The Voice of the Cowboy | How Do Overseas Influencers and Retail Investors on Forums View the Market? Vol. 12
Hello everyone, it's U.S. stock cowboy time!
As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives.
Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas!
Excerpt of Insights from Key Opinion Leaders
1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in US equity markets, we are poised for the most severe correction of US indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。”
Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out:
“$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60 yearsTo deliver stable and consistent dividend growth.”
Received$Johnson & Johnson (JNJ.US)$A netizen who receives dividend payouts posted a tweet, accompanied by a picture of the Mona Lisa using Listerine mouthwash, a sub-brand of Johnson & Johnson.。
Received$Johnson & Johnson (JNJ.US)$A netizen who receives dividend payouts posted a tweet, accompanied by a picture of the Mona Lisa using Listerine mouthwash, a sub-brand of Johnson & Johnson.
。![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/3466404853168040279.jpg/big?imageMogr2/ignore-error/1/format/webp)
(Cowboy Encyclopedia)：Johnson & Johnson—A Giant "Aircraft Carrier" in the Global Healthcare Industry）
：$Occidental Petroleum (OXY.US)$ 、$Exxon Mobil (XOM.US)$ 、$Chevron (CVX.US)$ 、$ConocoPhillips (COP.US)$Wait.
：Johnson & Johnson—A Giant "Aircraft Carrier" in the Global Healthcare Industry）Otavio, a prominent investment influencer with 130,000 followers, expresses a bullish outlook on energy stocks, noting that the energy-to-U.S. equity ratio has yet to break through a multi-year resistance level—indicating the start of a new trend rather than its end.
Related Targets：$Occidental Petroleum (OXY.US)$ 、$Exxon Mobil (XOM.US)$ 、$Chevron (CVX.US)$ 、$ConocoPhillips (COP.US)$Wait.![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/4756673327243210969.jpg/big?imageMogr2/ignore-error/1/format/webp)
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/8998790869588711091.jpg/big?imageMogr2/ignore-error/1/format/webp)
（Cowboy Encyclopedia：One of the world's largest multinational energy companies—Chevron、Investment Guru Buffett's "Favorite Stock" in 2022—Occidental Petroleum）
3. @Inverse Cramer ETF specializes in tracking the well-known "big short" Jim Cramer. Today, the account posted: In the latest episode of CNBC, Jim will conduct a face-to-face interview with the founder of Facebook,$Meta Platforms (META.US)$Chairman Zuckerberg has sparked heated discussion among netizens.
：One of the world's largest multinational energy companies—Chevron、Investment Guru Buffett's "Favorite Stock" in 2022—Occidental Petroleum）3. @Inverse Cramer ETF specializes in tracking the well-known "big short" Jim Cramer. Today, the account posted: In the latest episode of CNBC, Jim will conduct a face-to-face interview with the founder of Facebook,$Meta Platforms (META.US)$Chairman Zuckerberg has sparked heated discussion among netizens.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/4934989687702572979.png/big?imageMogr2/ignore-error/1/format/webp)
$Meta Platforms (META.US)$Are investors trembling right now?? In response, netizens on overseas platforms chimed in with emoji comments: "This isn't fair!"
? In response, netizens on overseas platforms chimed in with emoji comments: "This isn't fair!"![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/7516972910771081495.jpg/big?imageMogr2/ignore-error/1/format/webp)
4. Tradytics, known for its data analytics and boasting 34,000 followers, posted that,$Snap Inc (SNAP.US)$Today, the stock rose by more than 3%, with trading volume in call options increasing; eight option contracts have already generated over $2 million in fees, signaling a recovery trend.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/3873013372485188119.png/big?imageMogr2/ignore-error/1/format/webp)
(Cowboy Encyclopedia：SNAP —— The Pioneer of "Disappearing" Social Networking）
A retired fund manager with 293,000 followers and the founder of a Hong Kong-based asset management firm, @Puru Saxena, posted:$S&P 500 Index (.SPX.US)$It may decline further.
：SNAP —— The Pioneer of "Disappearing" Social Networking）A retired fund manager with 293,000 followers and the founder of a Hong Kong-based asset management firm, @Puru Saxena, posted:$S&P 500 Index (.SPX.US)$It may decline further.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/3594012352044285223.jpg/big?imageMogr2/ignore-error/1/format/webp)
Meanwhile, columnist Helene Meisler, who has 166,000 followers, also stated today that,$S&P 500 Index (.SPX.US)$It has posted gains for two consecutive days, a "three-day winning streak" that has yet to occur in June this year.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/2290080960312387513.jpg/big?imageMogr2/ignore-error/1/format/webp)
Michael Wilson, a major Wall Street bear and Morgan Stanley's chief equity strategist, is even more aggressive. In a report today, he once again lowered his S&P 500 target from the previously forecast 3,400 points to below 3,000, and raised the probability of a recession in the second half of 2022 or the first half of 2023 from 20% to 35%.
Investment influencer Caleb Franzen stated,$Micron Technology (MU.US)$The technical chart is currently testing the annual trendline support level. Historical data shows that this support level held firm from 2018 to 2020.
