Cov 11 cov khoom lag luam no tuaj yeem ua rau koj cov ntaub ntawv rov qab los tom qab S&P 500 'cov nyiaj tau los poob qis' thiab kev lag luam hauv qab xyoo tom ntej

Laudan qhov kev kwv yees rau S&P 500 'cov nyiaj tau los poob qis' thiab hauv qab

Laudan, uas tswj hwm $ 83 lab Buffalo Loj Cap Fund
BUFEX,
+ 3.01%
thiab koom tes tswj hwm $905 lab Buffalo Discovery Fund
BUFTX,
+ 3.58%,
tau hais thaum kev xam phaj: "Nws tsis yog qhov txawv txav uas pom 20% ntaus [rau cov nyiaj tau los] hauv kev poob qis qis. Margins tau nce siab. "

Qhov kev pom zoo ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet yog rau qhov hnyav tag nrho cov nyiaj tau los rau S&P 500 rau tag nrho $ 238.23 ib feem hauv 2023, uas yuav yog 8% nce los ntawm tam sim no 2022 EPS kwv yees ntawm $ 220.63.

Laudan tau hais tias nws lub hauv paus rooj plaub rau 2023 yog rau cov nyiaj khwv tau los ntawm $ 195 txog $ 200 ib feem thiab rau qhov kev poob qis hauv cov nyiaj tau los (kwv yees li 9% mus rau 12% los ntawm qhov kev pom zoo tam sim no rau 2022) kom "ua ke nrog kev lag luam poob qis ntawm qee yam. ”

Nws cia siab tias Wall Street kwv yees yuav nqis los, thiab hais tias "ib zaug Street kwv yees tau mus txog $ 205 lossis $ 210, kuv xav tias cov khoom lag luam yuav tawm mus."

Nws mus ntxiv, hais tias "txhua yam tau nthuav dav ntawm 3200 lossis 3300 ntawm S&P." S&P 500 kaw ntawm 3583.07 thaum Lub Kaum Hli 14, qhov poob ntawm 24.8% rau 2022, tsis suav nrog cov nyiaj faib.

Laudan tau hais tias Buffalo Loj Cap Fund yog kwv yees li 7% ntawm cov nyiaj ntsuab, raws li nws tau khaws qee cov hmoov qhuav rau cov khoom lag luam ntawm tus nqi qis, ntxiv tias nws tau "tiv thaiv ncaj ncees" txij thaum Lub Kaum Hli 2021 thiab tseem tab tom tsom mus rau "cov nyiaj faib tsis tu ncua- them cov tuam txhab nrog cov ntawv txheeb xyuas muaj zog. "

Cov thawj coj rau kev lag luam kev lag luam rov qab

Tom qab kev lag luam tsoo hauv qab, Laudan xav tias yuav rov qab los rau cov khoom lag luam pib xyoo tom ntej, vim tias "kev ntsuas yuav txo qis thiab teb sai dua li cov nyiaj tau los."

Nws cia siab tias "lub sijhawm ntev ntawm kev lag luam thev naus laus zis loj hlob" los ua tus thawj coj, vim tias "lawv tau ntaus thawj." Thaum nug yog Nvidia Corp.
NVDA,
+ 5.89%
thiab Advanced Micro Devices Inc.
AMD,
+ 3.61%
yog cov piv txwv zoo, nyob rau hauv qhov pom ntawm qhov poob qis rau cov khoom lag luam semiconductor thiab vim tias ob qho tib si tuav los ntawm Buffalo Loj Cap Fund, Laudan tau hais tias: "Lawv coj peb nqis thiab lawv yuav rov qab ua ntej."

Laudan tau hais tias nws "kev tuav cov thev naus laus zis loj tshaj plaws" yog ASML Holding NV
ASML,
+ 3.45%,
uas muab cov cuab yeej siv thiab tshuab siv los tsim cov khoom siv computer.

Ntawm cov tuam txhab thev naus laus zis loj tshaj plaws, Buffalo Large Cap nyiaj kuj tuav cov khoom lag luam ntawm Apple Inc.
AAPL,
+ 2.91%,
Microsoft Corp.
MSFT,
+ 3.92%,
Amazon.com Inc.
AMZN,
+ 6.45%
thiab Niam Ntawv Inc.
GOOG,
+ 3.70%

GOOGL,
+ 3.53%.

Laudan kuj tau hais tias nws tau "hnyav" hauv UnitedHealth Group Inc.
UNH,
+ 1.71%,
Danaher Corp.
DHR,
+ 2.45%
thiab Linde PLC
LIN,
+ 2.03%
tsis ntev los no thiab tau coj kom zoo dua qhov poob hauv Adobe Inc.'s
ADBE,
+ 1.93%
tus nqi tom qab tshaj tawm ntawm nws $ 20 billion tau los ntawm Figma, los ntawm scooping li ntau shares.

Summing cov kev poob qis

Txhawm rau piav qhia txog lub xyoo uas nws tau ua phem rau cov khoom lag luam semiconductor, iShares Semiconductor ETF
SOXX,
+ 2.12%,
uas taug qab PHLX Semiconductor Index
SOX,
+ 2.28%
ntawm 30 US-daim ntawv teev cov chips manufacturers thiab lwm yam khoom manufacturers, tau poob 44% xyoo no. Tom qab ntawd ib zaug ntxiv, SOXX tau nce 38% nyob rau hauv peb lub xyoos dhau los thiab 81% rau tsib xyoos, qhia txog qhov tseem ceeb ntawm kev xav mus sij hawm ntev rau cov tub ua lag luam, txawm tias thaum lub sijhawm ua lag luam txaus ntshai rau qhov chaw tech tshwj xeeb no.

Nov yog cov ntsiab lus ntawm kev hloov pauv ntawm cov nqi hauv Tshuag (dua, tsis suav nrog cov nyiaj faib tawm) thiab cov nqi xa mus rau cov nyiaj tau los tom ntej hauv 2022 txog Lub Kaum Hli 14 rau txhua qhov khoom lag luam tau hais hauv tsab xov xwm no. Cov stocks yog sorted alphabetically:

Koj tuaj yeem nyem rau ntawm tickers kom paub ntxiv txog txhua lub tuam txhab. Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv muaj pub dawb ntawm nplooj ntawv MarketWatch quote.

Tus piv rau pem hauv ntej P/E rau S&P 500 poob rau 16.9 raws li qhov kaw thaum Lub Kaum Hli 14 los ntawm 24.5 thaum kawg ntawm 2021, thaum lub P / E pem hauv ntej rau SOXX tsis kam mus rau 13.2 ntawm 27.1.

Nco tsis tau: Qhov no yog li cas cov paj laum yuav nce siab, thiab dab tsi tuaj yeem ntshai Tsoom Fwv Teb Chaws Reserve rau hauv txoj cai pivot