My top ten holdings for comment:
- ABNB - Airbnb stock purchased with early host discount
- RES - RPC Inc oil rig servicing. US oil rig count increasing every week; expected 4X upside
- FLR - Fluor global infrastructure: energy, commodities, and public works
- IRM - high dividend yield REIT with datacenter services
- PCLAX - commodities fund
- UA - Under Armour turnaround and economy re-opening play
- ODP - Office Depot, destination retailer in turnaround
- TAP - Molson Coors, beer
- LTRX - Lantronix, led by former MicroSemi 30-bagger CEO, king of M&A
- MSTR - Microstrategy, bitcoin and analytics software plays
Submitted April 03, 2021 at 11:08PM by caem123 https://ift.tt/3rIwgZm
