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Morningstar Ultimate Stock-Picker's Top 10
$Alphabet-A (GOOGL.US)$ $Alphabet-C (GOOG.US)$ $Comcast (CMCSA.US)$ $Microsoft (MSFT.US)$ $UnitedHealth (UNH.US)$ $Visa (V.US)$
$Alphabet-A (GOOGL.US)$ $Alphabet-C (GOOG.US)$ $Comcast (CMCSA.US)$ $Microsoft (MSFT.US)$ $UnitedHealth (UNH.US)$ $Visa (V.US)$
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If you wanted to “go shopping” you should’ve bought Stock earlier rather than sitting on money. This 2.5% drop means nothing. If you had bought google $Alphabet-A (GOOGL.US)$ stock in mid October or before you still be up by a lot even with the current dip. Timing the market is silly.
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Generally speaking, the Fed's hawkish style will affect investors' expectations of future interest rates. Once interest rate hike expectations heat up, the first to be sold is technology stocks that rely on future long-term cash flow.
However, the Fed’s announcement after the FOMC meeting to accelerate the reduction of debt purchases has actually become a major driving force for the US technology stocks to rise overnight.
The technology-heavy Nasdaq 100 index closed up 2.35%, outperforming the broader market and becoming the best-performing index.
Leading technology stocks closed up collectively, and Tesla closed up 1.8%. Among the six FAANMG technology stocks, Apple closed up more than 2.8%, led the gains, Amazon and Facebook's Meta both rose more than 2%, Microsoft rose nearly 2%, and Google parent company Alphabet and Netflix rose more than 1%.
The key reason why technology stocks are unexpectedly strong is that "all the advantages are good" is the key reason.
Some professional commentators stated that the Fed’s move to speed up the Taper and hint at the timing of future interest rate hikes eliminated a large uncertainty that hovered over the market at the end of the year, giving investors optimistic expectations that the Fed could ensure economic growth while still maintaining economic growth. Suppress inflation.
$Meta Platforms (FB.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$
However, the Fed’s announcement after the FOMC meeting to accelerate the reduction of debt purchases has actually become a major driving force for the US technology stocks to rise overnight.
The technology-heavy Nasdaq 100 index closed up 2.35%, outperforming the broader market and becoming the best-performing index.
Leading technology stocks closed up collectively, and Tesla closed up 1.8%. Among the six FAANMG technology stocks, Apple closed up more than 2.8%, led the gains, Amazon and Facebook's Meta both rose more than 2%, Microsoft rose nearly 2%, and Google parent company Alphabet and Netflix rose more than 1%.
The key reason why technology stocks are unexpectedly strong is that "all the advantages are good" is the key reason.
Some professional commentators stated that the Fed’s move to speed up the Taper and hint at the timing of future interest rate hikes eliminated a large uncertainty that hovered over the market at the end of the year, giving investors optimistic expectations that the Fed could ensure economic growth while still maintaining economic growth. Suppress inflation.
$Meta Platforms (FB.US)$ $Apple (AAPL.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$
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GOLDMAN: “ .. $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)$ , $Apple (AAPL.US)$ , $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$ together account for more than one third of the S&P 500’s 26% YTD return. .. these stocks now make up 22% of the S&P 500 by market cap, a 4 pp increase from the start of the year.”
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$Grab Holdings (GRAB.US)$
I was as excited as most Singaporeans on this app when our home-grown brand got listed. But when I deep-dive into the company, I will likely not invest in it, at least for the short term.
Grab’s market in the South East Asia definitely has growth potential i.e. people are getting affluent, there’s an increase in digital growth etc. However, do note that Grab faces intense competition and challenges in all its businesses/services (ride-hailing, food delivery and financial services). At the moment, I don’t see very strong Moat displayed by them yet - similar to $Uber Technologies (UBER.US)$
1. Ride hailing - doesn’t seem like they are going to expand to countries outside South East Asia region. And this spells limited growth, at least for the short term. Furthermore, this area of business is badly impacted by the pandemic. Taxi drivers are suffering (it’s a real problem on the ground)
2. Food delivery - sales in this area did “rocket” as everyone started working from home since 2020. But Singapore, and a few other SEA countries, are too small. There is a limit to how much they can earn in this segment. Throw in Foodpanda, Deliveroo etc, their market shares will be further capped. Personally, I don’t think there is brand loyalty when it comes to food deliveries. I used Grab most of the time, but I also used the other two when there are discounts/ vouchers etc.
