen 5.83% while the high-flying Nasdaq has fallen 12.24% year-to-date. For investors with a long time horizon, the recent market selloff may present an opportunity to purchase some high-quality stocks at reasonable prices. In this article, I highlight 3 stocks worth looking into for investors looking to buy high-quality companies at a reasonable price (GARP).Stock screenerTo screen for high-quality stocks trading at reasonable prices I used the following criteria: Large Market Cap (>$10B) Located in the US Low Debt-to-Equity ratio (<0.2) Inexpensive P/FCF (<30) High operating margin (>25%) Positive sales growth in the past
3 stocks to buy: April 2022
avatar2094390a
2022-04-09

Taiwan Semi Record Sales

Taiwan Semiconductor Reports Record Sales Source: FT$台积电(TSM)$'s revenue rose to a record in the first quarter of this year as demand for chips used in smartphones, computers and cars surged while a prolonged chip shortage helped to boost prices. Revenue jumped 36% to NT$491.1 billion ($17 billion) in the the first quarter of 2022. Analysts estimated NT$469.4 billion on average. TSM's strong revenue report highlights two key observations: Firstly, demand for semiconductor chips is still strong despite recent recessionary concerns. Semiconductors have essentially become the 'backbone of the economy as they are used in all kinds of digital appliances from smartphones to cars. These digital appliances are integral parts of our everyd
Taiwan Semi Record Sales
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2022-04-04

Why you should own AMZN, GOOGL

Why now might be the time to buy AMZN and GOOGL shares?(Taken from Google Images)2022 has not been a very good year for investors as the stock market pulled back on fears of high inflation and a more hawkish Fed. Last week, the yield curve inverted for the first time since 2019 as economic and inflation data continues to disappoint. Fearing a deeper correction in the stock market, I believe that now is the time for investors to rebalance their portfolios into high-quality names. With healthy balance sheets, strong operating cash flows and a wide economic moat, I believe that the FAANG stocks offer investors hope in a period of uncertainty. More specifically, after delving into the fundamentals of Facebook (Meta), $苹果(AAPL)$
Why you should own AMZN, GOOGL
avatar2094390a
2022-04-02

Weekly news update: 2 April 22

In the NewsEconomic data: The 2-year and 10-year Treasury yields inverted for the first time since 2019 following negative economic data. Core PCE (Price Consumption Expenditure) Price Index, an indicator that the Fed uses to measure inflation rose to 5.4% year-over-year, the highest reading in 40 years. This was followed by a US non-farm payroll rise of 431,000 which was below the median expectation of 490,000. An inversion of the yield curve is used by traders as a possible indicator of a recession which could foreshadow a sell-off in equity markets.A yield curve inversion tends to foreshadow a recessionUS oil reserves: US President Joe Biden announced on Thursday the largest-ever release of oil from the country’s emergency stocks in an attempt to cool crude prices that are feeding
Weekly news update: 2 April 22
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2022-04-02

ADBE: Poised for future growth

ADBE: Poised for secular growthSource: Google ImagesInvestment ThesisTech stocks have underperformed in 2022 as investors ditch their risk assets and rotate into more defensive positions. Even large-cap tech stocks with strong balance sheets such as $Adobe(ADBE)$ have not been spared from the sell-off, the company's shares falling over 20% from its peak. As valuation multiples contract, these tech stocks have become cheaper for investors to own. I believe that now could be the time for investors to go shopping for some of the beaten-down tech names which are in a position of secular growth as the risk of a US economic recession increases.ADBE is the global leader in digital media and digital marketing solutions. Its Digital Media
ADBE: Poised for future growth
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2022-03-31

Have oil prices peaked?

