Samluo
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Buy the dip. Even if this quarter earnings arent spectacular, the growth will continue. Apple issues are systemic. Long $fb
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Amazing news
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$STRAITS TRADING CO. LTD(S20.SI)$https://shentonwire.net/2021/08/05/esr-cayman-to-acquire-ara-asset-management/ESR Cayman to acquire ARA Asset Management for US$5.2BStraits Trading has a 22.1 per cent stake in ARA. It also owns 89.5 per cent of property investment vehicle Straits Real Estate (SRE), a 30 per cent stake in Far East Hospitality Holdings, a 10 per cent deemed interest in Suntec Real Estate Investment Trust, and a 54.8 per cent interest in Malaysia Smelting Corporation.
Thoughts after reading this:1. Is the pie not big enough for all players to share? I think the pie is not growing fast enough for the big boys at their current slice. Shareholders demand for faster and larger growth and executives have to deliver (their bonuses at stake). Is this positive? Maybe. Asa shareholder I benefit from revenue growth and increasing margins. But could this be mutually destructive and lead to low/no growth for all parties? Time will tell.2. The article paints Microsoft as the weaker of the pair, trying to elbow for more space at the table. It is at the mercy of Google’s adtech dominance and has to run to papa to complain. No one likes a tattletale.. Is this an accurate reflection of the situation? Maybe, if we were just looking at the advertising/
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$Walt Disney(DIS)$Significant breakout of the downtrend line.Need to clear the 50 EMA to sustain momentum for further upside Fundamentally bullish for long term with strong cash-generating businesses and deep content pipeline. Short term will benefit from reopening of theme parks and restarting of cruises.Please like and comment!
Big tech FUD may lead the next correction. Watching closely$Amazon.com(AMZN)$
Biden sees work needed to address problems created by big tech firms -White House
$AMD(AMD)$Another failed breakoutWe may be seeing a descending triangle formation hereShort term target is $74
“Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology.”
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Brings to mind a recent Luckin coffee..A listed company is not immune to fraud commited by its leaders
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Please don’t pay dividends. Use the cash and acquire other companies or make the amazon ecosystem stronger and faster. Share buybacks as a last resort.
Could Amazon Stock Become A Dividend Payer Soon?
$JPMorgan Chase(JPM)$Accumulating on the dip. Expect treasury yields to go up towards 2% and banks are the direct beneficiary. Alternatively consider the ETF $Vanguard Financials Index Fund ETF Shares(VFH)$Prefer this over XLF with a lower weightage of BRK
$Apple(AAPL)$Poised for breakout after this consolidation - i have been accumulating. Don’t bet against the most valuable company in the world. Millions of people stuck in their ecosystem
$PARKWAYLIFE REIT(C2PU.SI)$Super stable healthcare reit with perfect quarterly increasing dividend record. Price only goes up and right. Yield is low now due to its attractiveness. I’m buying every time it touches the 100MA
If i sell a stock when i deem it to be overvalued, do i then become a trader?
Investor, Trader, Speculator: Which One Are You?
Q&m is a terrible employer. Ceo only cares about bottom line. Bosses should learn fromsheng siong ceo
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Bull flag in the progress?$Nanofilm(MZH.SI)$
With more shares being sold, The % of total shares shorted is going to be reduced and that may dampen the sentiment. But institutions or funds may See the prices and be greedy enough to short more!
@话题虎:AMC一月暴涨700%，你是否对“价格投机”心动？
$CapLand IntCom T(C38U.SI)$Currently trading at 1.0 P/BYield just under 5%Short term wise poor sentiment due to govt-imposed partial lockdown measures affecting retail sectorStill a long term buy imo, but may want to space out the buys in case price continues to drop
Shop is best in class. Net is one among many offering similar services
Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip
$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$New acquisitions!Increasing data centre proportion of portfolio from 41.2% to 53.6%Proforma DPU as shown. Estimated yield at 4.73% at today’s pricesI’m buying more as the price dips. This is one to leave for the grandchildren.
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