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Mike Salvino Resignation at DXC - What's the Play?
BioLargo net positive cash for the first time ever - $BLGO - CLEAN AIR, CLEAN WATER, A CLEANER EARTH + MEDICAL ARM, AND BATTERY TECH - it matters where we invest.
Thoughts on DXC? MKT $6.6 Billion FCF $700 Million. Possible 5-10 bagger?
Insights on the Subscription/Recurring Billing Management Global Market to 2025 - Featuring ActivePlatform, Amazon and FastSpring Among Others - ResearchAndMarkets.com
BlackRock Inc adds $BB to their iShares Digital Security UCITS ETF
BlackRock Inc. adds $BB to their iShares Digital Security UCITS ETF
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Data center requests tripled on our end too. We evaluated a few vendors and ended up focusing on load forecasting. DXC built our forecasting model. The analytics side is where we saw the biggest gap. Our team missed a 15% spike that a forecasting model caught. We avoided a major outage last winter because of that. For renewables, QIMC and HUT are interesting plays. But the analytics layer is just as important. A lot of companies are sleeping on that piece.
All IT integrators were beaten down heavily. Business model is non sustainable. EPAM is no better than DXC or Accenture, their business model is based on outsourcing (aka cheap labour). They don't have their own products, just resell and integrate.
Look. Cognizant has AI in its description = stock is pumping. DXC description is written in 2018 when they were still burning whale oil for light = dogshit multiple and dogshit sales (i guess I didn’t look). DXC just needs to make more mentions about AI. Maybe an OpenAI partnership! Some money needs to change hands (even if they lose ok the transactions like Enron) for their multiple to pump. That’s just how this market works now. They need a ticket to the dance.
DXC analyst expectations are for a 7.6% decline - how bad does it have to be for a put to do well?
* For both Raytheon Technologies (RTX) and DXC Technology (DXC), you can find contact information for their investor relations departments on their respective websites. Explain that you have old stock certificates from predecessor companies and want to understand their current value or if they can be converted.
DXC Technology. Absolutely hated company with miserable employees. That said it's insurance software business is incredibly valuable. To put things in perspective DXC insurance does about 1.5 Billion in revenue vs it's direct competitor VRSK which does $2.5 Billion. So in other words VRSK roughly does 1.6x DXC Insurace revenue. Yet VRSK has a market cap of 37 Billion vs DXC at only $3.5 Billion. Oh and did I mention that DXC in total does $13.6 Billion? Now obviously people will point to the fact that DXC's sales are falling but through my research I've come to the opion that this can be fixed and crucially the insurance buisness it's self is growing and has decades long contracts in place with it's customers. Worst case I think DXC can spin off insurance and youll still make a ton of money.
IBM is just a cheap off shore body shop. They are not a market leader in hybrid cloud, they have tiny market share in anything cloud, and they are also not a leading player in GEN AI. They’re never the consultants in charge, Accenture, Tech Mahindra, Avanade, DXC, or boutique consultancies dominate the market. Last 2 clients I consulted at would love to get rid of IBM in their organisations.
DXC Technology. The way I see it in 4 years they'll generate the whole market cap in cash. If they pay off all the debt and sell some assets you should 2-3x. Much more upside if they can stop the sales declines.
DXC $20 calls looking juicy tomorrow
Is a company allowed to buyback shares in extended trading hours? One could influence so much price movement just by doing that right? Take today’s after hours movement for DXC. Stock went down almost 20% on a mere $250K worth of volume. For a company that has billions in cash, it can easily manipulate the price.
What are we thinking for DXC? Anyone wanting to do research with me in preparation for next week earnings calls hmu. Usually do my research for each but always like a second set of eyes.
I recently inherited stocks from my mothers passing. HPQ, HPE, DXC technologies Since I've had them they went from almost 32K down to 28.5k this past year Not sure if I should sell or hold on Who else has shares with them?
