We have opinions 04/09/2023
We have opinions 04/09/2023
Bosses! Where are we with TWLO? I Love the growth but what is the m.o.a.t.?
General 11/10/2023
An absolute "Yes!" to Walmart (WMT)! This company has performed exceptionally well since July of this year! With the redesign of the stores, the expansion of delivery services, the increased focused o...
The I.A.G. 02/08/2023
AMZN is the One!! Buy range- now to $125.00 USD (absolute max $130.00 USD) for the rest of the year. She will come down again, in price, later, but that could be 2025-2026 ( which is not bad a period ...
The I.A.G. 06/16/2023
The Home Depot! Quiet CEO, Good management, #1 home improvement retailer, Great service, Good prices! Another one of those wins that we keep in our portfolio!
We have opinions 02/20/2023
AR/VR future is very real and very serious money is being thrown at it!
The I.A.G. 06/16/2023
This is one to watch! Up 3,000% over the past 5 years, 75% market share for micro-inverters (solar), amazing technology to harness and store the energy of the sun for longer (better DC to AC technolog...
General 06/16/2023
60-70% of EV market share, Neuro-link, getting 2 of the 3 "Big Three" to adapt TSLA charging ports (this is a part of a longer strategic plan by F and GM- obviously- TSLA understands this), better bat...
The I.A.G. 06/16/2023
I have, and will continue, to speak CAT up! She is quiet, she is steady, and her friend... Summer, is here!
General 02/08/2023
AMZN is the One!! Buy range- now to $125.00 USD (absolute max $130.00 USD) for the rest of 2023. She will come down again, in price, later, but that could be 2025-2026 ( which is not bad a period of t...
General 08/06/2024
General 06/16/2023
Hmmm... I think Cathie will be alright. Now that she is not on CNBC everyday, and the buzz around her insight is not 'front page', she can retrieve all that money she was hit for! I am still a fan, th...
We have opinions 02/10/2023
Solid dividend, brand loyalty, high employee/customer satisfaction (high engagement)!
The I.A.G. 03/09/2024
CAT has seen tremendous growth over the past two years! The company is working hard to bring you all the equipment you need for that apartment complex going up next to your favorite supermarket!
The I.A.G. 03/09/2024
HD, The #1, still! Smart pre-summer (before the end of June) play for some quic summer cash. Excellent for long term hold (identify your best price entry in the winter) in your portfolio!
General 08/21/2024