News by BEEKS FINANCIAL CLOUD GROUP PLC Company or code – between 27 September 2020 and 27 December 2020 Time period News explorer

News by BEEKS FINANCIAL CLOUD GROUP PLC Company or code - between 27 September 2020 and 27 December 2020 Time period News explorer

News explorer – Search Regulatory news, RNS Search, via Company or code, Index, Industry Sector, Headline type, Release date and Source News explorer – Search Regulatory news, RNS Search, via Company or code, Index, Industry Sector, Headline type, Release date and Source The chip titan is struggling in 2020, driving the stock dramatically lower while rivals are on the rise. What’s next for Chipzilla? Faced with a rapid deterioration in their finances in 2020, America’s colleges and universities issued a record amount of bonds this year. It is a stressful time for higher education. The coronavirus pandemic worsened existing pressures on tuition and auxiliary revenue, with international students opting to study outside the U.S. and money from room and […] More

RNS

23 December 2020

07:00:03

96.50

-0.52%

RNS

09 December 2020

13:14:21

96.50

-0.52%

RNS

18 November 2020

14:16:43

96.50

-0.52%

Reach

05 November 2020

07:00:06

96.50

-0.52%

RNS

04 November 2020

07:00:06

96.50

-0.52%

RNS

16 October 2020

18:00:06

96.50

-0.52%

RNS

14 October 2020

16:59:48

96.50

-0.52%

RNS

09 October 2020

07:00:03

96.50

-0.52%

Source: www.londonstockexchange.com


News by ABERDEEN JAPAN INVESTMENT TRUST PLC Company or code - between 26 September 2020 and 26 December 2020 Time period News explorer

News by ABERDEEN JAPAN INVESTMENT TRUST PLC Company or code – between 26 September 2020 and 26 December 2020 Time period News explorer

22 December 2020

17:00:19

755.00

-0.33%

21 December 2020

14:35:07

755.00

-0.33%

18 December 2020

17:05:18

755.00

-0.33%

17 December 2020

17:10:33

755.00

-0.33%

16 December 2020

17:00:26

755.00

-0.33%

14 December 2020

15:46:38

755.00

-0.33%

14 December 2020

11:10:49

755.00

-0.33%

14 December 2020

11:04:40

755.00

-0.33%

07 December 2020

12:10:02

755.00

-0.33%

07 December 2020

10:32:22

755.00

-0.33%

01 December 2020

09:53:01

755.00

-0.33%

30 November 2020

14:58:06

755.00

-0.33%

25 November 2020

07:00:07

755.00

-0.33%

23 November 2020

13:23:53

755.00

-0.33%

19 November 2020

15:06:08

755.00

-0.33%

18 November 2020

07:00:09

755.00

-0.33%

16 November 2020

13:29:08

755.00

-0.33%

13 November 2020

12:00:48

755.00

-0.33%

12 November 2020

17:03:34

755.00

-0.33%

10 November 2020

17:02:34

755.00

-0.33%

Source: www.londonstockexchange.com


Can Intel Stock Return to Its Former Glory?

Can Intel Stock Return to Its Former Glory?

2020 has been a difficult year for microchip giant Intel (NASDAQ:INTC). We Intel investors missed out on a 14% gain in market tracker S&P 500, swallowing a loss of 22% instead. At the same time, smaller rival Advanced Micro Devices (NASDAQ:AMD) saw its share prices double. Is this the beginning of the end for Intel, or can the company and stock bounce back in 2021 and beyond?

A pile of broken and burned processors.

Image source: Getty Images.

Intel and AMD used to have very clear-cut roles to play in the semiconductor market. AMD was the plucky upstart, always nipping at Intel’s heels and trying to steal a little bit of market share in one sub-sector or another. Intel held all the trump cards with a unique lead in manufacturing technologies, a matchless brand name, and much deeper pockets.

That relationship turned upside down in the summer of 2020, as Intel confirmed that its 7-nanometer manufacturing process would be delayed by another six months. AMD was already churning out its own 7-nm processors at the time, with the help of third-party chip foundry Taiwan Semiconductor Manufacturing (NYSE:TSM). That announcement set AMD’s stock on fire in late July while sending Intel shares sharply downward.

According to technology market analyst Mercury Research, AMD has grabbed the largest market-share slices seen since 2013 in the desktop market and the largest share ever in notebooks. AMD is making the most of this rare opportunity to do battle with Intel with a lead in manufacturing technologies instead of the usual handicap of lagging behind.

Automated machinery working on an uncut wafer of semiconductor silicon.

Image source: Getty Images.

Things are changing, but Intel is still winning in many ways.

AMD’s multiyear market-share records barely squeaked by the 20% mark, leaving Intel nurturing massive leads of roughly 80% share in both desktop and notebook processors. The contrast is even sharper in server chips, where AMD holds less than 7% of the total market. That’s important because server products are more costly and more profitable than their PC-style brethren.

