5.25.2022 Gary Black expects markets to remain volatile due to the tightening Fed policy, but believes equities are more likely to move higher than lower as inflation retreats. He also talks with TDANetwork's Oliver Renick about why he believes Tesla (TSLA) looks compelling and why Elon's Twitter (TWTR) deal may be a positive TSLA catalyst once it closes. Watch the interview >
TSLA is 10.38% and TWTR is 0.00% of FFND as of 5/25/2022
3.31.2022 Gary Black believes Tesla's expansion plans along with the potential electric-vehicle credit from the Biden administration and more will provide "so many catalysts for Tesla this year." He is excited about their plans to double capacity and introduce new models, such as the Cypertruck, Model Y and a cheap car by 2024. Read the article >
Tesla (TSLA) is 11.91% of FFND as of 4/8/2022
2.7.2022 According to our research, a number of megatrends are driving our future. Within these overarching themes are companies that are capable of exploiting these changes in technology, consumer preferences, demographics, and environmental sustainability. These changes can lead to significant increases in their total markets, earnings trajectories and market capitalizations. We believe Ciena is one of these companies.
Ciena (CIEN) – Ciena is a leading global provider of optical networking equipment and other telecom infrastructure. The company has a broad portfolio of optical transport equipment and is increasingly diversifying into more data-centric portions of the market. Ciena's customer base now includes over 600 customers in 25 countries. They include service providers, enterprises, cable multiple system operators (MSOs), and government organizations. (CIEN is 1.98% FFND portfolio as of 2/4/2022.)