It relies on density of population for most of its success, so he sold last spring. The market has taken a different view. There's a lot of room under this stock price. Streaming is doing fantastically well. Much of the future success is already baked into the price.

A lot of the stock's success recently has been on a revision of the multiple upwards. Earnings have not risen as fast. This is a 5G story. You need brand new hardware to get 5G capability. Lots of runway. Good value here.

Likes the large, multi-centre banks. BAC is in the sweet spot, as it's the most sensitive to a steeper yield curve. The longer end is rising, and the Fed doesn't have as much control over this. The spread is rising, so the banks can make more money on interest income. Stay with it.

Very strong balance sheet, low debt to capital, a brand name. The only division that's clicking is pharma and the vaccine. Medical devices area has been hurt by Covid. Consumer side has taken a back seat, as many are buying generic brands. Talc litigation overhang.

LMT vs. GD vs. RTX When analyzing a company, you also want to analyze its peers. This is the case here. Instead, look at General Dynamics. They acquired CSRA, entrenched in cyber defense, and this is where corporate and government money will be invested. Also see Raytheon, a hybrid of a commercial application with a defense contractor. RTX has great promise, undervalued, considerable cashflow in the future.

GD vs. LMT vs. RTX When analyzing a company, you also want to analyze its peers. This is the case with Lockheed Martin. Instead, look at General Dynamics. They acquired CSRA, entrenched in cyber defense, and this is where corporate and government money will be invested. Also see Raytheon, a hybrid of a commercial application with a defense contractor. RTX has great promise, undervalued, considerable cashflow in the future.

RTX vs. LMT vs. GD When analyzing a company, you also want to analyze its peers. This is the case with Lockheed Martin. Instead, look at General Dynamics. They acquired CSRA, entrenched in cyber defense, and this is where corporate and government money will be invested. Also see Raytheon, a hybrid of a commercial application with a defense contractor. RTX has great promise, undervalued, considerable cashflow in the future.