Kerrisdale
Kerrisdale
Calm, steady headed, stack high probabilities in my favor!
170Follow
149Followers
15Topic
0Badge
avatarKerrisdale
2022-03-20
@MillionaireTiger What do These Rate Hikes Mean for You?Let me ask : When is the last recession recorded in the market history?Remembered the 2008 recession, which lasted from end of 2007 to mid of 2009.Remembered the infamous collapse of brokerage firm Lehman Brothers, involving $619 billion of debts sometime in September 2008. Sounds familiar?FED opted to drop the interest rate, lowering its benchmark interest rate almost to zero in its attempt to fight the recession by pumping large funds to aid businesses.Interestingly, current era of interest rate pattern is like a mirror to the 2008 recession period, whereby FED has commenced to increase interest rate from virtual zero (Disclaimer: This does not imply or co
avatarKerrisdale
2022-11-04
Talking about the Big Tech of all, $Apple(AAPL)$, this news reported on MarketWatch caught my eyes. Apple now valued at more than Amazon, Alphabet and Meta — combined. In fact, Apple shares have held up far better than those of its Big Tech peers over the past month, and that's helped the company to a staggering feat. Apple is worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined. See picture dated 3 Nov 2022. From their reportings, Meta performed the worst with a drop of more than 30% level before the earnings report. In comparision, Apple's numbers were met with a positive stock reaction in the beginning, though in downside thereafter. Looking at the charts, Apple price is ranging and does not expos
avatarKerrisdale
2022-08-26
Powell Speech Friday - Market Up/Down?To sit on the Fed chair is definitely not going to be fun, albeit the big salary the chair will be compensated. We have come to accept the scenarios that central bankers are likely to be ambiguous when it comes to monetary policy, in that it allows flexibility to argue and adapt to future happenings. Powell's predecessor like Alan Greenspan, is well known for his ambiguity in his speeches.In this high inflation scenes, in the past few days, we have heard the likes of other Fed presidents's speeches with a high of 3.75% to 4% by year end. So definitely further rate hikes are likely between now and year end, and if everything goes expected, then a hike of 75bps is very likely to come in September?However, Fed is banking on economic indicators like job ma
avatarKerrisdale
2022-07-17
Some reading on interest rate hikes and opinion on inflationary pressure. There's a cycle for almost everything under the sun. The significant difference is the cycle interval and frequency. How to grasp the cycle movements and stages is key to understand the dynamics. "Why The Fed Will Pivot To Rate Cuts Sooner Than You Think"http://uk.investing.com/analysis/why-the-fed-will-pivot-to-rate-cuts-sooner-than-you-think-200527003
avatarKerrisdale
2022-08-04
@OptionsTracker Chinese e-commerce giant, $Alibaba(BABA)$has posted earnings that beat Wall Street's expectations.A profit per share of 22 cents on sales of $30.7 billion in the three months ended in June, beating analysts' prediction of 20 cents on sales of $30.3 billion. Revenue has fallen as compared year-on-year quarter. Perhaps the guidance is not so negative that gave the boost to the share price in pre-market. With the major lockdowns removed from the major city like Shanghai, the recovery signs are there.The delisting of Baba was added into the SEC books. Read that if their audit papers can't be inspected before the spring of 2024, the risk o
avatarKerrisdale
2022-04-19
@Tiger_Earnings Stock Prediction: Guess where NFLX ‌will move following its earning announcement?NFLX has revolutionised the home entertainment sphere. Since its debut, the competitive edge over the expensive pay-TV and the recent global pandemic that closed many borders and kept people at home, NFLX has seen its best days. Will the trend of phenomenal increase in subscription continue, now that more countries have re-opended borders and ease restrictions, more competition coming from traditional media companies like Warner Brother Discovery ?A quick check:a) UK households cancel streaming subscriptions in record numbers - Financial Timesb) Lower global outlook for new subcribers - Morgan Stanleyc) Slower growth
avatarKerrisdale
2022-07-22
Snap shares plunge 25% on disappointing second-quarter results and plans to slow hiring - Source: CNBC-https://www.cnbc.com/2022/07/21/snap-earnings-q2-2022.htmlThe figures are not as bad as expected, with a loss of 2 cents vs expected of 1 cent. Achieved $1.11B vs $1.14B expected. Global Daily Active Users increase to 347M vs 344 expected.However the 'striking-strokes' come from no guidance for the third quarter. Quote: “forward-looking visibility remains incredibly challenging.” The company said that revenue so far in the period is “approximately flat” from a year earlier. " - unquoteAdding to the woes, reducing advertisement revenue from stiffer competition from TikTok, FaceBook, Instagram, Google. This is not the first spiral down in stock price. In May, Snap plunged 43% following its
avatarKerrisdale
2024-11-29
$MARA 20241227 25.0 CALL$ Mara is on track uptrend in this crypto rush.
avatarKerrisdale
2022-08-10
Though this news is not at all breaking; nursing facilities-exposed REITs are again in the spotlight following the announcement of reimbursement ruling issued by the Center for Medicare & Medicaid Services in US. According to the source reporting (thefly.com), the payment rate will increase 2.7% over last year, which some deemed as “the best reimbursement rate in the last 10 years.” This would aid the REITs to defray its operation costs. Though LTC Properties was really no different from any other senior housing player, during the pandemic, it was hit badly with low occupancy rate due to high mortality of the elderly residents and less move-in due to fear of infection in closed community (nursing centers). It bit the bullet and continued to issue monthly dividend payment of US$0.1
avatarKerrisdale
2022-07-26
Amidst this earnings season, many including the giants like AT&T, NXP Semiconductors posted better than expected earnings and revenues, yet the share price did not trend to what was expected. Sometimes one may wonder why. The situation of the Chinese stocks in US stock markets or ADR, may have different scenarios.Look at $Alibaba(BABA)$. Since its announcement that the Chinese tech board had authorized management to apply for a primary listing in Hong Kong. It has gained more than 3% in pre-market trading today. The move, which would leave the Chinese stock to be dual-primary listed in US and HK could open more doors to the Chinese investors from the mainland. This comes in the midst of that both Beijing and Washington remain a

Go to Tiger App to see more news