51 mins ago


Occupation: Retired

Interests: Commodities, Funds, International Stocks, Private Equity, Property, Stocks

JohnEustace's Latest Comments

The Norwegian Sovereign Wealth Fund is considering selling all of its oil and gas holdings to reduce Norway’s dependence on fossil fuel income. They already sold out of coal. They will not decide for a year and then will have to proceed gradually because they have huge holdings - over $5bn in Shell for example. Shell holders may have to be content with the dividend…

There is an ETF called FFTY that is based on the Investors Business Daily 50 top ranked US stocks. If you look at the holdings in that ETF there are a number of the shares already mentioned plus the rest of their top 50. The ranking is based on the CAN SLIM system developed by William O’Neill. I’m on mobile so can’t copy the details…

Are you able to share your Minervini screen rules?

In semiconductor equipment I hold AMAT, LITE and LRCX.  My favourite chip stock is NVDA as they seem uniquely at the centre of a number of hot trends in cloud data, AI, autonomous vehicles and drones, gaming and e-sports and crypto currency mining.I also have OLED who supply materials and hold patents in OLED screens plus PYPL, PCOM, CRM, ISRG, ALGN

I get exposure to Chinese internet stocks via an etf called KWEB because I don't know the market there well enough to pick winners.For semiconductor businesses, the SOXX etf is an option. 

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