Member Question: Can be purchased $NVIDIA(NVDA.US)$ Is it? Is the stock price still reasonable? (28/5) Jeff: I will choose to buy $Taiwan Semiconductor(TSM.US)$ 。 (The reason is in the chat log, see screenshot)
So it's been 45 days, Nvidia: $114.83->$134.91 (+17.49%) TSM: $154.34->$191.05 (+23.76%) In fact, I don't mean to say, the stock price rally wins. The real reason I chose this was risk management. I would rather earn less and not buy companies with higher risk than return. Although Nvidia is a shovel company, technologically ahead, in the short term, there should be no competitors to make an alternative, but how long this will last, I do not know. While the company's market earnings have come in at 70+, Q2's net profit growth forecast is just single digits over Q1. No one can determine later growth either. TSM, when we started buying $130+, the company shared revenue per month, and when the company shared 59.1% growth in April, in fact, there was 100% data to support your investment. And you don't have to wait until the quarterly report, of course, with the increase in revenue, the company's share price also rose. And in the advent of AI telephony, computers, TSM is also a major beneficiary.
This year I sifted...

I bought TSM at $132.27 in April and $152.5 continued to rise in May.
1. ALL MAJOR AI VENDORS ARE SOURCED BY TSM
2. AI phones, the arrival of AI computers, the biggest gainer (Apple's main manufacturing plant)
3. Company Announces Starting Price of 5%-10% (Pure Net Profit Increase)
4. Reasonable valuation, current market earnings 35.37 (company net profit growth of 30%-40%)
The most important reason is: the company announced sales for April, May, which grew 59.6% in April and 30.1% in May! There is already data support, the Q2 quarterly report published in August, is likely to exceed expectations!
Detailed report, free for you to read!In April 2024, we bought $132.27 after buying TSM, and recently gained even more! - by Jeff Yap - Sister says US stocks
$NVIDIA(NVDA.US)$ $Taiwan Semiconductor(TSM.US)$

Friends who invest in China-Hong Kong stocks, a must see! Is the stock market in Hong Kong starting to recover? Now, is it really time to enter?
Regarding the Hong Kong stock market, we see a lot of news that the Chinese economy is starting to recover, with GDP growth of 5.3% higher than expected 4.6% in Q1, industrial production grew by 4.5% and retail sales grew by 3.1%. In addition, the unemployment rate also fell by 0.3% from last year to 5.2%. Looks like it's really getting off to a good start!
However, after the quarterly reports of the major companies in May, we compared the Q1 net profit growth of the giants of each sector (23 companies) and found that this is not the case... China's 4 largest banks — Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, China Construction Bank in Q1 2024, net profit was lower than Q1 2023...
Watch all content for free on Youtube: https://www.youtube.com/watch?v=L14VYNuRbjw&t=11s Every quarter, we analyze the net profit growth of the major companies in the U.S. stock market and update how the stock market is headed. You can access WhatsApp groups for free and get updates. https://chat.whatsapp.com/LQME7NN2DyrL8Gq2rCTOL2
$ICBC(01398.HK)$ $BANK OF CHINA(03988.HK)$ $ABC(01288.HK)$ $CCB(00939.HK)$

$NVIDIA(NVDA.US)$ In 5 days, it fell from $140 to $126.4, down 10%. Can you fake it? Is it an opportunity or a trap?
Earlier, many members also asked me: After Nvidia shares are sold, it should skyrocket, so can I buy it?
I took everyone to find the answer from several angles:
1. Net profit forecast for the full year: Nvidia Q1 revenue was 26B, GAAP Gross Margin was 78.4%, net profit was 14.88B after subtracting operating expenses, etc.
Then in Q2, the company's forecast was 28B in revenue, GAAP Gross Margin was 74.8%, and operating expenses were 4B, and net profit would be 14.12B if the rest of the items were unchanged. Then net profit between quarters will not increase, or it may fall slightly. SO, WE ASSUME THAT THE COMPANY'S NET PROFIT GREW 5% PER QUARTER IN Q3 AND Q4, THEN THE NET PROFIT FOR THE WHOLE YEAR WOULD BE 60.14B.
2. Valuation of the company: At a share price of $126.4, the market capitalization of the company is 3.1T, then the PE will fall to 51.5.
Assuming the company's Q3, Q4 growth is the same as Q2, then the PE ratio will be higher. When investing in a growth company, you can refer to PEG, that is, if your PE is 51, then the company's annual net profit also grows 51%, then the PEG ratio...

