Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

Core Viewpoint - Qualcomm Inc. is expected to perform better than anticipated in the December quarter due to strength from Apple, but a weaker smartphone market and rising operating costs may negatively impact future outlook [1] Group 1: Earnings Estimates - JPMorgan has lowered its fiscal year 2026 earnings estimate to $11.50 from $11.80 and fiscal 2027 forecast to $12.15 from $12.80 [3] - For the first quarter of fiscal 2026, revenue is expected to be $12.6 billion, exceeding consensus of $12.2 billion, but a softer second quarter is anticipated with revenue of $10.8 billion compared to consensus of $11.2 billion [3] Group 2: Margin Pressures - Earnings per share outlook is facing challenges due to costs from recent acquisitions and increased R&D spending in the datacenter business, with a forecast EPS of $2.66 for the second quarter of fiscal 2026 versus consensus of $2.90 [4] - Android original equipment manufacturers are experiencing memory cost increases, which may affect Qualcomm's handset revenues and licensing business starting in the March quarter [5] Group 3: Valuation and Market Position - Despite the reduced price forecast to $195, this implies a 29% upside from current levels, supported by a valuation multiple of 13 times next twelve months earnings and opportunities in AI for datacenters [6] - Qualcomm is rated Overweight due to expectations of a long-term share re-rating as the company shifts focus from smartphones to PCs, IoT, and automotive sectors, which are projected to become significant revenue contributors by the end of the decade [7]

Group 1: Market Overview - The start of 2026 has seen significant volatility in software stocks due to investor concerns about AI disrupting their businesses [1] - Despite the downturn in some high-profile stocks, the S&P 500 has managed a gain of about 2% year to date [1] Group 2: Investment Portfolio Insights - Top holdings for the company include Apple and Berkshire Hathaway, which are viewed as strong investments despite not matching market returns so far this year [2] - These investments are seen as a contrast to the speculative hype surrounding AI, providing a balanced portfolio [2] Group 3: Berkshire Hathaway Analysis - Berkshire Hathaway is down about 4% year to date, making it a more attractive buy compared to the beginning of the year [5] - The company has a significant cash position totaling about $378 billion, which is 36% of its total market capitalization, leading to a wait-and-see approach from the market [6] - Shares are trading at about 1.5 times their book value, indicating potential attractiveness for investors [7] - The conglomerate owns high-quality assets, including a diverse range of businesses and significant equity stakes in companies like American Express and Coca-Cola [7] - While earnings from the insurance business are cyclical, the company is well-positioned for long-term growth in earnings and book value [8]

Mirroring investors like Warren Buffett has been a winning strategy for some people. While it’s a lot easier to buy Berkshire Hathaway (BRK-B) than it is to follow each of Buffett’s moves, a deeper look at his big decisions can introduce compelling long-term opportunities. Buffett’s top five holdings at the end of 2016 were Kraft Heinz (KHC), Wells Fargo (WFC), Coca-Cola (KO), IBM (IBM) and American Express (AXP). Four of those five picks are still up big over the past five years, but probably one of the ...

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All right, Diane King Hall is with me and we continue to take a look at some of these big tech names and what a week it was for Microsoft in particular, Apple, too. Let's uh hear some details. >> Yeah, we've got uh some analyst activity across the Mag 7 to kick off the week here.Uh and this is Philip Securities taking a look at both Apple and Microsoft and you've got upgrades for both of them. We'll start out with Microsoft. They've upgraded Microsoft to buy from accum accumulate.They are keeping the price ...

Market Overview - U.S. equity markets are starting the week cautiously, influenced by Friday's declines and uncertainties regarding Federal Reserve leadership and economic indicators [1][2] - Major indexes closed in the red on Friday, with the Dow Jones Industrial Average down 0.4% to 48,892.47, Nasdaq Composite down 0.9% to 23,461.82, and S&P 500 down 0.4% to 6,939.03 [2] Federal Reserve and Economic Indicators - The Federal Reserve's policy rates remain unchanged at 3.5%-3.75%, but the nomination of Kevin Warsh as the next chair has raised concerns about future monetary policy [4] - Investors are closely watching upcoming economic data, including the January jobs report and the Consumer Price Index (CPI) for January 2026, which could influence Fed policy [3][4] Technology Sector Developments - Microsoft (MSFT) shares fell 10% despite exceeding profit estimates due to concerns over slowing cloud growth and high AI spending [5] - Meta Platforms (META) shares rose 10.4% following better-than-expected earnings and increased sales forecasts [5] - Tesla (TSLA) shares declined 3.2% despite beating earnings expectations, with worries over its first annual revenue decline [5] - Nvidia (NVDA) shares slipped 2% in premarket trading after reports of reduced commitments to invest in OpenAI [5] Healthcare Sector Performance - Healthcare insurers faced significant declines, with UnitedHealth Group (UNH), Humana (HUM), and CVS Health Corporation (CVS) dropping by 20%, 21%, and 14% respectively due to proposed minimal Medicare payment rate increases [8] Precious Metals and Mining - The precious metals market saw volatility, with gold and silver experiencing a sell-off due to the Fed chair nomination and rising Treasury yields, leading to significant drops in mining stocks like Newmont Corporation (NEM) down 11.5% and Coeur Mining, Inc. (CDE) down 16.9% [8] Earnings Reports - Several companies are set to release earnings, including Palantir Technologies Inc. (PLTR), The Walt Disney Company (DIS), and Tyson Foods, Inc. (TSN) [8] - NAPCO Security Technologies, Inc. (NSSC) reported strong fiscal Q2 2026 results with record net revenues of $48.2 million, a 12.2% year-over-year increase, and diluted EPS of $0.38 [8]

Core Insights - The tech sector is experiencing a bifurcation, particularly in the AI value chain, as market rotation themes evolve [1] Group 1: Investment Strategy - The company is recognized as an opportunistic investor, focusing on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] - The investing group specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1] Group 2: Analyst Recognition - The analyst has been acknowledged by TipRanks and Seeking Alpha as a top analyst in technology, software, and internet sectors, as well as for growth and GARP strategies [1] - The analyst's picks have consistently outperformed the market over time, demonstrating a strong track record [1]

Core Insights - The Invesco NASDAQ 100 ETF (QQQM) has a low yield of 0.51%, primarily due to its focus on growth-oriented technology companies that reinvest profits rather than distribute them as dividends [2][8] - The fund's largest holdings, particularly NVIDIA, significantly impact its overall yield, as NVIDIA contributes little to no dividends despite its substantial weighting of 8.47% [3][8] - Apple and Microsoft are the main contributors to QQQM's dividend income, with both companies showing a strong commitment to returning value to shareholders through consistent dividend increases [4][5] Yield and Income Generation - QQQM's yield is notably lower than the S&P 500's typical yield of 1.8% to 2.0%, reflecting the fund's composition, which is heavily weighted towards growth stocks that either pay minimal dividends or none at all [5][8] - The fund has maintained consistent quarterly distributions since its launch in October 2020, supported by a low expense ratio of 0.15%, which helps preserve income for shareholders [6] Performance and Investment Appeal - Over the past year, QQQM has achieved a total price appreciation of 22.3%, and since its inception, it has increased by over 108% [7][8] - Investors are primarily attracted to QQQM for its exposure to leading technology and innovation companies, viewing dividends as a secondary benefit rather than the main reason for investment [7]