The Who Data Dump

[mrmarket]

Going to see The Who in AC on Saturday...so for Roger Daltry and Pete Townshend...here is the latest dump from which a stock pick winner will most certainly emerge:

AABA AAL AAMC AAOI AEL AET AGM AGO AMAT ANET APO ARCO ASML ASR ATAX ATHM ATVI AVHI AVY AXTI BA BABA BBGI BCO BCR BEAT BGCP BMNM BNCC BNPQY BX BZUN C CAMT CAN CBG CBOE CCE CCXI CELG CFG CGNX CIGI CNBKA CNC CO COHR COO COTV CPA CTRL CTSH CYD CYOU CYRX DAIO DAN DLAKY ECPG EDU EEFT ENVA ESNT ESPR ETFC EW EXEL EXTR FB FBHS FCAU FGBI FMX FNF FNJN FNRN FOXF FSBW GLW GPRK GRUB GSB HCSG HDB HDSN HIIQ HPJ HRC IART ICHR ILG ING IPGP KB KEM KINS KOF KRO LEXEA LITE LNC LOGI LOGM LPTH LRCX MA MBLY MCHP MCO MDSO MEIP MELI MFC MIXT MLVF MOMO MRCY MS MTD MTG MTOR MTSI MU NMIH NOAH NOVT NTAP NTES NTRI NVDA NVR NWLI OCLR ODP OFLX OSB OSUR PACI PAYC PCLN PDEX PFG PJT PKBK PLAY PNTR POWI PPHM PRAH PRLB PTCT PYPL RACE RDNT REGN SCHW SCI SEIC SGMS SINA SORL SQ SSNC STMP STZ SYK TAL TATT TCMD TFX TMHC TMO TNET TRU TRUE TSEM TSM TSS TTMI TVTY UAL UMC UNTY V VEEV VSLR WBKC WD WF WGO WLK WNS WTW XCRA YUME YY ZBRA ZIXI ZYXI


Which ones do you like?

[Karel]

I like NVDA

[billyjoe]

One of the great all time performances. Just like Mr.Market's daily work. https://www.youtube.com/watch?v=nHwSzl5P2OA

----------------billy

[blindsquirrel]

Is there a better stock this year than NVDA? Not saying I'd buy it, but it seems to be the best performer on that list. My favorite because I think it has more up-side this year is IPGP.

[Karel]

Is there a better stock this year than NVDA? Not saying I'd buy it, but it seems to be the best performer on that list. My favorite because I think it has more up-side this year is IPGP.

I bought NVDA at 100+ with sweaty palms. Now I am holding it at 160+, still with sweaty palms

[Gary611]

I would choose BGCP; I've owned this in my retirement IRA since 2010. It is s slow, steady, consistent dividend (just under 6%) yielding winner in my book! Another 15% is a piece of cake! ( made up of meat & cheeses)

[tiedyed1]

Happy Summer all;

I should have been accumulating NVDA when I made this post last year: http://www.mrmarketishuge.com/showth...ht=#post126660 At that time I was speaking about gamers and NVDA's video cards being what everyone wanted (and still does, and video card inventory is allegedly problematic with the more popular video cards selling out quickly). Now, all that people are talking about with technology needed and large number of chips needed for autonomous automobiles and NVDA, AMD and Intel providing them, with NVDA focusing their R&D on automotive, expanding out from the prior applications of their chips. is all being said, NVDA probably should in the top 5 as the mojo for this company is massive.

Another Top 5 pick I want to root for is MOMO. MOMO is a Chinese Social Networking, video and gaming company. Despite the Chinese government recently taking actions to censor some social media, MOMO has over 85 million users, 700 million in cash, no debt and the power of the youth of China. More and more Chinese cellphone users are jumping on MOMO and the annual growth remains in triple digit percentages. While I was scarred from the early days of the reputation of US traded stocks of Chinese companies (due to unaudited cooked books) I am ready to give China another chance and rooting for the power of the people there to give MOMO huge growth.

Even those who may be right that the market is feeling toppy will see NVDA and MOMO's growth withstand any pullback.

I currently have no position in either, and still love the future for NVDA and also throwing MOMO into the ring for Top 5 consideration.


p.s. Mr. Market, this old hippy met and connected with John Entwistle back in the 90's and I have enjoyed many awesome Who shows since the 70's. (Even had some of the John Entwistle band members play at my wedding - serious fun.) Last Who show I saw was at Forest Hills for the 50th anniversary. Hope you have a blast in AC!


-Adam
Old Hippy & Mortgage Pro