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2022-04-13

Charlie Munger’s Daily Journal Slashed Its Stake in Alibaba Stock

By Ed Lin $Alibaba(09988)$ Alibaba stock hasn’t fared well since Daily Journaldisclosed an Alibaba stakea year ago. As of March 31, 2021, its 165,320 Alibaba ADRs were valued at $37,483,000, or $226.73 each. That April, Alibaba ADRs rose after news that it had agreed to pay a hefty fine raised expectations that it hadput regulatory pressures behind it. Soon after, though, the ADRs went ona long slideas Alibaba contended with a slowing Chinese economy, supply-chain woes, and more uncertainty from regulators. Daily Journalcontinued buying moreAlibaba ADRs in the third and fourth quarters of 2021. At the end of the first quarter of 2022, Alibaba ADRs were at $108.80—meaning the original 165,320 ADRs Daily Journal had purchased, if it still o
Charlie Munger’s Daily Journal Slashed Its Stake in Alibaba Stock
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2022-04-24

Xiaomi: Focus On 2022 Outlook And Share Repurchases

$XIAOMI-W(01810)$ Summary Xiaomi's smartphone business segment might struggle to perform in 2022 taking into account stiff competition in China and weak consumer demand. The company's R&D expenses could rise sharply this year, with the increase in staff strength for its new electric vehicle business venture. I continue to assign a Hold investment rating to Xiaomi; the company's 2022 outlook isn't great, but its current valuations are reasonably fair Elevator Pitch My Hold investment rating for Xiaomi Corporation (OTCPK:XIACF) [1810:HK] stays unchanged as permy earlier updatefor the company. In my prior article for Xiaomi, I touched on its loss of market share to Honor in the China smartphone market and the launch of new flagship smartpho
Xiaomi: Focus On 2022 Outlook And Share Repurchases
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2022-07-04

Why Shares of ChargePoint Holdings Climbed 7% in June

By Scott LevineKEY POINTS An analyst from B. Riley is playing the contrarian to most of Wall Street's pessimism. While several analysts see downside, one bull believes this stock will drive higher and that made all the difference last month.What happenedReversing course from their 1.2% drop in May, shares of ChargePoint Holdings($ChargePoint Holdings Inc.(CHPT)$ )powered 7% higher last month, according to data fromS&P Global Market Intelligence.The June performance of ChargePoint, a leading EV infrastructure business, especially warrants recognition when compared with the S&P 500's 8.4% decline. While several analysts had panned the stock early in June, a bull's positive take on ChargePoint charged up investors'
Why Shares of ChargePoint Holdings Climbed 7% in June
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2022-05-25

Here Are Warren Buffett's 10 Best Dividend Stocks

By Sean Williams KEY POINTS The Oracle of Omaha's success can be at least partially attributed to his love of dividend stocks. These 10 holdings are on pace to generate over $100 million in annual dividend income for Buffett's company. These passive income powerhouses will bring in between $101 million and $904 million annually for Berkshire Hathaway. You could say Berkshire Hathaway($Berkshire Hathaway(BRK.B)$ )($Berkshire Hathaway(BRK.A)$ )CEO Warren Buffett knows a thing or two about making money. Of the more than four dozen holdings in Berkshire Hathaway's portfolio, 10 are set to provide at least $100 million in passive income over the next year. 1. Chevron The passive income kingpin in Buf
Here Are Warren Buffett's 10 Best Dividend Stocks
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2022-05-07

Sembcorp Industries’ Share Price is Hitting a 3-Year High: What’s Next?

$SEMBCORP MARINE LTD(S51.SI)$ The leading energy and urban solutions provider saw its shares hit a three-year high recently at S$2.85, exceeding the S$2.74 it was trading at on 12 April 2019. To be sure, the share price is still around half of the level the group traded at back in September 2012. For context, a decade ago, oil prices were still riding high above US$100 per barrel (see chart below) and its then-subsidiary,Sembcorp Marine Limited(SGX: S51), or SMM, was performing well. The pivot towards renewables SCI is focused on pivoting its order book towards renewable energy as part of its commitment to a sustainable future. ItsInvestor Dayback in June last year detailed plans to transform its portfolio from “brown to green” and to increase the
Sembcorp Industries’ Share Price is Hitting a 3-Year High: What’s Next?
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2022-09-08

Palantir, protests and shedding light on ‘spy tech’

