Watch Boeing

Otherwise Enjoy Your Holiday

It’s summer, folks, and it is time to do what I enjoy most, “nothing”. Face it, this is a shortened week. It happens so take advantage of it. I know I will and I hope you will as well.

Keep Watching Boeing

I’ve been acquiring this stock for quite a while. It’s one of my largest holdings and it’s only going to increase in size. I accumulated most of my position using naked puts. I also sold covered calls against my position to increase basic income. It’s a strategy I’ve used for years. It’s one I’ve sought to teach everyone. I hope you are listening.

All things considered, most of the negative news is out. China is starting to spend on aircraft and the worst should be in the rearview mirror. That doesn’t mean we are out of the woods. It does mean however that if the stock drops, I will simply acquire more shares with a target price well above current levels.

Do your due diligence. I don’t often act on anything. I’m pretty boring and that is not going to change anytime soon. I hope what I preach has made you aware of my style. I like to buy stocks when the “herd” sells. The “herd” is usually wrong.

Keep Buying The Trade Desk

If you’ve been following me, you know the Trade Desk has been a favorite of mine for years. It was a 6X bagger selection way back during COVID-19 and when it missed its numbers a couple of quarters ago I got back on board simply buying shares on the dip. It made sense and it still does. Here’s why.

The Trade Desk, Inc. (“TTD”) is a technology company that provides a global, cloud-based platform for buyers of advertising. This “platform” enables ad buyers to create, manage, and optimize digital ad campaigns across various ad formats and channels, including display, video, audio, and social, among others.

The Trade Desk specializes in programmatic advertising, which automates the buying and selling of ad inventory using data-driven algorithms. Real-time bidding ‘RTB’ on digital ad impressions is not just possible, it’s enhanced. This provides analytics and insights, allowing advertisers to target specific audiences and accurately measure the effectiveness of their campaigns.

The Trade Desk is a primary leader in the programmatic advertising space, competing with other major players like Google and Amazon in the digital ad market. The Trade Desk partners and integrates with tech platforms and media companies, enhancing its capabilities and reach. Look out Google, this is the one taking your market share and it is just hitting stride.

Again, as a prominent player in the digital advertising industry, offering a very robust platform for programmatic ad buying, its stock price is ready to soar higher. Its focus on innovation, transparency, and global reach positions it well for “continued” growth in the evolving digital ad market.

Enjoy The Fourth

I don’t know about you but this is a week to celebrate. It’s not often we get the chance to do little to nothing but that’s what we’re doing. How about you? Independence Day is almost as important as Memorial Day in my book. Given it falls on a Thursday this year gives us an additional reason to study what’s next, second-quarter earnings. It’s time to enjoy spending time with family and friends. That’s what we’re doing. I hope you are doing the same. Be well and enjoy this time and always, thanks for following.

A few songs hit my favorite list like Billy Idol’s “White Wedding”. From paying off the organist at my friend’s wedding in the early 1980s to replace “Here Comes the Bride” to this weekend when my better half attends a bridal shower this one has meaning. I’ll always remember these lyrics and hope you do too. It’s a fun weekend, a great memory and more. Take some time for yourself. You’ve earned it just like we have.