HP inc. HP enterprise DXC technologies All have been in decline in the past months. I would know as I have stock in the 3 HP owned companies. I've lost. Couple thousand so far :(
>The ones you listed are generally more of IT consulting or VAR than IT services. I think for IT services you’d be looking at companies like Tata, Wipro, N-Able, Kyndryl, DXC, Atos… maybe AI can be used there to shave off some T1/T2 tickets but I think we are a long ways away from AI going an implementing an enterprise SAP/Salesforce/ServiceNow/Workday etc rollout. That's a good point. I didn't mention that those software vendors are making it easier to install software as well. I think the real margins are in maintenance. But to be honest, I'm not a fan of the names you mentioned. They all provide commoditized IT services at this point. Very little differentiates them as an outsider. N-able is good but still private.
The ones you listed are generally more of IT consulting or VAR than IT services. I think for IT services you’d be looking at companies like Tata, Wipro, N-Able, Kyndryl, DXC, Atos… maybe AI can be used there to shave off some T1/T2 tickets but I think we are a long ways away from AI going an implementing an enterprise SAP/Salesforce/ServiceNow/Workday etc rollout.
DXC Technology is almost universally regarded as a POS but everyone is wrong. The company is doing 800 Million annually in free cash flow and has a market cap of roughly 5 billion if they just tread water that implies an annual return of 16%. That said they're repurchasing shares and on track to take out something like 20% of shares outstanding for this fiscal year (depending on what happens to the stock price). They've announced a new expanded partnership with Amazon where they'll be taking their customer's old mainframes and IT infrastructure and moving out of DXC data centers and to Amazon cloud. This of course creates headwinds for DXC on the revenue side but Amazon is compensating DXC and its still bennificial to DXC as it vastly simplifies its business by no longer needing to run its own data centers. Furthermore, DXC will still be responsible for managing the customer's cloud environment and ensuring seamless integration across their customer's IT estate. All this ignores DXC's software which is 50% of their sales and includes Europe's largest reinsurance marketplace, proprietary consumer goods manufacturing software which integrates Amazon's generative AI solutions, automotive infotainment and even the Manchester United smartphone app. The main problem is sales are declining but I'm optimistic that this will reverse due to new managers being brought in from Microsoft and IBM. I see this as a rare 10x opprotunity over the next 6-7 years.
Aside from 2 shares at the IPO to follow it I never had a substantial position in SMR. I had a very large position in Fluor which owns most of NuScales. I thought it was a less risky backdoor way to play NuScale. I still retain a large position in Fluor but sold a large bulk of it to buy DXC Technology. If I owned SMR I'd be trying to estimate its cash burn vs when the Romania SMR will begin construction. They'll likely need a cash infusion at some point which will be dilutive so you need to try and factor that in. It's a very tricky one to analyze.
If you are feeling brave like me then consider the IT infrastructure space. Notable names are DXC Technology (formerly HPE), Kyndryl (Formerly IBM), Unisys and ATOS. The market hates these companies because it thinks that the IT Infrastructure space is going to die and everything will move to the cloud. This simply is not true there is still a ton of demand and the majority of these companies are going to be much more profitable in the coming years due to the IT infrastructure market bottoming. Take DXC as an example market cap of 5 Billion, 700 million in free cash flow, repurchasing 1 Billion worth of shares and doing 14 Billion in revenue.
DXC Technology and its not even close. 5 billion market cap 900 Million free cash flow. 1 Billion share buyback
DXC Technology its peers trade 5x what DXC is valued it. They've got good businesses strong balance sheet and a big buyback. Issue with it is revenue declines but I'm expecting that to reverse sometime this year.
DXC Technology people think that since they build and service on premise IT infrastructure that the company is going to die at the hands of the cloud. But the reality is the metaverse and AI present a huge opportunity for dxc to build complex IT infrastructure and integrate new technologies and processes into a organizations infrastructure.
DXC Technology without a question. $800 Million in free cash flow $5.2 Billion market cap. Profitable generating free cash flow buying back shares. The issue with the stock is revenue has been falling but I expect that to stop sometime in the next 5 quarters and begin growing the year after around 1-5%
Thanks, I'll check those out. I follow these sorta loosely because I'm invested in DXC, which is basically the exact opposite of these companies. They do 16 billion in revenue PE of 7 Price to sales of .4 Price to book of 1.15 They're generating decent free cash flow and repurchasing shares. Stock is dirt cheap, and they're going to start growing revenue sometime next year for the first time since the creation of the company.