By Gillian TettWhen the American entrepreneur Alex Karp and the PayPal billionaire Peter Thiel co-founded a data analytics company 18 years ago, they decided to call it Palantir.At the time, the name — a reference to the palantíri, the seven “seeing stones” used in The Lord of the Rings to monitor the world from great distances — was considered whimsical by some, downright cute by others. Today, it has turned into rather a double-edged sword. Just as the stones in Tolkien’s novels were used for both good and evil, so the modern Palantir inspires admiration but also loathing.Palantir is currently bidding for a $360mn contract to manage more NHS data. It seems likely to win given that the Covid platform worked well. Indeed, Palantir has already poached senior NHS officials. But part of
Palantir, protests and shedding light on ‘spy tech’
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2022-11-28
$Occidental(OXY)$ A couple of questions does anyone know how the Berkshire permission to purchase up to 50% is structured? My question is, is this in perpetuity, annually, for a period of x years??By golly Canada having cold weather and it could come to the US…who would of thunk this could happen time of year? NG prices could hit $1000 and OXY to $5000
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2022-04-11

3 Unstoppable Stocks That Can Turn $300,000 Into $1 Million by 2026

$NIO Inc.(NIO)$ $Lovesac Co.(LOVE)$$The Original Bark Corp.(BARK)$ BySean Williams Stock market corrections are the perfect time for opportunistic investors to put their money to work. These three stocks check all the right boxes for patient investors. Patience can pay off handsomely with these high-growth, innovative companies. Over the past three and a half months, Wall Street and investors have been given a not-so-subtle reminder that stocks can go down just as easily as they can rise. Since the year began, both the broad-basedS&P 500and 125-year-oldDow Jones Industrial Averageentered official correction territory with declines of at least 10%. The tech-heavyNasd
3 Unstoppable Stocks That Can Turn $300,000 Into $1 Million by 2026
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2022-05-13

3 Most Active Stocks To Buy Now

by Hamna Asim Resource: Finance Yahoo The New York Times reported that the S&P 500 has now posted five consistent weeks of declines, marking the index’s largest streak of losses since June 2011. Some Wall Street experts remain optimistic about the stock market, despite the sharp benchmark lows driven by the raging inflation, soaring oil prices, and global supply tightness. Given the continuous interest of investors in the stock market despite uncertain macro conditions and ongoing volatility, it is prudent to seek out the most active stocks on Wall Street to see what the masses are pouring into. Most Active Stocks To Buy Now 3. Apple Inc. ($Apple(AAPL)$ ) Number of Hedge Fund Holders: 134 Apple Inc. (NASDAQ:AAPL) is per
3 Most Active Stocks To Buy Now
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2022-11-04
Adobe's stock has tumbled from a high of about $688 per share in November 2021 to roughly $286 per share today. As I said, that's a staggering 58% decline in less than a year.Now, it's no secret that markets fluctuate. But for a stock to fall that far in a relatively short period... You might think something is seriously wrong with the company.That doesn't seem to be the case with Adobe, though. The recurring revenue from its Creative Cloud is a great quality. It's a telltale sign of a fundamentally strong business.And earlier this month, Adobe announced plans to buy design platform Figma...To me, that seems like a good idea. Adobe is taking advantage of the tough environment to expand its offerings. It's a $20 billion buyout – half in cash and half in stock.For Adobe, that isn't much mone
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2022-05-24

MPACT receives strong endorsement with approvals from MCT and MNACT Unitholders

MPACT receives strong endorsement with approvals from MCT and MNACT Unitholders for the Proposed Merger Managers believe the transformative Merger will create a flagship commercial REIT in Asia with stability and scale across key Asian gateway markets • Merged Entity will leapfrog to one of the ten largest REITs in Asia, delivering strategic, financial and operational benefits to MCT and MNACT Unitholders • Merged Entity will have a diversified and high quality portfolio, anchored by best-inclass commercial assets • Tailored “4R” asset and capital management strategy post-Merger to realise benefits from the Merger Mapletree Commercial Trust Management Ltd., as manager of Mapletree Commercial Trust (“MCT” and as manager of MCT, the “MCT Manager”) and Mapletree North Asia Commercial Tr
MPACT receives strong endorsement with approvals from MCT and MNACT Unitholders
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2022-04-20

3 Ultra-Popular Stocks to Avoid

$Moderna, Inc.(MRNA)$$American Airlines(AAL)$ $Sundial Growers Inc.(SNDL)$ By Sean Williams Although the broader market heads higher over the long run, not all stocks will be winners. These widely-held stocks are full of risks and red flags. What's popular isn't always what's profitable from an investing standpoint. It's a great time to be an investor in the stock market. Even accounting for the recent pullback in equities, the benchmarkS&P 500has rallied approximately 100% from its pandemic low set in March 2020. Backing out a bit further, the widely followed index has gained a hearty 221%, not including dividends
3 Ultra-Popular Stocks to Avoid
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2022-08-08
PalantirTechnologies Inc. $Palantir Technologies Inc.(PLTR)$ PLTR is slated to report its second-quarter 2022 results on Aug 8, before the bell.The company’s earnings surprise history has not been impressive. Earnings lagged the Zacks Consensus Estimate in two of the trailing four quarters, matched once and beat once, delivering an earnings surprise of -16.7%, on average.
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2022-08-17

Are You Considering TSM As Part Of Your Portfolio?

