Investments

 Here I will list my investments with a link to each individual stock where the deeper dive will be listed. 

This will be a revolving post. Forever updating my my main holdings.  

These are sorted by my scoring system. I take into account Fundamentals, Technicals, Value, Growth, Industry Comparisons, Price Action and Relative Strength and give it a score or a number. 

Numbers fluctuate every day depending on performance. Fundamentals change every earnings release, Technicals change everyday therefore scores are not set in stone but may vary +/- 10points depending on price action. 

Fundamentals (Max 46, Excellent 25)

Technicals (Max 45, Excellent 32)

Growth (Max 39, Excellent 22)

Value (Max 32, Excellent 15)

Sector Comparison Fundamentals (Max 42, Excellent 23)

Industry Comparison Fundamentals (Max 42, Excellent 23)

Sector Comparison Technicals (Max 32, Excellent 20)

Industry Comparison Technicals (Max 32, Excellent 20)

TOTALS (Max 310, Excellent 180)

LRN (180) 

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

5th largest in Industry

2nd Ranked in Industry behind LOPE

Ranked 1st in Financial Ratios/Valuations, Relative Strength, Chart, Industry Performance,

Ranked 2nd in Score, Fundamental Score, Tech Score, Sector/Industry Comparison, Industry Financials, Fundamental and Value Growth. Revenue, FCF.

This company makes its Market cap in revenue which considering how it ranks in the industry, tells me it is undervalued. LOPE the leader, makes 1/3 its market cap a year. High ranks in all aspects

Performance it is clearly seeing buys while market is tanking. Good leader that looks undervalued with great growth. 

A lot to like here, clear undervalued compared to top peers and current financials.  

CF (198)

CF Industries Holdings, Inc. engages in the manufacture and distribution of nitrogen fertilizer. The firm owns and operates nitrogen plants and serves agricultural and industrial customers through its distribution system. It operates through following segments: Ammonia, Granular Urea, UAN, AN, and Other. The Ammonia segment produces anhydrous ammonia. The Granular Urea segment offers granular urea. The UAN segment creates urea ammonium nitrate solution. The AN segment makes ammonium nitrate. The Other segment includes diesel exhaust fluid, nitric acid, urea liquor, and aqua ammonia. The company was founded in 1946 and is headquartered in Deerfield, IL.

3rd Largest.

1st Ranked in Industry

1st ranked in just about all variables. 

Recent numbers skyrocketing. Revenue increasing almost 100% from 2021 and debt decreasing during that. Numbers are top of the line. Love just about everything about this name. Worth continual adds. 

PDD (207)

PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. The company was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.

Chinese name. Has been a point of controversy but cannot deny the numbers. Extreme growth and any which way I get the numbers from this stock comes out in the top 5 of all stocks I watch.

Cost of rev not increasing as much as rev is. 

3rd largest in Industry.

Ranked #1

1st Ranked in almost all variables. Falls short from BABA and MELI, both of which I also Own.

No reason not to hold this for a long time. Massive exponential growth and clear relative strength during weak times. Out performing Internet USA stocks, China Stocks and overall market. 

BABA (150)

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Similar to PDD, but ranked below. Bigger company, makes .6x its mkt cap in rev. 

Stable and consistent stalwart. Not as flashy, but steady as she goes. This is more a value buy as the rest of market and sector has seen upmoves, but not BABA. Its near its 52 wk lows and seeing accumulation pattern as it has in the past. Seems like it is fragile but worth the buy as long as it can hold here. Under 82 and we have to start looking to cut. 

MELI (167)

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

ShortBear for the idea. Also a BRICS play. Massive massive growth. Numbers exponential and price has not reflected it since 2022 sell off. 

Cost of Rev not growing near as fast as Rev is. Same as Debt. 

Leads in Growth. 2nd/3rd in all else behind PDD and BABA. 

HWKN (172)

Hawkins, Inc. engages in the distribution, blending, and manufacture of chemicals and specialty ingredients for a wide variety of industries. It operates through the following segments: Industrial, Water Treatment, and Health and Nutrition. The Industrial segment provides industrial chemicals, products, and services to the agriculture, chemical processing, electronics, energy, food, pharmaceutical, and plating industries. The Water Treatment segment offers chemicals, equipment, and solutions for potable water, municipal, industrial wastewater, industrial process water, and non-residential swimming pool water. The Health and Nutrition segment consists of ingredient distribution, processing, and formulation solutions to manufacturers of nutraceutical, functional food and beverage, personal care, dietary supplement and other nutritional food, health, and wellness products. The company was founded by Howard Hawkins in 1938 and is headquartered in Roseville, MN.

34th Largest in Industry.

Ranked 2nd in score. 

Ranked 1st in Growth, 2nd in Technicals and performance.

When I first got into this stock, its setup was phenomenal, fundamentals were ok but chart looked great. Ended up being my best performer. As I kept recording more data it came to be that this stock did not have the best fundamentals or ratios, but its performance was clearly reason to hold. Also its growth being best ranked is another reason to hold.