DXC Technology, let's talk again when it is 10x's in a couple of years
DXC, CTG, and Kyndryl. It's an industry wide phenomenon for the IT services industry.
Thank you! It really means a lot to me to have someone acknowledge my work. I agree that the valuation has gotten a little bit ahead of itself, but it's also not wholly unresonable. My rational is because of the book to bill ratio. Basically, in the most recent quarter, they've booked double the amount of contracts that they're completing. Assuming that they can continue doing that and all the contracts are appropriately negotiated, Fluors revenue should double as they start working on the new contracts. Furthermore, I expect margins to stabilize back to historic averages. Fluor has revised their persuit criteria to only bid on contract which are done on a reimbursable basis so called cost plus. The reason they got into trouble and why the margins got slammed was because around 2011 they pivoted to a fixed price bidding model this obiously didn't workout because they had a number of cost overuns on projects which they basically had to eat. Hence, the reason why the margins went negative. To be clear I wouldn't buy in now because something could go wildly wrong but my average is around $12 I figure I've gotten a little bit of breathing room if something goes wrong. Given that the macro backdrop is extremely favorable to Fluor, I'm of the opinion that they'll continue booking more work. If you've got time, I recommend watching fluors most recent anaylist call from December 1st. Basically the thesis there becomes self-evident. My latest Idea is DXC if you think it looks interesting, PM me, and I can share the thesis Obiously, none of this is financial advice
Thanks for this. Actually, they're still having major trouble in the custom software part of their business, and revenue is still declining there. I'm not sure why it's been so difficult for them to fix, but I suspect it has to do with the layoffs they've done in EMEA and the transfer of jobs to India. The main thesis here is the Free Cash Flow. The market cap is roughly $6 billion, and the FCF guidance for next year is $1.5 billion. In other words, it should be a 25% annual yeild. They have a pretty talented executive team, too, mostly from accenture. Which is a well run company. You can compare their software buisness to EPAM for example. It does 2x the revenue at 1/3rd the valuation. Add in DXC's IT outsourcing and infrastructure buisness and the stock just looks dirt cheap. DXC also has a buyout approach by a private equity firm, so there's that, too.
Past 2 years of interactions. ERP implementation services with DXC owning proprietary software which was to be custom fit for our use case. Good to hear NPS is rebounding. I know debt was seriously reduced.
Poor experiences with DXC services. Yikes!
I'm up about 12% YTD in my portfolio. I'm highly concentrated in a few stocks, and I focus on turnarounds and restructuring my positions below. $FLR is a construction company that builds LNG terminals, bridges, mines, highways, semiconductor fabs, petro chemical facilities, small modular nuclear reactors (NuScale) and more. They've been doing really well due in part to the high price of commodities. It's the primary driver for my performance (up 35% ytd). $DXC is a IT services company with two businesses. IT infrastructure and custom software they've hit a bump in the road, and I'm down 6% YTD after averaging down. But I think DXC is legitimately undervalued their software buisness is very similar to $EPAM but it does 2x the revenue, while the company as a whole is only valued at $6 billion vs EPAM at $20 billion. They had a very large buyback program, but it was recently paused because they were approached for a potential buy out of the company. Hence, I still feel pretty confident. Even if they buyback doesn't go through, I still see this company as a 10x opportunity. PGNT is a small illiquid micro cap that I own it up about 9%. My position isn't that big compared to FLR and DXC, so it hasn't really moved the needle much. I like it because of its CEO and it's cheap on a pe basis, LOL.
If you're open to on-prem IT companies, there are some really good deals. Yes, the cloud is going to disrupt a good chunk of their business, but on prem companies will have some tail winds from the emergence of cloud. Networking and security are perfect examples of this. Furthermore, many on prem it companies are doing major work, setting up customers cloud environments and managing them long term. Check out DXC and KD.
