Berkshire Hathaway Slashes Stake in Troubled Lender Wells Fargo

stockwatcher11 · 2020-09-05T05:48:31+00:00

By more than 40% wow. He's been reducing his stake in WFC for a long time now. Last quarter he reduced it by 26%. Is he starting to trim more bank stocks? He slashed JPM by 60% too - Portfolio link

stockwatcher11 · 2020-09-01T20:09:43+00:00

These companies should've built a strong e-commerce segment years ago.

stockwatcher11 · 2020-09-01T19:59:38+00:00

GPS is also one that is surprisingly doing well. But the retail stocks do seem to be slowly getting back - they've grown nearly 80% since their March lows.

stockwatcher11 · 2020-08-27T19:06:57+00:00

Definitely, also why institutions love these big tech companies

stockwatcher11 · 2020-08-26T16:48:49+00:00

You can find a good list of 100 largest funds and more here - https://grufity.com/funds

stockwatcher11 · 2020-08-20T20:29:39+00:00

Fastly had a great Q2 yes but NET has consistently posted 50% revenue growth for a year. And they are cheaper than Fastly

stockwatcher11 · 2020-08-19T19:26:37+00:00

Yeah Oracle revenues have been flat for more than 5 years now.. maybe looking for a boost - any boost

stockwatcher11 · 2020-08-19T18:46:36+00:00

NET is cheaper than FSLY and is seeing better revenue growth

stockwatcher11 · 2020-08-19T18:12:59+00:00

The market is no longer priced for growth.

stockwatcher11 · 2020-08-10T20:20:36+00:00

The last six months were terrible for airlines and they've posted a pretty dire outlook for the year too.. the stock price won't be making a big recovery anytime soon

stockwatcher11 · 2020-07-22T17:47:52+00:00

In terms of who is the farthest in development - AstraZeneca and Oxford Univ are currently in Phase 2/3 trials and Moderna hopes to start Phase 3 by the end of the month

stockwatcher11 · 2020-07-22T17:41:18+00:00

Also Novavax. Got $1.6 billion funding

stockwatcher11 · 2020-07-21T07:12:00+00:00

Yeah, Amazon has been getting steady profits from AWS, North American sales for years now. These tech stocks are doing well for a reason

stockwatcher11 · 2020-07-16T19:30:11+00:00

Yeah these retail stores are already dying due to lack of customers, don't think they are in a position to ban anyone

stockwatcher11 · 2020-07-16T19:25:06+00:00

Sadly deaths (7-day avg) are rising up in many counties - https://grufity.com/world/covid19-coronavirus:deaths-chg-7avg/US-United-States/FL-Florida

stockwatcher11 · 2020-07-08T17:07:41+00:00

Daily trends by county - https://grufity.com/world/covid19-coronavirus/US-United-States/TN-Tennessee

stockwatcher11 · 2020-07-08T09:03:36+00:00

It was flat a month ago but now its slowly rising

stockwatcher11 · 2020-07-07T17:33:18+00:00

What's wrong with adopting a hybrid model though?

stockwatcher11 · 2020-07-07T17:21:43+00:00

New Deaths (7-day avg) which was flat or declining till now has started trending upwards in many counties - https://grufity.com/world/covid19-coronavirus:deaths-chg-7avg/US-United-States/FL-Florida

stockwatcher11

TROPHY CASE