Also today, Mizuho analyst Vijay Rakesh adjusted Micron Technology's price target to $95 and reiterated a buy rating.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/4804992502899180062.png/big?imageMogr2/ignore-error/1/format/webp)
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/7677320847268099788.png/big?imageMogr2/ignore-error/1/format/webp)
As is widely known, star new-energy stocks such as Tesla and BYD have outperformed all others in recent years, sparking ongoing high-level discussions. However, while automakers are capturing the spotlight amid this new-energy boom, many upstream lithium-mining companies are quietly reaping substantial profits. These include the 'Big Three' U.S.-listed lithium stocks.$Lithium Americas (LAC.US)$ 、$Albemarle (ALB.US)$ 、$Livent (LTHM.US)$ 。
Julian Komar, a prominent investment influencer with 102,000 followers, says that once the market stabilizes, lithium industry giants$Albemarle (ALB.US)$Perhaps the next leader of the bull market.
Julian Komar, a prominent investment influencer with 102,000 followers, says that once the market stabilizes, lithium industry giants$Albemarle (ALB.US)$Perhaps the next leader of the bull market.
![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/4246821998913352420.png/big?imageMogr2/ignore-error/1/format/webp)
A Seeking Alpha column titled 'The Outsider' reports that Alcoa's revenue for the first quarter of 2022 reached $1.1 billion, up year over year.44%Meanwhile, GAAP earnings per share of $2.15 exceeded expectations by 38% and were up year over year.156%。The company's robust revenue and profit growth is primarily driven by the stellar performance of its lithium business, largely due to the substantial increase in lithium prices in 2021 and the lag between contract prices and market prices.
A Long-Term Tips column on Seeking Alpha also states that Yabao Company possesses3One advantage.
A Long-Term Tips column on Seeking Alpha also states that Yabao Company possesses3One advantage.
(1) The company currently operates only three mines, but two of them are among the world'sOne of the largest mines；
(2) The company's future expansion and the addition of new projects are expected to boost production. Although the company's current price-to-earnings ratio stands at a lofty 195.3, given the growth prospects for the coming years, this valuation appears somewhat undervalued.
(3) As lithium prices surge at a rate far outpacing general inflation, the company's profits will increase by a margin that significantly exceeds any rise in operating costs. Most importantly, Albemarle offers robust inflation protection. While most companies are forced to raise prices in response to rising costs, Albemarle is able to do so thanks to supply imbalances.
Click here for more information about Yabao:
Stock Guru | Surging Demand: U.S. Albemarle Raises Sales Guidance Twice in One Month—Can Investors Keep Betting on It?
Big-V Review: Tracking Returns on Key Holdings in Issue 11
Stock Guru | Surging Demand: U.S. Albemarle Raises Sales Guidance Twice in One Month—Can Investors Keep Betting on It?
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Big-V Review: Tracking Returns on Key Holdings in Issue 11
In the eleventh episode of 'Voice of the Cowboy' (fellow investors who missed it, please clickIssue 11), with most of the individual stocks mentioned closing higher along with yesterday's market recovery.
Among them,$Tesla (TSLA.US)$Closed up 9.35%,$Apple (AAPL.US)$Closed up 3.28%,$Disney (DIS.US)$Closed down 1.11%,$Zoom Communications (ZM.US)$Up 3.47%,$Ford Motor (F.US)$Up 2.05%,$ZIM Integrated Shipping (ZIM.US)$Closed up 1.83%.
Among them,$Tesla (TSLA.US)$Closed up 9.35%,$Apple (AAPL.US)$Closed up 3.28%,$Disney (DIS.US)$Closed down 1.11%,$Zoom Communications (ZM.US)$Up 3.47%,$Ford Motor (F.US)$Up 2.05%,$ZIM Integrated Shipping (ZIM.US)$Closed up 1.83%.
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The journey of trading is long—balance work with rest, and let's take a relaxing break, cowboy!：
：![Hello everyone, it's U.S. stock cowboy time![Laugh] As everyone knows, prominent local investors abroad enjoy a natural informational advantage over their domestic counterparts due to their deep familiarity with the investment targets; therefore, drawing on their investment ideas may offer entirely new perspectives. Now, let's all follow Cowboy and listen together!of the twelfth issueThe Voice of the Cowboy, get new investment ideas! Excerpt of Insights from Key Opinion Leaders 1. Daniel Schönberger, Editor-in-Chief of Seeking Alpha, wrote in a column: "In my view, given the extremely high valuations in U.S. equity markets, we are poised for the most severe correction of U.S. indices since the Great Depression. We must rebalance our portfolios and prepare for the current environment. During this period, one sector we can focus on is…"Healthcare（Especially pharmaceutical companies.）。” Also from Seeking Alpha, the editor-in-chief with more than 24 years of experience in value investing analysis recently published [Johnson & Johnson is a safe haven in the current turmoil.] In an article, TEL Investment Research pointed out: “$Johnson & Johnson (JNJ.US)$Sales revenue has grown steadily every year over the past five years. Profit growth has consistently outpaced sales growth, with adjusted earnings per share increasing by one-third over the past five years. In addition, Johnson & Johnson has created substantial value for shareholders, with long-term shareholders achieving an average annualized return of 13.2% and60...](https://nnqimage.futunn.com/1097173603359572629.png/big?imageMogr2/ignore-error/1/format/webp)
(Haha, Cowboy wishes everyone says YES!！）
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