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He owns this one and bought it after they purchased 21st Century Fox, which unshackled their marketing opportunities. It gave them a large film library and allowed them to set the stage for entry into streaming. This is a company that is hitting on all cylinders. One of the top brands in the world. Star Wars is going to help them continue to set records for film revenues, which will help them fund their advances in the streaming wars -- particularly against Netflix.
His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).
His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).
(A Top Pick Dec 19/18, Down 7%) They are in the penalty box by investors due to the trade war issues and an acquisition that became the victim of a cyber attack. E-commerce has created competition with Amazon. Will it become part of the next wave of e-commerce (including autonomous vehicles), he thinks so. He expects this will lead to a 15 times multiple pushing almost $300 in the future. You need patience, but should be a holding.
Rangebound? It is not a name he would own. It hit over $100 at one point, but is trading at too large of a multiple for his liking. They have a cash app that allows for an instant transfer of funds between people that he likes. However, there are still transaction costs that give Visa and Mastercard the advantage.
