Stock market showed some signs of recovery in the initial hours after the major indices experienced significant decline on Wednesday (18 Dec) due to FOMC’s decision which suggested that interest rates are expected to remain elevated for an extended period. The market breadth was positive, with gains in mega-cap stocks providing an additional boost. But we saw the market conditions began to deteriorate as the trading session progressed which resulte...
Dan’l
:
Love reading your research, @nerdbull1669, and I hope others see your good works. Lots of brokers clean things up for show this time of year, and there’s tax considerations in re long term capital gains/losses (yay! we the IRS ~;-) But, after Christmas? Santa should come to Wall St., bringing over a point and a half or so to us all, so some say.
The final full five-day trading week of 2025 will be a busy one as far as macroeconomics and policy are concerned. The highest profile event of the week will be the FOMC Policy Statement on Wednesday afternoon. A 25-basis point rate cut is currently priced into markets. Until Wednesday, the Fed remains in their media blackout period. On Wednesday, along with the Statement, the FOMC will release their quarterly economic projections and Fed Chair Jerome Powell will hold his all-impor...
Top 5 Upgrades: Baird upgraded Starbucks$Starbucks (SBUX.US)$to Outperform from Neutral with a price target of $110, up from $81. The firm sees a more favorable risk/reward on Starbucks shares following the hiring of Brian Niccol as CEO. Barclays upgraded Dell Technologies$Dell Technologies (DELL.US)$to Equal Weight from Underweight with an unchanged price target of $97. The firm says much of the artificial intelligence "hype" ...
Laurie Hylton's appointment to FactSet's board is viewed positively due to her vast experience in asset management, insurance, and accounting. Her board membership is anticipated to add value to FactSet's employees, clients, and shareholders.
BelleWeather
溫馨提示
:
Yes, I was burned by accounting fraud with Chinese companies when I first started investing in earnest. So no matter how cheap a Chinese company looks, I’m not interested now. And of course all the political risk with both governments. I’d liked PDD for a big data play - that’s how they make money. And yeah, ignore buy (and sell) side analysts - they are trying to manipulate price for their own benefit and many of them have awful track records, like average gain -26 with 12% accuracy is at best a contrarian indicator!
FactSet's five-year earnings growth track record has earned it market respect. However, its 13% TSR over the past year falls short of market return. Over half a decade, returns are better, at about 18% annually.
FactSet Research Systems Stock Forum
Since the last allocation, we have seen a great run for $Palantir (PLTR.US)$ and thus I will be trimming this position to allocate to other potential winners.
Key tech leaders and contributors have a good mix of growth potential and good balance sheets, making them the ideal play for the year ahead.
[New Positions]
- $NVIDIA (NVDA.US)$
- $Advanced Micro Devices (AMD.US)$
- $Talen Energy (TLN.US)$
[Exits]
- $Adobe (ADBE.US)$
- $FactSet Research Systems (FDS.US)$
The market breadth was positive, with gains in mega-cap stocks providing an additional boost. But we saw the market conditions began to deteriorate as the trading session progressed which resulte...
📊⚡️📊
Baird upgraded Starbucks $Starbucks (SBUX.US)$ to Outperform from Neutral with a price target of $110, up from $81. The firm sees a more favorable risk/reward on Starbucks shares following the hiring of Brian Niccol as CEO.
Barclays upgraded Dell Technologies $Dell Technologies (DELL.US)$ to Equal Weight from Underweight with an unchanged price target of $97. The firm says much of the artificial intelligence "hype" ...
📊⚡️📊
What are your predictions on factset earnings? 📈 or 📉?
Monday will see $Bit Digital (BTBT.US)$ set the tone for the week, followed by announcements from $XPeng (XPEV.US)$ and $TeraWulf (WULF.US)$ on Tuesday. Wednesday's lineup features $PDD Holdings (PDD.US)$, $Micron Technology (MU.US)$, and $BioNTech (BNTX.US)$, while Thursday's roster includes $Accenture (ACN.US)$, ...
No comment yet