Fundamentals are weak and a reason to be concerned, but until growth slows and market turns over, no reason to let go of this winner. 

CRWD (160)

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.

8th Largest.

7th in industry score.

Got idea from Shortbear, and Chart was A+. Is also now a very strong rel strength leader. 

Most tech companies trades high mktcap/rev but this one is on the very high end. 3rd in Tech score. Nothing else really notable. Above average for sure, but not a big clear leader. Also not profitable which is a big nono. Sales growing huge, but income not reflecting it at all. Total equity growing large too. Seems like a possible catch up play to get into top 5 maybe? Currently top 10. No reason to sell with such clear performance strength. 

ASX (145)

ASE Technology Holding Co., Ltd. engages in the provision of semiconductor manufacturing services. It develops and offers complete turnkey solutions in IC (Integrated Circuit) packaging, design and production of interconnect materials, front-end engineering testing, wafer probing and final testing, as well as electronic manufacturing services. The company was founded on April 30, 2018 and is headquartered in Kaohsiung City, Taiwan.

19th largest. 

Right around 20th in about all categories. Bought cause cheap and clear winning numbers. But not best of best. Probably need to give up on this one. Price hasnt done much. Fundamentals dont say much. No reason to expect this to blow up.

OXY (165)

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Big rev increase, no cost increase, big debt decrease, great chart. Warren likes them. 

4th Largest.

2nd ranked. 

2nd in Fundamentals. 2nd in Industry Comparisons. Clear winner, clear undervalue and great chart. No reason to let this go. 

YALA (155)

Yalla Group Ltd. is a holding company, which engages in the development of voice-centric social networking and entertainment platform. It offers Yalla, a mobile application that features live voice chat rooms. The company was founded by Jin Tao Yang, Jian Feng Xu, and Xue Cai Feng on February 7, 2018 and is headquartered in Dubai, the United Arab Emirates.

Kind of a long shot play but working out well.

Numbers are great but not comparable due to how small this company is and how I compare it to 2B+ companies. But regardless, it holds it own. Good numbers great growth. Chart reflects it and continues to rise for me. Ill let it go as long as trend continues. 

AFYA (175)

Afya Ltd. is a medical education group, which engages in the provision of an end-to-end physician-centric ecosystem that serves and empowers students to be lifelong medical learners through their medical residency preparation, post-graduate programs, and continuing medical education activities. It operates through Education Services; and Digital Content, Residency Preparatory and Specialization Programs segments. The Education Services segment provides educational services through undergraduate and graduate courses related to medicine, other health sciences, and other undergraduate programs. The Residency Preparatory and Specialization Programs segment offers digital and printed medical content services, including online courses for residency preparatory, medical and other than medical post-graduate specialization programs and mobile app subscription for digital medical content. The company was founded on March 22, 2019 and is headquartered in Nova Lima, Brazil.

After LRN blew up and AFYA held strong, got back in.

  

MLI (185)

Mueller Industries, Inc. engages in the manufacture of copper, brass, aluminum, and plastic products. It operates through the following segments: Piping Systems, Industrial Metals, and Climate. The Piping Systems segment consists of Domestic Piping Systems Group, Great Lakes Copper, Heatlink Group, European Operations, Trading Group, Jungwoo-Mueller, and Mueller Middle East. The Industrial Metals segment includes Brass Rod, Impacts & Micro Gauge, and Brass Value-Added Products. The Climate segment offers Refrigeration Products, Westermeyer, Turbotec, Flex Duct, and Linesets, Inc. The company was founded on October 3, 1990 and is headquartered in Memphis, TN.

Top 5 in score across whole market. 

# in all other than the chart.

Large debt reduction over last 2 years. 

Waited a long time for a clear dip buy to get involved. 

 

 

STLA (190)

Stellantis NV engages in the design, manufacture, distribution, and sale of vehicles. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Opel, Peugeot, Ram, and Vauxhall brands. The company was founded on April 01, 2014 and is headquartered in Hoofddorp, the Netherlands.

Companies sales are 3.3x its market cap. Net income is .33x its market cap. All growth and increasing numbers over past 5 years. 

TTM is double 2022 in majority of all sales. 

Price, has not moved in 3 years. Clearly undervalued. I see no reason this should be where it is. 

Comparable only to TSLA (150), TSLA only has small edge in financials and fundamental score. 

All else it is the leader. 

ASML (200)

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. It operates through the following geographical segments: Japan, South Korea, Singapore, Taiwan, Chine, Rest of Asia, Netherlands, Europe, the Middle East and Africa (EMEA), and United States. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

Top tanked Semi name.

Top 5 in all. Growth A+, price saw big dip and held great on weekly and monthly chart. Was a clear undervalue buy. Technicals have a bit to get through, but right after entry took off. Very small risk.

Top 3 in ROIC and FCF

Growth isnt leading, but numbers are excellent, debt decreasing as there returns are increasing.