Sony Corp. ADR (SNE)

Covid crisis has boosted gaming. Well run, well established, blue chip. Pretty solid name. She owns MSFT instead, as it also benefits from cloud-based usage.

44% market share in image sensors, which are in Apple and Samsung phones. 64% market share in gaming consoles. Price target of $147. Buy half a position here, and another half down around $100. Yield is 0.45%. (Analysts’ price target is $138.29)

There are some people who are quite bullish on their prospects, particularly for the content. Just announced they are cutting the price of PlayStation by 10%, which he doesn’t think is a positive. He is not bullish on their prospects. There are better plays out there.

(Market Call Minute.) Interesting content business which is very valuable. But who makes money, content or pipe?

Would avoid this. Would much rather put his money into Microsoft (MSFT-Q). This company has struggled for the last decade. A lot of the Korean electronic companies have eaten the Japanese’ lunch for the last 10 years.

Hasn’t looked at this one for quite a while. Her only comment is that the stock is benefiting because of the devaluation of the Japanese yen and this will benefit all of the Japanese multinationals. This company really hasn’t come out with a product that is outstanding or innovative, so the drive in the share price is primarily driven by the weaker yen.

(Market Call Minute) Lot of competition in this area so he would avoid it.