Here are my Nirvana stocks…what are they doing well. What do they have in common.
Apple – Open Field
Chipotles (another sweet all-time high – the perfect delivery of a good food in a growing demographic)
Google (No position)
Baidu (No position)
RICK’s (Boobs, no evaluation needed, Been selling)
ESRX (Scam so it’s easy, Long)
AUXL (sex creams, duh)
QDEL (Fear and Viruses…Likely a wild one over time as in the past)
AMZN (Deep Knowldege of everything, scaling and tentacles with data)
LIFC (long, risky and no idea and could be fleeting)
GOLD – Policy
Adobe -(dominant, embedded in business and entertainment culture of the web)
ORA – Alternative energy play with earnings
WFR – Same as above
Solar – Hot theme…hold your nose and ride it
China – SAME :)
CME – Legal Bookies and skimmers – THE HOUSE
IBKR – Skimmmmmm
Dolby – Long. Complete monopoly and license fees. Huge Margins. Should own more and this one bugs me for not being in heavy
RIMM – Focus and Addiciton and a perfect product
Mastercard (MA) – Skimming with no risk. No position, should have bought on weakness when I last wrote about it.
All these stocks were overvalued 100 percent ago and in some cases 300 percent ago. All could have easily been sold for a myriad of reasons but none have violated the reasons and catalyst for first buying them.
I own many more winners that I don’t think hold the mustard of this grpup because of the dominance these really hold in pricing, distribution, execution and open field opportunity (context)