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $Apple (AAPL.US)$ and Google $Alphabet-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $Singtel (Z74.SG)$ Alipay $Alibaba (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
Not financial advice. DYDD and invest safely.
$Grab Holdings (GRAB.US)$
I was as excited as most Singaporeans on this app when our home-grown brand got listed. But when I deep-dive into the company, I will likely not invest in it, at least for the short term.
Grab’s market in the South East Asia definitely has growth potential i.e. people are getting affluent, there’s an increase in digital growth etc. However, do note that Grab faces intense competition and challenges in all its businesses/services (ride-hailing, food delivery and financial services). At the moment, I don’t see very strong Moat displayed by them yet - similar to $Uber Technologies (UBER.US)$
1. Ride hailing - doesn’t seem like they are going to expand to countries outside South East Asia region. And this spells limited growth, at least for the short term. Furthermore, this area of business is badly impacted by the pandemic. Taxi drivers are suffering (it’s a real problem on the ground)
2. Food delivery - sales in this area did “rocket” as everyone started working from home since 2020. But Singapore, and a few other SEA countries, are too small. There is a limit to how much they can earn in this segment. Throw in Foodpanda, Deliveroo etc, their market shares will be further capped. Personally, I don’t think there is brand loyalty when it comes to food deliveries. I used Grab most of the time, but I also used the other two when there are discounts/ vouchers etc.
3. Financial services - there are so many financial institutions around. It’s going to be tough competing against the banks, and even giants like Apple $Apple (AAPL.US)$ and Google $Alphabet-A (GOOGL.US)$ for their payments services. Once again, throw in Favpay, Singtel’s Dash $Singtel (Z74.SG)$ Alipay $Alibaba (BABA.US)$ etc etc. How much pie / market shares can they capture?
Overall, the company’s financial situation isn’t fantastic. Their revenue did grow YOY, but they are not profitable yet. Things may change in 3 to 5 years’ time (expansion by the company, covid has gone etc). But for the short term, I don’t think I would invest my money in them. The dollars can be better invested into other stocks with higher growth. Would suggest to enter only when the coast is clear. Meantime, I will just remain as their consumer using their services.
Not financial advice. DYDD and invest safely.
$Grab Holdings (GRAB.US)$
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By Danilo
Hey, mooers! Here are things you need to know before the opening bell:
- Stock futures were little changed early Friday after investors pulled back from the market rebound earlier in the week and turned their focus to inflation data due later in the day.
- Top executives and company leaders like the Waltons, Mark Zuckerberg and Google's co-founders have sold $63.5 billion through November, up 50% from 2020. The sales come amid soaring market valuations and ahead of possible changes in U.S. and some state tax laws.
Market Snapshot
Stock futures were little changed early Friday after investors pulled back from the market rebound earlier in the week and turned their focus to inflation data due later in the day.
Futures contracts tied to the $Dow Jones Industrial Average (.DJI.US)$ gained 52 points. $S&P 500 Index (.SPX.US)$ futures gained 13 points and $NASDAQ 100 Index (.NDX.US)$ futures added 0.3%.
Market Temperature
Read more: Market Temperature (12/10)
Top News
Stock futures edge up ahead of inflation data
U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve's timeline for reducing stimulus measures.
Senate clears key hurdle for debt-ceiling increase
The Senate voted to clear the biggest hurdle to raising the debt ceiling, with a core of Republicans joining Democrats to take a critical step toward avoiding a government default.
SEC's Gensler seeks to level playing field between SPACs, traditional IPOs
The SEC chief took aim at blank-check companies, saying they provide ordinary investors with incomplete information and insufficient protection against conflicts of interest and fraud.
