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March 13, 2018

Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

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Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

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March 13, 2018

The world's largest online and mobile commerce. Has a huge, untapped internet audience in China with half the penetration rate of the U.S. Long runway. Management just raised guidance on revenue growth to 55% from 49%. Compared to Amazon, trading cheaply. (Analysts price target: $229.86)

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The world's largest online and mobile commerce. Has a huge, untapped internet audience in China with half the penetration rate of the U.S. Long runway. Management just raised guidance on revenue growth to 55% from 49%. Compared to Amazon, trading cheaply. (Analysts price target: $229.86)

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March 13, 2018

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

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FedEx (FDX-N)
March 13, 2018

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

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March 13, 2018

Recently bought this. Burger King is doing quite well though Timmy's has been flat. Good combo of 3% dividend and growth. (Analysts price target: $90.35)

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Recently bought this. Burger King is doing quite well though Timmy's has been flat. Good combo of 3% dividend and growth. (Analysts price target: $90.35)