Thanks Robert.. you really nice to teach us everything you know! our dear papa Robert!
@rnegoro1Күн бұрын
You are very welcome
@sunflower7004 күн бұрын
Thank you ❤
@kludge114 күн бұрын
Thanks for update!
@rnegoro14 күн бұрын
No problem!
@alienalim18305 күн бұрын
Rob, recall I ask u abt this like 2 months ago.
@rnegoro14 күн бұрын
forgot liao, but it benefit from AI, i think.
@sunflower7005 күн бұрын
Thanks ❤
@sunflower7007 күн бұрын
How now.. haha.. did you teach your son singlish?
@rnegoro14 күн бұрын
I try not to.
@compounding-capital10 күн бұрын
I agree limited upside l. I think we might have one last push up but heading into a higher risk period soon.
@rnegoro19 күн бұрын
Seems like you are right. final push up to 6k++ level.
@compounding-capital9 күн бұрын
@@rnegoro1 I think we tap out just shy of that. We are breaking out of a solid channel though. I think by next week a reversal starts
@compounding-capital13 күн бұрын
I agree with Palantir, I am actually curious to see if earnings will grow as strong with yields lower. A good chunk of their earnings came from cash in the balance sheet
@rnegoro110 күн бұрын
it's a good trade, good technicals but way overvalued, You do expect higher topline growth for 29 PS .
@sunflower70013 күн бұрын
Long winded make you special!
@compounding-capital14 күн бұрын
Another great analysis 👏
@rnegoro114 күн бұрын
Glad you enjoyed it
@cvc972914 күн бұрын
You can't just throw numbers into a DCF if you understand nothing about the business... Here we are nearing 40 and going towards 100 USD in the next 2 years. It takes a bit more than an excel formula.
@rnegoro114 күн бұрын
if the growth keeps accelerating , then yes. Nobody really can tell for sure . The point is the excel formula helps to set a pricing base under certain assumptions . If the assumptions you make are close then your valuation can be close.
@sunflower70017 күн бұрын
Thanks Robert. I find difficult over my end to learn those put and call! The sell and buy button is so "scary"!
@rnegoro114 күн бұрын
Glad it was helpful!
@compounding-capital22 күн бұрын
Hope you feel better brother! Another great analysis 👍
@rnegoro117 күн бұрын
Much appreciated
@sunflower70023 күн бұрын
Robert, next time you do video, you mute chat! hahaha..
@harrycjl23 күн бұрын
thanks pak, hope u feel better soon
@rnegoro117 күн бұрын
Thank you, I will
@dezmondchua959024 күн бұрын
Hope you are recovering well
@compounding-capital26 күн бұрын
Great video my friend👍 Taking some profits for fixed is solid 💡
@rnegoro124 күн бұрын
Sure is
@sunflower70027 күн бұрын
Haha.. Robert you will be surprise China is no longer doing what you said. My China R&D factory where I worked under the costing team, they didnt take suggestion positively. In fact, I believe the ang mo can take negative comment but to change is another "option".
@rnegoro124 күн бұрын
americans are very open to suggestions - but whether they heed the suggestion is like you said...... I dont think they can divest the fabrication.
@davidwong12528 күн бұрын
Robert, 39% of ULTA's sales is in cosmetics and 24% is in skincare. Thats 63% of their revenue. I imagined women maybe able to compromise their cosmetics aka makeup product's quality but certainly they wont compromise their skincare products' quality. When the consumer loses buying power, they may be buying cheaper products and therefore the revenue growth is limited for now.
@rnegoro124 күн бұрын
sorry david been sick unable to respond ha3. thanks for the heads up.
@ivylim861229 күн бұрын
If u use EMA 50 and 200. Golden cross only just happened
@rnegoro128 күн бұрын
ya some people prefer different metrics, but for me - 50 -150 ma, both sloping up.
@sunflower700Ай бұрын
Robert, buy the robot vacuum. For cooking, you got oven, you try baking, roasting. Get a microwave for steaming. Your house is big. if can live 6 persons! remember to take care of your back!
@rnegoro129 күн бұрын
i rather buy cord vacuum. robot vacuum sux.
@kota9087Ай бұрын
Thanks for the video
@rnegoro117 күн бұрын
Our pleasure!
@kota9087Ай бұрын
Great video
@rnegoro117 күн бұрын
Glad you enjoyed it
@HorrorArmorАй бұрын
Jackson Michelle White Karen Walker Linda
@SessionNoddin-z2gАй бұрын
Jackson Brenda Miller Cynthia Lewis Christopher
@compounding-capitalАй бұрын
Thanks for the shout out! 👍
@rnegoro117 күн бұрын
Any time!
@sunflower700Ай бұрын
Robert he just a small boy! 😅
@ryanyoutube7315Ай бұрын
I thought just get Idaho potatoes?