As a result, AMD is a long way away from matching Intel’s financial muscle. Intel’s revenue added up to $78 billion over the last four quarters while AMD’s trailing sales stopped at $8.7 billion. When it comes to trailing net income, Intel leads by $22 billion to $880 million. AMD’s free cash flows of $580 million can’t hold a candle to Intel’s $15 billion. I could expand this discussion to dozens of different metrics, and Intel would walk away with an easy victory every time.

And Intel isn’t exactly sitting back and giving AMD every opportunity to extend its uncommon manufacturing process advantage. The company is not too proud to get some help from Taiwan Semiconductor while working through its in-house manufacturing hiccups, and the long-term cadence of predictable process upgrades should get back on schedule in 2021.

Meanwhile, Intel is exploring many new markets that could become significant growth engines over the next decade or so. Here’s how Intel CEO Bob Swan described his approach to larger target markets at a recent industry conference:

The company is developing specialized processors for all of these enormous target markets, from self-driving car platforms to smart-home solutions and industrial controllers. Intel’s addressable market is only growing larger, even if notebook and desktop sales are stalling.

A blue charting arrow bounces skyward off a black trampoline.

Image source: Getty Images.

The market has overreacted to Intel’s manufacturing slip-up. That overreaction goes both ways. Intel looks incredibly cheap at nine times trailing earnings, and AMD seems ripe for a sharp correction as shares are trading at 128 times earnings. Again, I could give you a whole bunch of different valuation metrics, and Intel comes up roses in every comparison.

I fully expect Intel to make a triumphant return to market leadership and rising share prices as the company works out its 7-nanometer manufacturing issues in 2021. The stock is a fantastic buy at today’s bargain-bin prices.

By the way, I’m also incredibly impressed by AMD’s accomplishments under current CEO Lisa Su, and I might consider buying the stock when its valuation comes down to earth. Intel’s rebound next year could very well trigger the AMD correction I’m looking for.

Source: www.fool.com

Author: Anders Bylund


5 Investing Insights From Charlie Munger (2020) – Daily Market News

5 Investing Insights From Charlie Munger (2020) – Daily Market News

ASSOCIATED PRESS

Charlie Munger is an amazing investor and Warren Buffett’s partner at Berkshire Hathaway. He recently gave an interview to CalTech alumni that has a lot to teach us about investing. There were many insights for investors in that interview, but I want to focus on one segment, where a viewer asks Charlie:

“How would you encourage mentees to take big bets on big edges, and how should this be taught at CalTech?”

To which Charlie Munger replied:

“I don’t think CalTech can make great investors out of most people. That’s because to some extent they are like great chess players – they are almost born to be investors.

Obviously you have to know a lot. But partly it is temperament. Partly it’s deferred gratification. You have to be willing to wait.

Good investing requires a weird combination of patience and aggression. And not many people have it.

It also requires a big amount of self-awareness about how much you know and how much you don’t know. You have to know the edge of your own competence.”

Let’s deconstruct Charlie’s response:

1.     Some people are born to be investors – Charlie is pointing out that not everything can be learned in investing. Yes, you can read all the great investing books out there. And you should. You can study all the prior great investors. And you should. However, that is necessary but not sufficient. You also need certain qualities that some people have and others… just don’t.

2.     Temperament – What are these qualities? Well, it’s best described as temperament. What does that mean? Imagine a scenario where everything is going wrong for you as an investor. The stock market is marking your investments way down. Your peers disagree with you. Your clients are starting to doubt you. You haven’t had a good year in the market in some time. Can you still stick to your well-reasoned investment process? Or will you fall apart and give in to the pain and start to deviate in order to try to catch up sooner rather than later?

3.  Patience – It seems so simple. Just do nothing when there is nothing worth doing. And yet, this seems so elusive to most investors. They convince themselves, or are convinced by others, that if only they were smart enough, work hard enough, that there is always something intelligent to do. So they slide down the slippery slope of “good enough.” Each compromise seems minor, or not a compromise at all, but eventually they are well down-hill from the commanding heights of investing discipline that they had aspired to.

4.  Aggression – Despite all their activity when patience is required, when it is actually time to act, most investors are… not active enough! I remember Peter Lynch coming in to give a talk to Fidelity portfolio managers and analysts early in my career, circa 20 years ago. He told the audience that when they find a great idea they should, triple-, quadruple-weight it. Not just have a small “overweight” position vs. their benchmark. There was silence. Nobody disagreed with the legendary investor. And yet when the portfolio managers went back to their offices the next day, I didn’t observe anyone change their approach or their portfolios, which typically contained hundreds of small, individually-insignificant investments.