Market report 31/3/2022: Have oil prices peaked?Source: Google ImagesToday, oil prices dropped on news that US President Joe Biden is considering the release of 180 million barrels from the US's strategic petroleum reserve (SPR) following a spike in prices over the recent months. Over the past few months, oil prices soared to a high of over $130 per barrel following Russia's invasion of Ukraine and the unprecedented amount of punitive international sanctions on the world's second-largest oil exporter.Multiple news outlets reported that the plan to cool soaring crude prices will involve the release of around 1 million barrels of oil per day for several months. This comes after OPEC+'s decision to modestly increase its output targets by 432,000 barrels per day from May 1. According
Have oil prices peaked?
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2022-03-20

Weekly News Roundup 19th March

Weekly news roundup 19/3/22: Has the Fed given stocks the all-clear signal?Stocks posted their highest weekly gain since November 2020 after the Federal Reserve announced that it was raising interest rates for the first time since 2018. The S&P 500 was up over 6% during the week while the Nasdaq gained 8%. Following this rally, the question that is on everyone's minds is whether the current stock market rally is sustainable or merely a dead cat bounce? Read on to find out about the recent events leading up to this rally and how the market could possibly react from here.Economic newsWith the FOMC meeting taking place from 15-16 March, the Fed remained in focus for the week as investors looked for clues on inflation and where the US economy is headed. In addition to announcing an interes
Weekly News Roundup 19th March
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2022-03-19

FB: Meta needs to prove itself

FB: Meta needs to prove itself, now a show-me storyMeta company logo (Source: Google Images)Meta($Meta Platforms, Inc.(FB)$), the parent company of Facebook and Instagram has come under tremendous pressure recently after missing earnings estimates last quarter and delivering guidance which disappointed investors. Its share price has slid over 50% over the past couple of months as investors raise concerns over the growth and longevity of its business. In this article, I discuss the risks and opportunities of investing in Meta and how Meta could be valued based on these factors.Why did Meta's shares drop 50%?Following its disappointing FY22 earnings and forward guidance, Meta's company shares slid as investors reassess the future profitab
FB: Meta needs to prove itself
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2022-03-16

HSI up 9%, best day since 2008

16/3/2022 Market Report: Markets rebound, Hang Seng Index experiences best day since 2008On Wednesday, the Hang Seng Index ($HSI(HSI)$) surged 9%, rebounding from its lowest close in six years after China expressed its support for overseas listings and signaled that the recent regulatory crackdown on Big Tech companies could be near its end. According to a report by Chinese state media, Chinese and U.S. regulators are progressing toward a cooperation plan on U.S.-listed Chinese stocks. Chinese authorities also said that they were working towards the stability of Hong Kong's financial markets and its struggling real estate sector.Following the news, tech giants Alibaba, Tencent and Meituan surged more than 20%, while other major Ch
HSI up 9%, best day since 2008
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2022-03-15

Chaos Before The FOMC Storm

US market report 15/3/2022: Chaos Before The FOMC StormFed Chair Powell speaking at an eventAll eyes are on the Fed as Jerome Powell and co. convene at the FOMC meeting on 15-16th March to review current economic and financial conditions, determine an appropriate stance on monetary policy and assess the risks to its long-run goals of price stability and sustainable economic growth. According to reports, this FOMC meeting spells the end to quantitative easing as the Fed shifts its focus to mitigating the deleterious effects of inflation by raising interest rates. Last week's CPI reading climbed to a 40-year high of 7.9%, as oil prices skyrocketed above $100 per barrel. The Fed is expected to raise interest rates by 25bps this meeting and conduct a total of seven rate hikes this ye
Chaos Before The FOMC Storm
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2022-03-14

Market Report 14/3/2022

Market Report 14/3/2022: Hong Kong market plunges on delisting fears, Covid resurgence in China Hong Kong's Hang Seng index dropped 4.97% on the day to 19,531.66, leading losses among the region's major markets as Chinese tech stocks took a beating:Tencentfell 9.79%,Alibabaslipped 10.9% and Meituan plunged 16.84%. The Hang Seng Tech index tumbled 11.03% to 3,778.60. Source: CNBC China reported a total of 3,300 Covid cases on Saturday, facing its worst outbreak since the early days of the pandemic. Shenzhen, known as China's "Silicon Valley", told all businesses not involved with essential public services to suspend production or have employees work from home for a week starting Monday. Apple supplier, Foxconn was forced to suspend its operations as Beijing tightened restrictions in line wi
Market Report 14/3/2022
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2022-03-14

