koolgal
02-06 15:05
🌟🌟🌟If  I can only hold 1 stock during a government shutdown it would be $Alphabet(GOOG)$ and not $General Motors(GM)$ . 

This is because in a government shutdown I want a fortress , not a factory.

General Motors is a solid proud American icon but it is also tied to consumer sentiment which tanks during political chaos, credit markets which get jittery fast and union negotiations which can flare up when the government is distracted.

GM is like holding a car that might stall when the traffic lights stop working .

Alphabet on the other hand is like the kid who brings snacks, cash and straight A grades to the apocalypse.

Alphabet has USD 100 billion plus in cash, global revenue streams , AI dominance and ads that keep printing money even when the government don't.

In a government shutdown I want to be in the Googleplex, sipping coffee, watching the politicians argue while my stock quietly compounds.

@TigerClub @TigerStars @Tiger_comments @CaptainTiger @Tiger_SG

Q4 Earnings Season: Valuations Stretch, What to Focus?
Q4 earnings from the S&P 500 are sending mixed signals. Blended Q4 earnings growth stands at 8.2%, marking a potential 10th straight quarter of YoY growth, led by Information Technology and Materials, while Energy and Consumer Discretionary lag. Revenues are growing 7.8%, still solid but below long-term averages. Meanwhile, the forward P/E has climbed to 22.2, well above historical norms, raising questions about how much good news is already priced in. What to focus during this earnings season?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Angmoh88
    02-06 16:15
    Angmoh88
    True, but generally what's the point of holding a US stock when the USD is dropping like a stone. Even the best US stock won't perform as their currency errods profits. I'd rather focus on HK stocks, no taxes offset prior distribution, solid companies and less noise. [Miser]
    • Angmoh88Replykoolgal: 
      [Like] [Like] [Like] [Observation]
    • koolgal: 
      Happy Trading next week 🌈🌈🌈💰💰💰
    • koolgal: 
      May you have a great weekend 🏖️🏖️🏖️
    • koolgal: 
      One may go up while the other may come down or vice versa.
    • koolgal: 
      I invest in both because diversification is the antidote to single market risk.
  • CareyDunlop
    02-06 16:46
    CareyDunlop
    Spot on! Alphabet's fortress beats GM any day during chaos. [强]
    • koolgal: 
      Happy Trading next week 🌈🌈🌈💰💰💰
    • koolgal: 
      May you have a wonderful weekend 🏖️🏖️🏖️
    • koolgal: 
      You are absolutely right 👍👍👍
    • koolgal: 
      Yay!
  • neo26000
    02-06 15:24
    neo26000
    If I can only hold 1 stock during a government shutdown, it would be one carton of Indomie.
    • koolgal: 
      I would also join you with Indomie if there is an apocalypse. 
    • neo26000Replykoolgal: 
      😁
    • koolgal: 
      I am betting on the world continuing .😘😘😘🌎🌎🌎
    • koolgal: 
      If the world continues diversification wins.
    • koolgal: 
      If the world ends Indomie wins .
Leave a comment
21
50