5.  Self-awareness about the edge of your own competence – Knowing the edge of your circle of competence is crucial as an investor. If you are not sure if something is within it, the answer is simple: it’s not. The penalty for waiting in investing is low, as long as you are aggressively pursuing the few great investment opportunities that you encounter. And yet so many try to answer hard questions that as an investor they should be leaving in the “too tough” pile and moving on. If that’s not overconfidence bias in action, I don’t know what is.

Charlie Munger has given us plenty of insights on investing before. To stay rational. To appreciate a company’s quality, not just the statistical cheapness of the stock. To pay attention to the acumen and integrity of the management team.

In the end, none of these are enough to make us good investors if we cannot do two simple, but not easy, things well when it’s most difficult to actually do them. To be patient when there is nothing to do, and to be very aggressive on the rare occasions that the stars align and there is a great investment to be made.

If you are interested in learning more about the investment process at Silver Ring Value Partners, you can request an Owner’s Manual here.

If you want to watch educational videos that can help you make better investing decisions using the principles of value investing and behavioral finance, check out my YouTube channel where I regularly post new content.

Source: dailymarketnews.net

Author: By Daily Market News


Stock Market Investing (2019) [Major Cannabis News & Equity Index Update ] |

Stock Market Investing (2019) [Major Cannabis News & Equity Index Update ] |

Today’s focus: Stalking the Bear Market continued. The top is in and the retest of the December Stock Market lows has begun. Looks like the retest was really shallow.

Bottom line: Today’s action, if it continues to the close, will negate the retest of the Dec. lows for the time being. Market Shorts no longer required to manage risk this time.

Bonus: 1 on 1 with Charlotte’s Web (CWEB on Canadian Stock Exchange (CSE)) yesterday reveals interesting infromation. Plus major news for 2 important Cannabis companies.

This isn’t your Dad’s stock market and it certainly isn’t your Granddad’s. This is the millennial market and it requires millennial tools to excel. We will be sharing with you information directly off our trading desk with a focus on the interaction between traditional fundamental analysis and millennial execution.

We begin each show by grinding the news of the day grist through the algorithmic mill. Our desire is to help you reduce the noise and manage your investments through the lens of reward vs risk instead of traditional fear vs greed.

You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio? The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ.

he ARMR Report covers Stock Market investing through the millennial lens.

Today’s focus: Dan Niles expresses consternation over the stock markets treatment of Semiconductor stocks in the 2 quarter of the expected 5 quarter downturn. Today I will respectfully offer an answer. An answer that will also help explain the current stock market breakout to new all time highs.

Bottom line: It is all about Central Bank behavior

Bonus: Cannabis news of note: CWEB new CEO importance, CGC continued breakout of epic Cup & Handle pattern and Twitter (TWTR) update.

This isn’t your Dad’s stock market and it certainly isn’t your Granddad’s. This is the millennial market and it requires millennial tools to excel. We will be sharing with you information directly off our trading desk with a focus on the interaction between traditional fundamental analysis and millennial execution.

We begin each show by grinding the news of the day grist through the algorithmic mill. Our desire is to help you reduce the noise and manage your investments through the lens of reward vs risk instead of traditional fear vs greed.

You have heard the terms “Risk On” or “Risk Off” but what does that mean and how does it effect your investing portfolio? The ARMR Report has the answers and will help you manage risk to improve your investment results no matter what strategy you employ.

Source: cannabiscbd-news.com


Bond Boom Comes to America's Colleges and Universities

Bond Boom Comes to America’s Colleges and Universities

bond-boom-comes-to-america’s-colleges-and-universities

Faced with a rapid deterioration in their finances in 2020, America’s colleges and universities issued a record amount of bonds this year.

It is a stressful time for higher education. The coronavirus pandemic worsened existing pressures on tuition and auxiliary revenue, with international students opting to study outside the U.S. and money from room and board drying up as schools keep classes online. At the same time, demand for financial aid and costs related to providing protective gear and Covid-19 testing have jumped.

Hoping to address possible shortfalls and take advantage of ultralow rates, universities have flooded the market with debt. With few places to get a return in the bond market, investors have scooped up the issues, which in some cases offer yields of 2% or 3% for debt that matures in 15 to 30 years.

The higher-education sector “becomes attractive because it’s under pressure,” said Daniel Solender, who oversees tax-free fixed-income investments at asset manager Lord Abbett & Co., referring to rising yields on higher-education bonds as schools’ ability to navigate the pandemic came into question. The firm added more than $300 million to its holdings of such bonds this year.

“There are a lot of high-quality institutions with great reputations, great balance sheets, that will find a way to make it through this environment,” he said.

Source: www.financialnewsherald.com

Author: Written by FinancialNews

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News by BEEKS FINANCIAL CLOUD GROUP PLC Company or code - between 27 September 2020 and 27 December 2020 Time period News explorer

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