It’s time for the month end update from a stock picker. My highest percentage losing tickers are 1. Bidu -65% 2. Baba -50% 3. IBIT -18% 4. ZS -30% 5. netflix -22% 6. rddt -18% 7. orcl -16% My high …
QQQ has compounded at roughly 19.7% annually over the past 15 years. From everything I’ve read and observed, consistently beating an index like QQQ over the long term is extremely rare, probably fewer than 5% of investors. What percentage of …
Capital One is now a fairly large bank that primarily focuses on Credit Cards, Consumer Banking, and some Commercial. They are not a globally systematically important bank that offers full spectrum services (such as investment banking, wealth management, etc) so …
I know T1 Energy is a flyer and a new company but with it located in Texas (Austin) is this a play?
# TOP PERFORMERS | LARGE CAP | US EXCHANGES |Code|5D|Code|3Mths|Code|6Mths|Code|1Yr| |:-|:-|:-|:-|:-|:-|:-|:-| |VICR|20.5%|MRNA|205.5%|TXG|285.9%|MRNA|641.8%| |RMBS|20.1%|TEAM|152.6%|MRNA|241.0%|MU|584.9%| |MRNA|18.5%|TXG|125.9%|TWST|238.4%|TXG|575.3%| |TWLO|16.7%|MSTR|96.1%|DELL|199.7%|TWST|515.3%| |MPWR|13.4%|PAYC|80.7%|CORT|190.4%|LITE|490.3%| |GRAB|13.4%|PLTR|78.8%|TEAM|183.9%|VICR|414.7%| |AKAM|13.2%|PS|74.1%|UMC|181.7%|RVMD|353.7%| |META|13.0%|VEEV|71.4%|MU|180.8%|WDC|341.1%| |DOCN|12.2%|TWST|70.3%|AMD|179.0%|DELL|324.5%| |INTC|12.2%|ZS|69.8%|CRWD|170.5%|STX|323.8%| # WORST PERFORMERS | LARGE CAP | US EXCHANGES |Code|5D|Code|3Mths|Code|6Mths|Code|1Yr| |:-|:-|:-|:-|:-|:-|:-|:-| |NYT|\-11.6%|MNST|\-53.8%|CHTR|\-46.4%|CSGP|\-65.4%| |NVO|\-11.5%|MTZ|\-45.1%|XPEV|\-44.4%|FISV|\-64.2%| |ABNB|\-9.3%|GFS|\-44.3%|MNST|\-39.5%|IME|\-63.9%| |PAYX|\-8.9%|DKS|\-43.0%|ROL|\-38.8%|RBLX|\-62.2%| |VLO|\-8.8%|STRL|\-41.4%|NXT|\-37.1%|INTU|\-57.3%| |MPC|\-8.5%|TTMI|\-39.5%|ZTS|\-36.9%|HUBS|\-57.0%| |CHTR|\-8.5%|ON|\-38.0%|BSX|\-35.6%|CHTR|\-56.7%| |ALL|\-8.1%|MKSI|\-36.5%|LI|\-35.5%|LI|\-54.8%| …
I've been looking at First Solar after the sell-off, and the valuation looks hard to ignore. Yesterday the stock fell 10.3% to close at $172.16. The drop came mostly from a broad solar sell-off I think. Enphase and SolarEdge fell …
Seems like a very interesting investment for me, bottom of the housing cycle, below book value and all that. But the high dividend looks worrying as their payout ratio is very high. Any thoughts?
I started tracking my valuation-dislocation ranking on 24 July. Two months is obviously too short to say much about LT returns, but I wanted to see which of the original dislocations have started closing relative to SP500. |Company|Return since 24 …
Was reading a thread this week about how disrupted companies trade, and the Macy's numbers stuck with me. Macy's had 2 big rallies: +58% in 2016 and +148% in 2018. Over 2015 to 2019 the shares still fell 67%, while …
Hi guys just trying to diversify a little- already long on google/ Reddit. Have been looking at Johnson & Johnson (JNJ) as a potential long-term value/dividend play? Anyone built up a good portion on this? And predictions for next few …