Month: April 2022

McDonald’s: A Perfect Inflation Play

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🍔 🍔 Tigress Financial: “McDonald’s growth initiatives, including AI-based voice ordering, digital marketing, new delivery partnerships, supply chain management, and ongoing innovation, will continue to drive long-term business trends and market share gains”
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These Tech Names Are “Must Own” Stocks

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🚨 🚨 Gordian Capital: Apple, Microsoft And Aphabet Are Must Own Stocks
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China GDP Beats

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🇨🇳 🇨🇳 BREAKING: China’s first quarter GDP beats expectations to grow 4.8% year-on-year. Retail Sales Fall 3.5%. Fixed asset investment Rises 9.3%. Exports Up 14.7%
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Elon Musk Hints At Tender Offer For Twitter

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🚨 🚨 Elon Musk hints at possible tender offer for Twitter
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Investors Are Buying Recession-Geared Stocks

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⛑⛑ Investors Are Buying Recession-Geared Stocks
Bespoke Investment Group notes that more than 90% of all stocks making 52-week highs last week were from the consumer staples, healthcare, real estate and utilities sectors
Ned Davis Research tracks a SHUT Index — a proxy for defensive sectors compose of staples, healthcare, utilities and telecom — which has broken out to a new high
The rush toward stocks geared to tougher times and away from boomtime plays can also be seen in the near-50-percentage-point outperformance so far this year of Walmart shares over Home Depot
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Zero Carbon Electricity Generation

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🧶🧶 Zero Carbon Electricity Generation – Make 30% In 2022
This U.S. based energy company aims to expand its asset base by 9% annually starting this year. Driving its asset expansion would be 11% growth in zero-carbon electricity generation, amounting to about $5.4 billion
Investors Take Note: This Company is levered to decarbonization and renewables. They’re going to grow [earnings] into perpetuity at 6% to 8%
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TSMC: Catch The Mega Trend Before It Starts

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🚨 🚨 For The March Quarter, Taiwan Semicondutor Manufacturing Earned $4,650 USD For Every 12-inch wafer it churned out for customers. Apple is the largest buyer of 5nm chips
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Maybank Is Bullish On Singapore Banks

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🇸🇬 🇸🇬 Maybank: Singapore Banks’ Potential Earnings Drag From Lower Trading Trading Income A Buying Opportunity
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DNB Buys PayPal Stock

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🚨 🚨 DNB Asset Management buys 1.1 million PayPal shares in the first quarter to raise its investment to 1.3 million shares
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Credit Suisse Sees Singapore Having 437K Millionaires

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🇸🇬 🇸🇬 Credit Suisse Group predicts that by the year 2025, Singapore will have 437,000 millionaires
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