At Magic Markets, we "eat our own cooking" with our research and this week, we look at some of the recent trades in our portfolio including where we take profit, new ideas and more. Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
By recapping Hasbro and Visa in the same report, we touch on one company that is in a state of strategic flux and another that is simply executing on more of the same. This is what makes the markets so interesting.
Use the podcast player below to listen to our recap on Disney and Visa, which accompanies the detailed write-up below: (Date of report: 15 June 2022) A successful investing or trading strategy is all about forming a view, executing on that view and then analysing what actually happened in the market. This feedback loop is a critical learning experience and Magic Markets Premium is no different. In our third recap show, we decided to look at Disney and Visa and see what has happened since we covered the companies at the end of 2021. As our work focuses on medium- to [...]
With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently. In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022. Simon Property Group is the kind of business that many would choose as a defensive stock, [...]
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