![\"\"](\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2020\/05\/CRMTWODAYS.jpg\")
<\/p>\nOwn hotels, restaurants and retail stores. you’re probably not a happy camper.<\/p>\n
Own residential buildings, you’re collecting rents — for now. Better in some places than others. You’re happy, but anxious.<\/p>\n
Own student housing. Who knows.<\/p>\n
Own bonds, you’re collecting a little interest now. But you’re eyeing a capital loss — unless you hold them to maturity.<\/p>\n
Own anything, you might be surprised how much of your stuff is appealing to buyers who have cash, a long horizon and who believe we’ll be through this eventually. (We will.)<\/p>\n
Plan a huge development project — ready in five years. You’ll be surprised how many of your friends, family, investors and banks want in. People want to buy a thrilling Vision.<\/p>\n
CRM’s buoyant earnings weren’t well received last night. The stock plunged. I bought some this morning.<\/p>\n
<\/p>\n
I’m already up enough to buy a new tennis racket, some new shoes and Wilson balls. (The best.)<\/p>\n
The stocks I mentioned yesterday are mostly doing well today:\u00a0\u00a0AAPL, SHOP, GOOG, TTD, BABA, FB, JNJ, UNH, SQ, NFLX, LLY, CSCO and the nice safe VTI ETF from Vanguard.<\/p>\n
T<\/strong>here’s a ghastly word — opportunistic.<\/p>\n It means keep looking. Don’t get too frustrated if you don’t find anything. The Yiddish word is metziah — a bargain. But it’s a bigger bargain in Yiddish than in English.<\/p>\n This morning I played my 76th game of tennis this virus Spring. I lost. But I hit a few winners. That made me feel good.<\/p>\n This weekend — it is the weekend. I just checked — call the kids on FaceTime and Zoom.<\/p>\n Ask them what they’re doing.<\/p>\n You’ll surprised at how talented your grandkids have become without you.<\/p>\n See you soon. Harry Newton.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":" Own hotels, restaurants and retail stores. you’re probably not a happy camper. Own residential buildings, you’re collecting rents — for now. Better in some places than others. You’re happy, but anxious. Own student housing. Who knows. Own bonds, you’re collecting a little interest now. But you’re eyeing a capital loss — unless you hold them […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-50779","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50779","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=50779"}],"version-history":[{"count":3,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50779\/revisions"}],"predecessor-version":[{"id":50783,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/50779\/revisions\/50783"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=50779"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=50779"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=50779"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}