The original email thread
This all started July 13, 2018. Hey chlimix/mike what stocks should I buy? Then I sent a giant email/newletter..
Dated July 13,208
Trade wars are meaningless to the U.S. economy where many of our corporations make money on services. The trade war is going make consumers pay more for various goods: cars, beer, tv’s. However, in my opinion the most important metrics are employment and corporations’ profit growth (both are healthy). Traders and investors initially over-reacted to trade war news in march 2018. It’s July 2018, corporate earnings are going to be good and traders realize the trade war is nothing in the grand scheme of things.
So here’s my stock picks for 2018 mid year July.
my new recent [buys]:
Theme: technology cloud SaaS: [current price for reference]
Micron (MU)  undervalued, everything in this world needs RAM (cloud, cars, phones). supply isn’t met demand. PE of 8.
Salesforce (CRM)  rock solid growth SaaS product. this should be long term buy and hold; I had some in 60’s about 2 yrs ago, recently I got some more.
ZEN : Cloud based customer support as service, zen desk is up fast and growing; they’re big customer of aws. All the numbers go up, except profit, classic growth tech stock.
ADBE  crazy growth like salesforce. The SaaS cloud guys are making $$, you pay for adobe software subscriptions for everything now (photoshop, etc.)
STMP  (stamps.com) a solid company on financials, shipping and handling for small biz. (click, print, ship), You never think about it, solid tech company the down-low.
Theme: China is growth for risky tech stocks:
AliBaba  (BABA) still major payment system of in china, mobile pay and ebay+amazon combined. baba’s not going away anytime soon. People are scared of the china trade war, make cheap stock buys.
IQYi (IQ) , lots of room for growth, youtube/netflix of China. But crazy volatile ups and downs since it’s a recent ipo, don’t go too big on this risky stock.
Theme : sector rotations: Oil prices and consumer spending
ConocoPhillips (COP)  oil and oil services are back, world still needs oil and refined oil. OPEC wants high oil prices and US is sanctioning Iran’s oil exports.
LULU : nike and under armor are stagnant, but women love lulu lemon yoga pants , extremely profitable company.
Theme: mobile/E-payments of the future: Buy some of each and watch the next 5 years when everyone pays with their smart phones
MA  (mastercard) : solid everything and good growth, they collect tolls on every purchase.
V , same as above, less room to grow, collects tolls on every purchase. Pypl  , paypal owner of venmo and braintree; epayment processor of america’s futureSQ , square is the way small biz get paid by normal users, they still pay the visa/mastercard/amex toll
Theme : Previous favorites: Holding, maybe buy more.
TDOC : still room to grow, people don’t want to schedule appointments to meet their doctors anymore, teledoc appoint, get prescription. goes on section 1 tech growth cloud.
ALGN : invisible braces, had good year so far, slowing down on growing, monster growth
MELI : latin amazon, they might be recovering, hovering around low 300s ready to jump up or down) , not quite sure what’s going with south america in chaos/recovery ‽ GRUB : dominant player in food delivery world, people want to order restaurant food and watch netflix at home. SHOP : shofiy’s got that tech cloud growth thing, bad financials great growth.
NVDA : data centers and people constantly buying gpus still, still solid. can’t keep up with demand.
FB  : still makes ton of money, network effect, holding lot of FBBA : boeing’s not going anywhere despite the trade war
NFLX : is the best online media tech company currently, it’s expensive stock but buy some netflix; remember it was expensive in the 200’s last year.
AMZN : is the best, going to remain a top tech company for long time, quite possibly best FAANG
MSFT : #2 cloud player, not going anywhere, not going to double anytime soon either. APPL : same as msft essentially; not going anywhere, not going to double anytime soon either.
Other safe buys (set it and forget it):
Buy the vanguard ETF. Set it and forget thinking. Some people like bonds, it’s boring and won’t lose value and pays 2%+ dividend
There are NO good cannabis/weed stocks after I looked around. It’s all garbage speculation. The closest to legit company is GWPH and they have questionable financials.
I own almost every stock mentioned here plus more except gwph. Remember don’t put more than 7% of all your stock money into a single stock (even if it’s amzn). BOND and Vanguard ETF are fine.
I might turn this into a blog if you guys read this and think it’s good.