Brian.L
Brian.L
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avatarBrian.L
2022-05-22
$Meta Platforms, Inc.(FB)$I consider Meta platforms a turnaround play. It has been hit by short term challenges in its Metaverse project. Plenty of speculators/investors are not convinced by FB story in the Metaverse. Moreover, total number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith
avatarBrian.L
2022-05-23
$Invesco QQQ Trust(QQQ)$Huge day in themarket especially for QQQ. Technology stocks are bouncing off a significant resistance and Fibonacci support level. Stocks are expected to rally but we havnt seen technical of a new uptrend forming yet . Short term we should be heading upwards
avatarBrian.L
2022-09-08
$Salesforce.com(CRM)$Just closed my bullput spread on salesforce after it rallies a little since market opened. I believe that the stock market could face a little bit of turbulence and I am uncertain it will move towards the upside or the downside. I am afraid of the latter which could potentially let my trade turn south. I am pocketing a 30% profit which I am happy enough. Will carefully look into market movement today to see if there are other entry opportunities.
avatarBrian.L
2022-08-31
$Meta Platforms, Inc.(META)$now allows user to showcase NFT on Facebook. What an advancement to NFT.
avatarBrian.L
2022-06-30
$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$Looking at the chart, China broad market index looks like it has hit a bottom and starting an uptrend. Won't be surprise if Chinese stock market outperforms STI and US stock market this year as lockdown situation eases and government on monetary easing. Time to hold and be patient. 
avatarBrian.L
2022-05-02
$Adobe(ADBE)$patience will win the game. Happy to be investing my first position in Adobe after it has fell into my valuation range [Smile] 
avatarBrian.L
2022-07-06
$Taiwan Semiconductor Manufacturing(TSM)$Is expected to start 2nm chip production by 2025, according to Nikkei Asia. Every semiconductor company knows how hard is it to lower the size of a chip and the ability forTSM to do that has never been doubted. to give a comparison big players like Intel are still struggling to make a 5nm chip. TSM is one of the strongest semiconductor foundry producers and the dominates majority of the market share making them ranked first in the world. Being able to stay competitive until 2025 Will give the company a huge advantage against a Highly competitive industry. 
avatarBrian.L
2022-10-07
$Alphabet(GOOG)$Price movementhas been weak for Google lately as investors are predicting a hit in advertising revenue due to reduction in advertisement  budget from corporate during a potential global recession. However,  I remain bullish on this stock long term , 3-5 years and I believe the company willget through short term headwinds Reason behind is because I believe the companies moat in search engine and video streaming services are impenetrable . I can't imagine using other platforms to search or watch video . Also corporates can't run away from advertising , they need it to grow their business
avatarBrian.L
2022-05-01
$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$from the chart, looks like it has retraced a lot close to its moving average support. It is a pretty good value Reit with great track record, in fact beating the SPY ETF in terms of capital gains and distribution (dividend) since IPO. It also have a diversified portfolio of tenants with high occupancy rate. Personally, I am planning to add more position into this reit amidst current economic environment of rising interest rates and material cost. In my opinion, this is the best among all Singapore industrial Reit. 
avatarBrian.L
2022-05-25
$SPDR S&P 500 ETF Trust(SPY)$Looks likea Green Day Today. And it looks like someone is avoiding the SPX500 to enter a bear market. I have huge conviction that the SPX500 won't close 20% from its high. And I also see people too fearful to buy predicting a recession coming. It is advisable to invest within your means and not to go on margin or leverage which your cash position cannot cover. 
avatarBrian.L
2022-06-08
$Alibaba(BABA)$Broke through it's MA50 that has acted as resistance since Apr 2021. Now it is facing MA100 resistance, for thosealibaba bulls out there, if the stock could retrace and bounce above MA100, it could be agood chance to add shares
avatarBrian.L
2022-05-15
$Walt Disney(DIS)$Among many stocks which are greatly undervalued, Disney is one of the companies with the largest economic moat. I have been eyeing for Disney to fall to my sweet spot of $80 which would provide me a good enough safety net. In its recent earnings report, the revenue from its theme park has spiked tremendously due to the reopening which is very helpful forthe business.Growth driverDisney+ remains as the company's main growth driver and their subscribers are still rising rapidly due to its widespread popularity. However we do not know how many of them are genuine and actually paying for the service (not under trial)
avatarBrian.L
2022-05-12
$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$interesting to see this reit drop so much despite having high distribution yield. Will continue to nibble this as it falls like a knife 😍
avatarBrian.L
2022-05-28
$Alphabet(GOOGL)$Alphabet is a very good business in my opinion. Strong company. Recent rebound looks to most people a temporary reversal. I also feel people is still verycomplacent and not much fear. On the otherhand, cash on sideline is still pretty large which means stock market has the room to go up especially when safe haven bond yield is low. Conclusion is I feel stocks will generally close higher than they are right now at the end of the year. 
avatarBrian.L
2022-05-19
$Wal-Mart(WMT)$have been falling for 3 straight days. Waiting for price to stabilize before getting my first Position in Walmart . Norush in such volatile and fragile market environment. It's like doing shopping on Black Market, everything is on bargain. Take your time
avatarBrian.L
2022-05-05
$Meta Platforms, Inc.(FB)$+24.6% in less than two weeks. Happy that it has gone up, sad and regret havnt had bought enough. Bad mindset I have , neutral mindset I should have. Never chase a stock and hoping it falls to $160 level (10% below my entry price) [Grin] 
avatarBrian.L
2022-06-02
$Veeva(VEEV)$Veeva Systems (VEEV) handily beat quarterly expectations and issued bullish full-year guidance, leading VEEV stock to pop early Thursday. During the April quarter, Veeva earned 99 cents per share on $505.1 million in sales, climbing nearly 9% and 16%, respectively, vs. the year-earlier period. Both measures handily beat the average view of VEEV stock analysts polled by FactSet for Veeva earnings of 92 cents a share on $496 million in sales.Further, guidance for fiscal year 2023 easily surpassed projections.I remain very bullish in healthcare business and Veeva fits all my criteria of a good business. 
avatarBrian.L
2022-05-09
$MasterCard(MA)$is holding up pretty well despite the recent sell off. Definitely a good defensive stock to add during a recession. 
avatarBrian.L
2022-10-24
$Alibaba(09988)$ comparing to the stock market cycle chart, I  think Alibaba has reached a level of capitulation or depression.  After holding onto the stock for two years and constantly buying the dip, I'm starting to feel depressed and believe rebound is around the corner. I hope the market god can spare mercy to such a great business like this.  My wife and mother-in-law cannot accept ifAlibaba wind down their business as they still need taobao shopping on 11.11 singles day πŸ˜… I believe Alibaba bagholders have been holding this hope for a long time and it's time forour patience to be paid.
avatarBrian.L
2022-05-10
$S&P Global(SPGI)$Manage to get spgi after it falls into a sweet price zone. Foresee more downside to come. Adding conservatively

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