Welcome to ORCHARD, a hedge fund magazine Finances are the sonnets of success
Orchard is committed to be your personal navigator in a rising sea of financial information. It represents a collected edition of the insightful and significant stock market tips for those deeply interested in commercial aspects of life. Whether you’re satisfied with the low-hanging fruit or go after the extremely efficient investing in a hedge fund, you’ll hit the right path or find reasonable motivation thanks to our comprehensive financial ‘pharos’.
Sometimes, when you feel like two different people as the worlds you live in tear you apart, you instead of fleeing learn metallurgy and combine the worlds in alloy to make cannons, big cannons, that show us canonical forms.
13 Nov 2018
Consumer Discretionary: DHI, DLTR, DRI, EBAY, EXPE, F, FL
DHI – DR Horton homes buys property and builds homes on them. They are exposed to macroeconomic risk, as higher rates for example makes it more expensive for people to buy homes and also tends to be correlated with inflationary pressure on the raw components that DH Horton homes makes homes with. It’s good to a get a sense of where new construction coming from which is mostly in the...
04 Nov 2018
Stocks Consumer Discretionary Part II: CCL, CMG, DG
Carnival cruise lines operates half the world’s capacity in cruises and so it is clear bet on the leisure industry once you abstract above the fact that they get a new ship once in a while. Leisure is not a good bet in my view because most people don’t need leisure, they just work all day and get it from staycations. The concept of leisure comes from leisure travel which...
02 Nov 2018
Stocks Analysis – Consumer Discretionary Part I: AAP, AMZN, APTV, AZO, BBY, BKNG
A brief qualitative outlook on a few stocks in the S&P500 Consumer Discretionary sector. Advance Auto Parts – stocks has dropped from index of comparable names; BBB- debt rating; focus on free cash flow (to pay down debt?), makes money from replacement of parts that get worn down by weather (global warming trade?), sells parts and provides services; seems to have friendly personnel based on reviews online Amazon –...