Stock Pick

Tag: Stock

  • 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.

  • We bought.

    It’s been a while since I recommended any new trade. With the current situation happening around the world I was waiting for the right window to buy. Below are stocks I recently bought.

    AUSTRALIA:

    ASX:NXT $12.14

    ASX:TLS $3.74

    ASX:CHL $1.42

    ASX:WEB $5.25

    ASX:PWH $6.81

    ASX:ART $1.103

    US:

    EBAY $69.41

    INTC $56.37

    PYPL $294.90

  • We bought – MSFT , PFE, CRWD

    Stock picks February 2021

    Pfizer Inc.NYSE: PFE at USD 34.77

    Pfizer manufacture COVID-19 vaccine. Many countries, including Australia, ordered millions of dozes of the vaccine and plan to buy more over the next 5 years. It is one of the most effective vaccine commercialized at the moment. Even though other drugs produced by Pfizer did not perform as well as expected this year, I believe that the vaccine will carry Pfizer value over the next 5 years.

    Microsoft Corporation NASDAQ: MSFT at USD 243.77

    Microsoft has a wider range of services in its cloud offering. Their products improved a lot since Satya Nadella became CEO. I think now is a great time to invest in Microsoft as the stock price is affordable and Microsoft has some amazing projects in the pipeline.

    Crowdstrike Holdings Inc NASDAQ: CRWD at USD 223.72

    Cloud security is becoming tremendously important nowadays. Working in a large company, I see it everyday. Crowdstrike developed a range of powerful softwares that are leading the market. We need to keep an eye on their board as its potential can attract the wrong crowd.

  • We bought – HPG

    HPG: Hipages had their IPO and launched on the ASX earlier this month. It was introduced at $2.45 per share. We think it might go lower for a while but eventually it will become a great stock. Tradies represent a large part of the working class and they deserved to have a unified system to book jobs and make transactions with customers easier. Hipages does that really well.

  • We bought – LYC, SDF, CPU

    Stock picks September 2020

    LYC: We are holding Lynas for quite some time and we believe now is a good time to buy more. Lynas has a strong executive team with a clear vision of what needs to be done. Mining earth is bad though, so we think it is OK to help the company a little but not too much.

    SDF: Steadfast has shown a steady curve for over 5 years and we believe results for next year will be strong.

    CPU: Computershare is running behind most of the trades on ASX. Companies rely on them to handle the communication with their investors. We think COVID-19 has dragged a lot of investors to the ASX and that CPU is going to profit from the enthusiasm.