Tuesday, December 3, 2019

Stocks Of The Month: AMD, COST

Keeping it short and sweet this month...Merry Christmas and Happy Holidays to you and yours.


Advanced Micro Devices (AMD)
  • $44.3B market cap
  • no dividend
  • $6.0B revenue
  • 9% revenue growth
  • $0.2B operating cash flow
  • $0.02B free cash flow


Costco Wholesale (COST)
  • $123.0B market cap
  • 0.9% dividend yield
  • $152.7B revenue
  • 7% revenue growth
  • $6.4B operating cash flow
  • $2.6B free cash flow


Here's my current portfolio (buy and hold). You may notice the a-few-green-at-the-top, a-lot-yellow-at-the-bottom pattern here...meaning 1) most of my 2019 goals were achieved; and 2) my 2020 goal is to make my portfolio top-heavy. As always, I believe in all of these stocks - until I sell them.

NVIDIA (NVDA) 14.23%
Apple (AAPL) 13.29%
Amazon (AMZN) 12.31%
Tesla (TSLA) 10.77%
Microsoft (MSFT) 10.68%
Alphabet (GOOGL) 5.71%
Facebook (FB) 3.84%
Intuitive Surgical (ISRG) 3.54%
Adobe (ADBE) 2.47%
Salesforce (CRM) 2.16%
Visa (V) 2.13%
Nike (NKE) 2.07%
Costco Wholesale (COST) 2.06%
UnitedHealth Group (UNH) 2.02%
Intel (INTC) 1.90%
Comcast (CMCSA) 1.81%
Starbucks (SBUX) 1.68%
Waste Management (WM) 1.41%
Advanced Micro Devices (AMD) 1.03%
American Water Works (AWK) 0.95%
Autodesk (ADSK) 0.89%
Union Pacific (UNP) 0.83%
Norfolk Southern (NSC) 0.79%
CSX (CSX) 0.73%
Kansas City Southern (KSU) 0.35%
Canadian National Railway (CNI) 0.33%