When Warren Buffett bought shares of Taiwan Semiconductor, some speculated it was a play on supply chain integration. TSM is the leading semiconductor manufacturer in the world, and famously supplies chips to Apple, his largest bet.
Seasonal trends in the stock market are powerful. From the January Effect and The Santa Claus Rally to The Halloween Effect and perhaps the most famous of all Sell in May and Stay Away (until Labor Day). But can these seasonal trends really be trusted?
Apple made a splash recently with its announcement that iPhone users who have an Apple Card are now eligible to earn up to 4.15% annually. The announcement came as a shot across the bow to the already fragile banking industry. After all, who is more trusted than Apple with its fortress balance sheet to hold your money in a safe place?
» Read more about: Market Commentary: Forget Apple, Uncle Sam Pays More »
According to Grand View Research, the AI market is forecast to hit $1.8 Trillion by 2030. We’ll be surprised if that estimate is not eclipsed. In the past few weeks alone, the exponential growth of AI applications has been evident, including:
Investment Alert: Sell Coinbase (COIN)
Disclaimer: Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.
Taking on the government is a risky proposition at the best of times.
Investment Alert: Buy CMC Under $45/share
Disclaimer: Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.
The big names get trotted out on CNBC and Bloomberg.
» Read more about: Alert: Fund Manager of Decade Bets $107.6M on 1 Stock »
Investment Alert: Buy McKesson (MCK) Under $370/share
Disclaimer: Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.
There’s lots to like about McKesson.
» Read more about: Alert: Stunning Pharma Stock 32.7% Undervalued »
Warren Buffett had a lot of interesting things to say recently in a discussion with CNBC’s Becky Quick, but a few really stood out to us.
Asked whether the economy is in a better or worse place than six months ago, Buffett was unequivocal. He first mentioned a business in his portfolio experiencing a 22% sales decline.
» Read more about: Market Commentary: 2 Sectors Will Hold Up Claims Buffett »
When you understand that stocks are not just prices on a chart but businesses, investing gets much easier. You take your eyes off solely viewing price undulations and focus more on the nuts and bolts of the business driving the share price.
One business with such extraordinary attributes that Warren Buffett bet over 43% of his holdings in it is Apple.
» Read more about: Market Commentary: 4 Reasons Why Buffett Bet 43% Of His Portfolio On 1 Stock »
