Middlefield Capital
Latest Top Picks
He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.
He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.
With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.
You can probably enter here if you plan to hold it for the long term. It will continue to grow. Visa has grown double digits, but Mastercard's stock has performed better. The move away from physical money will only continue and accelerate.
You can probably enter here if you plan to hold it for the long term. It will continue to grow. Visa has grown double digits, but Mastercard's stock has performed better. The move away from physical money will only continue and accelerate.
He has held it before but has been disappointed by the results and production delays. The market is pricing in the loss of market share to AMD. They are ingrained in the PC and server side. The stock is undervalued but he would prefer AMD.
He has held it before but has been disappointed by the results and production delays. The market is pricing in the loss of market share to AMD. They are ingrained in the PC and server side. The stock is undervalued but he would prefer AMD.
Before Disney+ and other competitors, it provided the best value proposition for the customer. Netflix still has the depth of content with international offerings. They are also a quality content producer with high quality shows.
He has been underweighting energy. Chevron would be his pick over Exxon. Right now, energy is facing headwinds right now, especially with people staying at home. He would prefer looking at green energy in North America or Europe.
