Anyone investing heavily this year??

How much money did you lose/gain this past week?


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HellBoy

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TOP STOCKS TO WATCH FOR THE WEEK OF JANUARY 9, 2023

This video covers earnings this week, SPY, TAIWAN SEMICONDUCTOR, NVIDIA, JP MORGAN CHASE and META PLATFORMS.
 

HellBoy

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Need Costco to drop so I can start to load up. Probably one of my favorite companies...
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Its been trading in a range since June. If it gets under $435 it should drop fairly quickly to $389.
 

Helico-pterFunk

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HellBoy

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Tesla (TSLA) chief executive officer Elon Musk's Twitter is considering selling some usernames to generate new revenue, The New York Times reported Wednesday.

The social media company's employees have held conversations about selling some usernames for the service since at least last month, the newspaper reported, citing people with knowledge of the matter.

The company's engineers have proposed holding online auctions where people can place bids for the usernames, NYT reported, quoting the sources.


Twitter and Musk did not respond to The New York Times' requests for comment, according to the report.
 

HellBoy

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JPMorgan Chase & Co. is suing the leaders of Frank, a financial-aid business it bought for $175 million in 2021, alleging they duped the bank by making up millions of fake student accounts to show it had a growing business.
 

HellBoy

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Taiwan Semiconductor Manufacturing Co. said that its revenue could drop as much as around 5% in the current quarter and that it could cut this year's capital expenditures compared with last year, citing weak demand.

TSMC, which reported record full-year revenue in 2022, said Thursday that it expected to post between $16.7 billion and $17.5 billion in revenue in the January-to-March quarter, compared with the $17.57 billion from a year earlier. The last time TSMC's quarterly revenue declined year-over-year was in the first quarter of 2019, according to data from S&P Global Market Intelligence.

The world's biggest contract chip maker has set this year's capital-expenditures budget between $32 billion to $36 billion, compared with last year's record $36.3 billion. Some 70% would go to building up capacity for the most advanced chips, the company said Thursday.

**But they still ran up. :dunno:

$NVDA on watch today.
 

Aww Skeet Skeet!

The antithesis of nonsense.
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Taiwan Semiconductor Manufacturing Co. said that its revenue could drop as much as around 5% in the current quarter and that it could cut this year's capital expenditures compared with last year, citing weak demand.

TSMC, which reported record full-year revenue in 2022, said Thursday that it expected to post between $16.7 billion and $17.5 billion in revenue in the January-to-March quarter, compared with the $17.57 billion from a year earlier. The last time TSMC's quarterly revenue declined year-over-year was in the first quarter of 2019, according to data from S&P Global Market Intelligence.

The world's biggest contract chip maker has set this year's capital-expenditures budget between $32 billion to $36 billion, compared with last year's record $36.3 billion. Some 70% would go to building up capacity for the most advanced chips, the company said Thursday.

**But they still ran up. :dunno:

$NVDA on watch today.


Keeping an eye on this. Heard folks are balking at their high cost 3nm wafers (except $AAPL). Order reductions or downright cancellations.
 

HellBoy

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Soft landing stocks

Strategists at Goldman Sachs have a new note out, saying that the market is pricing in a soft landing even though the trend of earnings revisions points to a hard landing. They're not that optimistic -- even in the soft-landing scenario, the team led by David Kostin say the S&P 500 will end the year right around current levels, at 4,000. But they identify 46 stocks that could benefit -- profitable, cyclical companies that are trading at price-to-earnings valuations below their 10-year median, among other factors.

One name jumps out: Tesla (TSLA), which trades at 22 times forward earnings versus the 10-year median of 117 times. But the other 45 names are less flashy, ranging from Capital One (COF) and Carlyle Group (CG), to a host of industrials including 3M (MMM), Parker-Hannifan (PH) and Otis Worldwide (OTIS). As a whole, these typically $10 billion companies are trading at 12 times earnings, versus 17 times usually.
In the hard landing scenario, S&P 500 profit margins would shrink by 125 basis points, to 10.9% -- about in line with the median peak-to-trough decline during the eight recessions since 1970, which has been 132 basis points. Consensus expectations are for a 26 basis-point margin decline.

The Goldman team also have a 36 stock screen for a hard landing -- profitable companies in defensive industries with a positive dividend yield. They're typically food, beverage and tobacco companies as well as software and services companies -- including Costco Wholesale (COST), Kroger (KR), Altria (MO), Tyson Foods (TSN), Microsoft (MSFT), MasterCard (MA) and Visa (V). As a whole, these $37 billion companies are trading at 22 times earnings vs. a historical 24 times.

 

DC_Dude

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Soft landing stocks

Strategists at Goldman Sachs have a new note out, saying that the market is pricing in a soft landing even though the trend of earnings revisions points to a hard landing. They're not that optimistic -- even in the soft-landing scenario, the team led by David Kostin say the S&P 500 will end the year right around current levels, at 4,000. But they identify 46 stocks that could benefit -- profitable, cyclical companies that are trading at price-to-earnings valuations below their 10-year median, among other factors.

One name jumps out: Tesla (TSLA), which trades at 22 times forward earnings versus the 10-year median of 117 times. But the other 45 names are less flashy, ranging from Capital One (COF) and Carlyle Group (CG), to a host of industrials including 3M (MMM), Parker-Hannifan (PH) and Otis Worldwide (OTIS). As a whole, these typically $10 billion companies are trading at 12 times earnings, versus 17 times usually.
In the hard landing scenario, S&P 500 profit margins would shrink by 125 basis points, to 10.9% -- about in line with the median peak-to-trough decline during the eight recessions since 1970, which has been 132 basis points. Consensus expectations are for a 26 basis-point margin decline.

The Goldman team also have a 36 stock screen for a hard landing -- profitable companies in defensive industries with a positive dividend yield. They're typically food, beverage and tobacco companies as well as software and services companies -- including Costco Wholesale (COST), Kroger (KR), Altria (MO), Tyson Foods (TSN), Microsoft (MSFT), MasterCard (MA) and Visa (V). As a whole, these $37 billion companies are trading at 22 times earnings vs. a historical 24 times.


Damn this is good information...Thanks
 

HellBoy

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Anyone else find bitcoin's run fishy after the whole FTX fiasco? I took a look at the miners, they are parabolic so far this year.
 

Helico-pterFunk

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Helico-pterFunk

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