Been holding FLR since 2020 and been very happy. Buying DXC.
I'm a long term investor and yes in my opinion I do think DXC and KD can 10x. The main question is can these buisnesses start growing revenue again. Obiously with the current P/S ratio the market doesn't think so. But I think the market is wrong in the case of DXC (which I've done more research on) they provide IT infrastructure services for a significant amount of the fortune 500. Some of this work has gone to the cloud which is why revenue has been declining but there are a plethora of applications that can't afford the latency penalty or can't host data on the cloud due to regulatory and security concerns. Furthermore DXC is very involved in migrating a customer's infrastructure to the cloud and upgrading a customer's Security and Networking which obiously has increased importance when the data is offsite. There are even some companies who decide to do private cloud. Essentially they own the infrastructure themselves and have DXC manage it. This in peticular is a big revenue opprotunity for DXC. All this doesn't even touch upon DXC's custom software buisness and data anyalitics buisness. It represents half of DXC's revenue and its growing. The data anaylitics buisness is a competitor to companies like $PLTR (albeit less impressive) and the custom software buisness is a competitor to $EPAM. An example of a custom software application is the infotainment screen in Volkswagen cars. I am prepared to hold this thing for 10 years but honestly if the stock never goes up and they keep buying back shares at this rate (they repurchased 4% of the float last quater) the're will be 30% less shares outstanding in 2 years if revenue starts to grow like I am expecting and the buisness keeps improving I the stock kinda has to go up. But when you consider that DXC's competitors TCS and ACN are $100 Billion+ companies and DXC is only worth $7 Billion that kinda gives you an idea of the opprotunity. Obiously not investment advice this is a risky one so please make sure to do your own DD.
To be clear KD can proably still work I just think they its gonna take alot of time to play out. Another issue that's gonna be tricky for $KD is they have to move much of their workforce from Europe to India which is very expensive because of strong labor protections. DXC likewise has been grappling with the same issue but is like wise 3-4 years ahead. (Also worth mentioning DXC used to be part of HPE)
Thats fair $KD does look cheaper on paper but DXC is still dirt cheap. I relize this isnt what OP asked but I recommend looking at this through the lense of free cash flow. DXC's FCF was $700 Million which is 10% of the market cap while KD's FCF is negative. Also for what its worth I expect alot of KD's revenue to runoff because much of those contracts don't have good margins (by $KD's own admission) It made sense when they where part of IBM but now that $KD is independent they need to offload alot of that stuff to push up the margin. DXC had a similar issue but their revenue appears to finally flattening when adjusted for currency and asset sales. I also like the managment more for what its worth.
DXC P/S = 0.5 P/B = 1.41 KD P/S = 0.1 P/B = 0.9 The question isn’t “Which company is better?” The question is “Which investment is better?” I don’t know the answer, but Kyndryl has been priced much more harshly.
I've followed $KD honestly $DXC is the same thing but they've more progress in the turnaround and also have a better software buisness.
$DXC price to sales is .40 they're buying back 3-4% of shares every quarter and have a solid turnaround plan 1/2 the sales is custom software and is growing 3% per year. The other half is IT infrastructure everything from mainframes to operational technology, networking, cloud migration etc. It's sales have been shrinking because of cloud but they have a solid plan on getting back to growth. Free Cash flow yeild is something like 10% and managment just confirmed that a private equity firm has approached them regarding a possible takeover bid. They've got some headwinds because 40% of sales come from Europe but I think it infrastructure will be one of the last things to go.
Looking at the SPX we are starting to come into a good level (3270 - 3512) on the monthly time frame although i would not get into it yet until the weekly has had a bullish structure move, then this could signal the low of the year and push back up! Im holding off buys for now although i have seen some stocks which may start heading up (INCE , CRU, DXC, HPCO) with good return possibility :D Let me know what you guys think on my opinion.
>BARING PRIVATE EQUITY ASIA SAID TO MAKE APPROACH TO DXC - BLOOMBERG NEWS REPORTER TWEET ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-10-04 ^13:48:25 ^EDT-0400
Annnd DXC getting aquired too. Next CANO?
