CEO, Parisian Family Office. Began Wall Street 1982. Drexel Burnham Lambert alum. Founded investment firm, Native American Advisors, '95. White Earth Chippewa, raised on reservations. Conservative. NYSE/FINRA arbitrator. Pureblood, clot-shot free. In a world on a social media dopamine binge, he trades from GHOST RANCH on the Yellowstone River in MT, TN farm, PAMELOT or CASA TULE', his winter camp in Los Cabos, Mexico. Always been, will always be, an optimist. Answer to no one.

Friday, January 24, 2025

Friday at the close, it's time for NINTENDO

Solid week. Sold some, and bought some. Added to some, cut back some. Added to my position in NTDOY (Nintendo) shares when they entered NEW HIGH GROUND. Nintendo stands at its historic peak in terms of global fanbase, with 127 million users, up from only 23 million six years ago. With that comes the idea of diversifying away from traditional console-related business cycles to profit from Nintendo’s intellectual property through various channels. This exemplarily includes Movies, Theme Parks, and Merchandise to keep momentum up beyond console cycles.

I often buy stocks going into all-time high price levels. Nice being where there isn't any overhead supply getting dumped on the market! Volume picked up and I might add more next week, earnings estimates look decent. Who thinks I should pyramid the position every point up like Bill O'Neil did with Price Club shares (PCLB)?  Not me, I don't need the risk.

A couple names had to be eliminated. I don't fall in love with stocks and am good at cutting losses. I have honed that skill over 45 years! They weren't doing what I had wanted them to do. Not that they care what I think, the stocks don't know I own them and wouldn't behave any differently if they did.

In the markets, pain is essential, and so is having a plan. My plan is to have my portfolio at an all-time high when the market is at an all-time high.  I am comfortable that my plan is working.

I always have a plan, often my plan is NOT the market's plan.

Overall it was a good week. A solid week.

I had a funny thing happen the other day. I was on the phone with American Express talking to a customer service person who just happened to be living in the Philippines. She had no idea I could hear the loudest rooster crowing in the background. I told her there was a mighty loud rooster out her window!

We both had a giggle.  It's refreshing to see our President, yours and mine, off to such a powerful start to his term.  Thankful for his attitude and desire to make America a better nation.

If you feel so inclined, get in the mood and move your feet to this music.  

Have a great weekend. Do something fun, get off your phone, read something interesting, eat healthy, and enjoy some exercise!



 

No comments: