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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 $10 billion in preferred stock (8% dividend, non-voting, preferred payment) and 84 million warrants to buy common stock at an exercise price of ~...
![Why Warren Buffett loves Occidental so much](https://ussnsimg.moomoo.com/71633041/editor_image/aafd310723ba3855b21910c4b25df562.webp/bigjpg)
![Why Warren Buffett loves Occidental so much](https://ussnsimg.moomoo.com/71633041/editor_image/4801f9bd556a32afa22b9d53de23f9d5.webp/bigjpg)
![Why Warren Buffett loves Occidental so much](https://ussnsimg.moomoo.com/71633041/editor_image/8d769202a2b0376ba90088942a6963e1.png/thumb)
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$Warren Buffett Portfolio (BK2999)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $ARK ETFs (BK2551)$ $NIO Inc (NIO.US)$ $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Tesla (TSLA.US)$ $Coinbase (COIN.US)$ $Apple (AAPL.US)$ $Coca-Cola (KO.US)$ $Citigroup (C.US)$ $Bank of America (BAC.US)$ $Occidental Petroleum (OXY.US)$
![Warren Buffett vs Cathie Wood](https://ussnsimg.moomoo.com/feed_image/70636860/e34865565c70362dab3771b98851f1cc.png/thumb)
![Warren Buffett vs Cathie Wood](https://ussnsimg.moomoo.com/feed_image/70636860/fb711b932c9938f4806d084faad5565f.png/thumb)
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$Johnson & Johnson (JNJ.US)$营收5年来持续缓慢增长,平均增速4.4%,营业利润波动也不大,仅2020年下滑5.9%,5年平均增速4.6%,净利润2021年受成本大幅下降影响大幅提升42%,2022年受所得税和其他非经营亏损影响下滑14.1%,但依然明显高于前3年,近4年平均增速4.1%。
2023Q1营收增长5.6%,营业利润增长13.5%,净利润受特殊费用影响亏损0.7亿。
目前市盈率23.8,市盈率TTM已经提高到33.6,估值没有吸引力。
2023Q1营收增长5.6%,营业利润增长13.5%,净利润受特殊费用影响亏损0.7亿。
目前市盈率23.8,市盈率TTM已经提高到33.6,估值没有吸引力。
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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...
![This ETF is up 46.8%^ since a month ago! An opportunity for U.S. tech ETFs?](https://ussnsimg.moomoo.com/77777888/editor_image/ade0def8c2ee39bd9090c5387ccd8d25.png/thumb)
![This ETF is up 46.8%^ since a month ago! An opportunity for U.S. tech ETFs?](https://ussnsimg.moomoo.com/77777888/editor_image/a34c3d6a608c3246b8dc78bc08815b69.png/bigmoo?imageMogr2/ignore-error/1/format/webp)
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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...
![Is now a good time to buy? Goldman Sachs predicts US stocks will climb in April.](https://ussnsimg.moomoo.com/77777888/editor_image/58ae94d994033e0ab616221d7085abd0.png/thumb)
![Is now a good time to buy? Goldman Sachs predicts US stocks will climb in April.](https://ussnsimg.moomoo.com/77777888/editor_image/38c1c916ac583ca097983b931771b9b5.png/thumb)
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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.
$Costco (COST.US)$ : ...
![Costco, Microsoft Are Stocks Fit For Recession: Goldman Sachs](https://ussnsimg.moomoo.com/feed_image/102701942/151626e2ee213ef4965028bc541ba19f.png/thumb)
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$3M (MMM.US)$It is an American company that was listed in 1946. Since 2002, the stock price has risen from 117 to 119.3 US dollars. Considering that 1 split 2 was carried out once during the period, the average return was 3.6%, which is not good. The top three main businesses are safety and industrial products, transportation and electronics products, and health care. The main markets are mainly the United States, Europe, and the Asia-Pacific region, and globalization is quite thorough.
The gross margin has slowly declined from 49.5% to 46.9% over the past 5 years, which is not a big change; the return on net assets has always fluctuated above 42%. These two indicators are very attractive.
Revenue has basically been around 32 billion in the past 5 years, and grew rapidly to 35.4 billion in 2021; operating profit declined from 7.2 billion to 6.1 billion and then rebounded back to 7.7 billion; net profit fluctuated around 5 billion yuan, reaching 5.9 billion in 2021.
In the first two quarters of 2022, revenue fell 1.5% and operating profit fell 60%, mainly due to sales and management expenses surging 81% and net profit falling 56% in the second quarter. The second quarter mainly relied on non-operating income to avoid losses.
The income statement shows that interest expenses in 2021 accounted for 6% of operating profit, which is not a heavy burden.
The balance ratio rose from 69% to 77% over the past 5 years, then fell back to 70%.
Inventory has increased rapidly in recent times, with an increase of 750 million in 2021 and an increase of 660 million in the first two quarters of 2022. However, the overall scale is quite reasonable compared to revenue.
Goodwill is $13.064 billion, accounting for 95% of net assets, accounting for a relatively high proportion.
Long-term loans 14...
The gross margin has slowly declined from 49.5% to 46.9% over the past 5 years, which is not a big change; the return on net assets has always fluctuated above 42%. These two indicators are very attractive.
Revenue has basically been around 32 billion in the past 5 years, and grew rapidly to 35.4 billion in 2021; operating profit declined from 7.2 billion to 6.1 billion and then rebounded back to 7.7 billion; net profit fluctuated around 5 billion yuan, reaching 5.9 billion in 2021.
In the first two quarters of 2022, revenue fell 1.5% and operating profit fell 60%, mainly due to sales and management expenses surging 81% and net profit falling 56% in the second quarter. The second quarter mainly relied on non-operating income to avoid losses.
The income statement shows that interest expenses in 2021 accounted for 6% of operating profit, which is not a heavy burden.
The balance ratio rose from 69% to 77% over the past 5 years, then fell back to 70%.
Inventory has increased rapidly in recent times, with an increase of 750 million in 2021 and an increase of 660 million in the first two quarters of 2022. However, the overall scale is quite reasonable compared to revenue.
Goodwill is $13.064 billion, accounting for 95% of net assets, accounting for a relatively high proportion.
Long-term loans 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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