02-09-2023, 10:23 AM
Added GOOG and ENPH
Added to these names because I already own and am close to a full position. This BING news is crazy. MSFT will barley put a dent in google search engine. Once again the media will do all they can to take this company down. Meanwhile I will keep adding.
ENPH has its best quarter and is one of the top growth stocks out there. That conference call was one for the ages. Very bullish and they announced they would be adding six manufacturing lines for its microinverters as a result of the IRA.
New positions in BILL and IFF
IFF is just one of those names when it gets down to these levels you buy for a bounce. And I like the personal care business. This company is well-poised to benefit from the increasing demand for various consumer products containing flavors and fragrances. And the dividend is back over 3%
BILL is one I have always liked and it got punished after a great quarter last week. This is a payment software company that increased revs by 66%. One of those young business I'm buying for the future. During the conference call they stated it expects to generate up to $1 billion in revenue during fiscal 2023, and if it hits the mark, it would represent a 15-fold increase from fiscal 2018.
So I'm slowly getting back into tech and growth names.
Added to these names because I already own and am close to a full position. This BING news is crazy. MSFT will barley put a dent in google search engine. Once again the media will do all they can to take this company down. Meanwhile I will keep adding.
ENPH has its best quarter and is one of the top growth stocks out there. That conference call was one for the ages. Very bullish and they announced they would be adding six manufacturing lines for its microinverters as a result of the IRA.
New positions in BILL and IFF
IFF is just one of those names when it gets down to these levels you buy for a bounce. And I like the personal care business. This company is well-poised to benefit from the increasing demand for various consumer products containing flavors and fragrances. And the dividend is back over 3%
BILL is one I have always liked and it got punished after a great quarter last week. This is a payment software company that increased revs by 66%. One of those young business I'm buying for the future. During the conference call they stated it expects to generate up to $1 billion in revenue during fiscal 2023, and if it hits the mark, it would represent a 15-fold increase from fiscal 2018.
So I'm slowly getting back into tech and growth names.