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Thread: FANG

  1. #1

    Default FANG

    FANG stocks have lost their characteristic mojo, but investors are sticking with them

    The FANG block of tech giants — Facebook, Amazon, Netflix and Google’s parent Alphabet — are mostly in the red for the trailing 12 months despite their strong year-to-date comeback.

    The backdrop for big tech is turning unfavorable from the government crackdown to the U.S.-China trade war to a global economic slowdown.

    “The question is how much we are transitioning from a Wild West environment for big tech to something that’s more regulated and governed,” says Jeff DeGraaf, founder and chairman of Renaissance Macro Research.

    https://www.cnbc.com/2019/07/19/fang...with-them.html
    Tom
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  3. #2

    Default Re: FANG

    Seems its the same mentality as former bell-weather stalwarts of the past, like IBM, JDS Uniphase, Kodak...the slogan of "Past performance is not indicative of future returns" often is slow to sink in, on the "herd".
    CURRENTLY 100% F (as of COB 10/27/2020) 2nd Oct IFT

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  5. #3

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    Default Re: FANG

    There's a blast from the past, JDSU!

    Quote Originally Posted by FireWeatherMet View Post
    Seems its the same mentality as former bell-weather stalwarts of the past, like IBM, JDS Uniphase, Kodak...the slogan of "Past performance is not indicative of future returns" often is slow to sink in, on the "herd".
    Weatherweenie's Account Talk
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  7. #4

    Default Re: FANG

    Quote Originally Posted by weatherweenie View Post
    There's a blast from the past, JDSU!
    Ah, yes. Remember the days when the hottest stocks were names like CIEN, JNPR, Corning (GLW), AOL, Iomega, Broadcom, CSCO, EBAY, PALM, Doubleclick, Verisign, Yahoo, Netscape, etc.

    Anymore?
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Do your own due diligence.

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  9. #5

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    Default Re: FANG

    Quote Originally Posted by tsptalk View Post
    Ah, yes. Remember the days when the hottest stocks were names like CIEN, JNPR, Corning (GLW), AOL, Iomega, Broadcom, CSCO, EBAY, PALM, Doubleclick, Verisign, Yahoo, Netscape, etc.

    Anymore?
    America!thinkingsmiley.gif
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  11. #6

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    Default Re: FANG

    EXDS, CMGI, INKT

    Quote Originally Posted by tsptalk View Post
    Ah, yes. Remember the days when the hottest stocks were names like CIEN, JNPR, Corning (GLW), AOL, Iomega, Broadcom, CSCO, EBAY, PALM, Doubleclick, Verisign, Yahoo, Netscape, etc.

    Anymore?
    Weatherweenie's Account Talk
    Expected retirement date: November 2023

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  13. #7

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    Default Re: FANG


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    Default Re: FANG

    I thought it was supposed to be FAANG....Facebook, Amazon, APPLE, Netflix and Google ?!?
    There are 10 types of people in the world. Those who know binary, and those that don't!!
    Retired on December 31, 2018!!

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  17. #9

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    Default Re: FANG

    Consolidation = complete control!
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    Default Re: FANG

    % of SP500 market cap held by largest 5 stocks.

    MSFT, FB, AAPL, GOOGL, AMZN

    My question is how these companies hold up in a recession. Will people spend more time on Facebook when unemployed? Will people continue with their streaming subscriptions? Will there be as much profit in advertising revenue?

    I think as long as they can continue putting it on their credit card they will not cut back. A recession will be a nice test to see if subscription companies can keep growing (NFLX, Peloton, Disney+, Spotify, Hulu, etc.)

    ERVtZyZWAAAld0y.jpg

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    Default Re: FANG

    Rich got richer, but let's be honest, the top five were positioned perfectly for a global shutdown.

    Is this series signaling either a correction or a bear market now? A correction is more likely than a bear market, in our opinion. That’s because bear markets tend to be triggered by credit crunches that cause recessions.

    A credit crunch was certainly underway during late February through March 23. But on that fateful day, the Fed tossed away its bazookas, kept its helicopters grounded, and instead started to carpet-bomb the financial markets with B-52 bombers loaded with trillions of dollars of cash. Lots of money poured into the Magnificent Five.
    top5.jpg

    https://www.linkedin.com/feed/update...94692576280576

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  23. #12

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    Default Re: FANG

    Impossible to outperform as a fund manager unless you have these holdings. Hence, nearly every fund has FAANG holdings. Why bother watching the Dow, just watch AAPL.

    Chart below does not include MSFT.

    fang.JPG

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