CRM: Undervalued Cloud Leader

CRM: Undervalued Cloud and Software LeaderSalesforce App (Source: Company website)Investment Thesis$Salesforce.com(CRM)$ is the world’s #1 customer relationship management (CRM) platform. Its cloud-based, CRM applications for sales, service and marketing allow businesses to connect with their customers in a whole new way. The transition to e-commerce has made CRM integral in providing technological infrastructure to companies seeking to expand their online presence. Increasing adoption of technology for sales, service and marketing provides tailwinds for CRM's business, allowing it to grow its revenue 20+% annually. I believe that this trend is going to perpetuate into the future as more businesses adopt CRM's leading digital solu
CRM: Undervalued Cloud Leader
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2022-03-13

The Best Investment Right Now

The Best Investment During a Stock Market CrashSo far, 2021 has not been a good year for stocks. Global equity indices have suffered heavy drawdowns on fears of high inflation driven by the Russia-Ukraine Crisis. During this period of extreme volatility and uncertainty, you might feel discouraged from the losses suffered in your investment portfolio. Or you might feel lost, wondering what to invest in, as stocks from all types of sectors and regions continue to be badly hit by the market selloff. However, instead of focusing on the negative aspects and volatility that come with investing, it is important to take a long-term perspective and focus on developing yourself by learning from your past mistakes. Therefore, the best investment you can make right is to invest in yourself! In the fol
The Best Investment Right Now
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2022-03-11

Amazon 20-1 Stock Split

Amazon announces 20-1 Stock Split and $10 Billion Share BuybackAMZN company logo (Surce: Newsweek)On Wednesday, Amazon ($Amazon.com(AMZN)$) announced a 20-1 stock split and a $10 billion share buyback programme which has been approved by its Board of Directors. Wall Street Analysts have been bullish on this move, with Deutsche Bank upgrading its price target to $4100, indicating a 40% upside in AMZN's stock. Stock splits are generally seen as a positive by the market. Companies are often put in a position to split their stocks only after an extended period of strong returns. Once the price of a stock or fund gets too high, even single shares may become too expensive for small, retail investors, limiting demand for
Amazon 20-1 Stock Split
avatar2094390a
2022-03-10

10/3/22 Market Report

10/3/22 Market Report: Feb 2022 Inflation DataThe US Bureau of Labor Statistics is expected to release the Feb 2022 Consumer Price Index results at 08:30 AM today. Annual inflation rate in the US likely accelerated to 7.9% in February of 2022, the highest since January of 1982 and core inflation is expected to rise to 6.4%, also the highest in 40 years. The monthly rate is seen at 0.8%, above 0.6% in January. The CPI data will likely show prices climbed across a broad array of goods and services, including hospitality services and restaurants while gasoline prices increased almost 41% from last year. Still, the biggest effects of the war in Ukraine and the consequent surge in energy costs are still to come and will worsen with the US ban on oil imports from Russia. The inflation was seen p
10/3/22 Market Report
avatar2094390a
2022-03-09

Baidu: 70% upside potential

Baidu company logo (Source: pandaily)Investment ThesisBaidu is a leading Chinese AI company with a strong Internet foundation. Its business is composed of two segments: Baidu core, which provides mainly online marketing services as well as products and services from new AI initiatives, and iQIYI, which is a Chinese streaming company. Baidu Core can be further broken down into three segments: Mobile Ecosystem: a portfolio of over one dozen apps, including Baidu App, which helps communities connect and share knowledge and information. Baidu App is the largest search engine in China with over 622 million MAUs. AI Cloud: a full suite of cloud services and solutions, including PaaS, SaaS and IaaS and uniquely differentiated by AI solutions. Intelligent Driving & Other Growth Initiatives (O
Baidu: 70% upside potential

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