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
DON'T BUY
Believes company has done good job in growing & diversifying business. Largest portion of business in equities. Excited about move into private business models. Weak financial numbers lately a concern. Would not recommend buying company. Stick to Blackstone instead.
Financial Services
BUY
Recently buying shares and likes recent latest financial results. Believes recent share prices have presented good buying opportunity. Is a good name that is a strong long term investment. Will continue buying shares.
Telecommunications
HOLD
Semi-conductor industry facing challenges this past year. Pandemic created higher demand than supply chain could supply. Consumers not spending as much on semi-conductor products. Will remain a strong business, but is hard to determine future of company.
electrical / electronic
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.
0
BUY
Is a great company that currently owns shares in. Would recommend holding shares for the long term. Not optimistic about gaming segment of business. Diversified business in media and image sensor segments. Would recommend buying.
electrical / electronic