Kevin Simpson

He recently bought. It's risky. But they offer a convenience that will never go away. They have 67% market share and were profitable for the first time last quarter. The forward PE remains high, but they have 25-30% revenue growth. Have great cash flow and margins.

A dividend play for 2025 at 4.54%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

A dividend play for 2025 at 3.65%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

A dividend play for 2025 at 2.38%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

There may be more value at Disney, but NFLX is a juggernaut with unstoppable momentum. It will go to $1,000. There was 15% quarterly revenue growth in Q3. Every piston is humming: Squid Games 2, live NFL streaming, women's soccer. Considering ad revenue, 2026 will be even better than 2025.

Likes it for the hardware and software. They bring AI to the masses through Instagram and Reels. Cost-cutting from the metaverse has shifted slightly into spending on AI. This will pay off. It had an amazing 2024 and will have an amazing 2025. Is expecting dividend growth and he hopes a stock split. Share buybacks have reduced the float by 10% in the last 3 years. Meta is his top pick for 2025.

Add on pullbacks in 2025. It's not only an AWS story. It will continue to work in 2025.

He just sold it. He had bought it as a China and an AI play. Q3 earnings were decent with sales up 22%, but the market sold this off anyway. Then, research came out to say that their circuits did not integrate well with the new Blackwell GPUs. Shares tanked. He did a stop loss. He lost 30% on this momentum name. Move on.

He added to it. Long term there will be profitability. He added at $280 yesterday. There could a more crypto-friendly White House. It's an investment, not trade, bit cryptos are a roller-coaster, not for the feint of heart.

Thrilled with its performance lately (27.5% the past week), but it's run too far, so he will sell calls today.

He just bought more JPM before the vote (not covered calls) and reaped the rally. He's writing calls now and next week.

He bought more when shares plunged after the vote. Market trading volume is up 18% YOY. Also, this is a dividend play and they buyback shares. The past 3 Decembers, they announced a special divided, which he thinks could be $6 this year.

He trimmed this, after buying it last month when it was up 100% this year. He made 40% in a couple weeks. It could go higher. It's a royalty play on mineral rights, natural gas, oil and water.

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.