AMD - company is well positioned in its AI accelerators, with penetration in the server and PC markets
CMG - Chipotle Mexican Grill cash flow growth expected to be in the 30% range for 2024, with a 28% average growth rate for previous 3-5 years
DECK - Deckers cash flow growth expected to be in the 50% range for 2024, with a 22% average growth rate for previous 3-5 years
DIS - Disney undervalued in relation to recent performance, and ongoing post-pandemic recovery in movie industry, and theme parks, resorts, and cruise line operations.
GOOG - strong revenue stream from advertising from search, and continued expansion into AI and developing technologies.
INTU - prospects of continued revenue growth of over 10% through end of 2025, continuing a 20 year history or 10% annualized growth
NVDA - strong profitability, and positioning in AI
top pick
NWBO - phase 3 trials for glioblastoma treatment completed, and in pre-approval in Great Britain - has potential of becoming Standard of Care in this and other cancers
WSC - Currently trading at 60% below estimate of fair value.