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As a cyclical stock, when oil prices are low, Buffett can encroach on the cash flow of other investors, and when oil prices are high, Buffett still has options in his hand, so Buffett won't lose any money.
Occidental went to Warren Buffett in 2019 and borrowed $10 billion; Occidental then issued Warren Buffett $10 billion in preferred stock (8% dividend, non-voting, preferred payment) and 84 million warrants to buy common stock at an exercise price of ~...
Occidental went to Warren Buffett in 2019 and borrowed $10 billion; Occidental then issued Warren Buffett $10 billion in preferred stock (8% dividend, non-voting, preferred payment) and 84 million warrants to buy common stock at an exercise price of ~...
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$Berkshire Hathaway 13F(LIST2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $ARK ETFs(LIST2551.US$ $NIO Inc(NIO.US$ $Amazon(AMZN.US$ $Alphabet-C(GOOG.US$ $Tesla(TSLA.US$ $Coinbase(COIN.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$ $Citigroup(C.US$ $Bank of America(BAC.US$ $Occidental Petroleum(OXY.US$
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$Johnson & Johnson(JNJ.US$Revenue has continued to grow slowly over the past 5 years, with an average growth rate of 4.4%, and operating profit did not fluctuate much. In 2020 alone, the 5-year average growth rate was 4.6%, net profit increased sharply by 42% in 2021 due to sharp cost reductions, and fell 14.1% in 2022 due to income tax and other non-operating losses, but it is still significantly higher than the previous 3 years, with an average growth rate of 4.1% in the past 4 years.
2023Q1 revenue increased by 5.6%, operating profit increased by 13.5%, and net profit lost $70 million due to special expenses.
Currently, the price-earnings ratio is 23.8, and the price-earnings ratio TTM has been raised to 33.6. The valuation is unattractive.
2023Q1 revenue increased by 5.6%, operating profit increased by 13.5%, and net profit lost $70 million due to special expenses.
Currently, the price-earnings ratio is 23.8, and the price-earnings ratio TTM has been raised to 33.6. The valuation is unattractive.
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After a steep decline in 2022, investors are starting to look forward to 2023 for U.S. tech stocks, looking for possible long-term strategic buying opportunities.
The $纳斯达克100指数(.NDX.US)$, which collects U.S. technology stocks, rose 20.5% in the first quarter, the largest quarterly gain since mid-2020. And $纳指100ETF-Invesco QQQ Trust(QQQ.US)$, the technology ETF that tracks the Nasdaq 100, also rose 20.7% in the first qua...
The $纳斯达克100指数(.NDX.US)$, which collects U.S. technology stocks, rose 20.5% in the first quarter, the largest quarterly gain since mid-2020. And $纳指100ETF-Invesco QQQ Trust(QQQ.US)$, the technology ETF that tracks the Nasdaq 100, also rose 20.7% in the first qua...
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In the last three weeks, the $S&P 500 Index(.SPX.US$ rose 1.43%, 1.39% and 3.48% respectively; the $Nasdaq Composite Index(.IXIC.US$ rose 4.41%, 1.66% and 3.37% respectively.
Under multiple negative factors (banking crisis, hawkish Fed, etc.), Goldman Sachs analysts, however, are not surprised by the recent rally in U.S. stocks, and expect the current round of gains may continue into April.
In February this year, t...
Under multiple negative factors (banking crisis, hawkish Fed, etc.), Goldman Sachs analysts, however, are not surprised by the recent rally in U.S. stocks, and expect the current round of gains may continue into April.
In February this year, t...
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Many economists and investors believe the Federal Reserve’s interest-rate increases will produce a hard landing for the economy – a recession.
Economists at Goldman Sachs predict a soft landing. But if there is a hard landing, they expect $S&P 500 Index(.SPX.US$ to fall to 3,150, a 21% drop from the recent level of 3,988.
With that in mind, $Goldman Sachs(GS.US$ strategists put together a list that should benefit from a hard landing.
$Costco(COST.US$ : ...
Economists at Goldman Sachs predict a soft landing. But if there is a hard landing, they expect $S&P 500 Index(.SPX.US$ to fall to 3,150, a 21% drop from the recent level of 3,988.
With that in mind, $Goldman Sachs(GS.US$ strategists put together a list that should benefit from a hard landing.
$Costco(COST.US$ : ...
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$Invesco QQQ Trust(QQQ.US$
$SPDR S&P 500 ETF(SPY.US$ $ProShares Ultra VIX Short-Term Futures ETF(UVXY.US$ Will my money be swallowed?
$SPDR S&P 500 ETF(SPY.US$ $ProShares Ultra VIX Short-Term Futures ETF(UVXY.US$ Will my money be swallowed?
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$3M(MMM.US$是1946年上市的美国企业,2002年至今股价从117涨到119.3美元,考虑到期间进行过一次1拆2,平均回报率3.6%,不太行。主营业务前三是安全和工业产品,交通和电子产品以及卫生保健,主要市场以美国、欧洲和亚太为主,全球化比较彻底。
5年来毛利率从49.5%缓慢下降到46.9%,变化不算大;净资产收益率则一直在42%以上波动,这两个指标非常吸引人。
5年来营收基本在320亿左右,2021年较快增长到354亿;营业利润则是从72亿下滑至61亿后反弹回77亿;净利润则是在50亿上下波动,2021年达到59亿。
2022前两季度营收下滑1.5%,营业利润下滑60%,主要是由于第二季度销售和管理费用暴增81%,净利润下滑56%,2季度主要是靠非经营收入才免于亏损。
利润表显示2021年利息费用占营业利润的6%,负担不算重。
5年来资产负债率从69%上升到77%后又回落至70%。
存货最近一段时间增加很快,2021年增加了7.5亿,2022前两季度又增加了6.6亿,不过总体规模和营收相比还算合理。
商誉130.64亿,占净资产的95%,占比比较高。
长期借款14...
5年来毛利率从49.5%缓慢下降到46.9%,变化不算大;净资产收益率则一直在42%以上波动,这两个指标非常吸引人。
5年来营收基本在320亿左右,2021年较快增长到354亿;营业利润则是从72亿下滑至61亿后反弹回77亿;净利润则是在50亿上下波动,2021年达到59亿。
2022前两季度营收下滑1.5%,营业利润下滑60%,主要是由于第二季度销售和管理费用暴增81%,净利润下滑56%,2季度主要是靠非经营收入才免于亏损。
利润表显示2021年利息费用占营业利润的6%,负担不算重。
5年来资产负债率从69%上升到77%后又回落至70%。
存货最近一段时间增加很快,2021年增加了7.5亿,2022前两季度又增加了6.6亿,不过总体规模和营收相比还算合理。
商誉130.64亿,占净资产的95%,占比比较高。
长期借款14...
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When the Fed buys assets (known as QE), new money is injected into the economy. This is because the Fed pays for these assets with money that doesn’t otherwise exist. This activity is inflationary by nature.
When the Fed either slows or stops buying assets (QT), the sellers who were previously able to sell to the Fed must now find a buyer in the market with real money to purchase whatever garbage they are selling. This activity is deflationary by nature… but only until the balance sheet has bee...
When the Fed either slows or stops buying assets (QT), the sellers who were previously able to sell to the Fed must now find a buyer in the market with real money to purchase whatever garbage they are selling. This activity is deflationary by nature… but only until the balance sheet has bee...
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