It looks like you're new here. If you want to get involved, click one of these buttons!
Several brokerages, including Schwab, have made it harder (or impossible) to use their tools without an account. As @Low_Tech observed, "Schwab re-arranged their whole fund/ETF research section in late '22"
FSCHX might be a consideration, though Dow is not part of its top 10 holdings.At least one answer to that question is many of the chemical companies. Depending on their output, natural gas represents THE major input cost to create many of the chemicals which these companies produce/sell. Lower input costs mean fatter profit margins. The chemical industry is very cyclical/volatile. Probably the 'safe choice' here would be Dow Chemical which presently has divd yield just below5%. Value Line assesses Dow's financial strength as "A:".
I have no opinion, nor any direct holding in any chemical company at the present time.
Nvidia is raking in nearly 1,000% (about 823%) in profit percentage for each H100 GPU accelerator it sells, according to estimates made in a recent social media post from Barron's senior writer Tae Kim. In dollar terms, that means that Nvidia's street-price of around $25,000 to $30,000 for each of these High Performance Computing (HPC) accelerators (for the least-expensive PCIe version) more than covers the estimated $3,320 cost per chip and peripheral (in-board) components. As surfers will tell you, there's nothing quite like riding a wave with zero other boards on sight.
Kim cites the $3,320 estimated cost for each H100 chip as coming from financial consulting firm Raymond James. It's unclear how deep that cost analysis goes, however: if it's a matter of pure manufacturing cost (averaging the price-per-wafer and other components while taking yields into account), then there's still a significant expense margin for Nvidia to cover with each of its sales.
FBCG Top holdings
Top 10 holdings AS OF Dec-31-2023
59.72%
of 159 total
MSFT Microsoft Corp 10.15%
NVDA NVIDIA Corp 9.81%
AAPL Apple Inc 9.63%
AMZN Amazon.com Inc 9.10%
GOOGL Alphabet Inc Class A 6.64%
META Meta Platforms Inc Class A 4.99%
UBER Uber Technologies Inc 2.62%
LLY Eli Lilly and Co 2.34%
NFLX Netflix Inc 2.22%
SNAP Snap Inc Class A 2.21%
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla