John Hess and Art Baron will lead the discussion.
John Hess will present the macro outlook and Art Baron will discuss Keysight Technologies (KEYS), an interesting play on 5G deployment.
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Dennis Leibowitz has volunteered to lead a discussion on Disney and CBS. He is an expert in the media space including broadcast, cable and cellular, it should make for an interesting session.
Any other companies you’d like to discuss contact Jim Phillips
Handouts:
We meet Monday to discuss the Macro Outllook and 2 sector themes this week: energy savings/renewables and 5G.
Art Baron will present Ansys (ANSS) . Ansys is an engineering simulation software company that enables its customers to test products by simulating multiple concepts before the manufacturing or design process is complete….thus saving energy prior to production.
Jim Phillips will present American Tower (AMT) as a play on 5G. American Tower owns and leases roughly 170,000 cell towers throughout the U.S., Asia, Latin America, Europe, and the Middle East.
Everyone is encouraged to participate if they have particular insight to the companies we are discussing. Often members discuss stocks they own personally and wish added input.
Jim Phillips
September 9th is next meeting. Tentative discussion topics are Coresite Realty (COR) and Thermo Fisher (TMO).
Host: Jim Phillips
30 King’s Hwy South, 1st floor Training Room. Host: John Hess
David Piersol will discuss Ventas (VTR), a healthcare REIT, and Doug Campbell will cover Constellation Brands (STZ)
https://dariendma.org/wp-content/uploads/STZ-constellation-and-canopy-growth.pdf
https://drive.google.com/file/d/0B7vOKR0_CGBdaXJRT1NtbHZROC1fQjBSOEt4elA3b3RQeWpJ/view
DMA Investment Discussion Group
- Overall market conditions – Jim Phillips
- Citibank – Dave Piersol
- Microsoft – Gary Banks
30 King’s Hwy South, 1st floor Conference Room. Host: John Hess
A very merry time was had by all: Bunny, our long-time accompanist, entertained our Gentlemen Songsters singing group at her home in Darien, as she played songs on her magnificent organ, gave accordion lessons to Dave and then provided us with a holiday feast that will live in our memories for a very long time. Great fun! Tom
January 7th at 9am. We will discuss Alibaba (BABA) led by Sunil Saksena and GE led by Woody Spurgeon
We will meet at John Hess’s office at 30 King’s Hwy South, 1st Floor.
Interested in investing? Then join the DMA Investment Club.
Except in the case of holidays, the group generally meets on the first Monday of each month, commencing at 10:00 am.
Leader: Jim Phillips