Chris Lau
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Chris Lau in Value Stocks,

More Weekend Notes ( July 10 - 15 2017)

Weekend action list - Part 1 - found here.

Himax supplies to Facebook's Oculus:

HIMX stock is on the move again. Buying is intensifying ahead of the big dividend payout later this month.

  • T-Mobile “double topped” and may bottom soon. The company opened 1000 stores this year. It plans to open 1,500 for 2017.
$TMUS, T-MOBILE US Inc / H1
  • Silver crumbled. SLV, SLW have yet to bottom. Patience, value investors. Accumulate around the $15 level. Hedge against inflation and ahead of the next cycle in allocation of metals.
  • $SLV, ISHARES SILVER TRUST / H1
  • Tesla (TSLA) said 3,500 units were in transit. IT will count in Q3 as deliveries. Getting material disclosure out from TSLA is like pulling teeth. Avoid.
  • $TSLA, Tesla Motors, Inc. / H1
  • Oil is getting crushed. Price is now $44.20/bbl. Production in U.S. strengthened and OPEC exports are at year-to-date highs. Hold BP, XOM, COP, CVX, TOT. Speculate on PBR.
  • $TOT, TOTAL S.A. / H1
  • Rig count is up again. Avoid SDRL. Look at RIG.
  • $RIG, TRANSOCEAN Ltd. / H1
  • AMZN has 85 million prime members. Once they double subs by 2020, stock will look cheap at $1000/share.