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Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 14, 2020
He sold it recently. They are a leader in enterprise resource planning. It reached his price target at $62 and he took profit. He would love to buy in again on weakness.
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He sold it recently. They are a leader in enterprise resource planning. It reached his price target at $62 and he took profit. He would love to buy in again on weakness.
DON'T BUY
DON'T BUY
February 14, 2020
He trades it, but does not see it as an investment. It is hard to see where the runway is for them. It is not on his radar. The competition is just too great.
Show full opinionHide full opinionHe trades it, but does not see it as an investment. It is hard to see where the runway is for them. It is not on his radar. The competition is just too great.
BUY WEAKNESS
BUY WEAKNESS
February 14, 2020
He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.
He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.
PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Jan 22/19, Up 77%) It is the darling in technology. He still owns it. He thanks having a market hedge for giving him the courage to continue to hold -- otherwise he would have been taking profit. Their revenue growth was 66% last year and their guidance is always a little conservative. His price target is $184.
Show full opinionHide full opinion(A Top Pick Jan 22/19, Up 77%) It is the darling in technology. He still owns it. He thanks having a market hedge for giving him the courage to continue to hold -- otherwise he would have been taking profit. Their revenue growth was 66% last year and their guidance is always a little conservative. His price target is $184.
PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.
Show full opinionHide full opinion(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.
PAST TOP PICK
PAST TOP PICK
February 14, 2020
(A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.
Show full opinionHide full opinion(A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.
HOLD
HOLD
February 14, 2020
He does not own this one. He sold it about $120 ago and he kicks himself for it. Their business thesis is about business acquisitions and when he say them slowing down on that front he decided to take profit. A holder may consider some option strategies like covered calls.
Show full opinionHide full opinionHe does not own this one. He sold it about $120 ago and he kicks himself for it. Their business thesis is about business acquisitions and when he say them slowing down on that front he decided to take profit. A holder may consider some option strategies like covered calls.
