Friday File: China, Data Center and 5G Shakeup… plus a couple boring buys

by Travis Johnson, Stock Gumshoe | May 17, 2019 4:39 pm


Notice: Undefined variable: supress_subtitle in /home/sgumdev/public_html/wp-content/themes/sgum_2016/wpf.php on line 42

Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist

This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.

Source URL: https://sgumdev.stockgumshoe.com/2019/05/friday-file-china-data-center-and-5g-shakeup-plus-a-couple-boring-buys/


guest

12345

This site uses Akismet to reduce spam. Learn how your comment data is processed.

14 Comments
Inline Feedbacks
View all comments
Investor Clouseau
Investor Clouseau
3 years ago

Wow, we really got our money’s worth this week. Thank you!

You aren’t alone in the sold-SAFE-too-soon canoe, but a win is a win.

πŸ‘ 308
longbeachboy
3 years ago

I still wish you’d look into Poet Technologies. Planar optical interposer chip, using fiber optics instead of copper on a silicone chip that runs 100 times cooler so the chip never overheats when fully loaded up with high speed information.

Add a Topic
1576
πŸ‘ 25
frankw17
3 years ago

Great post Travis. As a former HP employee I accumulated shares of A and ultimately KEYS. I never thought of their association with 5G before, but I can certainly see the connection now.
Regards,
Frank

Add a Topic
6265
πŸ‘ 1322
blackjack69
blackjack69
3 years ago

What’s the Thinkolator’s verdict on Matt McCall’s “Quantum Glass” battery hype?

Add a Topic
1614
πŸ‘ 3
πŸ‘ 15112
rsferrari
rsferrari
3 years ago

Hi Travis,
I’ve begun researching stocks that are uncorrelated with market moves and/or do best in a recession (very interesting!) to be able to create my own β€œwhat would I buy if the world really turned upside down?”/”recession-proof stocks” list and would be very interested in your thoughts on this. Would you consider a dedicated post on your favourite pics with your ‘reasonable’ and ‘compelling’ buy prices? I’m sure there are a lot of other Irregulars who would be interested.
Hoping for the best but planning for the worst. ;))) And thank you for all the great work you do. Your analyses are always thoughtful and insightful.

πŸ‘ 8
JackInTheBox
3 years ago

Gotta say, from all the memberships I need to pay for (think; Netflix, Spotify, Apple News+, Hulu, Barron’s…) the one that I am the happiest to pay for is StockGumshoe!!! Travis you are amazing!

Add a Topic
1881
Add a Topic
3337
πŸ‘ 117
dweiss60
3 years ago

With Tencent, how do you get comfortable with the China ADR structure, where you don’t really own an enforceable interest in a company, rather you own an interest in an offshore vehicle which owns an interest in a China based company that depends on the munificence on the government to remain in business?

I’d love to own this if it was based in North America or Europe, but have been very hesitant to own China given it’s not clear you’re really an owner entitled to a pro rata share of profit in any enforceable economic sense. Big picture seems like all these China ADRs are a bet on China evolving over time into more of a market economy with enforceable shareholder and property rights. Is that partly the bet you’re making, and is it a bet you have some confidence in? In recent years it would appear China is moving in the opposite direction, or giving mixed signals at best.

πŸ‘ 13
dweiss60
3 years ago

On UPS – aren’t their economics somewhat worse on ecommerce than on traditional drop off / delivery? Won’t that mix shift be a long term burden on growth? Any particularly reason UPS over Fed Ex? Valuations are similar. PS – sorry for all the editorial today – quiet day.

Add a Topic
2624
πŸ‘ 13
yasmas
yasmas
3 years ago

Travis what is your take on the Spirent/T-Mobile deal approval. I’m wondering how it affects CCI & AMT (one less customer) or do you think the drop is a good opportunity to add? Also do you think it will reduce the overall demand for 5G equipment now as there will be one less major company deploying it?

Add a Topic
4439
Add a Topic
1445
πŸ‘ 1
πŸ‘ 15112
πŸ‘ 15112
atyson
atyson
3 years ago

As a long term investor in Kerrisdale (since 2012) I can tell you that they took most of their money and ran not long after they published their short Qualcomm report on 23rd Jan as is their usual modus operandi

πŸ‘ 14
πŸ‘ 15112