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<\/a><\/p>\nThe Internet is The Big Growth.<\/strong><\/p>\n In 1989\u00a0Tim Berners-Lee developed the software for the World Wide Web and then gave it away for free. Initially, Berners-Lee’s innovation was intended to help scientists share data across a then obscure platform called the Internet, a version of which the U.S. government had been using since the 1960s. But owing to his decision to release the source code for free – to make the Web an open and democratic platform for all – his brainchild quickly took on a life of its own.<\/p>\n Tim now estimates that sometime this November, half the world’s population — close to 4 billion people — will be connected online, sharing everything from r\u00e9sum\u00e9s to political views to DNA information. And buying endless stuff they often don’t need and searching for answers to life’s riddles.<\/p>\n Hence FANG, Square, Salesforce, and Microsoft, etc. My list of favored stocks is in the right hand column on my web site. Click here.<\/a>\u00a0<\/strong><\/p>\n Sometimes some of my favorites mess up, or are perceived as messing up, e.g. Netflix:<\/p>\n All my friends are salivating. Netflix is cheap. They want to own more Netflix. But at what price? Some have limit buy orders in a $320. Some have already bought (at higher prices, like me). Good strategy: Put some orders in at various prices. See what you can snag.<\/p>\n The biggest bargain in tech stocks is clearly Apple. I eye my friends. Some have Apple’s latest phones. Some don’t. I don’t know anyone who has the top of the line X model. (My friends are cheap.) There’s little reason to get it. I have iPhone 8 plus.<\/p>\n But next year, Apple will introduce a 5G iPhone and that will<\/strong> be worth buying. Figure speeds of maybe 50 to 100 times faster than what you’re getting now. You’ll be watching movies and crunching your business’s customer data — giving you huge competitive edge. And a million other uses not yet discovered.<\/p>\n My first laptop had a top speed of 300 bits per second. It was a Radio Shack TRS-100. I sent stories in on flimsy phone lines. Every time we’ve had a boost in telecom speed (as we went from copper, to coax, to wireless, to fiber, to satellite —\u00a0we’ve found and grown fantastic new uses. I think of the Apple Store and the Cloud. and I think of Netflix and Salesforce and Amazon and Shopify.<\/p>\n I’ll the first buyer of Apple’s 5G iPhone. But I’ll be standing in a long, long line.<\/p>\n If\u00a0 I were young I’d spend this summer learning how to code, and making a list of all the idiocies (also called opportunities) of the big guys. I’d probably move to Silicon Valley, too.<\/p>\n I couldn’t be more optimistic for what’s happening to us.<\/p>\n To repeat.\u00a0Stocks not to own:<\/strong><\/span><\/p>\n + Biotech Wonderful cartoons from the latest New Yorker:<\/strong><\/span><\/p>\n How to fix DirecTV<\/strong><\/span><\/p>\n Our roof antenna got hit. One of the four satellite pointing things is dead. DirecTV uses four satellites. That meant for us no HD on local channels. Two solutions: Fix the dish — if you can get to it. Ours is on the roof and hard to get to. Or use your remote thus: Menu\/Settings & Help\/Settings\/Display\/Preferences: Show all channels.<\/p>\n<\/a><\/p>\n
\n+ Marijuana (despite being 100% legal in Canada in October and many U.S. states)
\n+ Cryptocurrencies, like bitcoin and ethereum
\n+ Miners
\n+ Banks
\n+ Energy companies
\n+ Tobacco companies
\n+ Most retailers — except those with their own proprietary products
\n+ Companies caught in Trump’s crosshairs, e.g. Harley Davidson, Ford and Pfizer<\/p>\n<\/a> <\/a> <\/a><\/p>\n