Sunday, November 8, 2020

Time to dilute your position in Apple (?)

 With Sales looking bleak, and innovation forthcoming and not so disruptive, this may position your AAPL stock at 85 or so

Time to rebalance.

Saturday, November 7, 2020

long-term trend stocks

 Here's why we believe XPO Logistics (NYSE:XPO), NIO (NYSE:NIO), and General Dynamics (NYSE:GD) are three stocks that are well positioned to take advantage of long-term trends.

The company's XPO Direct service is a tech-fueled platform designed to help retailers better compete with the scale of Amazon by providing a suite of logistics products.

NIO's in an interesting spot. The market for electric vehicles in China is expected to absolutely boom over the next decade, and it's already seen as a leading up-and-coming "cool" brand. 

Because of this, I see little to no chance of the Navy's budget being cut -- but rather see it growing over time, to the benefit of General Dynamics. With the stock now down 21% over the last 52 weeks, and trading at a cheap 12 times earnings and just one times sales, General Dynamics stock has finally become cheap enough to buy. 

 

Courtesy: https://www.fool.com/investing/2020/11/07/got-3000-buy-these-3-stocks-riding-unstoppable-tre/