개발자로서 현장에서 일하면서 새로 접하는 기술들이나 알게된 정보 등을 정리하기 위한 블로그입니다. 운 좋게 미국에서 큰 회사들의 프로젝트에서 컬설턴트로 일하고 있어서 새로운 기술들을 접할 기회가 많이 있습니다. 미국의 IT 프로젝트에서 사용되는 툴들에 대해 많은 분들과 정보를 공유하고 싶습니다.
Energy stocks and financial stocks will be the leading players in the period of interest rate hikes. Find out the meaning of the total nonfarm payroll employment report published by the US Bureau of Labor Statistics and the outlook of the stock market. Inflation, tapering, and interest rate hikes are scheduled. Learn about their impact on the stock market and how to respond.
The investment method I studied this week seems to have been analyzed from a more conservative perspective. This is a clip of Mr Jang's'US stock investment strategy necessary for the end of the performance season', posted on a YouTube channel related to US stocks called MijuMi in Korea. He first introduces the stock market adage'Sell in May and Come back in October' and talks about whether this is true.
What is next Tesla? ARK Invest's Cathie Wood said Next Tesla is Tesla. There is still a lot of power left to grow for Tesla. Even if that's correct, there will certainly be stocks other than Tesla that will bring you much profit in the long run, like Tesla. Mr. Hong in Midas Asset in South Korea describes such stocks with the concept of structural growth stocks. This is the definition of structural growth stocks 1. Securing competitive advantage through constant innovation 2. Business scalability 3. Long-term high growth
NIKE, APPLE, Starbucs, Amazon and Facebook in the upper right corner of the graph are structural growth stocks that everyone knows. In other words, they are stocks that have shown a lot of high growth for a long time.
The stocks that will show such long-term high growth in the future are the stocks to the left.
Servicenow, Lululemon, Tesla, and Teladoc Health. These stocks are stocks that are in the middle of the structural growth cycle.
The stocks in the early stages include stocks such as Beyond Meat, Palantir and Galactic.
He tells you to keep two things in mind when deciding which stocks to invest in the future. One is the digital economy and the other is the consumption trend of the MZ generation. On the basis of these two, this table summarizes the stocks for each field selected by Mr. Hong.
Top 25 stocks bought by Hedge Funds in 1Q of 2021 and one Tesla news
Today I introduce the top 25 stocks bought by Hedge Funds in the first quarter of 2021. Number one is Microsoft and Amazon, Facebook, Google stocks are in Top 5. Only Apple was pushed out of the top 5 and ranked 8th. YTD of Goolgle is 28% and Apple is -0.5%.
Among the top 10 stocks in addition to the Big 5, notable is Disney. Disney ranked 9th and Netflix was pushed back to 21st. Hedge funds seem to see Disney's growth positively in the streaming service sector. In addition, as the restrictions due to Covid-19 gradually disappear, sales of existing major industries such as Disney's theme parks are expected to improve.
Hedge funds seem to have bought a lot of financial stocks and travel stocks in anticipation of earnings improvement after Covid-19. Wells Fargo is a new stock in the top 25, YTD is 39.13%, showing the highest growth rate among them. In addition, Bank of America also rose 31.57% this year, showing a remarkable rise in banking stocks, and hedge funds seem to have made profits by increasing their investment in this field.
In addition, it was ranked 6th as buying on Alibaba Group Holdings is also steadily occurring. Micron Technology, which is ranked 23rd, also stands out for its 20.6% increase this year.
On the other hand, among the Top 25, YTD negatives are Apple -0.5%, T-mobile -3.67%, and Netflix -0.13%.
Stocks with a lower 1Q growth rate than other stocks need to watch their earnings releases carefully. These stocks are all verified stocks, and if this performance and guideline come out positively, the stock price could rise further to make up for the sluggish 1Q21 stock price.
The first stock of the day is Monster Beverage. This is what I want to say with this stock. Was this stock price too high? Just looking at the,, graphs, the price of this stock went up too much. No matter when the price falls, it's not unusual. Would it be stupid to buy this stock now? Stock prices aren't just graphs. You have to see the performance of that company. Looking at Revenue in the left panel, the company is constantly rising. EBITDA and Margin and Net Income and Margin are also continuously improving. Given this, I think it's okay to buy this stock now. Rather than the graph on the right, I would like to say that a company's performance should be the main criterion for buying and selling.
Based on this, I will introduce six more stocks with good performance. The first stock is GM. The company also continues to perform well. I live near Seattle, and when I drive around, I see a lot of new cars going on the street. There seems to be more people buying new cars after receiving stimulus checks. GM's earnings are likely to continue to be good in the second quarter.
The following is JETS, the airline ETF. As the pendemic from COVID 19 gradually eases, travelers will increase. Airlines will benefit from this as well. If you are not sure which particular airline stock will benefit the most, then buying this JETS ETF is a good option.
Johnson & Johnson is consistently performing well and is a good stock that can continue to perform well in the future.
Merck is an American multinational pharmaceutical company and one of the largest pharmaceutical companies in the world. Although the stock price of this company has been down a bit recently, it is a company that continues to perform well. These stock prices are likely to recover to their previous highs soon and continue to rise.
Microsoft has also lowered stock prices a bit in the atmosphere of weak growth stocks due to the recent 10-year Treasury bond rate hike. However, the relationship between rising interest rates and growth stocks gradually dulls, and the price of growth stocks is recovering. In this case, I think it is time to buy stocks like Microsoft stocks that are consistently showing good performance.
Finally, VISA Card is also one of the stocks that will perform better as pendemics from Covid 19 will gradually dissipate and consumption will increase in the future. I think now is the right time to buy this stock.
This loop is also a new source of income created by Tesla. It is true that Tesla stock prices are quite high. However, this price includes expectations for new sources of revenue that Tesla will create, such as autonomous driving, robo taxis, and loops. If these expectations come true one by one, this price will never be high. Rather, you can climb further I vote for a further increase in Tesla stock prices. Today, we've provided a list of seven consistently performing well-performing stocks and about Tesla loop in Las Vegas.
April is traditionally the month when stock prices rise most. The outlook for the US economy this year is very bright. Most stocks will go up. Among them, I would like to introduce stocks that are expected to show solid and stable earnings.
The S&P 500 hit 4000 last week.
It was on February 2, 1998 that the S&p 500 scored 1000 points. And 2000 points were achieved on August 25, 2014. It took about 16 years. 3000 points reached July 10, 2019. It took 5 years from 2000 points to 3000 points. Since it reached 4000 points on April 1, 2021, it took about two years to reach 4000 points from 3000 points.
US corporate performance in 2021 is expected to be good. And the US dollar is gradually gaining strength. The S&P 500's earnings per share are expected to be around $275 this year. Traditionally, April is one of the months when stock prices rise the most.
Goldman Sachs expects an earnings per share of $181 and a share price of 4300 in 2021. Additionally, by 2022, earnings per share are expected to be $197, and the share price is expected to reach 4600 points. If the US economy gets better than expected and the earnings per share are higher, the stock index will be higher.
The US ISM purchasing Managers Index is 64.7, the highest in 37 years. This means the US economic outlook for this year is very positive.
If you look at the statistics from 1964 to 2020, April is the largest increase in the year. This year's Rally can be seen as beginning
Under these circumstances, most stocks are expected to rise this year. Among them, I will introduce a few companies that are stable and have a solid foundation.
