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KenMKH

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- KenMKHKenMKH
  ·08-01
  $Sasseur Reit(CRPU.SI)$
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- KenMKHKenMKH
  ·2022-12-29
  [Strong]
  @Jack Corsellis：
  Want to Improve Your Swing Trading? | Deliberate Practice
  Want to Improve Your Swing Trading? | Deliberate Practice
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- KenMKHKenMKH
  ·2022-12-14
  [Strong] //@AcidIce:Motley fool is really all trash.... They always paint super bright pictures that all is going to turn out well when only the opposite is true for many things. And more bears to come. What I foresee is that shortist recover a bit to see what to do with the current market & hopefully turn it more bearish...
  Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation
  After shocking 2022 declines, these stocks could move markets in 2023.
  Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation
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- KenMKHKenMKH
  ·2022-12-13
  $OVERSEA-CHINESE BANKING CORP(O39.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-12
  $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-11
  $OVERSEA-CHINESE BANKING CORP(O39.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-09
  $OVERSEA-CHINESE BANKING CORP(O39.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-09
  $OVERSEA-CHINESE BANKING CORP(O39.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-08
  $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ [Strong]
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- KenMKHKenMKH
  ·2022-12-07
  $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ [Strong]
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| Deliberate Practice\n \n","listText":"Want to Improve Your Swing Trading? | Deliberate Practice","text":"Want to Improve Your Swing Trading? | Deliberate Practice","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924275985","isVote":1,"tweetType":2,"object":{"id":"947965ec3f6647e2a9e530a785af6ad3","tweetId":"9924275985","title":"Want to Improve Your Swing Trading? | Deliberate Practice","videoUrl":"http://v.tigerbbs.com/16722761719629fb9d541d40a54a331d180109e11fdef.mp4","poster":"https://static.tigerbbs.com/1fd953ebc42456937db92be1c242f7d3","shareLink":"http://v.tigerbbs.com/16722761719629fb9d541d40a54a331d180109e11fdef.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921122955,"gmtCreate":1671003913278,"gmtModify":1676538474401,"author":{"id":"4094620808221590","authorId":"4094620808221590","name":"KenMKH","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094620808221590","idStr":"4094620808221590"},"themes":[],"htmlText":"[Strong]&nbsp;//<a href=\"https://ttm.financial/U/3569382039983887\">@AcidIce</a>:Motley fool is really all trash.... They always&nbsp;paint super bright pictures that all is going to turn out well when only the opposite is true&nbsp;for many things. And more bears to come. What I foresee is that shortist recover a bit to see what to do with the current market &amp; hopefully turn&nbsp;it more bearish...","listText":"[Strong]&nbsp;//<a href=\"https://ttm.financial/U/3569382039983887\">@AcidIce</a>:Motley fool is really all trash.... They always&nbsp;paint super bright pictures that all is going to turn out well when only the opposite is true&nbsp;for many things. And more bears to come. What I foresee is that shortist recover a bit to see what to do with the current market &amp; hopefully turn&nbsp;it more bearish...","text":"[Strong] //@AcidIce:Motley fool is really all trash.... They always paint super bright pictures that all is going to turn out well when only the opposite is true for many things. And more bears to come. What I foresee is that shortist recover a bit to see what to do with the current market & hopefully turn it more bearish...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9921122955","repostId":"2291479180","repostType":2,"repost":{"id":"2291479180","pubTimestamp":1671003913,"share":"https://ttm.financial/m/news/2291479180?lang=&edition=fundamental","pubTime":"2022-12-14 15:45","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2291479180","media":"Motley Fool","summary":"After shocking 2022 declines, these stocks could move markets in 2023.","content":"<html><head></head><body><p>The question is asked often these days. &#34;How will we know when the bear market is over?&#34; Unfortunately, investors will only know this once the market reaches new highs -- and that&#39;s too late to harvest the most fruitful profits.</p><p>There isn&#39;t a reliable way to know when the market has reached its lows (if there were, the market wouldn&#39;t really work, right?). But there is one thing we <i>do</i> know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.</p><p>The <b>Nasdaq Composite</b> is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8938e25f83281e22b782f6a0602d2e5\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>While it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn&#39;t hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49216266002a73e18de4881ed4c0000\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>As this shows, timing a bottom isn&#39;t necessary; disciplined investing in the world&#39;s preeminent companies consistently is. <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> and <b>Walt Disney</b> are two beaten-down examples.</p><h2>Adobe looks unreasonably discounted</h2><p>Last year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.</p><p>Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn&#39;t seem like a troubled business. Yet, the stock is down 41% year to date.</p><p>Much of the decline stems from Wall Street&#39;s short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.</p><p>This deal is forward-looking because it allows Adobe to:</p><ul><li>Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.</li><li>Leverage Figma&#39;s 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.</li><li>Keep Figma out of the hands of competitors.</li></ul><p>The deal that now looks expensive may be considered prescient in a few short years.</p><p>As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d4d82de3550f96f2e97ab9f9e382828\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/><span>ADBE PE Ratio data by YCharts</span></p><p>It&#39;s time for investors to consider Adobe for the long term.</p><h2>Former CEO returns to turn around Disney</h2><p>Disney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.</p><p>Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.</p><p>Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.</p><p>The experiences segment&#39;s sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12ada3e49ff0e4334e6ba8bdc2735fd\" tg-width=\"700\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/><span>Data source: Disney. Chart by author.</span></p><p>The streaming wars are on and taking a toll on Disney&#39;s media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.</p><p>With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney&#39;s profits. Iger has also pledged to empower the company&#39;s creators and restructure costs.</p><p>The turnaround won&#39;t happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.</p><p>Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. Even though the market can&#39;t go up every year, it&#39;s still the best long-term wealth-building mechanism around.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4550":"红杉资本持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","DIS":"迪士尼","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4581":"高盛持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","ADBE":"Adobe","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4528":"SaaS概念","BK4023":"应用软件","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4108":"电影和娱乐","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4524":"宅经济概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291479180","content_text":"The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to harvest the most fruitful profits.There isn't a reliable way to know when the market has reached its lows (if there were, the market wouldn't really work, right?). But there is one thing we do know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.The Nasdaq Composite is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.^IXIC data by YChartsWhile it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn't hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.^IXIC data by YChartsAs this shows, timing a bottom isn't necessary; disciplined investing in the world's preeminent companies consistently is. Adobe and Walt Disney are two beaten-down examples.Adobe looks unreasonably discountedLast year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn't seem like a troubled business. Yet, the stock is down 41% year to date.Much of the decline stems from Wall Street's short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.This deal is forward-looking because it allows Adobe to:Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.Leverage Figma's 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.Keep Figma out of the hands of competitors.The deal that now looks expensive may be considered prescient in a few short years.As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.ADBE PE Ratio data by YChartsIt's time for investors to consider Adobe for the long term.Former CEO returns to turn around DisneyDisney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.The experiences segment's sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.Data source: Disney. Chart by author.The streaming wars are on and taking a toll on Disney's media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney's profits. Iger has also pledged to empower the company's creators and restructure costs.The turnaround won't happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. 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