Champton - Page 4 of 31

April 13, 2020

Added to GOOGL, FB, QSR, VZ, CMCSA, COF, BRK.B

Jeremy Ryan Alphabet, Alphabet Inc, Berkshire Hathaway, Berkshire Hathaway Inc., BRK.B, brkb, Burger King, Capital One, Capital One Financial Corp, CMCSA, COF, Comcast, Comcast Corporation, Facebook, Facebook Inc, FB, geico, GOOG, GOOGL, Google, Instagram, Popeyes Louisiana Kitchen, QSR, Restaurant Brands International, Restaurant Brands International Inc, Tim Hortons 0

Added small amounts to existing positions today in GOOGL at 1,195, FB at 173.2676, QSR at 41.38, VZ at 56.5288, CMCSA at 37.16, COF at 56.68, BRK.B at 187.72.

Here is my previous analysis/trades for all positions:

April 4, 2020

Comcast Corporation (CMCSA) – Buy

Jeremy Ryan CMCSA, Comcast, Comcast Corporation 0

I added to my position in Comcast Corporation (CMCSA) on 4/3/2020 at $33.9924. Comcast isn’t in my top 15 holdings.

The resumed downward pressure once again makes for a good opportunity to add more or initiate a position. If it stays or goes down more I most likely add more.

Not much new to say that I haven’t mentioned in previous posts.

Here is my previous analysis: Comcast Corporation (CMCSA) – Buy

April 4, 2020

Alphabet Inc A (GOOGL) – Buy

Jeremy Ryan Alphabet, Alphabet Inc, GOOG, GOOGL, Google 0

I added to my position in Alphabet Inc A (GOOGL) on 4/3/2020 at $1090.895. Alphabet is still our 8th largest position at this time.

The resumed downward pressure once again makes for a good opportunity to add more or initiate a position. If it stays or goes down more I most likely add more.

Not much new to say that I haven’t mentioned in previous posts accept that it appears that interest in paid search still remains strong. eMarketer recently reported that when polled, most advertisers claimed that paid search was the most likely channel to be retaining budget or receiving new money, though only 24% of respondents said they were keeping money in search compared with 47% who said they were pulling it from display, for example. About two-thirds of respondents thought performance media would get more of a focus in the coming months.

Here is my previous analysis: Alphabet Inc A (GOOGL) – Buy

April 2, 2020

Facebook Inc (FB) – Buy

Jeremy Ryan Facebook, Facebook Inc, FB, Instagram 0

I added more to my Facebook Inc (FB) position today at $157.925. Facebook is still my 2nd largest holding.

The continued downward pressure continues to make for a good opportunity to add more or initiate a position. The valuation is great with a PEG of .77.

Not much new to say that I haven’t mentioned in previous posts.

Here is my previous analysis: Facebook Inc (FB) – Buy

April 2, 2020

Restaurant Brands International Inc (QSR) – Buy

Jeremy Ryan Burger King, Popeyes Louisiana Kitchen, QSR, Restaurant Brands International, Restaurant Brands International Inc, Tim Hortons 0

I added to my position on today in Restaurant Brands International Inc (QSR) at $34.85. Restaurant Brands is not within our top 15 largest positions at this time.

The continued downward pressure continues to make for a good opportunity to add more or initiate a position. Purchased at a price less than my previous purchase. Much of what I said in my previous Restaurant Brands analysis still stands.