Meeting minutes for 10/11/17
Attendees: Grant, Nicky, Greg, Craig, Jenny, Eddie Guests: Chirag General: Pitches: LTC – Longterm care properties PEP – Pepsico IPGP – IPG Photonics (add) NFLX […]
Month: October 2017
$F Stock Update
Ford has been on a tear since we picked it up, we’re up 12% in just 2 months, netting ourselves a VERY attractive annualized return. […]
BRK-B Stock Update
Although Berkshire Hathaway has missed it’s past 3 earnings, it continues to rise in the face of adversity and earn us a good amount of […]
$NOC Stock Update
September 18 NOC announced that they are buying Orbital ATK for $7.8 billion in cash while assuming $1.4 billion in debt. Obital shareholders are set to […]
$IPGP Stock Update
Positive sentiment regarding IPGP: Their lasers have gotten more and more powerful and precise, while requiring less energy to function. Add in the fact that IPG […]
$JPM Stock Update
September Federal Reserve meeting highlights: No rate hike – rate hike likely in December Balance sheet normalizing (returning a balance sheet to its usual size) Reduction of $4.5 […]
$EA Stock Update
Earnings to be released October 31. News: NBA LIVE 18 free demo in late August – a franchise first Electronic Arts and the NFL announced they’re teaming […]
$TSLA Stock Update for 10/10/17
SUMMARY Production delays on Model 3 Musk offers to rebuild Puerto Rico’s power grid with solar and batteries. Lets hold. CURRENT FINANCIALS Analyst recommendation 2.8 […]
$NFLX Stock Update for 10/10/17
SUMMARY Looking great Lets hold CURRENT FINANCIALS Analyst recommendation 2.2 PEG 3.08 EPS next 5Y 78% Performance month: 7%, quarter 23%, 6 month 35%, year […]
$GOOG Stock Update for 10/10/17
SUMMARY Doing well Let’s hold CURRENT FINANCIALS Analyst recommendation 6 PEG 1.85 EPS next 5Y 19% Performance month: 5%, quarter 3%, 6 month 18%, year […]