The reason is why IMF expects more positive signs, other potential risks balance them out. It’s good for global growth as trade war came to first signed, the slump in manufacturing is bottoming out and central banks are cutting rates around the world. Countering them are the risk of renewed trade tensions, conflicts between US and Irad that could affect oil supply, social unrest and weather-related disasters.
Earpods has been so successful because it satisfies the 2 fundamental requirements of a viral wearable device. The first one is eco-system, which means it belongs to a selection of tools targeting different parts of the body. Second is “fashion”, the design makes people want to wear and to be “seen”. The blog is also interesting for the one who wants to follow Apple and their strategy.
- #stockanalysis Broadcom is an oil stock in 21st industry (SeekingAlpha)
The author, a proponent for selling oil stock and buying semiconductor stocks, recommended buying Broadcom now. After the trade tensions, Broadcom lost its biggest customer Huawei (3.4% total revenue), which made its revenue stagnant. However, the company is making strides to find new markets and expanding their product line to be less dependent from their current bread and butter: semiconductors. With the growing FCF 45.25% for the last 5 years, its stock is undervalued today.
Huy Luu's business blog 