木吉蒂
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$SINGAPORE PRESS HLDGS LTD(T39.SI)$https://links.sgx.com/1.0.0/corporate-announcements/AYO9VPTD5YJANBTE/2d18acb8678a6fc7fe3b60ffebbff571ce07ffd2a734b5736d39f100d31b3524
Slowly but surely, back to normalcy [强]
U.S. added 916,000 jobs in March, above expectations<blockquote>美国3月新增就业91.6万个，高于预期</blockquote>
Shopping at TaoBao will become less cheap [难过]
China’s Yuan Hits Strongest Level in Nearly Three Years<blockquote>人民币创近三年来最强水平</blockquote>
$SINGAPORE PRESS HLDGS LTD(T39.SI)$OBSERVATIONS •SPH becomes a mostly Property co after removing Media biz •Besides their stake in SPHREIT, they have assets in Nursing Homes, Student Hostels in UK & M1 stake • For a quick projection using SPHREIT DPU trend as reference,Assuming SPH 2H Div also increase to 3ct (Total 3+3ct),Yield = 4% @ $1.50 (Current Yield 2.67% @ Div = 1+3 ct)NAV (after removing Media biz) = $2.08 ie ~25% discountCOMMENTS • Yield is NOT attractive vs REITs • Good discount to NAV but likely the norm for Property Co
They can also half again & again & again... [疑问]
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Using '% off year hi' is a risky selection criteria. Using the PE as a first screening criteria may be a better approach, followed by more detailed research
The 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them<blockquote>标普500中最讨厌的24只股票，以及为什么你应该喜欢它们</blockquote>
I'm guessing price will dip further based on EPS 1.95ct vs last Q 2.03ct (price peaked at $24x before higher expectations of this latest Q results pushed prices to $26x). Ball park $23x to $24x [疑问]
Microsoft sales grow on cloud strength, shares dip on heightened valuation<blockquote>微软销售额因云实力而增长，股价因估值上升而下跌</blockquote>
The new normal [疑问]
What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy<blockquote>迪士尼、爱彼迎和DoorDash的业绩揭示了大流行后经济的哪些信息</blockquote>
BRK bought (1) & (2), already put in my watchlist
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In 5 years, meaning ~+10% a year. Quite realistic, given their continued growth coming from Cloud biz
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$Bank of America(BAC)$My best ever returns! But cos it's free [鬼脸]
China shows the way on what to expect when the western countries get their pandemic under control
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Sounds more like Gambling than Investing [疑问]
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Good riddance to Trump!
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WoW! [财迷]
Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告又一个井喷季度销售额增长54%，授权900亿美元股票回购</blockquote>
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Quickly take profit 1st
Prepare For 3 Things: Big Government, Huge Boondoggles, Massive Taxes<blockquote>为三件事做好准备：大政府、巨大的无用之物、巨额税收</blockquote>
Sell only when the original reasons used to justify a buy no longer meet your criteria eg Valuations, Profitability, Yield, Growth.. etc
Opinion: If you ‘sell in May,’ don’t go away<blockquote>观点：如果你“五月卖出”，不要离开</blockquote>
Yes, prices too high for retail investors with no access to fractional shares.
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If TSLA is $740 & she's expecting it to hit $3000 ie 4x, she must be expecting Coinbase to do better [疑问] [思考]
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