@rnegoro1Ай бұрын
lamb weston
@michaelwoods1924Ай бұрын
How much does the story change if we separate the top 10 companies from the rest of the s&p 500? It does seem as if the big 7 are experiencing sell-offs from large shareholders either in anticipation of the US tax changes or because the AI bubble is about to pop.
@rnegoro1Ай бұрын
Well a good way is just to compare RSP, equal weighted index of s&p 500. RSP's PE is only 21.7 - which gives an earnings yield of 4.6%
@compounding-capitalАй бұрын
I agree 100%👏 great analysis
@michaelwoods1924Ай бұрын
Thanks for posting
@davidwong125Ай бұрын
Robert, i had been using Bing for a year. The longer you use it consistently the better it ‘adapts’ to the user. Its really good. I no longer use google.
@sunflower700Ай бұрын
Wow.. if my hubby dare to say later! Dont need to come home liao!
@rnegoro1Ай бұрын
😅
@mdsabbir-bd2lyАй бұрын
Do you need an SEO service provider and thumbnail designer SEO will increase your channel views, subscribers, watch time and ranking.
@rnegoro1Ай бұрын
Appreciate your concern, but this channel is not meant to be big. I dont want to be famous.
@elvislim7713Ай бұрын
Goog my largest holding, hopefully long term do well
@rnegoro1Ай бұрын
Try not using googl for 1 week. Just try.
@elvislim7713Ай бұрын
@@rnegoro1 I don't think I can🤣
@alienalim1830Ай бұрын
This video is very funny! Feel transported to ancient times ..
@sunflower700Ай бұрын
Sister i feel the same! Papa Robert got a lot of hidden talent!
@rnegoro1Ай бұрын
It's real right ?
@harrycjlАй бұрын
So how would you position your options now knowing that it's on a downtrend? Buy a call far into the future?
@rnegoro1Ай бұрын
I already had some bearish put option spreads when s&p reached 5200 and slowly hedging. They were losing money as the market went up to 5500, i just wrote them off thinking they will be worth 0. But that's not so important as having cash to buy stocks when they are cheap. So what you wanna do now, during these VOLATILE situations, you actually wanna sell PUT options. Higher IV = higher options price.
@popyesailorman546Ай бұрын
Where do u from bro
@rnegoro1Ай бұрын
Indonesia.
@ampang22Ай бұрын
Hi Robert, HL actually followed your advice and cut divd by 1/3 😂… wah u so powderful ..
@rnegoro1Ай бұрын
it's sad....... I wasnt expecting DPU to drop so much.
@funzuno8639Ай бұрын
i buy this..i buy that
@harrycjlАй бұрын
great macro analysis
@davidwong125Ай бұрын
Robert, the GTC for IBKR does work during pre and after market. My GTC for V got assigned in after market this morning at 256.6USD per share
@rnegoro1Ай бұрын
Eh? I didnt know ler.
@harrycjlАй бұрын
ulta...my intrinsic value is 255. amazon is 137. googl is 143. i used aws and google products so im more inclined to buy those two even though they are above intrinsic price. Nat gas is at the bottom of their business cycle, thought that the risk/reward is extremely high.
@davidwong125Ай бұрын
Thanks Robert, I dca into ULTA almost everyday for this week.
@rnegoro1Ай бұрын
Might go down some more - but it rebounded very fast post covid. 13 PE is a decent price.
@davidwong125Ай бұрын
Robert, my country's currency is strengthening against the greenback and at the same time the US stock market is falling down. What a nice feeling!
@rnegoro1Ай бұрын
rupiah also strengthening against usd and aud. cheaper for me.
@davidwong125Ай бұрын
Thats why its important to cut loss once the fundamentals got issue. I cut loss early in INTC & EL and suffered only minor loss which i recovered it back in short time by rotating the fund recovered to better higher quality companies.
@rnegoro1Ай бұрын
EL is adam khoo's pick - should be not bad right ?
@JLeeAyebzАй бұрын
Please have a look at CROX. Thnx!
@benk7177Ай бұрын
I noticed that the China supporters have been let down badly such that they are generally not so excited anymore when hkse rise nowadays because they feel it is shortlived, and when it falls, people are not so keen to buy or DCA anymore because it will come back lower again. The Chinese government has shot themselves in the foot. Now people are bidding to just sell off and trim down whenever the windows open up. Their job to lift the market has just been made much harder.
@rnegoro1Ай бұрын
Exactly now everyone doesn't believe anymore - and this point I already mentioned many times. The function of the chinese and hk stock markets have been destroyed. So now the new corporations cannot really raise public funds thru the market - thus the ones that will survive are only the big caps. Last alternative for the small caps trying to raise funds is the debt market or selling shares to government. I.E it is slowly becoming a state owned economy - like Venezuela.
@benk7177Ай бұрын
@@rnegoro1 I agree. Short of saying the trust is broken at this point.