re: Let's do a top 5 equity portfolio for 2018

msft, walmart, adobe, servicenow, adsk


my thinking is this

msft( cloud service growth is unreal. if they charge $5 a month to every office cloud user they can generate billions in cash monthly....they charge more than $5) great PE for the sector, I think risk reward is way favoring reward.

walmart( shite load of money. easier for them to move online than for others in sector to go into storefronts. they grow very surprisingly)

adobe( adobe cloud investment starts showing even bigger retuens)

servicenow( 40% revenue growth again next year. they will dominate the software for service industry market. cloud company as well with massive amounts of corporate data.)



Autodesk(announcement of cloud autocad pending, based on other cloud performance stock gets a run on the smell of offering a cloud solution.

cloud computing is all the rage these days for good reasons. it's extremely lucrative once the infrastructure pays for itself