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On May 7th, CNBCs Jim Cramer stated on Wednesday that cloud computing giants absolutely cannot skimp on their investment in artificial intelligence (AI). Cramers comments came after some described the surge in data centers and AI-related stocks as a "build it and theyll come" model—companies aggressively investing in infrastructure in the hope of eventually attracting customers. However, Cramer argued that applying this famous line from the movie *What Happens When It Comes* to the AI boom ignores a crucial point: customers already exist, and cloud service providers eager to meet demand are working hard to satisfy it. "The key to this data center boom is that its not a fantasy story, because data centers are being built, customers are actually flocking in, theyve already secured their places, and the momentum is building until every seat is filled," he said. He cited Amazon as an example to demonstrate that a comprehensive AI strategy is no longer just a pipe dream. Cramer quoted Amazons CEO regarding the need for continued investment: "If you dont build this stadium, customers will go elsewhere, and youll miss out on a lot of business opportunities."The Hang Seng Tech Index rose more than 3% intraday, the Hang Seng Index rose 1.54%, Kuaishou (01024.HK) rose more than 7%, Hua Hong Semiconductor (01347.HK) rose more than 6%, and Tencent Music (01698.HK), Kingsoft (03888.HK) and Baidu (09888.HK) all rose more than 5%.On May 7th, according to foreign media reports, Malaysian palm oil futures fell for the second consecutive trading day on Thursday, pressured by weakness in rival edible oils, although stronger crude oil prices limited the decline. The most active palm oil futures contract fell 38 ringgit, or 0.83%, to 4,541 ringgit per metric tonne in early trading. The most actively traded soybean oil contract in Dalian fell 1.43%, and the palm oil contract fell 1.92%. Soybean oil prices on the Chicago Board of Trade fell 0.63%. In early trading, oil prices rose by about $1, rebounding from the previous days plunge, as investors weighed the success of the Middle East peace agreement. Stronger crude oil futures made palm oil a more attractive biodiesel feedstock option. The ringgit, the currency for palm oil, rose 0.26% against the US dollar, making it more expensive for buyers holding foreign currency to purchase palm oil. Analysts say Malaysian palm oil prices could rise by about 12% to 5,200 ringgit per tonne by mid-July, as the war between the US and Israel over Iran has led to higher energy prices, stimulating demand for biodiesel and tightening supply.On May 7th, Bank of America issued a report stating that HSBC Holdings (00005.HK) and Standard Chartered Group (02888.HK) will hold investor seminars in Hong Kong from May 19th to 21st. The report anticipates this event will be a positive catalyst for both banks, as management will showcase strong operating trends in Asia, particularly in wealth management and capital markets. The bank further noted that given HSBC Holdings winning position in the Asian market, its high-quality deposit business, and managements effective strategy execution amplifying its competitive advantage, the bank maintains a positive outlook on HSBC Holdings, giving it a buy rating and a target price of HK$158.25. Additionally, the bank maintains a neutral rating on Standard Chartered UK shares.On May 7th, Citigroup issued a research report stating that CK Hutchison Holdings (00001.HK) announced the sale of its 49% stake in its UK telecommunications joint venture, Vodafone Three, to Vodafone for a cash consideration of £4.3 billion (approximately HK$45.5 billion). The bank believes this sale is a value-added transaction for CK Hutchison, and expects management to continue seeking opportunities to unlock value, which will help narrow the stocks current significant NAV discount of approximately 58%. CK Hutchison expects to record an after-tax gain of approximately HK$4.7 billion upon completion of the transaction. Citigroup points out that the sale price is approximately 9% higher than its valuation of Vodafone Three (approximately HK$41.7 billion) and approximately 13% higher than CK Hutchisons net investment at the end of 2025 (approximately HK$40.1 billion). The bank expects the transaction to be completed as early as the end of 2026. Citigroup accordingly raised its target price for CK Hutchison from HK$78 to HK$81.5 and maintained its buy rating.

Better than Buffett? Geraldine Weiss, the Blue-Chip Queen in men's world

LEO

Oct 25, 2021 14:06

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Although there is no chance to get a typical economics education, Jared has been studying economics through all the books she can find in the San Diego library and listening to the teachings of her parents (both investors). When she started looking for a job in the financial industry, she was rejected by all the investment companies she had applied for. She said: "This is a man's world, and women's applications are not accepted."


Geraldine Weiss's career almost ended before it even started. She decides that if there is no company hired in the end, she will start her own. At the age of 40 in 1966, she founded the well-known American investment publication "Investment Quality Trend" and has been adopting the masculine name G. Weiss in the industry to hide the identity of women. It was not until ten years later that the gender was indicated.


Geraldine Weiss is known as the "blue chip dividend queen", she invented a very smart investment strategy. Warren Buffett (Warren Buffett) will follow four principles when choosing stock investment, but Weiss’s investment strategy only needs one principle. If Buffett follows her strategy, this will bring him more profits.


Through years of investment, she has developed a value-based, dividend-oriented stock selection strategy. This strategy focuses on companies with relatively high yields and uses dividends and other qualitative factors to measure the value of stocks. Buy stocks when yields are close to historical highs, and sell when yields fall.


 Suddenly, this strategy was far more popular than others. Weiss uses seven core criteria in her strategy, including comparing current and historical average returns on stocks.


Today, many women in the financial world still face gender discrimination. But there are more and more intelligent, strong-willed and brave women like Geraldine Weiss, making this secular prejudice less and less.


About "Investment Quality Trend"

Investment guru Mark. Mark Hulbert praised the investment analysis of "Investment Quality Trend" in Forbes magazine in November 1992. From 1986 to 1992, its analysis brought a return rate of 155%, which was outperforming the Wilshire5000 index's 125%, and its volatility rate was 20% lower than the Wilshire5000 index. Its effectiveness has been ranked in the top 10% of the investment advisory industry. Inside. Geraldine Weiss is also the author of "The Dividends Connection-How Dividends Create Value in the Stock Market" (co-authored with Gregory Weiss) and "Dividends Don't Lie".


The characteristic of "Investment Quality Trend" is that it selects about 350 blue chip stocks as the subject of investment analysis, cites six simple criteria, evaluates the quality of stocks, and defines the necessary conditions for blue chip stocks. The six criteria are as follows:


    • Dividends must grow 5 times in the past 12 years

    • In the Standard & Poor's physical fitness assessment, it must be A-level or above, representing an investment fitness above the average level.

    • The number of outstanding shares should be at least 5 million shares to ensure sufficient market liquidity.

    • At least 80 institutions hold the shares

    • Must pay dividends without interruption for at least 25 years

    • In the past 12 years, the company's earnings must have grown for at least 7 years