Heard on the Street:

Nestlé Escapes Netflix’s Fate for Now

Strong sales show that shoppers aren’t cutting back on food, unlike more discretionary purchases such as streaming subscriptions and fashion

https://www.wsj.com/articles/nestle-escapes...share_permalink

they got lots of indulgence food... these will gets hit in a down turn... but still better than Google lah...

Yeah. And Jeremy, just to complement. So in Southeast Asia, we had low-single digit growth with robust demand, for example, for some products like Maggi and Nescafe. We have some countries that did very well and were key contributors to growth, like Malaysia and Thailand, where with a strong demand for coffee and culinary and even we launched new products like Milo Soy that resonated very strongly with consumers.

And then we have countries with totally different behaviors, the Philippines and Vietnam. We had a slight sales decrease with negative category dynamics in some categories. So it's very difficult to draw a conclusion. As you know, many of these countries are also very dependent on tourism, and they have been suffering quite a lot over the last two years as a consequence. And so we see diverse behaviors and fortune there.

We remain very positive on the outlook for these countries, and they should come back to growth as we progress over time.

Next time i direct Wise transfer to IBKR.... sigh~ now waiting for the bank to open.

Options are for those impatient also want faster earnings. But remember higher returns = higher risk. One wrong move in options can incur much losses.

You guys must have consumed lots of Nescafe and Maggi noodles in the past 3 months

In yesterday's conference call, CFO of Nestle says coffee and other products sold quite well in Malaysia, but the opposite in Phillipines.
You can read the full transcipt of yesterday's call here: https://seekingalpha.com/article/4502689-ne...call-transcript

Yes I know they have quite a bit of staple food brands...

quite OK counter to hold during a recession imho...

Johnson n Johnson... soap n toilet paper
Nestle... food
Walmart... place to buy them

only if you play with leverage.. without leverage, it's like below
naked buy-to-open -> you pay a small premium (like insurance) to protect against stock losses
covered sell-to-open -> the max losses = your stocks going down to $0 (which is the original risk you take when you buy a stock anyway) minus the premium you received

JNJ makes medicine and medical products, not soap and toilet paper leh 

You mean Proctor and Gamble...

for covered options you still need 100 stocks or 100 ETFs, no?
that is a lot to buy for an average retailer.
if buy cheaper stocks usually their prices fluctuate and harder to predict their rise /fall.

for naked options type it will be on margin/cash balance? any losses will hit the margin/cash balance straight on.

well as long as you don't sell too much calls that can't be covered by your stocks, and you accept that there's a 5% chance your stocks will shoot up and you miss out, it's not unexpected

JNJ makes medicine and medical products, not soap and toilet paper leh 

You mean Proctor and Gamble...

REITs now also very hot... just notice even my Malaysian REITs some of them started giving returns.
SG ones going up even more.

for utilities, medical or consumer staples (defensive types) go for IUUS, IUHC, IUCS etf (US related). Low cost and no need pening.

Is REIT generally good in particular? I thought REITs only good because they pay steady dividend.

Is REIT generally good in particular? I thought REITs only good because they pay steady dividend.

Yes correct. For retiree can treat those dividends like your monthly salary when you are in your working years.

got many reits go bankrupt oh...

Pretty sure we'll bailed out before it does. but from now to retire still quite a long way. So i believed it's better to invest in growth stock. But i do keep a portion of my portfolio (currently still large portion) at Bursa on Maybank, and some other dividend stock. If, for whatever reason at least those money is easily cash out and transfer to your bank than to wait for IBKR. Can IBKR Transfer to Local bank using Wise?

Pretty sure we'll bailed out before it does. but from now to retire still quite a long way. So i believed it's better to invest in growth stock. But i do keep a portion of my portfolio (currently still large portion) at Bursa on Maybank, and some other dividend stock. If, for whatever reason at least those money is easily cash out and transfer to your bank than to wait for IBKR. Can IBKR Transfer to Local bank using Wise?

Yes... but you don't want to be losing your capital... or worse off than FD...

ibkr to wise usd account... then wise (usd to myr conversion) to myr account... do in 2 step... cannot do 1 step, ibkr to wise (usd to myr conversion) to myr account