Meeting minutes for 7/18/19
Attendees: Grant, Nicky, Craig General: Craig will miss August. Grant/Nicky may miss September. Sells: LEA Pitches: Roku MSFT – add to Buys: Roku MSFT
Month: July 2019
$MDB Stock Update
MongoDB is a recently acquired stock that I’m very excited about. Being a Software Engineer and this stock being right up my alley, this is […]
$COST Stock Update
Costco has also been on a tear lately, up 30% this year, and beating earnings back on 5/30 $1.89 to $1.82. Costco has outpaced the […]
$MSFT Stock Update
Microsoft has been on a tear, and continues on a very attractive trend. So far this year, we’re looking at 34%. Not too shabby for […]
$BRK-B Stock Update
Berkshire Hathway fell a bit from May, recovered, and recently fell some again leading us to where we were at in May. The biggest news […]
$WM Stock Update
The club is up 14% since purchase in May. WM will be looking to display strength as it nears its next earnings release, which […]
$SPOT Stock Update
SPOT is up 20% for the last half a year but the club is only up about 4% (we purchased in March after a […]
$RNG Stock Update
The club is up some 59% (purchased in May and October of 2018). Zacks Rank of # 2 (Buy). Not much else in news. HOLD
$EA Stock Update
EA has seen a lackluster performance in the last 6 months with only a 1% gain (compared with the S&P at a 7% gain). […]
$BAC Stock Update
Gains in the retail division helped drive overall profit to a record for a fifth consecutive quarter as mortgage activity surged and provisions for bad […]