StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2024-02-16
introduction This company is mainly famous for its communication modules. For anyone with a bit of interest in computers, this name is familiar to the router's processor. It is mainly used in high end routers. (Not nece…
Updated 2024-02-16
Summary Performance improvement: Performance improvement through restructuring and cloud profit margin improvement is expected to continue. Attractive value: The PER, which is below the S&P 500 average, is also attracti…
Updated 2024-01-02
Summary Berkshire is an Apple investment with a cash safety net. Berkshire's high proportion of cash is also not a bad situation considering the interest on government bonds. Due to the sluggish manufacturing PMI, there…
Updated 2023-12-22
IRP, what is pension savings? Two types of tax advantaged pension accounts provide tax benefits when saving, This is a product that can be received as a pension after the age of 55. Depending on the securities company y…
Updated 2023-10-30
When dealing with US stocks, you naturally use Google Spreadsheets rather than Excel. Of course, there is the advantage of being able to synchronize between devices, but there is also the advantage that the GOOGLEFINANC…
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…