We bought. US: DIS, AKAM, AMD, ATVI

Stock picks November 2021

NYSE:DIS @ USD 153.31

Disney has a wide range of new and old franchises. While COVID hit on Disney parks revenue I think it is well positioned with its online offer of streaming services. Blockbusters like Star Wars and more recent series like the Witcher are driving new customers to the platform, particularly the younger audience which is hard to attract. The stock is relatively cheap and I think it could move around Christmas.

NASDAQ:AKAM @ USD 111.60

Akamai is a content delivery network (CDN) or cache provider used by millions of companies. Its services are used to reduce the bandwidth usage on many websites by serving cached version of the pages. It helps company in reducing their operating cost and preventing attacks. The stock is affordable and has the potential to go much higher. The reason I am buying it is because the company I am working for is using Akamai extensively which tells me that other large corporations are using it too. I used the same logic when I bought Cloudstrike, Workday , Okta, Google and Sumo.

NASDAQ:AMD @ USD 157.30

AMD has a wide range of chips used for a variety of devices and application. With the explosion of gaming and mining, AMD is positioned to deliver fantastic results over the coming years.

NASDAQ: ATVI @ USD 60.93

The rise of electronic sports will support growth for video game editors. Activision is a key player in the industry with titles like Call of Duty, Tony Hawk and Guitar Heroes.

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