Today, Darren Sissons commented about whether VOD-Q, HSBC-N, ADP-Q, MDT-N, LIN-N, BABA-N, INTC-Q, REAL-T, FISV-Q, AAPL-Q, MU-Q, MA-N, V-N, JPM-N, TSM-N, ATD.B-T, PXD-N are stocks to buy or sell.
It is very expensive, but guidance has been an increase of 5% in revenues. The company continues to leap frog ahead. However, it is quite expensive and the demand is overbought. It is however driven by China. Has owned it before, but no longer does. Would wait for a better entry point. Holds Samsung instead.
Owns Visa. If you look back to when it first became public, it has been a solid upward movement, bar the financial crisis. Effectively, it is the mechanism to fund purchases during Covid. Move away from cash will continue and it should be a structural grower. Prefers Visa, especially with Visa Europe that was incorporated into it. The two present the same risks.
Owns Visa. If you look back to when it first became public, it has been a solid upward movement, bar the financial crisis. Effectively, it is the mechanism to fund purchases during Covid. Move away from cash will continue and it should be a structural grower. Prefers Visa, especially with Visa Europe that was incorporated into it. The two present the same risks.
A mature business that is in many ways a market leader in semiconductor and miniaturization. However in many ways it has struggled in the transition from desktop to miniaturized conductors. AMD has really succeeded here. Does not think it is well positioned for the mobile side where growth is coming from. They do pay a good dividend. It is all about entry price.