Catching Up -- Part 2 -- April 26, 2023

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."