Lockheed Martin (LMT) is a long term hold

Lockheed Martin (LMT) is a long term hold (read full article here)

LMT is a major aerospace and defense company that is likely to be a major player in space exploration.

LMT has a strong dividend that it increased for 16 consecutive years, and which is likely to continue increasing for years to come.

LMT's F-35 program is ramping up well.

LMT increased revenue and earnings estimates in April, unlike the rest of the market, which is lowering expectations.

LMT is a long term hold.

Read full article here.

Vir Biotechnology is Undervalued

Vir Biotechnology is undervalued (Read full article here) Vir Biotechnology's IPO in October was a reasonably terrible flop of an IPO, and likely due to its Vision Fund sponsorship. Vir offers a significant pipeline for a speculative biotech, and the company is holding a significant amount of cash, which the market is failing to fully appreciate. Vir appears to be undervalued and likely to soon trade on clinical data updates. The company appears to represent a strong speculative opportunity in advance of such updating in 2020. Vir's broad pipeline should provide multiple possible opportunities for catalysts, including possible announcements of collaborations with larger peers. Read full article here.

HUT: a Bitcoin Hail Mary play for the quarter

HUT is a large Canadian Bitcoin miner with operations in Alberta. Canadian Bitcoin miners like HUT trade at a substantial discount to domestic peers. Alberta appears likely to be a friendly jurisdiction in terms of energy consumption, which could be a differentiating factor over time. If Bitcoin can make new highs within the next year, HUT appears likely to double or triple along with that move. READ MORE HERE

BITW: A Great Crypto Index, But Watch The NAV Premium

BITW is a new publicly traded statutory trust that provides market weighted index exposure to crypto assets. BITW is mostly Bitcoin, and the Bitwise 10 Large Cap Crypto Index does offer market weighted diversification to some other crypto assets. BITW already trades at a very high premium to the fund's NAV, and that NAV premium is likely to be capricious. The Bitwise 10 Crypto Index Fund ( BITW ) is a publicly traded statutory crypto-asset index trust. BITW should offer needed competition in the asset class, where few funds exist, and lofty premiums have been a historic problem. The market is currently dominated by the Grayscale Bitcoin Trust ( OTC:GBTC ). BITW is probably most comparable to Grayscale's Digital Large Cap Fund ( OTCQX:GDLC ). Read Full Article Here

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