The stock of Taiwan Semiconductor Manufacturing Company Limited ($Taiwan Semiconductor Manufacturing(TSM)$ ) increased a lot these days. The last five days have seen an average of 12,597,300 shares of common stock traded. 3 times new highs were reached in the current year.Valuation MetricsCompany paid $0.4580 per share in dividends, a decrease of -0.97% from $0.4625 last year. A dividend decrease was reported recently.Financial HealthFor the three months, Taiwan Semiconductor Manufacturing Company Limited’s quick ratio was 1.80, while its current ratio was 2.10, indicating its ability to pay off its debt. The company’s long-term debt to equity ratio for the quarter ending June 29 is 0.28, and the total debt to equity ratio is 0.35. As f
Are You Considering TSM As Part Of Your Portfolio?
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2023-02-13
Once Brandon cuts back on the National Reserve oxy should be good. This is what Buffett is waiting on before he buys this jewel. Interesting fact Trump wanted to replenish the NR at considerable lower costs but the Democrats in the US House voted no. So taxpayers take it in the ssa due to Democrats but keep getting elected any way.$Occidental(OXY)$
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2023-01-31
If you believe in metaverse future than this is your holy grail stock. Brick and mortar, pick and axe. It will take time but this is it. Pick lows and build position.Not saying bet the house on this just grab a 1000 shares. Possible 10x or lose slowly 50%. Those are good risks for me.$Unity Software Inc.(U)$
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2023-01-18
ATTENTION HERE COMES $16.00Nio and CATL's new deal hints at new brand launchJan 17 2023 Nio and CATL are long-standing partners, as all of Nio EV's swappable /batteries are supplied by CATL. So normally, we wouldn't make much of today's announcement from the two firms, who have committed to take the partnership on a deeper level. The two companies will share expertise in manufacturing and ultimately help Nio speed up its own battery development efforts. Things we are certain are already happening. However, the partnership will also involve batteries and even technical cooperation on new projects and markets. So, it appears Nio is planning on following BYD in diversifying its portfolio with new brands in the near.$NIO Inc.(NIO)$
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2022-08-18

Better Buy: Unity Software vs. Matterport

By Leo SunKEY POINTS Unity and Matterport were both crushed over the past year. Both companies face slowing growth and near-term disruptions. Both stocks trade at similar valuations. Which forward-thinking software company has a brighter future?Unity Software($Unity Software Inc.(U)$ )andMatterport($Matterport, Inc.(MTTR)$ )aren't usually considered competitors. Unity's eponymous game engine powers more than half of the world's mobile, console, and PC games. It also provides additional advertising, multiplayer, and analytics tools. Matterport develops 3D spatial scanning software which creates "digital twins" of physical locations and stores them on a cloud-based platform. It also sells 3D cameras, which enab
Better Buy: Unity Software vs. Matterport
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2022-05-13

SOFI is ripe for a rocket ride

Everyone is worried about the float size here are the numbers. 36% owned by insiders so 329.58 million shares 51.57% owned by institutions at 471.87 Million shares all totaling 801.45 million shares waiting to see some return on investment. That leaves roughly 113.55 million laying around for retail. With 152 million in short interest and 230 million on loan. Someone thought it was profitable enough to close out a major put position this morning which means they figured there is not much downside left and after going through fintel filings that was likely susquehanna and or citadel taking profits. SOFI$SoFi Technologies Inc.(SOFI)$ is ripe for a rocket ride. Shares outstanding may seem large but there is a ton of accumulation right now and short sell
SOFI is ripe for a rocket ride
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2022-07-13

Meta Platforms Is Close to Being a Value Stock

Steve Gray BooyensAnalysts seem divided on Meta Platforms Inc. ($Meta Platforms, Inc.(META)$ ) after its more than 50% year-to-date capitulation. On one side of the argument is a range of risk-averse investors who are waiting for the economy to convey stability. On the other side is a group of investors that believe the company is undervalued after a market overreaction.Key value driversAlthough the Menlo Park, California-based social media giant is a horizontally integrated company, more than 90% of its revenue is derived from advertising. The company is projected to hold down approximately 24.1% of the online ad-selling space by 2023, which is expanding at a compound annual growth rate of roughly 21.6%. As such, it is safe to conclude that the comp
Meta Platforms Is Close to Being a Value Stock

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