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Will continue to hold. Believes company is very high quality. Luxury market will always remain. High income earners will always have capital to spend on high end goods. Price "in-sensitive" shoppers will always exist. Large amount of brands that will always be strong. 

Will continue to own. Electrical components demand demand will remain strong. Ability to generate profits also very strong. Re-shoring of manufacturing will continue, and will also generate profits. 

Excellent company. Safe bet is to buy on pullback, but stock appears to always grow up. Would recommend buying and holding for the long term. Ability to generate revenue growth, and expand margins very strong. 

Neutral on this name. Business has a monopoly, but problems with major customer (Intel). Regulations also might affect company in a negative manner. Concerns on demand for products, and how the company will continue to grow. 

A great example of a company that has been able to capture leader position in the market. Competition proving inability to compete. Would recommend holding, or buying on share price pullbacks. Ability to generate infinite content very strong. Business model very strong. 

Company has been doing better. Would prefer a company called Palo Alto. Valuation very high, even though tech is strong. Better options for investors in the markets. 

Stock performance has performed very well. Tobacco products continue to earn strong profits. Does not own shares. Would recommend buying on weakness. Concern is that products won't be used for the long term, but in the short term - business is strong. 

Traditionally, company has had very high valuation. Technology is strong, but difficult to justify investment at this time. Cloud technology not going away, and demand will continue to rise. Business model also allows for steady revenues. Good for long term investors, not good for short term investors. 

Payment technology business a tough place to invest in. Hard to determine who will be winner in this space. Also, a lot of competition which makes it hard to earn profits. Better options for investors in the markets. 

Incredible business over the long term. Regardless of short term concerns on 7-Eleven M&A, would be a great investment. Good for long term investors. 

Great company in the sense of quality content. However, large production budgets have really weighed on companies ability to earn profits. Time well tell whether company is ability to earn strong profits. "Parks" division is one aspect of the company is very strong. 

Tough business as components that go into product are supplied from 3rd parties. Very hard to earn profits with this fragile business model. Would not recommend investing. 

Company has been able to transition into profit generating company. Expansion into Uber Eats also going well. Will watch business going forward. Is a quality company, but does not own shares at this time. 

Recent share price weakness might be a good opportunity to buy. Lawsuits are weighing companies ability to generate profits. A.I. products not as good as others, but YouTube product very strong. Overall, is a quality business that is good for long term investors. However, in the short term - expecting volatility. Ad business also very strong. 

Good outlook for the business, but not investing at this time. Valuation is high, so would wait before investing. Better options for investors in the markets.