StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2023-10-19
summation Coca Cola's stock price is in an undervalued area due to rising interest rates, weakening consumer sentiment, and health issues. Health issues are being raised, but the lineup is being expanded accordingly, an…
Updated 2023-10-16
Summary In early 2020, Ray Dalio's stance, which said "cash is trash," changed. Cash is viewed as attractive. Ray Dalio says that the attractiveness of cash is judged through relative comparison with the direction and l…
Updated 2023-10-11
Summary Ray Dalio believes that the United States is moving toward a conflict close to civil war due to the impeachment of Kevin McCarthy. Many things that have happened in history are largely related to five types, and…
Updated 2023-10-05
I made money through American stocks. How much capital gains tax should I pay? The sum of profits earned through overseas stocks, that is, 22% of the total amount excluding transaction fees from market profit, is the po…
Updated 2023-09-28
outline The past year has been a bitter one for Realty Income investors. Let alone pre COVID 19 prices, they have fallen more than 20% even from last year's highs, when there were hopes of recovery. A 5% dividend yield…
Updated 2023-09-15
summation AMD is steadily expanding its market share in the server CPU market. AMD's AI chips are also scheduled to be sold in earnest starting at the end of this year, and next year's data center sales are expected to…
Updated 2023-09-07
summation Apple (AAPL) is designated as one of the six major "gatekeeper" companies that dominate the overall online service industry in the EU. Although the detailed implementation plan of the bill is not known, it is…
Updated 2023-09-06
summation It is becoming an issue with moves that raise expectations for the post Tesla era, such as converting to a pure electric vehicle company, listing on Nasdaq, and boldly building production facilities in the Uni…
Updated 2023-08-30
summation Google, a major customer of NVIDIA, has already developed its own chips since 2020 and is using them in its cloud, and many platform companies such as Amazon and Meta are actively working to reduce data center…
Updated 2023-08-29
NVIDIA 2nd quarter performance summary NVIDIA's sales increased 101% compared to the second quarter of the previous year, and guidance for the third quarter predicted explosive growth of $16 billion. This performance wa…
Updated 2023-08-24
outline When investing in REITs, one question arises. "Realty Income, a national dividend stock? Let's see... PER is 42 and dividend payout ratio is 223%??? Is this a good stock??" To avoid this awkward feeling while in…
Updated 2023-08-22
outline At some point, an unfamiliar name caught my eye in the overseas stock purchase rankings. At some point, in terms of individual stocks, the company was in third place after Tesla and Nvidia. A quantum computing c…