The stock market is running high. Too high, some analysts say. A number of Wall Street observers warn the stock market may have entered “bubble” territory. It’s an analogy to the overhyped markets of 2008 and 1999, which crashed when the bubbles burst. When investors fear stocks might sink, their thoughts might turn to pulling money from the market and parking it in cash: money market funds, Treasury bills, even a plain old savings account. Seesawing stock prices fuel their ennui. “A lot of my clients h ...

Key Points DexCom's innovative devices, network effect, and large growth opportunities could help it turn things around. Regeneron Pharmaceuticals is making strides toward putting a recent patent cliff in the rearview mirror. 10 stocks we like better than DexCom › One way to earn above-average market returns -- which isn't always easy -- is to invest in companies that have lagged the market but are likely to recover over the long run. As the basic investing maxim goes, "Buy low, sell high." That b ...

巴菲特及伯克希尔哈撒韦的投资动向 - 伯克希尔哈撒韦在2025年第一季度继续净卖出股票 现金储备增至3470亿美元 [1] - 公司卖出8只股票 包括清仓花旗银行和Nu Holdings 后者过去三年上涨196% [1] - 同时增持7只股票 未开新仓 重点加码星座品牌 该股过去三年下跌25% [2] 投资策略分析 - 采用经典逆向投资策略 在市场恐慌时买入 狂热时卖出 [4] - 核心理念是"在别人贪婪时恐惧 在别人恐惧时贪婪" [5] - 数字银行Nu Holdings虽表现优异 但不符合公司典型投资风格 通常不青睐年轻成长股和科技股 [5] Nu Holdings业务现状 - 在巴西市场占有率已达59% 正拓展墨西哥和哥伦比亚市场 [6] - 面临巴西高通胀压力 损失拨备和利息支出增加 新市场扩张挤压利润率 [7] - 高增长潜力与当前风险并存 可能是减持时机 [7] 星座品牌投资逻辑 - 拥有科罗娜啤酒等知名酒精饮料品牌 具备持续需求和竞争优势 [10] - 当前股价具有吸引力 前瞻市盈率13倍 市现率17倍 [11] - 提供2.2%的股息收益率 符合对财务稳健和股东回报的重视 [11] - 在经济不确定时期 这类稳定股票更具抗风险能力 [10][12]