by Travis Johnson, Stock Gumshoe | January 26, 2024 4:44 pm
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I find it more than a little strange that there has been no comments to this Friday file…hmmmmm.
As always, very interesting with some valuable points. Thanks, Travis.
Agreed….maybe people are signaling they are holding off on buying after such a surprise rally in the last two weeks! Tom Lee predicted it, along with a few Bulls, but more than one chartist or guru has called for a drop in the market in the first quarter/half of the year.
The stocks mentioned include several Insurance conglomerates and larger cap stocks that many might consider to be income or value stocks, (several energy selections and agriculture picks).
Since there were no AI stocks mentioned that I can see (although some futurists have added DE to their AI list, which we will have to see their annual report to confirm) and ISRG obviously uses robotics (which are being touted as one of the foundation technologies for the AI development).
Hopefully, Travis can ask the source to track these selections for performance and yield for total return in 2024. That is beyond our pay grade!
Ouch on the investment by Exor…Phillips barred/agreed to stop selling vent devices in US until approved. That a buying opportunity of Exor or Phillips or catching a falling knife
We’ll see, don’t expect it will be a big impact for Exor, I believe that’s a few percent of PHG revenue, but it could certainly hurt the PHG stock price for a while.
Thanks again, Travis, for the great writeup !
FYI, Banyan Hill/Charles Mizrahi, Alpha Investor stock pic for Dec 2023 was DE and he thinks it will at least double by 2028.
Money & Markets/Adam O’Dell, Green Zone Fortunes stock pic for Jan 2023 was AGCO and is still active. AGCO has not done much since then. He was expecting it to about double in two years so one more year to go.
Once FED interest rates begin to be cut, I suspect both DE and AGCO will benefit from the lower cost of borrowing helping to increase their sales. I am more that willing to hold both for the next year or two as believe them both to be low risk dividend payers.
Thanks for the feedback, sounds like you’re on a pretty good track. Agco has more exposure to E Europe, if I recall correctly, and that made a bunch of folks pick it as a “rebuilding after the war” play. Sadly not in “after war” mode at the moment, but hopefully soon.
Hi Travis, you probably have covered this but I couldn’t find the solution to this teaser from the Motley Fool’
“Instead, we’re writing you today to talk to you about a California-based company that is pioneering a breakthrough technology that is enabling companies to move vast quantities of data over the Internet at lightning speeds.
And as the world has become more and more reliant on the Internet for everyday needs, this company has seen its revenue explode. The intense demand for this technology has helped the company race from zero to $1 billion in sales in just eight years.
In fact, many of technology’s biggest names – including Microsoft, Alphabet, and Amazon.com – are now loyal, paying customers of this company.
And here’s the real kicker…
Despite this company’s jaw-dropping success over the past few years, many investors have still never even heard of this company’s name!
You see, while most investors have been busy pouring more money into only well-known tech stocks, we’ve been doing what the world’s greatest investors do – looking for the next stock that could deliver returns of +1,000%, +2,000%, or even +5,000%.
That’s why, we’ve been so excited about the stock we’ve begun to tell you about today – urging members of The Motley Fool investment community to buy shares.
Actually, we’ve already issued 14 separate “BUY” recommendations across the various investment research services here at The Motley Fool.
Heck, we believe in this company so much, we even invited their CEO to Motley Fool Headquarters to personally tell her how much we believe in her company and why we are staking over $1.5 Million of The Motley Fool’s own money on their stock.
What we’ve told you so far is just the tip of the iceberg.
That’s a repeat of their long-running teaser pitch for Arista Networks (ANET) — last covered here. Arista had a subpar run from 2017-2022 or so, but has really taken off with AI investment in data centers (and enthusiasm about same).