Locator: 44474I.
First things first: link here.
Hunter S Thompson would have loved this line, "I'm feeling electric tonight, cruisin' down the coast, goin' about 99."
Tech earnings: coming in particularly and surprisingly good!
- NASDAQ up an astounding 143 points.
- AAPL up slightly;
- NVDA: up 4%; up $10; closing in on its 52-week high;
- I've been accumulating NVDA for quite some time now
- but one really needs to look at MSFT - up 8% today; up $22. I started building a MSFT position about six months ago. Whoo-hoo.
- this is a 52-week high for MSFT; tell me again tech is dead.
And that's the problem: I just don't see beer (BUD) moving like that ... ever. And I don't see it on any list of "great stocks to own."
Hess: raises dividend. A 17% increase. Think about that. If an heiress living on $100,000 / month, it's now $117,000 / month. Seventeen percent outpaces inflation ... by a lot.
- Zacks: beats across the board.
- dividend history.
- emerging growth company / story. The Guyana buildout.
- press release, earnings. No mention of ESG.
Times have changed:
- 2019: ESG and DEI in "every" mission statement
- 2023: not so much.
Bullish summer! BofA. See video above.
Bond anthem! Done "right" this could be a Bond/007 anthem. Link here. The "Euro-pop" would need to be updated to "Bond-glam."
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