Finally, the bears are waking up! 

Most AAPL products are made in china; china is unlikely to shoot its own foot.

Yup, better be safe than sorry.

These 3 days, US market has rebounded a bit but still less than previous highs.
Maybe another making of a dead-cat-bounce again.

Nothing so far as changed and the talk with Mexico hasn't improve.
The impact for imported Mexico products will be felt immediately within a week or two
since billions cross the borders everyday.

The trade war is made up by DT and looks like he's hell-bent to stir up the market
with the Fed on his back this time (to lower rate if economy tanks).

Then, he's going to end up coming in to save the market (by making deals) like a hero
for the re-election next year.

Strap in, we maybe going in for a bumpy ride for the 2nd half here. 

Very very likely to see multiple valley till near term.

IF he wish to cont to be potus

So, are u guys at lower risk or higher risk to prepare for Donald Trump at g20? now back at 18.5% risk but think of lowering it.

DT now gone triple insane.  Picking on India next.

https://thehill.com/policy/finance/trade/44...al-trade-status

The market going on trajectory to revisit Dec lows. Being short is the new long for sure.

So far we have the following from the recent high:

SP500 -6.7%
Dow -6.7%
Nasdaq -9.4%  <- lead the way up and the way down. 

What is the connection between Netflix and Facebook? Netflix really fell hard, but Facebook is moving in its channel to the top. Netflix did not drag Facebook down to the bottom. and why?
Weekly

Berkshire Hathaway.. 😆

What are your thoughts on Disney? For a long term play

I assume when you state bargain, it also means value.
Value/Bargain and Growth - most of the time they don't go hand in hand.
Growth stock usually more expensive and have relatively high PE.
Value/Bargain stock have low/mid PE but they don't have much growth anymore, hence willing to pay
dividends.

It's kinda difficult to find which one can straight out do reinvest all their earnings that all time.
That decision to reinvest or pay dividends (raise/suspend) usually come out after their
quarterly earnings or their shareholders/board meeting depending on the company performance.  Usually high growth companies like AMZN, NFLX, FB, etc they don't pay any dividends, but you can say they reinvest their earnings most of the time because of need to grow.

But, when they reinvest their earnings (like BRKB), they don't always allocate ALL the earned capital back
into the investment. There's always some hold back and you may or may not like some of the areas they reinvest back into.

Well, current quarter tells us they've a huge missed on EPS. DIS spent a lot of money acquiring Fox and preparing for its new streaming service (Disney+)

Projected to lose 45c shr for FY2021. Streaming loses could be up to 900mln because of upfront spending and trying to gain market share

Success: Marvel series
Flop: Dark Phoenix

Nov 12 - to launch that streaming service @ 12.99 bundle same cost as Netflix (for US subscribers).
Yes, they include Hulu & Disney+ but it will be cannibalizing the other TV service (declining cable/satellite subscribers, losing >20mln subs) they already had. So, they're just breaking even here.

Fwd earnings: 22x, not sure about future growth at this time.

IMO, it's expensive at current price 135.

I would wait till it dips further to 120-125.

Actually, what i mean was, the industries that may caused recession, not about valuation of public listed companies.
Tesla, even if it bankrupt, it will not cause any major damage to the US economy. The same goes to Beyond Meat and Uber etc.
Stocks overvalued can only caused a little effect on investors who invested in them, unless it's a broad base overvaluation in entire US market, which may cause financial crisis.

You mention JD. I think it's not too overpriced, just that the market has priced in its current/forward earnings instead of trailing earnings.
For FY19, consider GAAP EPS (in USD), Q1 is 0.74 and Q2 is 0.05, that goes 1.58 full year (although most people think 2H should be even stronger due to holiday season). This gives a PE of 19x at $30 share price. Now see Non-GAAP EPS. Q1 is 0.33 and Q2 is also 0.33, that goes 1.32 full year. This gives PE of 22.7x. I'd say, not so expensive, consider it's likely to maintain double digits earning growth in the next few years. For JD, the kind of company which still at high growth/shaping stage, the earnings and expenses can be very volatile. I like to simply look at its market cap after a healthy balance sheet (JD has a healthy balance sheet and cash flow). JD's market cap is only 10% of Alibaba, and 5% of Amazon. When i look at how big JD is, and how small its market cap is, i say it's a bargain.

Thanks for the info on US housing market, surprise to know that some regions has cheaper than Malaysia house! However, nowadays, Malaysia housing price is overvalued for sure. As for KL, i guess, maybe a 25% overpriced. But in HK and even China, house in city center is ridiculously high!

The market is addicted to the low rates.. like drugs.

The US economy isn't sick, little signs of recession, but the banks/hedge funds and even this crazy US President is
crying out for more 'low rates' for the market.  Giving it  antibiotic when it isn't sick, will end up badly. 

Don't understand what you mean. Usually rich people are the ones who survive a recession.

US is far from socialism. Socialism does not work.

Low rates are a result of people switching from stocks to bonds due to uncertainty.

Amazing... week number 3. The bulls still going.
Collected another week of premium.

This market seems to have no fear for now. 

Any examples of good dividend portfolios?