TOP PICK
Same price as during Covid, which makes no sense. Should report strong results. Upcoming pass sales seem strong. All systems go. Acquires any mountains for sale. Strong management. Lots of free cash. High-end clientele insulated from inflation. Yield is 3.47%. (Analysts’ price target is $294.30)
0
TOP PICK
Long-life, predictable assets. Some contracts are fixed, but some change with inflation. Nice stream of rising revenues, high margin business. Data usage is increasing, 5G is a benefit. Has raised dividend every quarter for many years. Yield is 2.24%. (Analysts’ price target is $287.89)
Telecommunications
TOP PICK
Valuation 24-25x next year's earnings. One of the top businesses in the world. Ad provider for NFLX. You can't run your life without its products. It's only going to grow from here. Brilliant CEO. Yield is 0.95%. (Analysts’ price target is $347.87)
computer software / processing
DON'T BUY
It reported after the bell today. Not a good report and shares got hammered after hours. The lesson: wait until a company reports, or else you're rolling the dice.
electrical / electronic
BUY
Reported a surprisingly strong quarter by beating revenues and all divisions are doing well, especially trading. Is a cheap stock and pays a great yield. (He used to work here.)
investment companies / funds
COMMENT
Reported a very good quarter today, but the market yawned. The stock deserved more love.
banks
BUY
It reports Tuesday a transitional quarter. JNJ is breaking into a slower-growth consumer products business, and a higher-growth pharma and medical device division. He expects good numbers even in the interim now.
biotechnology / pharmaceutical