I bought it on April 15th for $112.84 $Abercrombie & Fitch(ANF.US)$ , in 2 months, the share price increased by 70.45%. How did I do it? How to filter out?
Today I'll share with you the top 5 reasons I bought it, plus how to use business thinking to screen companies with potential for growth. I'm Jeff, taking you to analyze US stocks with business thinking. We use 7 steps each month to filter out the companies that are most worth investing in from over 1000 companies.
And Abercrombie & Fitch is the company we screened in April. My investment philosophy is to first understand the company's business model and competitive advantages.
In the Q4 report last year, I found that the company's revenue, net profit and net interest rate increased significantly. So, carefully analyzing the company, we found:
1. The company was successfully transformed, moving sales from offline stores to online, leaving a lot of costs for the company. Moreover, the expansion of your business online does not cost you much. (One website can be sold to many countries)
2. From hiring expensive spokespeople, companies spend on major platforms to getting them to wear the company's products and get great effects.
3. The company's products are geared more towards the general public and also make good products for slightly obese customers. For example, the company's...

$Nu Holdings(NU.US)$ The Q1 report for 2024 is out this morning! The share price is up 6.49% before it goes on the market yet! It is estimated that tonight will break a record high. Our members already bought it around $10 in February.
Summary:
1. CUSTOMERS GREW FROM 93.9M TO 99.3M, ADDING 5.4M CUSTOMERS IN A QUARTER.
2. REVENUE GREW FROM 2,405M TO 2,736M, ADDING 5.4M CUSTOMERS IN A QUARTER.
3. The money earned from each customer grew from $10.6 to $11.4 and continued to grow.
4. The cost per service customer remains at $0.9.
5. The expansion in Mexico has been very smooth, compared to the previous Brazilian expansion faster. IT NOW HAS 6.6M CUSTOMERS. OF THESE, THERE ARE 3.2M CREDIT CARD CUSTOMERS. At the moment, it brings 149M of revenue to the company, which currently belongs to a small part, 5.45%.
These few data are very good! Moreover, the scale of growth is greater than in Q3 and Q4! The company is in a state of rapid development.
What is lacking in the US is:
1. NET PROFIT GREW FROM 361M TO 379M, 41M LESS THAN I EXPECTED 420M. Primarily:
- THE COMPANY SPENT $127.8M IN THE SHARE INCENTIVE PORTION, UP FROM 62.6M IN Q1 LAST YEAR. (Normal, after all, the result is +166.9%)
...

recently $Apple(AAPL.US)$ Announcing the largest share buyback program ever in the United States, the Board of Directors approved the repurchase of $1100 shares. The stock price rose $10+ after the release of the quarterly report...
At the same time, as at 31 March 2024, $Expedia(EXPE.US)$ The share repurchase program also has a budget of US$4.1 billion, which can be used to purchase approximately 27.49% of the company's existing shares.
In the long run, what is the impact of share buybacks on the company's share price and net profit per share?
This video will comment on Apple and the Expedia share buyback program and share it with you:
- What is Stock Repurchase
- It affects the share price and net profit per share
- And what should we pay attention to when the company announces share buybacks?

Follow me and I will update and share more growth companies every week 😁
First, find out why $Expedia(EXPE.US)$ Will the stock price fall sharply? In fact, this is already expected, as company exchevers claim 48M in Q1 2024. The company then announced a slight reduction in sales for 2024.
#季報分析：
Then, of course, after a careful analysis of this quarterly report, we found that EBIT (Earning before Interest and Tax) for the quarter was -59M, down from a loss of 51M in Q1 2023.
The EBIT rate then dropped from -4.1% to -2.1%. PROFITABILITY ROSE 2%. (To add here, the company's revenue and profits are seasonal, each Q1 is losing money, and Q2 and Q3 are highly profitable)
SEVERAL MAJOR EXPENSES THIS QUARTER WERE ALSO ONE-OFFS, COMPARED TO 48M CLIFF RESTRUCTURING COSTS, $15M IN LEGAL PREPARATION FEES, 45M OTHER LOSSES (EXCHANGE RATE, LOWER SUBSIDIARY SHARE PRICE)
In addition to this, there are 4 big reasons behind Expedia:
1. The corporate net interest rate has been steadily rising, from a peak of 4.68% in 2019 to 6.21% in 2023.
Mainly because the company has completed the One Key project, unifying all customers and systems so that the company can cross-sell...