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My Next "Falling Knife" Stock... 

Tay Chi Keng
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Let's talk about my next Falling Knife on my watchlist/portfolio...
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Опубликовано:

 

10 сен 2024

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Комментарии : 33   
@Sgfan
@Sgfan Месяц назад
Lululemon need to produce some AI pants
@Roy_0692
@Roy_0692 Месяц назад
Thanks for the mention and great insights as always!!!
@fkklkomvocl1234gv
@fkklkomvocl1234gv Месяц назад
Maybe the real falling knives were the friends we made along the way.
@fengjikangqiang
@fengjikangqiang Месяц назад
Sometimes the real falling knife is one that u think is the under valued stocks...so ppl just buy happily thinking it's already rock bottom.
@Ko911ed
@Ko911ed Месяц назад
Your portfolio is beginning to smell like adam khoo's...😮😮😮😂😂😂
@neverkeelmii
@neverkeelmii Месяц назад
So whats is your valuation? Or do we wait for a substack article?
@MrMrdt
@MrMrdt Месяц назад
I told my friends last week I found the next "falling knife" too after buying intc and baba over the years. The find was WBD and is up 20% this week. I guess its not a falling knife this time
@rumuru98
@rumuru98 Месяц назад
You should look around why lulu is losing sales in US. The trend in style of athletic clothing is changing and competitors like alo and vuori are rising.
@HighFriend42da0
@HighFriend42da0 Месяц назад
S.L.S do your research. Your welcome
@mrandrewwong1712
@mrandrewwong1712 Месяц назад
Their management did say their goal is to 2x menswear and 2x online business and 4x international business. So growth for women's yoga pants is bleak
@Deepfknvalue
@Deepfknvalue Месяц назад
buddy did you not learn from Alibaba 2 years ago? Why not wait a bit for the company to improve/rebound a bit before purchasing, maybe you miss out on little marginal gains but astromically better than catching the knife on its way down.
@cedrust4111
@cedrust4111 Месяц назад
Is your position in LULU in the red now?
@antonkal
@antonkal Месяц назад
Alibaba is expecting double digit growth by 2027. If you can do a video about this potential that would be much appreciated.
@johnlim9979
@johnlim9979 Месяц назад
is DECK a good buy now?
@snailedlt
@snailedlt Месяц назад
I've been eyeing the stock myself. I'm not sure if it's a good buy, but after doing some (2 hours or so) research, it's at least not an excellent one in my opinion. So for now I will just keep it in my watchlist
@ChairmanMeow086
@ChairmanMeow086 Месяц назад
My falling knifes are link reit and ping an insurance, bought them at 50% off from peak and not yet recover but at least the dividends are great
@munmengkok7882
@munmengkok7882 Месяц назад
Ping an and link reit are ok but not high quality companies. Chinese stocks, baba and Tencent are no brainer to add. You must be Master Leong’s follower 😀 for he advocates link reit and ping an all the time
@Fath-gx9mk
@Fath-gx9mk Месяц назад
What do you think of douyu special dividend?
@theyomie5482
@theyomie5482 Месяц назад
LuLus biggest flaw as a business, by far, is in their name. They will never grow much beyond the female consumer. Very few males will buy a brand called LuLu Lemon. I would never own them for that reason, and as time goes on, competitors will eat up their market share as a result.
@DailyGPT365
@DailyGPT365 Месяц назад
Buy BLACKBERRY. This company is not dead but is now the OS of all EVs of the future.
@benedicttay2175
@benedicttay2175 Месяц назад
Isn’t estee lauder a falling knife?
@isaacong1281
@isaacong1281 Месяц назад
I personally still think EL dip is because of china. If can hold for the long term, should hold because fundamentally I see no big issue except the china market, but I can be wrong. Caveat, I do have shares of EL so I might be a little bias as well.
@andyho2059
@andyho2059 Месяц назад
Got survey link meh?
@fengjikangqiang
@fengjikangqiang Месяц назад
Qualcomm could be the real AI...just about every phone holds a Qualcomm chip
@KellenBricks
@KellenBricks Месяц назад
except for iphones
@fengjikangqiang
@fengjikangqiang Месяц назад
@@KellenBricks U better check again.
@Crom21
@Crom21 Месяц назад
i think its going to take awhile.
@RoTelnCheese
@RoTelnCheese Месяц назад
Dude you don’t learn. Do you like losing money?
@kennyfrancis6882
@kennyfrancis6882 Месяц назад
lululemon? lmfao
@TheBirdieparbirdie
@TheBirdieparbirdie Месяц назад
I live in Los Angeles and have followed the fashion and fitness trends for years. There are very few brands that get hot and survive. For every Nike, Levis and Vans, there are 20 Brooks, Op, Lightning Bolt, And 1, etc etc etc etc. Lulu Lemon has never been "cool" among the cool kids, only yoga moms. It's even worse for their products for men. And yoga is like juicing, which has been de-bunked as healthy. The scientific research has come out that yoga is not a particularly good form of exercise. It's neither aerobic or muscle-building and doesn't do much outside of just being better-than-nothing, especially for appearance. And you can see it in LA. Where I live there used to be 6 yoga studios within walking distance. Now there is 1. Only the hardcore people will continue. Lulu will go the way of all the other brands. Why not go with a company that has iconic brands that have proven themselves, has great management and that knows how to keep moving old brands out for new ones, and is priced-like it's going to die? VF Corp. Vans, North Face, Dickies, these are brands that will still be here when Lulu is gone.
@przemyslawtracz4215
@przemyslawtracz4215 Месяц назад
my wife plays Padel and loves Lululemon. the quality is just superior to Nike. just saying..
@fengjikangqiang
@fengjikangqiang Месяц назад
Tesla could b real falling knife
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