| Investments |
Upside Left
Expected Time Horizon: 2 years.
|
Current Rating | Thesis |
|---|
| Investments |
Upside Left
Expected Time Horizon: 2 years.
|
Current Rating | Thesis | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Disney | 36% |
Buy
|
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| Berkshire Hathaway | 17% |
Buy
|
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| Spotify | -29% |
Hold
05/21/2020
|
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| Intel | 41% |
Watch
07/06/2020
|
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| Paypal | -38% |
Hold
03/23/2020
|
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| KLA Corp. | 9% |
Buy
|
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| ICICI Bank | 82% |
Buy
|
|||||||
| -9% |
Hold
02/04/2020
|
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| Lyft | 52% |
Buy
03/10/2020
|
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| Uber | -57% |
Watch
|
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| VMWare | 0% |
Hold
07/07/2020
|
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| SiemensGamesa | -7% |
Watch
|
|||||||
| Canadian Solar | 31% |
Watch
08/20/2019
|
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| Cisco | 52% |
Buy
|
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| Ciena | -26% |
Watch
11/05/2019
|
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| Tesla Inc. | -86% |
Watch
|
|||||||
| Electronic Arts | -16% |
Hold
05/06/2020
|
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| Terraform | -2% |
Watch
02/04/2020
|
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| FLIR Systems | 38% |
Buy
07/01/2020
|
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| Sony | 28% |
Buy
08/15/2020
|
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| Lumentum | -21% |
Watch
01/07/2020
|
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| Palo Alto Networks | -5% |
Buy
06/18/2019
|
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| S&P Global Inc. | -37% |
Watch
|
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| Ericsson | -11% |
Buy
11/19/2019
|
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| Adobe | -67% |
Watch
|
|||||||
| NXP | 6% |
Watch
01/08/2020
|
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| Nvidia | -58% |
Hold
04/04/2019
|
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| Sensata | 47% |
Watch
02/22/2019
|
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| ASML | -1% |
Buy
|
|||||||
| TSMC (Taiwan Semi.) | 35% |
Hold
01/07/2020
|
|||||||
| Xylem | 37% |
Buy
|
|||||||
| Eaton | 22% |
Watch
02/05/2020
|
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| Caterpillar | 23% |
Watch
08/15/2020
|
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| Apple | -40% |
Hold
01/07/2020
|
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| HDFC Bank | 8% |
Buy
03/23/2020
|
|||||||
| Xilinx | -11% |
Watch
01/24/2019
|
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| Micron | 94% |
Buy
|
|||||||
| Microsoft | -39% |
Hold
03/19/2019
|
|||||||
| Amazon | -80% |
Watch
|
|||||||
| Volvo AB (Trucks) | 37% |
Watch
03/23/2020
|
|||||||
| Ford Motor | 153% |
Watch
03/23/2020
|
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| Interdigital | 137% |
Buy
|
|||||||
| IBM | 73% |
Buy
|
|||||||
| General Electric | 114% |
Watch
|
|||||||
| ABB Ltd. | 25% |
Watch
03/23/2020
|
|||||||
| Vestas Wind Systems | -19% |
Hold
06/03/2020
|
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| Netflix | 0% |
Buy
|
|||||||
| Activision | 0% |
Buy
|
|||||||
| 0% |
Buy
|
||||||||
| AirBnB | 0% |
Buy
|
|||||||
| DoorDash | 0% |
Buy
|
|||||||
| Qualcomm | 0% |
Buy
|
|||||||
| AMD | 0% |
Buy
|
|||||||
| Etsy | 0% |
Buy
|
|||||||
| Autodesk | 0% |
Buy
|
|||||||
| Meta/Facebook | 0% |
Buy
|
|||||||
| Alphabet/Google | 0% |
Buy
|
|||||||
| Zoom Video Comm. | 0% |
Buy
|
|||||||
| Shopify | 0% |
Buy
|
|||||||
| BioNTech | 0% |
Buy
|
|||||||
| Moderna | 0% |
Buy
|
|||||||
| Salesforce | 0% |
Buy
|
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|
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