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We are buying 40 shares of Estee Lauder (EL) at roughly $219.55 a share each. We have called Estee Lauder the single best way to play a China reopening. Estee Lauder gets about one-third of its sales from travel and its travel retail business is highly dependent on tourism in Asia. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. A sales assistant arranges lipsticks at an Estee Lauder store.

☆ iPhone supply disruptions in China weigh on Apple, but should be temporary headwind
▼ + stars: | 2022-11-14 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

The Club take The production headwinds in China don't shake our confidence in Apple. At the same time, we're interested in getting a clearer picture on when iPhone production in China could normalize. We see production snags as a temporary risk that could moderate once China ultimately abandons its zero-Covid policy. Apart from production challenges in China, Apple's stock has been held back this year by macroeconomic pressures and foreign exchange headwinds, with shares down roughly 16% year-to-date. Apple's stock climbed nearly 8% last week, as tech stocks surged on the back of weaker-than-expected inflation data for October.

☆ We're using this rally to make a few trades in the portfolio: one sale, two buys
▼ + stars: | 2022-10-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

We're buying 20 shares of Danaher (DHR) at roughly $263.99 and 40 shares of Estee Lauder (EL) at roughly $217.05. Estee Lauder We are taking some of that MRVL cash to add to our newest position Estee Lauder . When the pandemic hit and department stores temporarily closed their doors, Estee Lauder pivoted quickly and built direct-to-consumer channels like e-commerce. This shift has allowed Estee Lauder to recapture some lost market share and improve its operating margin outlook. Over the last three years, Estee Lauder has expanded its operating margins by 220 basis points.

We're buying 25 shares of Estee Lauder (EL) at roughly $213.94 each. We believe Estee Lauder fits this criteria and this is a stock we started buying in late September . But this multiple is down from roughly 46x earnings when we exited the position in December 2021 at around $360 . Additionally, the stock's forward price to earnings multiple is now back to its pre-pandemic levels, an important consideration during this great reset of valuations. A sales assistant arranges lipsticks at an Estee Lauder store.

☆ What is China's Communist Party Congress and will it cement Xi Jinping's rule?
▼ + stars: | 2022-10-11 | by ( Simone Mccarthy | ) edition.cnn.com time to read: +9 min

What is the Party Congress? The Congress itself, typically held in October or November, convenes nearly 2,300 carefully selected Communist Party members, called delegates, from around the country. Delegates attend the opening of the Chinese Communist Party's 19th National Congress in October 2017. While votes are held at the Party Congress, this is widely viewed as a formality – not a true election process. Video Ad Feedback 02:46 - Source: CNN Watch CNN's report of last party congress of the Chinese Communist Party in 2017Why is this Congress different from those in the past?

We're initiating a position in Estee Lauder (EL), buying 75 shares at roughly $224.37 each. After not chasing Tuesday's higher open on Wall Street, we're putting some cash to work in the afternoon in a Club Bullpen stock that we have owned in the Trust in the past. We are calling up Estee Lauder from our Bullpen watch list. When the pandemic hit and department stores temporarily closed their doors, Estee Lauder pivoted quickly and built out direct-to-consumer channels like e-commerce. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Xpeng breaks out of a lower price range with its most expensive car to date
▼ + stars: | 2022-09-22 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +2 min

Qilai Shen | Bloomberg | Getty ImagesBEIJING — Chinese electric car start-up Xpeng has released its most expensive car to date, marking the company's foray into a higher price range. On Wednesday night, Xpeng announced its newest car, the G9 SUV, will be priced from 309,900 yuan ($44,270) to 469,000 yuan. The price range makes Xpeng's latest car generally cheaper than new SUV offerings this fall from Nio and Li Auto. Nio's ES7 sells for 468,000 yuan to 548,000 yuan, while Li Auto's Li 9 lists a price of 459,800 yuan. BYD, the dominant local leader in China's electric car market, sells in an even lower price range.

☆ Trump’s Real Trade Record
▼ + stars: | 2022-07-05 | by ( The Editorial Board | ) www.wsj.com time to read: 1 min

Gantry cranes and containers at the Yangshan Deepwater Port in Shanghai, July 5, 2022. Photo: Qilai Shen/Bloomberg NewsIn a recent editorial we critiqued President Trump’s proposal for a 10% border tax on anything and everything imported by the U.S., and the self-proclaimed Tariff Man has upbraided us in a letter. This is a good debate to have, and Mr. Trump begins his missive by boasting that while he was in office the trade deficit with China was falling before Covid-19 hit.

Persons: Qilai Shen, Trump’s, Trump Organizations: Bloomberg Locations: Port, Shanghai, U.S, China, Covid

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