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Long_Equity
·
09-17

The highest quality companies in the Fundsmith/Smithson investable universe

What are the highest quality companies in the Fundsmith/Smithson investable universe?I took the complete set of holdings from both funds and ran it through one of my custom quality filters.Here are the ones that rise to the top 👇🏼👇🏼 $Nemetschek AG(NEMTF)$ $MSCI Inc(MSCI)$ $Qualys(QLYS)$ $IDEXX Laboratories(IDXX)$ $Mettler-Toledo(MTD)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $HMS Networks AB(HMNKF)$ $Technology
The highest quality companies in the Fundsmith/Smithson investable universe
TOPDumplinggogh: What's the recommended price to buy these at?
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BrianTycangco鄭彥渊
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09-17

China's online retail sales in August slows down

China's online retail sales in August 2024 slows down to 5.1% growth.YTD August 2024: RMB 9,635.2b +8.9% YoYYTD August 2023: RMB 8,847.7bAugust 2024: RMB 1,256.8b +5.1% YoYAugust 2023: RMB 1,196.2bAugust marked a steady slowdown in growth for China's online economy, which is still growing faster than the overall retail industry.Stripping out online retail sales, traditional retail grew by just 0.7% to RMB 2,615b in August 2024. That is NOT encouraging. $Alibaba(BABA)$ $BABA-W(09988)$ $JD.com(JD)$ $JD-SW(09618)$ $PDD Holdings Inc(PDD)$ $Bilib
China's online retail sales in August slows down
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Travis Hoium
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09-17

Spotify has been an absolute monster stock

$Spotify Technology S.A.(SPOT)$ has been an absolute monster stock the last 2 years, but there's more growth ahead. 1.PremiumSince 2018, the premium business has grown at a 20% CAGR with gross profit growing at a 22% CAGR. Price increases and improved operating margins will keep both growing. Image2.Ad-SupportedThe 10x opportunity for Spotify isn't growing premium, it's ads. 393 million of the company's 626 million monthly active users are on an ad-supported tier. While ad revenue has grown at a 24% CAGR, the business isn't consistently profitable. ImageIf the ad CAGR can continue at 24% for a decade, Spotify could get to $15.4 billion in revenue. A 30% gross margin would be $4.6 billion in margin. Can Spotify get there? It's a tough task, but wat
Spotify has been an absolute monster stock
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Elliottwave_Forecast
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09-17

XLF Reaction Before & After Reaching The Blue Box Area

In this technical blog, we are going to take a look at the past performance of 1 hour Elliott Wave Charts of XLF a Financial ETF, which we presented to members at elliottwave-forecast.com. In which, the rally from 05 August 2024 lows, showed the higher high sequence in higher time frame charts favored more strength. Also, the right side tag pointed higher against $40.50 low seen on 8.05.2024 low called for more upside. We will explain the structure & forecast below: XLF 1-Hour Elliott Wave Chart From 9.11.2024 XLF Reaction Before & After Reaching The Blue Box Area XLF 1 hour Elliott Wave Chart from 9.11.2024 Post-Market update, in which the ETF ended the 5 waves rally from 8.05.2024 low at $45.88 high. Down from there, the XLF made a pullback to correc
XLF Reaction Before & After Reaching The Blue Box Area
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Nursebobby
·
09-17
$Palantir Technologies Inc.(PLTR)$  it was one rollercoaster but held on for 3 years and starting to collect my rewards. Learnt many lessons from this stock. As long as your fundamentals are there don't care about the noise generated By financial influencer like CG or many other that say it was overprice at $19 and etc... remember to do your own research and DD and not just invest what is popular. Will be bringing this lessons to my newest investment Journey  $Eos Energy Enterprises Inc.(EOSE)$  
$Palantir Technologies Inc.(PLTR)$ it was one rollercoaster but held on for 3 years and starting to collect my rewards. Learnt many lessons from th...
TOPSullivanRrr: woww, you earned a lot
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Callum_Thomas
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09-17

Investors Hate Defensives, But they shouldn't

1.Investors Hate Defensives...But they shouldn't, here's why: Image2.They call them Bear Markets......not Bore-Markets!Bear markets are far from boring, and often see sharp and significant rallies even in an entrenched downtrend: $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $DJIA(.DJI)$ Image3.We know stock prices exhibit seasonality, but perhaps unsurprisingly this is also echoed in sentiment and economic surprises..Basically cycles of hope and despair across the year:Imagehttps://x.com/topdowncharts/status/1835529197541798372
Investors Hate Defensives, But they shouldn't
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SmartReversals
·
09-17

