by Travis Johnson, Stock Gumshoe | January 19, 2018 11:09 am
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Source URL: https://www.stockgumshoe.com/2018/01/annual-review-this-weeks-updates-disney-five-below-jd-com-and-options-speculations/
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Great tips Travis thank you from a small (very small) investor. Do you have anything on robotics. They will take off I think. Are they mostly in Microsoft’s hands. Or perhaps there’s a Japanese company one should be looking into??
There are a lot of robotics companies — the one that usually stands out for me is Fanuc, in Japan (FANUY for the US trading), though I haven’t looked at the stock lately. They have a huge market share in manufacturing and industrial robots, and management is famously secretive and eccentric.
FANUY also punted by other pundits, notable Motley Fool. At ± $29 with PEG of 3.2 maybe a tad pricey.
iRobot Corporation (IRBT) seems to be gaining momentum and support and is up 32% after a pullback late last year.
Take a look at ETF BOTZ
Another robotics ETF, along with BOTZ mentioned in comments, symbol is ROBO.
What’s Yastine’s ig hype about Alzheimer’s treatment and mystery micro cap?
Be careful about those teen-age stores. I was in on “Merry-Go-Round few years ago. They were opening new stores like crazy and then one day boom down they went ending up in bankruptcy.
That is certainly a risk. I don’t like the fashion names, for much that reason, but I’ve been impressed with FIVE’s ability to navigate the “fad” waters.
FYI, I saw a news brief dated 1/9/2018 stating “BIVV …will acquire all shares in FIVE Inc, making it a subsidiary of the Company.”
Source was Briefing.com via my brokerage’s website.
FIVE Inc is a different company than Five Below (FIVE), not related. But thanks.
Thank you for the correction.
I appreciate getting to know a little more of your options play mentality. Still learning the ropes but I subscribe to a Banyan Hill newsletter that trades options and I have enjoyed making these trades.
Am also subscribed to Banyan Hill and Trading Tips solely for option trading, but have a look at Slingshot Trader as well. Those two guys are right on the money majority of times.
Acquired first shares of XYL through spin-off from ITT years ago. Have held and not paid any attention to it. Back in November 2017 started to watch it again (who knows why). Always believed in their products. Bought more shares earlier this week then saw Travis’s article yesterday. Wish I had bought more shares when I started watching again last November.
I’m a fashion retail business owner and can totally agree with nkpdispr, be VERY careful buying into trend retail businesses they can come and go in a flash. The fastest growing sector in fashion retail has been the discounters and exercise wear. Occasionally a company like Michael Kors comes around and does it’s ipo, but heed caution unless you’re very familiar with brands and trends. Long $FIVE
Still hoping Travis will tackle the pick by Paul Mampilly with Extreme Fortunes on
his January stock selection. 1800% gains on this $1.75 Billion company serving the big companies in the financial sector.
Sounds like diebold
#Diebold Being in the financial industry with focus on ATMs I can understand why the stock performance has been terrible lately. Banks only buy atms in cycles and the cycles are determined by PCI compliance. Microsoft is ending support for win7 shortly so there is about 30k ATMs that are pending replacement by 2020 to stay compliant. Bottom line Diebold is a screaming buy right now, even though they over-payed for a few acquisitions they are starting to implement a full solution both software and hardware that is really kicking NCR’s ass. I could go on and on for reasons to buy but for 2018 I see at very least 50-75% SP increase with almost no further downside risk
My suspicion is that it was Lending Club, given the performance of the Stock at the time he supposedly recommended it and a few other mild hints… but the company doesn’t make much sense to me and I had a low level of certainty so I haven’t written about it.
Kinda wished you didn’t put JD and BABA in the same sentence. I have had BABA since it opened and never looked back. My research was pretty thorough and Morgan Stanley , despite being aggressive in emerging markets, looked at me askance at the time. Now they say I was right.. about the most aggressive ecommerce site I ever saw (yes, I watched their commercials on Chinese TV) and how they also ripped a new one for eBay in China. The CEO sounds and acts like Jobst on droids and is a smart street fighter. JD.com and its IPO is another Chinese retail store that the administration is trying to halt all the financial institutions from offering… along with all the “me too’s” following this one. Too politically risky to me in an already risky retail environment. Just sayin’.
Does anyone have an opinion on JD.com?