AGNC and DXC pay out 13.82% and 11.45% respectively, even though I'm currently at a 21% and 16% loss respectively due to the past week or 2.
To be honest managment is probably going to reject a total buyout. The reason is because ATOS offered a deal for $40 about a year ago and managment didn't bite. Obiously these private equity guys know that so either they've offered more money or they want to do some sort of partial deal where DXC sells some assets. There was another rumor on Twitter a couple of weeks ago that IBM and DXC both had a meeting the same day DXC canceled the DB investment conference. According to Twitter a private jets service tracked both of their planes to the same location. Also rumors on employee message boards suggest that DXC has restructured their sales team to follow IBM's structure and I've also heard from IBM messageboards that IBM wants to get back into the IT infrastructure space even though they just spun out Kyndryl however they lack the funds nessisary. So IMHO these are the pices of the puzzle but I'm not 100% sure why IBM is involved. To be honest unless they get something crazy like $60 plus for I want them to reject an outright buyout. I know that sounds crazy but DXC is projecting free cash flow of $1.5 Billion next year and the market cap is only something like $7 Billion. You factor in that they're currently buying back 10% of the shares outstanding and I think you're looking at a 10x in 2-5 years Ie $270. Its no wonder a private equity firm wants to buy it....
There are better buisnesses. DXC does $16 Billion in Revenue, generated $700 Million in free cash flow last year, repurchased 10% of the outstanding shares and is profitable. The market cap around $6 Billion the only issue is revenue has been falling although on an organic basis its only down 2% YOY and they own a anaylitics software buisness that grew 15%. Why would you buy Palintir with a market cap of $15 Billion when stuff like this is floating around?
What do you want to know about DXC?
Anyone familiar with DXC? Company and stock
Anyone familiar with DXC?
BA DIS CRSR BFH DXC And many many more cheap fuckers
Skyline Champion Dick’s Big!lots DXC Amerco WalkMe CostCo
LOL whoever said DXC puts yesterday thank you i inversed and made 150% on calls
DXC earnings miss= ez money. Trust me bro
DXC will miss earnings easy money. Trust me bro
Nope, HP split in 2015 as follows: 1. HP Inc which does hardware PC & Printers. 2. Hewlett Packard Enterprise which does servers and other software. Then HPE further split into DXC and other, but those are other stories. You were on point with there having been a split, though.
Competitors $DXC closed at $32.78 today, +5%, $KD closed $12.36, +9%. DXC has more shares outstanding than KD. KD has more revenue per employee than DXC. DXC has 17.73B annual revenue. KD had 18.66B in 2021. There's a disconnect between these stock prices and it appears KD is undervalued.
up 3.58%, a pretty good day overall. my WCC and DXC now stand as my biggest total gains, WCC up over 23%. NVDA was my biggest gain today.
Up for me today: DXC (5%!), WCC, AMZN, NVDA. MSFT? Still no green?
Anyone here own any DXC? Thoughts on the 12% bump today? I know they beat earnings but way more of a boost than I was expecting.
Not a bad play, I like their entry to healthcare with Cerner. My view is a lot of companies on old Oracle/other tech facing forecasting and supply chain woes want to upgrade their system and when they do they need 3rd party add-ons, security patches, Niche updates the legacy ERP provider can't do (Or charges an arm and a leg). My play is IT consulting , looking at DXC , possibly OKTA
As of right now, I'm only in green (since purchase) on 4 stocks: UMC, DXC, AAPL and WCC, with WCC the strongest at 9% up (at one point it was up near 30%). The other three are 4% or less. My worst performer is RUN, and at this point it's a joke I still haven't sold it, down 43%. What's your best/worst performers?
This is one of the worst service companies on the market. Closer to DXC than ACN…
They’re actually a subsidiary of DXC technology who are American. They operate out of China, in the process of moving their operations to the United States (recently entered a joint venture agreement in Wisconsin for a power plant, and intend to acquire one more in Wisconsin and the other in Maine). They’re “technically” through the Cayman Islands.
