Friday File: Buying More 5G, Earnings Season Thoughts, and more…
by Travis Johnson, Stock Gumshoe | April 26, 2019 5:19 pm
A few buys and sells in the Real Money Portfolio, with notes on Nokia, Ericsson, Xilinx, Qualcomm, Hershey, Zayo, Altius, Largo Resources, CoreSite, Mtech Acquisition and more...
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Source URL: https://www.stockgumshoe.com/2019/04/friday-file-buying-more-5g-earnings-season-thoughts-and-more/
Travis, I think you need to take a closer look at Poet Technologies who is working with Huawei, Global Foundries, Apple, and Accelink that makes the MBox. Nokia will be the middle man.
I’ve been having a lot of fun trading $ZAYO calls lately, in very tiny amounts of course, thank you for the continued input and for bringing the ticket to my attention in the first place.
April 22, there was an interesting analysis on Seaking Alpha by Bram de Hass about ZAYO, ending with his own fears and stategy.
Referencing the first few paragraphs, I’m Soo guilty; thanks so much for helping me out with my psychological realties.
Guilty here as well, and the quick/knee jerk decisions are bad most of the time.
I am surprised you did not touch on the Forex exposure when discussing investing in Canada or the US. Bernie
Not particularly relevant when choosing which ticker to use — if you start with US$ and convert back to US$ at the end it will mostly come out in the wash. The company operates mostly in US$, at least when it comes to the asset management fees.
Nice summary on qcom and xilinx. With Nokia, are the sales recurring like qcom, or is it more boom/bust cap equipment cycle like the old lucent (or the old ericsson). If boom bust, won’t sales just fall once 5g buildout finishes? Or will buildout be so big and long that’s less of a concern? Thx.
Reading your Trade Note for Irregulars a few days ago, bought some NOK. Reading your Friday File for Irregulars, I am now interested in buying some XLNX and QCOM. Thanks much for the great Friday File Travis.
Are you still long on ZAYO? Thought you sold some but not sure if you are getting out. Thank you. Love your work.
I traded some in and out over recent weeks, but still hold some. Here’s what I said in the article above:
I did a little speculating on the deal happening faster than usual, selling off some of those gains (and losing on the options speculation I did with a piece of my gains), so now I’m just sitting with my position and waiting to see whether we get mid-$30s next week, or mid-$30s in a year or two, or if I’m just wrong and the stock never recovers.
Altius (ATUSF) is testing my patience as a long time investor…every quarter on.. again and again.. and like no other!
Do you have any comment regarding the poor performance the stock has been doing for ages up to now?
Thanks
I’ll share some updated thoughts on Friday — short answer? No change to my thinking, though I’ve been buying shares for a decade with nothing much to show for it so I may just be unusually stubborn on this one.