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BUY WEAKNESS
BUY WEAKNESS
July 9, 2018

A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%.

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Qualcomm (QCOM-Q)
July 9, 2018

A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%.

BUY
BUY
July 9, 2018

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

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Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

BUY
BUY
July 9, 2018

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

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Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

COMMENT
COMMENT
July 9, 2018

It's been hurt recently. It's one of the leading assemblers of smart phones, particularly iPhones. Taiwanese stocks are affected by the downtown in the Chinese stock market, down 17-20% year to date.

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It's been hurt recently. It's one of the leading assemblers of smart phones, particularly iPhones. Taiwanese stocks are affected by the downtown in the Chinese stock market, down 17-20% year to date.

PAST TOP PICK
PAST TOP PICK
July 9, 2018

(Past Top Pick, June 1, 2018, Down 7%) A German-Dutch company, and the DAX fell 7% in the same time frame, so he's not surprised by its performance. It's the number-two global supplier of automative sensors. They have a long runway and strong leadshership. This is a great opportunity.

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(Past Top Pick, June 1, 2018, Down 7%) A German-Dutch company, and the DAX fell 7% in the same time frame, so he's not surprised by its performance. It's the number-two global supplier of automative sensors. They have a long runway and strong leadshership. This is a great opportunity.

BUY
BUY
July 9, 2018

What Canadian company would benefit from 5G technologies, except the big telcos? No, there isn't one. By 2026, the 5G business will be worth $1.26 trillion globally. The problem is that service providers have to invest a lot of money and wait a long time to recoup that money. He, instead, invests in the companies supplying these service providers, like Cisco and Celestica.

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What Canadian company would benefit from 5G technologies, except the big telcos? No, there isn't one. By 2026, the 5G business will be worth $1.26 trillion globally. The problem is that service providers have to invest a lot of money and wait a long time to recoup that money. He, instead, invests in the companies supplying these service providers, like Cisco and Celestica.

TOP PICK
TOP PICK
July 9, 2018

He thinks the market is undervaluing their growth rate--they have grown past revenues beyond market estimates. By 2020, revenues should exceed $4 billion instead of $3.6 billion. (Analysts' price target: $32.87)

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He thinks the market is undervaluing their growth rate--they have grown past revenues beyond market estimates. By 2020, revenues should exceed $4 billion instead of $3.6 billion. (Analysts' price target: $32.87)