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Strategies & Market Trends : TRIPLE TRADES -- Ignore unavailable to you. Want to Upgrade?


To: Bull RidaH who wrote (462)2/4/2021 1:28:26 PM
From: robert b furman  Read Replies (1) | Respond to of 4446
 
Hi Bull,

Thanks for the review.

I have 45% of my original position and have monetized a triple plus tax bills due (thought you'd like that).

Looks like we get a little breather here.

They had their earnings report which beat on earnings and revenue and guided higher.

If their guidance rings true 2021 will be the first year they revenue over 1 billion, a wonderful milestone.

These guys invented a new sector of cold storage by transfering what they learned from semi equipment robotics (including cryogenic cooling).

They sold off the cryogenic unit as it had slower growth and then bought Genewiz a leading firm with a global footprint on gene sequencing. They are debt free and are growing out their global bio storage services along with the global gene sequencing business. Both go nicely hand in hand. They are no doubt shopping for acquisitions as the roll out the gene sequencing and bio storage services.

Not to mention their busting at the seams semi conductor equipment division which recorded record orders and back log.

Truly a money making machine, which probably could be held for life and it would never hurt one.

I'm thinking I'll scale out some more at 100, and just call it one heck of a ride if I see 120ish.

Other than that, I'm stress free and riding on Mr Markets money.

Thanks again for your help, it has been a liquidity event for Jan and myself.

I'm gonna act like it never happened.

I'll spend some on completing the restoration of my 55 nomad and my 57 fuelie, four speed Corvette. Both are multi decade long investments I made but never completed, as I poured my savings into the market. They're more than due some TLC and completion.

By the way, I've been wondering, after school, what position did you play in baseball?

Bob