$SPX - Once Again at the Consolidation Zone

1. $S&P 500(.SPX)$ - Once Again at the Consolidation Zone: The hiccup expected for today was short lived, the close was green with a marginal gain. It's worth noting the bullish MACD crossover. Wednesday is THE day that will define the direction of the market.Image2. DXY In Election Years:In the 13 most recent U.S. election years, leading up to election day (roughly 100 calendar days), the DXY has shown an upward trend on average. In fact, the DXY has been higher more often than not — about 77% of the time — within the 35-40 trading days preceding the election.Imagehttps://x.com/SmartReversals/status/1835774801148785027
$SPX - Once Again at the Consolidation Zone
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SmartReversals
·
09-17

$IWM and $SMCI Will Surge Upward

1.$iShares Russell 2000 ETF(IWM)$ - Daily Chart:Intriguing candle that has recently signaled tops.However, there is a bullish MACD crossover, and Stochastic is not overbought this time.Image2. $SUPER MICRO COMPUTER INC(SMCI)$ - Are bullish MACD crossovers a guarantee of a sustainable reversal?No, SMCI is a prime example. Recent signals have been fleeting, as circled in the chart. And the last two crossovers have occurred below both the 50-day and 20-day moving averages.To signal a significant rebound, SMCI must surpass the $519 level.Imagehttps://x.com/SmartReversals/status/1835850610329157741
$IWM and $SMCI Will Surge Upward
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CSOP AML
·
09-17

SREITs Investment Snapshot

Why SREITs? Stable and High Yield: SREITs offers a yield of 4 to 7%,  higher than deposit rates, broad equity market dividend yield, as well as REITs in major markets Lower Volatility and Correlation: SREITs have a moderate correlation to both stocks and bonds, and at lower volatility Hedge against inflation: Inflation leads to higher rents, which is positive for SREITs Diversification Benefits: SREITs offer exposure to real estate, across a wide range of sub-sectors and geography. Tax Benefits: Individual SREIT ETF investors enjoy a tax-exempt distribution on taxable income * Why Now? Peaking Interest Rates: Interest rates are peaking as inflation is easing, and the next move is likely rate cuts. SREITs’ cost of debt is closer to market rates and the erosion of distributions will soo
SREITs Investment Snapshot
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AI_Dig
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09-17

AI Cool Down, Safety First: Analysts Recommend Defensive Stocks

As AI trading shows signs of overheating and economic conditions shift, defensive investments are gaining attention on Wall Street. Utility stocks have surged this year, performing strongly and now rivaling tech stocks. So far, utilities and tech sectors have risen 22.08% and 25.69%, respectively.Is AI Boom Overhyped?In times of economic weakness, defensive sectors like real estate and consumer often outperform. Recent disappointing U.S. employment data and signs of a cooling economy have led investors to worry about a possible recession. As a result, more analysts are advising a shift toward defensive investments.Meanwhile, AI trading has cooled, with chip stocks struggling. The S&P Global Semiconductor Index has dropped 5.63% this month. Despite this, Bank of America advises against
AI Cool Down, Safety First: Analysts Recommend Defensive Stocks
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NAI500
·
09-17

Contrarian Buying Opportunities in U.S. Clean Energy ETFs

While U.S. stocks have seen double-digit gains in 2024, clean energy stocks have lagged behind. Some clean energy ETFs have not only underperformed the $S&P 500(.SPX)$ but have also dropped in value. Clean Energy Remains a Long-Term TrendDespite this short-term weakness, clean energy remains a long-term trend. For long-term investors, it might be wise to overlook short-term fluctuations and seize the rare contrarian buying opportunities.The clean energy market is rapidly expanding as global demand for renewable energy rises. Governments worldwide are focused on reducing carbon emissions and advancing renewable energy, creating significant growth potential for related companies. Many countries have introduced incentives and policies to support
Contrarian Buying Opportunities in U.S. Clean Energy ETFs
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Elliottwave_Forecast
·
09-16

AT&T Inc. (T) Reacted from the Blue Box and Rally Must Continue

AT&T Inc. (T) is an American multinational telecommunications holding company headquartered in Dallas, Texas. It is the world’s largest telecommunications company by revenue and the third-largest provider of mobile telephone services in the U.S. AT&T (T) Monthly Chart April 2024                                AT&T (T) Monthly Chart April 2024 Above we have montly chart from 5 months ago. We can see that AT&T shares finished an all-time high with a price of $45.23 as wave ((I)). Since the beginning of 1999, the value held a downtrend and we were looking to end this correction. Using the Elliott Wave Principle, a double correction structure (w), (x) and (y) can be clearly seen. From the peak, we h
AT&T Inc. (T) Reacted from the Blue Box and Rally Must Continue
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Elliottwave_Forecast
·
09-16

Will Berkshire Hathaway (BRK.B) Continue Rally Or Correcting Soon?

