Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 USA Stock Discussion v8, Brexit: What happens now?

views
     
wongmunkeong
post May 21 2022, 02:01 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(Toku @ May 21 2022, 11:36 AM)
took a bit of a bite of GOOGL @ $2121.
Now to hold on for dear life XD

IMHO:
1. GOOGL at 2121 is -30% from its 52wk high & PE of 19.19+/-, its 10 years' average PE is 21-22 https://www.macrotrends.net/stocks/charts/G...phabet/pe-ratio

2. if a 2008 or 2001 happens, another buy at $1212, -60% from highs & PE of 10.97+/- XD

Why i chose GOOGL instead of stuff like MSFT or AAPL?
a. its amount of FreeCashFlow (FCF) over sharecap is high
b. low debts to equity and can easily pay off all debts
c. growth yoy for past 10 years is up there
+
as Peter Lynch style - I use GOOGL's products daily and rely on them thus good stuff XD
wongmunkeong
post May 22 2022, 11:51 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(dwRK @ May 21 2022, 07:13 PM)
got hit 2121?
*
QUOTE(RayleighH @ May 21 2022, 07:26 PM)
user posted image
*
Yup - that.

I just set and went to zzz.. old liao, need R&R & cant watch till 4-5am UTC +8 XD
wongmunkeong
post Jun 4 2022, 01:06 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(ChAOoz @ Jun 4 2022, 12:38 PM)
To be honest nothing for them to hide. You compare top funds returns for past 50 years minus their fees and S&P index total returns, not really super big difference.

So now pretty much most active fund managers are either lowering their fees or pursuing more aggressive methods such as those like point72.

Active fund they usually timed it and by deploying long short strategies. Meaning if they see market going down, they dont just sell out, but they take it further by going short. This is why so many aggressive active fund has outsized returns for some years and later on just implode. Cause they made a wrong bet with the arrogance that they understand the market already.
*
long term & large population stats
Vs
i think..
rclxms.gif

This post has been edited by wongmunkeong: Jun 4 2022, 01:07 PM
wongmunkeong
post Jun 15 2022, 09:14 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(danmooncake @ Jun 14 2022, 11:37 PM)
Sometimes I'm baffled by Ringgit performance.
Many months ago, they said Ringgit is up because because of the demand for commodity like energy (oil/gas) and palm oil.

Oil price down/CPO down, Ringgit down.
Oil price up/CPO up.. Ringgit also down.    doh.gif
*
"post-happening" expert analysis these.
if they be good, they'd be leveraging to the hilt and front-running the happenings kan? XD

eg.
i farted & scratched my right ear with my left pinky - then thunder storm happened!
correlation != causation but some analysts... XD
wongmunkeong
post Jun 21 2022, 10:23 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(prophetjul @ Jun 21 2022, 09:42 AM)
So reflecting back on the Covid market dump in March 2020, what do you guys do then?
*
loaded up 2020 Apr-July XD
wongmunkeong
post Jun 21 2022, 10:43 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(Lon3Rang3r00 @ Jun 21 2022, 10:36 AM)
hmm.gif We shouldn't based on historical chart, but as of now we don't even know where is the bottom. the chart won't be clear until few months of uptrend?

user posted image
*
i'm a charts-lowIQ fler + my crystal balls were ripped-off (MORTAL KOMBAT!!! Fatality...) laugh.gif , thus i can't see the future, just can see the now and IF THEN ELSE planned

i buy based on
Trigger: my asset allocation now VS planned - ie. the changes
AND
What: assets of value to me - either for growth or cash flow

This post has been edited by wongmunkeong: Jun 21 2022, 10:43 AM
wongmunkeong
post Jun 21 2022, 04:34 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(pub_yu @ Jun 21 2022, 12:23 PM)
seems like everyone having good timing!  drool.gif
*
i dunno about other fellow forumers, my timing sucks.. i was holding all time high equities je when 2022 happened laugh.gif ..
and adding a bit more GOOGL to the chaos earlier before Fed went +0.75% doh.gif

QUOTE(Cubalagi @ Jun 21 2022, 04:15 PM)
Unless that person takes profit earlier.

Entry n exit are important.
*
urgh.. Exit strategy.. i exit only when my asset allocation needs to rebalance OR the 3 years' of the biz sucks vs peers.
dunno how to time 40/200 50/200 SMA boilinger bands RSAs etc. urgh

This post has been edited by wongmunkeong: Jun 21 2022, 04:40 PM
wongmunkeong
post Aug 13 2022, 07:24 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(Medufsaid @ Aug 13 2022, 04:18 PM)

*
Old research and old factual info - good wake-up for chasers/YOLOs
https://www.valueresearchonline.com/stories...bridge-the-gap/
wongmunkeong
post Sep 29 2022, 12:07 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(danmooncake @ Sep 29 2022, 12:50 AM)
Guys, Come 'mon in tonight. .. Bears are not in sight. Water is fine..  tongue.gif
*
but sharks are in the water waiting <cue Jaws' theme song> laugh.gif

wongmunkeong
post Sep 30 2022, 10:53 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(danmooncake @ Sep 30 2022, 04:30 AM)
Darn... got piranhas swimming about nipping toes.