They’re actually a subsidiary of DXC Technology which is an American based company operated by Chinese who’s set up through the Cayman Islands. DXC acquired them when they were CRF before they switched their business model and became SOS Limited.
Sabre Corporation (SABR): This Small Cap Value Travel Recovery Stock Could Double Soon. WHY? \-Shares should benefit from the ongoing recovery in leisure travel. \-Corporate travel should rebound starting in second half 2021 and accelerate SABR’s path to positive FCF. \-Cost cuts/cloud migration should drive +7pt improvement in margins. \-Shares are undervalued on an EBITDA and FCF basis. \-Short sale volume Only on 6/30/21 was 51% see link Squeeze coming. \-Company just guided higher few days ago. \-Added many new partnerships last month. \-The stock is at a very attractive price thanks to last week airline stocks short selling. \-Both domestic and international trips have been increasing in each month of the year. \-Corporate Travel Should Rebound Starting in 2nd Half 2021 And Accelerate SABR’s Path to positive FCF \-Competitive Position Has Strengthened Since The Pandemic & Should Lead To Share Gains. \-Sabre introduced $200 million in annual cost cuts in 2020 that should, at 2019 revenue levels, lead to a five point improvement in EBITDA margins. In addition, the migration to Google Cloud and the renegotiation of the DXC contract is leading to another $100 million of cost savings beginning in 2024. That should lead to an additional 200 basis points of margin improvement for a combined 700bps of EBITDA margin improvement compared to 2019 margin levels. \-Putting it all together, analysts estimate that Sabre should generate $1.3B in EBITDA and $771M in free cash flow in 2024, both above levels in 2019 \[our 2023 estimates are also above 2019 levels.\]
BlackRock added BB to its iShares Digital Security UCITS fund. Third largest holding with a 1.97% weighting and a market value of $28.6M Only DXC and WIPRO with market caps of 10.4B and 41.3B have a higher weighting in the fund. DOCU is only #9 in terms of their holdings.
Hewlett Packard has been disappointing investors for 20 years. HP was the original Silicon Valley company, founded in a garage in 1939. It did great until around 2000, then the disappointments became unending. They bought Compaq and EDS. They split into HPE and HPQ. They spun off DXC Technology. Nothing worked in terms of energizing their product lines, revenue, or profitability. Stay away, stay far away, LOL
Adding to CC, CIR, DXC, AMCX, EBIX, AND OC on any weakness!
CC and VIAC are two of my favorites! Also looking for AMCX, CIR, DXC, OC and TEVA to run
What y’all think about DXC ?
So who's your favourite Reddit NSFW? [This](https://i.imgur.com/DXC3sAa.jpg) for me.
Lol, yeah, I know IBM has a huge service division, but I've intentionally kept it out because it's pretty much impossible to identify the value the market gives to the Service VS other things like Cloud (red hat) or other software they own. Same with HPE... ​ But thanks for the comment! I appreciate the help and will take a look at DXC.
IBM . . . their gigantic 'Global Business Services' division is the largest IT outsourcing and business process provider on the planet. But no one under age 30 seems to know that, LOL. Approximately 350k employees DXC Technology . . . formerly HP Enterprise and before that EDS and CSC. Also a gigantic outsourcing and consulting firm with around 150k employees
Really like your bank play though and might spread across some of the Canadian banks after unwinding my SPCE position .. SeekingAlpha's catalyst watch has some commentary on some of those tickers... **Monday** > Options trading is implying significant volatility with Lordstown Motors (NASDAQ:RIDE) and Build-A-Bear Workship (NYSE:BBW) ahead of their earnings report. Both stocks have seen big reactions on earnings release dates in the past. RIDE comes as no surprise ... BBW has been on a huge tear recently... I'm guessing downturn even on a mild beat as people get scared and take profits here? A big beat will probably see more FOMO though. I have a strangle out on RIDE and might take a strangle out on BBW (down biased, puts ATM, cheaper calls), assuming this one is going to end up being seen as overvalued. **Wednesday premarket** > Dick's Sporting Goods (NYSE:DKS) holds a conference call following the release of Q1 earnings. Morgan Stanley thinks the retailer will boost full-year guidance, perhaps by a significant amount. Shares of Dick's have turned higher during past conference calls when execs highlighted demand trends. Morgan Stanley suggests this will be a big winner, but again, major retail has already surged... That said, Target (TGT) continued to surge higher after an excellent report as well last week. Options are pricey so a ➰ might be a tough pill, although if you go with ATM calls and cheap OTM puts as a deep hedge, you might be okay? **Friday (premarket)** > DXC Technology (NYSE:DXC) reports earnings with a track record of beating revenue estimates in four of the last five quarters and EPS estimates in 11 of the last 12 quarters. The same article suggests going long on an associated microcap instead, which derives most of it's revenue from DXC, but well, OTC microcap so no ban plz.