Berkshire Hathaway Inc., (BRK.B) is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. It operates as Insurance as major operations along with subsidiaries operate in diverse sectors such as confectionery, retail, railroads, home furnishings, machinery, jewelry, apparel, electrical power & natural gas distribution. It trades as “BRK.B” ticker at NYSE & comes under Financial services sector. Since March-2020 low, it favors upside in weekly bullish sequence & favors I of (III), while placed (II) at $259.85 low. Above October-2022 low, it favors upside in ((5)) to finish I impulse, while dips remain above August-2024 low. BRK.B – Elliott Wave Latest Daily View:  Since March-2020 low, it placed (I) of ((III)) at $362.10 high
Will Berkshire Hathaway (BRK.B) Continue Rally Or Correcting Soon?
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Frank_Holmes
·
09-17

Airline Stocks Poised for a Strong Second Half in 2024

As we move into the final stretch of 2024, many investors may be asking themselves: Is it time to give airline stocks another look? According to a new report from Bank of America (BofA), the answer might very well be yes.Despite the turbulence the airline industry has faced in recent years — from pandemic shutdowns to winter storms to rising fuel prices — the winds may finally be shifting in the industry’s favor. With fuel costs easing and pricing power returning, there are several reasons to believe that now could be an ideal time to reconsider the sector.Let’s walk through the reasons why BofA analysts believe airline stocks are ready to take off again, and why I agree.Tailwinds for the Airline IndustryBofA points to four key tailwinds that could help the airline indu
Airline Stocks Poised for a Strong Second Half in 2024
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Star in the Sky
·
09-16
$SIA(C6L.SI)$   Group PLF (Aug) 85.7 % (. About the same as jul) SIA and Scoot flew a total of 3.3 million passengers in August, up 9.4% y-y ( not much different) Cargo operations saw a load factor of 56.1% Cargo loads increased by 20.9 % y-y. Cargo capacity expanded 10.4 % hope that Sep PLF will be stronger...  [Miser]  [Miser]  [Miser]  
$SIA(C6L.SI)$ Group PLF (Aug) 85.7 % (. About the same as jul) SIA and Scoot flew a total of 3.3 million passengers in August, up 9.4% y-y ( not mu...
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kibkibkib
·
09-16
Inference chips are different from the GPU that supports CUDA for all AI applications not limited to inference alone, and no technical comparison between GPU and their inference chips performance. Most of the money spent by big tech companies are spent on training models not inference.

Nvidia's Stock Rally Pauses. A New Generation of Data Centers Is Arriving

Nvidia was slipping early on Monday as the chip maker looks set to give back some gains from the previous week's rally.Nvidia shares were down 1.44% at $117.39 in premarket trading on Monday. The stoc
Nvidia's Stock Rally Pauses. A New Generation of Data Centers Is Arriving
Inference chips are different from the GPU that supports CUDA for all AI applications not limited to inference alone, and no technical comparison b...
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Deonc
·
09-16

Nvidia Stock vs. Palantir Stock: Wall Street Says Buy One and Sell the Other

$NVIDIA Corp(NVDA)$  $Palantir Technologies Inc.(PLTR)$  $SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$  $C3.ai, Inc.(AI)$  $Advanced Micro Devices(AMD)$   Consultancy PwC estimates artificial intelligence (AI) will contribute more than $15 trillion to the global economy by 2030. Investors hoping to benefit are piling into AI stocks, and Nvidia (NASDAQ: NVDA) and Palantir Technologies (NYSE: PL
Nvidia Stock vs. Palantir Stock: Wall Street Says Buy One and Sell the Other
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Rudy on FIRE
·
09-17
Shifting allocation from heavy in T-bills to Reits, probably options to have more or less same income with rate cut situations. These next to 3 - 6 months would see whether this way will work and plan next move. Any other tought welcome to discuss in long term investment perspective and for stock, ETF products focus 😁
Shifting allocation from heavy in T-bills to Reits, probably options to have more or less same income with rate cut situations. These next to 3 - 6...
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Shernice軒嬣 2000
·
09-17
$Affirm Holdings, Inc.(AFRM)$   The potential for Affirm's growth is indeed significant with this new Apple Pay integration. By tapping into Apple’s large user base — which makes up around **55-60%** of the U.S. smartphone market — Affirm could see a substantial increase in its active user base. Since many Apple Pay users already prefer convenient, seamless payment options, offering Affirm's **Buy Now, Pay Later (BNPL)** service directly through Apple Pay provides an attractive and frictionless solution for these consumers. If Affirm can successfully capture a good portion of this market, the company could potentially see its active user base increase by **50% or more** over the next 6 months to a year. This expansion, combined with the
$Affirm Holdings, Inc.(AFRM)$ The potential for Affirm's growth is indeed significant with this new Apple Pay integration. By tapping into Apple’s ...
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