Tomorrow, end of quarter.  The market broke the June low. Hopefully, it will still hold around here otherwise next leg down won't be pretty.  sweat.gif
*
But butt.. there's some good value out there IMHO
eg GOOGL is clear IMHO

Current & Historical P/Es
user posted image


Current & Historical Price/Free Cash Flow
user posted image


Current & Historical D/E (leverage)
user posted image
wongmunkeong
post Oct 20 2022, 02:41 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(TOS @ Oct 20 2022, 02:25 PM)
If no moat how come so many people still using Pantene and Rejoice shampoo? laugh.gif 

lai lai we all switch to Big Value shampoo from Aeon, let's bankrupt P&G. Together we can do it! laugh.gif
*
part of the Dividend Aristocrats too
and
doesnt target budget/tight-fisted folks like me XD

This post has been edited by wongmunkeong: Oct 20 2022, 02:42 PM
wongmunkeong
post Oct 22 2022, 03:25 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(pub_yu @ Oct 22 2022, 02:39 PM)
Consumers are still spending and the sentiments are still not too bad I suppose  hmm.gif

Two years of saving and splashing now  rclxm9.gif
*
most probably splashing till 2023 Qtr 2-3 according to Wells Fargo
https://wellsfargo.bluematrix.com/links2/ht...b9-92996f96a1e4
wongmunkeong
post Oct 27 2022, 12:52 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(dwRK @ Oct 27 2022, 12:09 PM)
a lot of ppl here young new investors mah... learn investing by watching yt... never burnt before... also exposure very low... maybe invest 1 share or 1k... got stable job... 50% paperloss not much can stomach... just go 1 veg chapfan for a while...

meanwhile you whack megabucks per trade... very painful when wrong... small mistakes 1 myvi gone... old hand at the game... point of view obviously very different

already got few ppl regret buying early or dca... quite sure many playing small money... so ok lah let them learn their own way... gotta start somewhere isn't it... wink.gif I always support hands-on lesson... but I also mentioned many times early this year... market not looking good...

anyways you should be happy these investors are around so you can unload your unwanted positions to them... hahaha
*
fresh meat for the grinder? Oof XD
wongmunkeong
post Nov 4 2022, 10:10 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(RiriRuruRara @ Nov 4 2022, 12:57 AM)
Anyone in google? What's your strategy? Continue to average down or already sold it off??
*
i bought some GOOGL at $2121, several months before their split, thus around $106 after split.
When i bought, i've already planned to buy some more if it falls another 33%+/-, ie at $70.92 IF there is no fundamental changes to GOOGL's bunch of bizs & mgt.\
Note - i plan to and can afford to hold long term (more than 10 years) as i've cash flow from other investments.

Why i bought?
Free cash flow is good and current P/FCF, P/E, D/E is good enough for me start biting and historical ROE & D/E to me shows acceptable growth & usage of debt.
Other than that, i use a kakaload of GOOGL stuff XD

Above just my simple-minded approach ya, U do your own due diligence & should have your own Whys. Without strong personal conviction = paper hands / trading blindly.

This post has been edited by wongmunkeong: Nov 4 2022, 10:13 AM
wongmunkeong
post Nov 15 2022, 08:37 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(TOS @ Nov 15 2022, 08:14 AM)
Lai lai. Have a look at what smart monies are doing in the past quarter with their 13-F SEC filings.

Temasek: https://13f.info/13f/000110465922117484-tem...ate-ltd-q3-2022

BRK: https://13f.info/13f/000095012322012275-ber...way-inc-q3-2022

You find your favourite fund manager's 13-F filing here: https://13f.info/
*
https://whalewisdom.com/filer/berkshire-hathaway-inc
can search for our favourite whales' feeding & swimming grounds here too smile.gif
wongmunkeong
post Nov 16 2022, 12:05 PM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(beefburger @ Nov 16 2022, 11:47 AM)
Sifus, is it worth going into US Stocks now with the high currency exchange?
*
Not a seefood here but investor & investing in US listed amongst others. Maybe the better question than currency high/low, is whether U have found worthwhile biz to invest in?

FYI during 2008-2010, nearly all "investors" said USD going to be toilet paper.. I bought in yearly, from USD1:MYR2.x to MYR3.x. Still nipping at some like MSFT, ADP & GOOGL till now
wongmunkeong
post Dec 10 2022, 05:50 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(ChAOoz @ Dec 9 2022, 11:24 PM)
For those invested in alphabet including myself, it seemed that the recent openai chat gpt has show us that one day even google algo and moat can be disrupted.

For now i’m still holding on my bet in google but there is a path now showing that ai can supersede search in future. Fundametally the stock valuations might change moving forward
*
openai's chatgpt is opened to beta testing for us to test and train their AI i think - free data & training, why not right?
gawd knows what better funded techs like GOOGL, IBM and others have in their backend

This post has been edited by wongmunkeong: Dec 10 2022, 05:52 AM
wongmunkeong
post May 6 2024, 11:24 AM

Barista FIRE
Group Icon
Elite
5,608 posts

Joined: May 2011
From: Here, There, Everywhere


QUOTE(Barricade @ May 5 2024, 09:50 AM)
Good for us investors. I don't care how they do it, just bring the stock price up!
*
IMHO, for long term investors, focusing on financial shenanigans or engineering is not good.
May lead to the like of some companies going serong with such: Boeing, Intel, GE, etc some of the worst but old news were World Comm, Enron, CDOs

This post has been edited by wongmunkeong: May 6 2024, 11:25 AM

3 Pages < 1 2 3Top
 

Change to:
| Lo-Fi Version
0.4468sec    0.18    7 queries    GZIP Disabled
Time is now: 8th December 2025 - 07:29 PM