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COMMENT
Not seeing any signs of consumer spending slowing down.
Watching bank earnings for signs of slowing spending.
Strength of US dollar is negatively affecting companies earnings.
Mixed earnings for Q2, but is pleased with reaction from the market.
Believes still a lot of negative sentiment priced into the markets.
TOP PICK
Believes is a very strong company with good management.
Gaming segment may present challenges in near term.
Long term, thinks gaming business will remain strong.
Data center segment of the company will remain pillar of the company.
Weakness in gaming market will be overshadowed by data center business.
computer software
processing
TOP PICK
Believes company is the best luxury conglomerate in the world.
Company operates 5 different segments (fashion goods, watches, wines & cosmetics & retail).
Best portfolio of brands.
Fashion & leather goods is the golden goose of the business (most profitable).
Expecting strong growth from USA & European market.
Resilient name that will preform regardless of market conditions (luxury products always in demand).
clothing
PAST TOP PICK
(A Top Pick Aug 09/21, Down 25%) Difficult market conditions for all companies.
Transportation costs remain a concern.
Over investment into Covid-19 infrastructure weighing on companies bottom line.
Continue to view company as best eCommerce brand in logistics.
AWS & advertising segments of business have higher margins and are growing quicker than eCommerce
Will continue to hold stock.
specialty stores
PAST TOP PICK
(A Top Pick Aug 09/21, Down 25%) Believes company is still great.
Has large number of major customers including Apple.
Company will be key beneficiary of increase in computing adoption.
Geopolitical risk not worth investment in company. Has sold shares.
Finding value in other companies in the sector.
electrical
electronic
PAST TOP PICK
(A Top Pick Aug 09/21, Down 44%) Has since sold shares of the company.
Rising sharing and food delivery tough business models. Not sure on near term demand for non-essential service.
Cost inflation weighing on companies ability to generate profit.
Barely able to make a profit in strong market, let alone in poor market.
Technology
HOLD
Watching company, but hasn't invested yet.
Hard to determine if A.I. will affect bottom line in a positive manner.
Company good a data aggregation.
Concerned about lack of visibility on metrics in business (government contracts are opaque).
Deal size of government contracts create large volatility in earnings.
Technology
BUY
Believes Twitter deal is a sideshow to operating company successfully.
As a company, Tesla is the leader in the electric vehicle space.
Leader in technology and integrated vertically in supply chain.
Large technology stack of opportunities.
High valuation of the business, but still believes company has lots of opportunity.
Revenue and earnings will continue to grow.
Consumer Products
