Grant

$COST Stock Update

I don’t have a whole lot to add about COST other than it is kicking butt. The trend is beautiful, consistent upward momentum above it’s SMA20, and at times bouncing off. We will continue to hold COST.

$APPS Stock Update

Digital Turbine (APPS) has been bouncing around these past month-month and a half. It had recovered quickly from the early March drop, but definitely had me wondering what has been going on as it bounces below the SMA200. Highlights Acquires approximately 95% of the shares in Fyber N. V. for $600m (Mobile Advertising Monetization). This …

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$EA Stock Update

Electronic Arts has recovered nicely from the fall in late February. No news is good news here, not much to report. Highlights Surge in gaming activity from the Pandemic has been favorable. Announced EA Sports PGA Tour Signed a deal with Silver Rain Games, which promotes independent games. Admittedly, EA is not as performant as …

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$MSFT Stock Update

Microsoft saw a huge rise this past month benefiting from analyst upgrades and encouraging corporate news. Some highlights and lowlights from the past month: Most notably, has been chatting up Discord, which is a chat program that is similar to Slack with an emphasis on gamers. This would be huge. Awarded contract with US Army …

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