Advertising
PAST TOP PICK
(A Top Pick Jun 21/21, Up 6%) It has caught up but has since sold off. The challenges are due to international banking. Also it announced recently it is moving from unsecured lending to secured lending so it doesn't have the financial flexibility of other banks. He is considering selling and moving the money elsewhere.
banks
PAST TOP PICK
(A Top Pick Jun 21/21, Down 51%) It was at a reasonable valuation a year ago and is now undervalued, trading at 14X this year's earnings and 12X next year's earnings. There is an advertising revenue concern. It is investing more in AI machine learning and connecting subscribers to e-commerce services but this will take a while. Lots of cash flow and is a buy.
0
PAST TOP PICK
(A Top Pick Jun 21/21, Down 30%) It showed signs of upside with insider buying but the Russia/Ukraine war caused supply shortages. In a normal year it should trade at $100.
transportation equip & components
DON'T BUY
Its focus is the cell phone industry. Apple is moving to creating its own chips. He prefers to invest directly in the semi-conductor business, especially Nvidia where the market comes to them. The GPU processor is good for AI applications.
Telecommunications
Unspecified
It has basically gone sideways and is looking undervalued. Its renewable diesel project should start next year and therefore move cash flow and profitability even higher. It is smaller and not as followed but should catch on next year.
0
HOLD
It is a mature company and it is difficult to dislodge them. Its P/E ratio is more reasonable in the 20's. It is making its own chips for its phones and laptops and the chips use less power and are faster.
electrical / electronic
Unspecified
It has disappointed shareholders. It tried to branch into the content business by buying large companies and then letting them go without much explanation. It also cut back its dividend. Verizon is higher quality.
Telecommunications