Jobless claims fall to lowest level in 52 years
Initial unemployment filings fell to 184,000 last week. Layoffs remain low as employers hold on to workers in a tight labor market.
Musk, other insiders are selling stock at historic levels
Top executives and company leaders like the Waltons, Mark Zuckerberg and Google's co-founders have sold $63.5 billion through November, up 50% from 2020. The sales come amid soaring market valuations and ahead of possible changes in U.S. and some state tax laws. $Tesla (TSLA.US)$ $Meta Platforms (FB.US)$ $Alphabet-A (GOOGL.US)$
Costco sales rise during start of holiday season
The warehouse retailer $Costco (COST.US)$ is navigating rising costs and shipping snarls that mean some toys will reach its stores after Christmas.
Starbucks workers at buffalo-area store vote in favor of unionizing
Baristas voted to form the first labor union at one of the coffee giant's own U.S. cafes in its 50-year history. $Starbucks (SBUX.US)$
Read More
CEOs and insiders sell a record $69 billion of their stock
Cathie Wood says we're going through 'soul-searching'
Google: we won't raise pay to match inflation
How much will you pay for a virtual Gucci bag?
7 overlooked stocks to buy before Wall Street catches on
Key Events This Week
Source: CNBC, Dow Jones Newswires, Bloomberg
Hey, mooers! Here are things you need to know before the opening bell:
- Stock futures were little changed early Friday after investors pulled back from the market rebound earlier in the week and turned their focus to inflation data due later in the day.
- Top executives and company leaders like the Waltons, Mark Zuckerberg and Google's co-founders have sold $63.5 billion through November, up 50% from 2020. The sales come amid soaring market valuations and ahead of possible changes in U.S. and some state tax laws.
Market Snapshot
Stock futures were little changed early Friday after investors pulled back from the market rebound earlier in the week and turned their focus to inflation data due later in the day.
Futures contracts tied to the $Dow Jones Industrial Average (.DJI.US)$ gained 52 points. $S&P 500 Index (.SPX.US)$ futures gained 13 points and $NASDAQ 100 Index (.NDX.US)$ futures added 0.3%.
Market Temperature
Read more: Market Temperature (12/10)
Top News
Stock futures edge up ahead of inflation data
U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve's timeline for reducing stimulus measures.
Senate clears key hurdle for debt-ceiling increase
The Senate voted to clear the biggest hurdle to raising the debt ceiling, with a core of Republicans joining Democrats to take a critical step toward avoiding a government default.
SEC's Gensler seeks to level playing field between SPACs, traditional IPOs
The SEC chief took aim at blank-check companies, saying they provide ordinary investors with incomplete information and insufficient protection against conflicts of interest and fraud.
Jobless claims fall to lowest level in 52 years
Initial unemployment filings fell to 184,000 last week. Layoffs remain low as employers hold on to workers in a tight labor market.
Musk, other insiders are selling stock at historic levels
Top executives and company leaders like the Waltons, Mark Zuckerberg and Google's co-founders have sold $63.5 billion through November, up 50% from 2020. The sales come amid soaring market valuations and ahead of possible changes in U.S. and some state tax laws. $Tesla (TSLA.US)$ $Meta Platforms (FB.US)$ $Alphabet-A (GOOGL.US)$
Costco sales rise during start of holiday season
The warehouse retailer $Costco (COST.US)$ is navigating rising costs and shipping snarls that mean some toys will reach its stores after Christmas.
Starbucks workers at buffalo-area store vote in favor of unionizing
Baristas voted to form the first labor union at one of the coffee giant's own U.S. cafes in its 50-year history. $Starbucks (SBUX.US)$
Read More
CEOs and insiders sell a record $69 billion of their stock
Cathie Wood says we're going through 'soul-searching'
Google: we won't raise pay to match inflation
How much will you pay for a virtual Gucci bag?
7 overlooked stocks to buy before Wall Street catches on
Key Events This Week
Source: CNBC, Dow Jones Newswires, Bloomberg
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