I believe, that investors are going to Apple because it represents the kind of stock that they need right now. When compared to the beaten down mega-cap tech stocks have taken these days, Apple still stands tall, as you say. And everyone knows if you buy now at fair value and go long, you will do well. I am looking to open a position, but I think I need to wait. That's where my sense of security is -- I don't look for an imaginary bottom but I know how to bide my time.
Source: OakmarkBill Nygren is a well-known value investor, known for his concentrated positions. Bill Nygren is the manager of the Oakmark Fund, Oakmark Select Fund, and Oakmark Global Select Fund. Recently, he updated his Q3 commentary.The Q3 commentary continues to emphasize, as in previous years: long-term investing, asset allocation, and that high volatility creates stock picking opportunities.Historical PerformanceSource: GurufocusFollowing the $S&P 500(.SPX)$, Oakmark underperformed in the third quarter, with the fund down 5.9%, essentially the same as the S&P 500. The S&P 500 is down 24% this year and U.S. 20-year Treasuries are down 30%, which make
$AMD(AMD)$I must have really beenlucky when I decided to exit AMD in early August and take very small profits. When I first bought in May-Jun period, I found that semiconductors was cyclical and when the supply far exceeded the demand, the semiconductors would suffer. For example when their product depends on another tech company, like AMD selling CPUs/GPUs to PC makers or X-box gaming system,any demand drop in the outcome product like PCs or gaming consoles/gaming will cause anoversupply. Oversupply is good for end consumers as the prices of chips sold to gadget makers will be cheaper but not good for investors as the chip makers earn less revenue.
$KEPPEL CORPORATION LIMITED(BN4.SI)$ Keppel Corp has won a US$2.9 billion ($4.97 billion) contract from Petrobras to build a floating production, storage and offloading vessel (FPSO).Petrobras, Brazil's state-owned oil company, is a longtime customer of Keppel Corp,The FPSO, named P-80, is scheduled for completion in the first half of 2026. It is the second FPSO that Keppel will be building for Petrobras for the Buzios field in Brazil. An earlier contract to build another FPSO, the P-78, is being executed.P-80 is structured on progressive milestone payments and will be cash-flow neutral during its execution lifecycle.When completed, the P-80 will be one of the largest floating production units in the world with a production capacity of 225,000 b
I'm loving this run up off the low of 90.13 on July 14 to today's price of 124.32, been a great short covering rally. I dedicate this post to the short seller that told me you can't have your cake and eat it too!!!! Guess what skippy I'm eating my strawberry short cake and loving it.$Walt Disney(DIS)$
AMD - Good structure built - As we know it gapped up from earnings- Importantly, it filled the gap before going back up ==> Built structure- To break 100, it now has structure below to support it- If it breaks 100, it needs to retest 100 in pullback before it can go 105/110. - Or pullback to 95.@TigerEvents@TigerStars@Deposit@YTiong