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COMMENT
2019 will be an epic bears vs. bulls battle that'll be a lot like 2018. Up 10% and down 10%, and in between you'll see fantastic opportunities because of volatility. Great for traders (not long-term investors). He won't say we're in a bull or bear market, just a transitional market with lots of volatility. But there is a bearish backdrop out there given a world slowdown. Between the bearish and bullish moves, you can bank some money.
Unknown
COMMENT
A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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BUY
Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
BUY
The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software / processing
BUY
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical / electronic
BUY
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
COMMENT
They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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