Okta is a sleeper hit generally but fee like it's already bought in by the time Earnings Whispers announces a fucking week ahead. DXC I wouldn't touch, they launched in my city which is not very tech and it's nothing but problems from them. I see Ulta and Costco. being good since they're a bit far out. Costco is quality we know that and more people are buying make up now mask mandates are off.
Isns DXC NSSC IMMR NCR I’m dead scared to say anything about these stocks since I haven’t bought in yet. ...
HP spent years and years on the memristor to enable inmemory compute; if I recall correctly, something along the lines of fusing your CPU and RAM. Never went anywhere, HP / HPE / DXC kind of a trash fire now. Not saying no, am saying that it sounds as if there is a great deal of work left to do for this breakthrough, whatever it is, to actually make anyone any money; "2024, 2025 at the earliest". And there are loads of people who will get a piece of the action along the way; chip manufacturers (not IBM), device manufacturers (not IBM) big iron datacentre operators (no longer really IBM). TL;DR; nothings mooning here
what do we think about DXC future
Pop quiz! What does DXC even do?
If you're wondering why SPY is green but you're blood red, look at the SPY components. If you're holding DISH Network, Facebook, Molson Coors, Generac, DXC, Kraft or Cincinnati Financial Corp with a little Comcast on the side, you're doing great because they're carrying the whole index. ​ With the exception of FB, how many of those companies have you EVER invested in? That's why.
If you are looking for serious longer term investing DXC Technologies is a new comer to the market with extreme potential
For those serious about longer term investing DXC Technologies is new to the market and is a sure rocket increase in the next few months
I copy pasted those stock tickers and posted. Here’s some more to fuck em up. stocks I like - MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
copy pasted those stock tickers and posted. Here’s some more to fuck em up. stocks I like - MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
I copy pasted those stock tickers and posted. Here’s some more to fuck em up. stocks I like - MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
stocks I like - for the hedge funds buying tech to track this 🚀 🚀 🚀 MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
I fully support you in yor sentiment for: MMM, ABT, ABBV, ABMD, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MGM, MCHP, MU, MSFT, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS
Check out the stonks I like. MGM, MCHP, MU, MSFT, SWKS, SLG, SNA, SO, LUV, SWK, SBUX, STT, STE, SYK, SIVB, SYF, SNPS, SYY, TMUS, TROW, TTWO, TPR, TGT, TEL, FTI, TFX, TXN, TXT, TMO, TIF, TJX, TSCO, TDG, TRV, TFC, TWTR, TSN, UDR, ULTA, USB, UAA, UA, UNP, UAL, UNH, UPS, URI, UTX, UHS, UNM, VFC, VLO, VAR, VTR, VRSN, VRSK, VZ, VRTX, VIAC, V, VNO, VMC, WRB, WAB, WMT, WBA, DIS, WM, WAT, WEC, WFC, WELL, WDC, WU, WRK, WY, WHR, WMB, WLTW, WYNN, XEL, XRX, XLNX, XYL, YUM, ZBRA, ZBH, ZION, ZTS MMM, ABT, ABBV, ABMD, AVY, BKR, BLL, BAC, BK, BAX, BDX, BRK.B, BBY, BIIB, BLK, BA, BKNG, BWA, BXP, BSX, BMY, AVGO, BR, BF.B, CHRW, COG, CDNS, CPB, COF, CPRI, CAH, KMX, CCL, CAT, CBOE, CBRE, CDW, CE, CNC, CNP, CTL, CERN, CF, SCHW, CHTR, CVX, CMG, CB, CHD, CI, XEC, CINF, CTAS, CSCO, C, CFG, CTXS, CLX, CME, CMS, KO, CTSH, CL, CMCSA, CMA, CAG, CXO, COP, ED, STZ, COO, CPRT, GLW, CTVA, COST, COTY, CCI, CSX, CMI, CVS, DHI, DHR, DRI, DVA, DE, DAL, XRAY, DVN, FANG, DLR, DFS, DISCA, DISCK, DISH, DG, DLTR, D, DOV, DOW, DTE, DUK, DRE, DD, DXC, ETFC, EMN, ETN, EBAY, ECL, EIX, EW, EA, EMR, ETR, EOG, EFX, EQIX, EQR, ESS, EL, EVRG, ES, RE, EXC, EXPE, EXPD, EXR, XOM, FFIV, FB, FAST, FRT, FDX, FIS, FITB, FE, FRC, FISV, FLT, FLIR, FLS, FMC, F, FTNT, FTV, FBHS, FOXA, FOX, BEN, FCX, GPS, GRMN, IT, GD, GE, GIS, GM, GPC, GILD, GL, GPN, GS, GWW, HRB, HAL, HBI, HOG, HIG, HAS, HCA, PEAK, HP, HSIC, HSY, HES, HPE, HLT, HFC, HOLX, HD, HON, HRL, HST, HPQ, HUM, HBAN, HII, IEX, IDXX, INFO, ITW, ILMN, IR, INTC, ICE, IBM, INCY, IP, IPG, IFF, INTU, ISRG, IVZ, IPGP, IQV, IRM, JKHY, J, JBHT, SJM, JNJ, JCI, JPM, JNPR, KSU, K, KEY, KEYS, KMB, KIM, KMI, KLAC, KSS, KHC, KR, LB, LHX, LH, LRCX, LW, LVS, LEG, LDOS, LEN, LLY, LNC, LIN, LYV, LKQ, LMT, L, LOW, LYB, MTB, M, MRO, MPC, MKTX, MAR, MMC, MLM, MAS, MA, MKC, MXIM, MCD, MCK, MDT, MRK, MET, MTD, MAA, MHK, TAP, MDLZ, MNST, MCO, MS, MOS, MSI, MSCI, MYL, NDAQ, NOV, NTAP, NFLX, NWL, NEM, NWSA, NWS, NEE, NLSN, NKE, NI, NBL, JWN, NSC, NTRS, NOC, NLOK, NCLH, NRG, NUE, NVDA, NVR, ORLY, OXY, ODFL, OMC, OKE, ORCL, PCAR, PKG, PH, PAYX, PAYC, PYPL, PNR, PBCT, PEP, PKI, PRGO, PFE, PM, PSX, PNW, PXD, PNC, PPG, PPL, PFG, PG, PGR, PLD, PRU, PEG, PSA, PHM, PVH, QRVO, PWR, QCOM, DGX, RL, RJF, RTN, O, REG, REGN, RF, RSG, RMD, RHI, ROK, ROL, ROP, ROST, RCL, SPGI, CRM, SBAC, SLB, STX, SEE, SRE, NOW, SHW, SPG, ACN, ATVI, ADBE, AMD, AAP, AES, AFL, A, APD, AKAM, ALK, ALB, ARE, ALXN, ALGN, ALLE, AGN, ADS, LNT, ALL, GOOGL, GOOG, MO, AMZN, AMCR, AEE, AAL, AEP, AXP, AIG, AMT, AWK, AMP, ABC, AME, AMGN, APH, ADI, ANSS, ANTM, AON, AOS, APA, AIV, AAPL, AMAT, APTV, ADM, ARNC, ANET, AJG, AIZ, ATO, T, ADSK, ADP, AZO, AVB. I am not a financial advisor nor am I giving any financial advice. I simply like these stocks.