Kim Bolton Sony Corp. ADR SNE-N PAST TOP PICK Mar 09, 2022

Diversified. PlayStation had supply chain disruption, but now picking up. One of the 3 main music companies, and that business has seen a resurgence with streaming. Lots of potential for cross-synergies between shows and gaming. Really good IP. Yield is 0.62%.

It's the Japanese Disney in that it holds some content, influence by the fate of new releases. The only fault are its mixed financial results. Otherwise, a quality company. Another concern is Japan's deep debt and the effect on Japanese companies. Doesn't want to be exposed to potential currency weakness.

Has done well. Well run, but US is the place to look for tech. You'll probably do OK with it, as technology will continue to encroach into the economy and everyday life. This will benefit the sector, and Sony will take its share.

Still decent room to run, about 20%. 45% market share in the sensor market. Entering the smart mobility space. Hold on. Shouldn't go under $82.50.

Not great over the years, suffering from a bloated infrastructure and lacking focus, like many Japanese companies. It should be split into a few companies.

Their main drivers are Sony Playstation, Sony Music, and films. The Playstation has its ups and downs from competition. Music is well behind the #1 player. Films are also unpredictable. Sony should spin off its music publishing business and focus on the other two areas. Not a cheap stock. Earnings vary.