- Page 1/5
5.2% yield. He likes yield for oil stocks. It keeps the companies honest. It is a great place to park money to play the potential upswing. We are positioned for another leg up. Geopolitics can cut both ways but it is a tailwind right now. He feels the Iranian barrels will get to market but there is the risk premium from it. He also likes that the yield is getting higher. It makes the hurtle rates higher for shale buys. Higher interest rates are good for everyone.
It is expensive. The digital payments world is very crowded; however it is more interesting than PayPal. It has had a phenomenal run. He is worried about very well capitalized competitors in the banks. Long term it will be overwhelmed.
It is expensive. The digital payments world is very crowded; however it is more interesting than PayPal. It has had a phenomenal run. He is worried about very well capitalized competitors in the banks. Long term it will be overwhelmed.
It pulled back. It trades at 53 times, but is one of the best plays for graphics and video games. People go to video games as a sporting event now. He does not go to it but he can get around the Crypto Currency part. He would love a pull back to reassess.
It pulled back. It trades at 53 times, but is one of the best plays for graphics and video games. People go to video games as a sporting event now. He does not go to it but he can get around the Crypto Currency part. He would love a pull back to reassess.
Given the M&A lens, if he was long in the space he would want the names that were trading below the average. This one is 8.5 times. The average is north of 16. This is a more attractive name. The medical side is interesting. He is not sure how the medical market is going to shake out once you get full recreational. This is better than being on pain killers.
Given the M&A lens, if he was long in the space he would want the names that were trading below the average. This one is 8.5 times. The average is north of 16. This is a more attractive name. The medical side is interesting. He is not sure how the medical market is going to shake out once you get full recreational. This is better than being on pain killers.
This is a managed market. The biggest challenge otherwise is big, new supply. He thinks it will get interesting. But now is not the time to place big bets on these stocks. Once it gets reset it will get interesting. He would tend to stay away right now. Wait for weaker equity markets.
This is a managed market. The biggest challenge otherwise is big, new supply. He thinks it will get interesting. But now is not the time to place big bets on these stocks. Once it gets reset it will get interesting. He would tend to stay away right now. Wait for weaker equity markets.
It is a fun site. It connects independents to customers. It is a baby AMZN-Q, who can't do what ETSY-Q can do. It is half the multiple of AMZN-Q. (Analysts' target: $31.00).
It is a fun site. It connects independents to customers. It is a baby AMZN-Q, who can't do what ETSY-Q can do. It is half the multiple of AMZN-Q. (Analysts' target: $31.00).
If you can't buy the coin directly this is a very interesting leveraged play. It is one of the biggest bit coin miners out there. Two years from now the net asset value of the company could double. (Analysts’ target: $7.85).
If you can't buy the coin directly this is a very interesting leveraged play. It is one of the biggest bit coin miners out there. Two years from now the net asset value of the company could double. (Analysts’ target: $7.85).
5.2% yield. He likes yield for oil stocks. It keeps the companies honest. It is a great place to park money to play the potential upswing. We are positioned for another leg up. Geopolitics can cut both ways but it is a tailwind right now. He feels the Iranian barrels will get to market but there is the risk premium from it. He also likes that the yield is getting higher. It makes the hurtle rates higher for shale buys. Higher interest rates are good for everyone.