March 27, 2019

On Digital Turbine

Zacks is bullish on Digital Turbine and has written several articles on this company over the past couple of months.  The company is profitable and growing, but the stock trades with a lot of volatility. 

On Pixelworks

SA has a small article on Pixelworks and their growth catalysts.  The author makes a good case for the long term prospects of the stock.  Ultimately, I think that they get bought out by Qualcomm.  If you can stand the volatility, this stock may be worth getting into right now when their growth is just beginning.   

March 15, 2019

Brookfield Asset Management: The Best Blue Chip Stock in the World

A compelling SA article states that with Brookfield's latest investment in Oak Tree Capital, the company has positioned itself as the best blue chip company in the world.

The author goes on to state that the intrinsic value of the company before the Oak Tree deal could reach $118 by 2023.  The Fool is also bullish on the company and has come to the same conclusion.  

The SA author goes onto note that once the bear market comes, shares could get significantly depressed, which would translate into a great buying opportunity.  However, even at its current valuation, it seems like now would be a great time to get into this "mini Berkshire" in the making. 

Morgan Stanley Picks 30 Stocks for 2021

From 24/7 Wall Street:

Analysts at Morgan Stanley do not believe that is how the market shapes up for the next couple of years. On Friday, the bank’s analysts released a research note coming down solidly on the side of sustainability and quality rather than volatility as the way to play the market over the next two years. The analysts also came up with a list of the 30 stocks “whose business models and market positions would be increasingly differentiated into 2021.” These 30 stocks, the analysts say, are the ones “most likely to strengthen their sustainable competitive advantage.”

 The top 10 stocks are listed below:

  • Accenture
  • Google
  • Amazon
  • Amphenol
  • Anthem
  • Arista Networks
  • Bank of America
  • Blackstone
  • CDW
  • Costco

March 12, 2019

Gene Editing Stocks

The Fool looks briefly at three gene editing stocks, the most interesting of which is Editas.  The company's lead drug looks to cure genetic blindness, but it is only in Phase 1 trials.  However, the drug looks to be given the fast track by the FDA.