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He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)
He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)
A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)
A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)
A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)
A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)
A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)
A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)
