Fountainheadinvesting

Fountainhead Investing

  • Objective Analysis: Research On High Quality Companies With Sustainable Moats
  • Tech Focused: 60% Allocated To AI, Semiconductors, Technology

5 Star Tech Analyst Focused On Excellent Companies With Sustainable Moats

Stocks

Joby Aviation (JOBY)

Joby Aviation (JOBY)

Joby Aviation (JOBY) Aerospace This is good news for JOBY. https://seekingalpha.com/news/4145245-joby-aviation-pops-after-report-of-a-deal-with-virgin-atlantic?mailingid=36570770&messageid=2900&serial=36570770.7928&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=36570770.7928
Canandian Solar (CSIQ)

Canandian Solar (CSIQ)

Canandian Solar (CSIQ) 13.50 Hold - solar will see some benefits from lower interest rates as a sector, but it...
Crisper Therapeutics (CRSP)

Crisper Therapeutics (CRSP)

Crisper Therapeutics (CRSP) (Biotech) $48 High Risk/High Reward,  Buy if you have the appetite for gene therapies or biotech companies....
Intuit (INTU)

Intuit (INTU)

Intuit (INTU) $620 (Enterprise Software) Buy on declines and hold, its expensive now but pays off in the longer term....
Zim Integrated Is A Cyclical Dependent On Freight Rates

Zim Integrated Is A Cyclical Dependent On Freight Rates

ZIM Integrated (ZIM) $23 (Shipping)  Highly Cyclical dependent on freight rates.  The short-term pop may continue for a while, I’m...
Cisco Has Potential And Is Taking Steps In The Right Direction 

Cisco Has Potential And Is Taking Steps In The Right Direction 

Cisco (CSCO) $48.50   I’m holding for now, let’s see progress on the new “Platformization” initiatives.  The stock was flat for...
AES Corp Is A Decent Utility  

AES Corp Is A Decent Utility  

AES Corp (AES) $16.85 (Utility, decent dividend yield) Can buy on declines or accumulate don’t expect more than 7%-8% per...
Caterpillar: A Well-diversified Market Leader 

Caterpillar: A Well-diversified Market Leader 

Industrial cyclical - Caterpillar (CAT), Value stock Hold, can buy on declines.  Has been a good value stock, returning 17%...
Deere – An Interesting Value Stock 

Deere – An Interesting Value Stock 

Deere and Co (DE) $345 Industrial cyclical, Value Stock. Hold for now.  Deere underperformed CAT this year losing 20% but...
Lumen Tech (LUMN)

Lumen Tech (LUMN)

Lumen Tech (LUMN) $5.50 Cyclical, Stock has appreciated a lot this year, 220%, but 5 year and 10 year stock...
Industrial cyclical – Caterpillar

Industrial cyclical – Caterpillar

Industrial cyclical - Caterpillar (CAT), Value stock Hold, Can buy on declines. Has been a good value stock, returning 17%...
Robin Hood: Too Expensive To Buy Now. 

Robin Hood: Too Expensive To Buy Now. 

Robin Hood (HOOD) $17.73 HOLD - Its trading at a premium to its peers, will take another look if the...
Lumen Tech Could Be A Turnaround Stock. 

Lumen Tech Could Be A Turnaround Stock. 

Lumen Tech (LUMN) $5.50 Cyclical,  Stock has appreciated a lot this year, 220%, but 5- year and 10-year stock returns...
Robin Hood (HOOD)

Robin Hood (HOOD)

Robin Hood (HOOD) $17.73 HOLD - Its trading at a premium to its peers, will take another look if the...
Intuitive Surgical (ISRG)

Intuitive Surgical (ISRG)

Intuitive Surgical (ISRG) $449 - Good company, I would Hold for a better price. The company's primary product offering is...
Japanese market drop and lower futures

Japanese market drop and lower futures

Japanese market drop and lower futures. The Japanese market dropped over 10% overnight over the collapse of the carry trade...
Reddit

Reddit

Reddit - (RDDT) $57 Hold, till post lock up expires on 8/9, we might get it around $50  Last week...
Qualcomm (NASDAQ:QCOM

Qualcomm (NASDAQ:QCOM

Qualcomm gains as handsets boost Q3 results, guidance - Up 7% to $192 Qualcomm (NASDAQ:QCOM) shares rose 4.5% in extended...
Qualcomm

Qualcomm

Qualcomm (QCOM) $175  Hold, waiting for a better price to add. Long Term story remains good. Similar to Lam, there...
Arista Networks Beats and Guides Above Expectations (ANET) $345 

Arista Networks Beats and Guides Above Expectations (ANET) $345 

Arista Networks (NYSE:ANET) on Tuesday announced a Q2 top - and bottom-line beat, while issuing current quarter revenue guidance that...