Locator: 46324TECH.
Saturday, December 16, 2023
DAPL Comments Submitted; Now Being Reviewed
Locator: 46323DAPL.
Unfortunately, I think the "common sense" train left the station a long time ago. From Geoff Simon's top stories of the week:
And:
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DAPL Related But Not The Easement Issue
Today: Barron's On-Line Edition -- Front Page -- Position One -- December 16, 2023
Locator: 46322NVIDIA.
Also here: link here. Reading the comments is very useful / helpful.
CUDA: link here. Proprietary, Nvidia.
PEG ratios: link here. The lower the better, all things being equal.
The other day I had to make an investment decision: UNP vs CAT. Based on the PEG ratio, I made the better choice. Interestingly, using "sentiment" brought me to the same conclusion.
Reminder: Themes By Year
Locator: 10010THEMES.
Reminder: themes -- 2024 is tracked here.
Locator: 442024C.
The 2024 Presidential Race
Tracked here.The Over-Riding Themes
Global energy: the 21st century is America's century.
Information: it's all about AI.
Apple And Broadcom Update -- December 16, 2023
Locator: 46320AVGO.
Reminder: Apple Silicon is tracked here.
First, the ticker, AVGO, one-year and five-year charts for Broadcom (a huge thanks to a reader who "told" me about AVGO. AVGO is now a major component of my portfolio).
For serious investors (i.e., those not investing in GM), this may have been one of the best graphics I ever posted. Note the "red star" / Broadcom. Below the fold, important story regarding Apple and Broadcom.
Apple's iPhone suppliers:
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Apple And Broadcom
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