New Stock Added to a Wealth Builder Portfolio

I just bought, and added, a new stock to the 5 Star Trading Portfolio.

I hope most subscribers took a look at my new section, Wealth Builder. And read all pages.

Wealth Builder has 3 portfolios: The 5 Star Trading Portfolio, the Pillar of Strength Portfolio and the Stock Alternative Portfolio.

When I put a stock into one of the portfolios I plan on holding for a long time. The stocks in the 5 Star Trading Portfolio, not as long as the stocks in the Pillar of Strength Portfolio, but either one can be very long term.

When I buy a stock for a portfolio I will not be disclosing the amount of shares. These portfolios are designed for growth. With growth I’m more concerned with Rate of Return on investment. If I buy 1 share, or 10,000 shares, the Rate of Return is the same. You buy what you can afford according to your own situation, and risk tolerance.

I will disclose the position size in my Stock Alternative Portfolio. This portfolio will hold options. I will hold these position for a shorter time and the amount of contract will be listed.

Marvell Tech Group (MRVL) – Buy 

The first stock added to the Wealth Builder, which will go into the 5 Star Trading Portfolio is Marvell Tech Group (MRVL).

I’ve been talking about this stock since I bought 1000 shares a few weeks ago. These shares I’ll keep in my trading account for selling Calls on. The new shares I just bought at $25.75. These shares will stay in my 5 Star Trading Portfolio until I sell the shares. There is a good chance I’ll move these shares into the Pillar of Strength Portfolio. That’s the impact I think this stock will have on 5G (5th Generation).

One of the problems with Main Street beats Wall Street is I’m a one man show. I put a lot of investigation into the stocks I want to put into a portfolio. Along with a stock entering into a portfolio I want to do a complete report on the stock. This takes a lot of work! Between my trading, my business, Christmas time, and everything else I do, I run out of time. I have all the info in my computer I just have to write the report. I will get the report out but I suggest you do you own homework while you wait for the reasons why I love this stock. I really don’t think there’s any rush to buy. I’m not sure if it’s ready to make it’s move yet. 5G will becoming bigger and bigger in 2020. When the quarterly earning reports come out in the 1st and 2nd quarter of 2020 I think the stock will start moving. However, when it comes to buying the stock I think the sooner the better.

Here’s one article I found written about the way J P Morgen feels about Marvell:

Marvell Technology Will Outperform Thanks to 5G Ramp

Marvell Technology got a boost from analysts at J.P. Morgan Wednesday who said they see the semiconductor company’s 5G business “ramping strongly.”

Analyst Harlan Sur noted that the ramp of 5G at handset maker Samsung is strong and that momentum will continue into fiscal 2021 as Samsung broadens its 5G buildout to include Japan and the U.S. Marvell provides 5G chips for Samsung phones.

While J.P. Morgan has a base case of annual 5G revenue of $600 million for Marvell, there is a potential for that revenue to increase to $1 billion annually over the next few years with Samsung estimated to bring in between $450 million and $550 million, Nokia accounting for between $250 million and $350 million, and Avera adding between $150 million and $200 million.

Marvell could face headwinds from its enterprise networking segment due to weakness in demand from the campus/enterprise markets. However, that headwind is offset by strong demand for 5G chips.

“Despite a demand pause in its enterprise/campus networking segment, the team’s design win pipeline continues to expand in multi-gig Ethernet (Aquantia/Marvell portfolio) and automotive Ethernet,” Sur wrote. J.P. Morgan maintained its overweight rating on the stock, in step with another call from Rosenblatt Securities.

Rosenblatt reiterated a buy rating and $32 price target on the stock. Rosenblatt’s price target represents a potential 35% upside from the stock’s previous closing price.

One of the things I love about Marvel is the amount of patents it’s holds. I looked up Marvel with Wikipedia and this is what they have written:

Marvell Technology Group is a global semiconductor company. Founded in 1995, the company now has more than 6,000 employees[3] and 10,000 patents worldwide and annual revenue of $2.9 billion (FY19). Its U.S. headquarters is in Santa Clara, CA, and it has design centers in 14 countries across three continents.

I’ll be writing more about Marvel very soon. Take a look at the Wealth Builder Portfolios page and you’ll see Marvel in the 5 Star Trading Portfolio.

Marvell Tech Group – “Buy” rating

This position will have a 20% Trailing Stop Loss Order placed on it.


Also, back on 10/22/19 I bought 10 contracts of the Marvell LEAPS. This position is being moved into my Stock Alternative Portfolio. Below is the position and when I bought it. I believe I’ll be holding this for at least a year.

10/22/19 – Buy to Open 10 MRVL 1/21/22 $25.00 C @ $5.20 ($5200)

This position will have a “Buy” rating and it will have a 50% Trailing Stop Loss Order placed on it.


I just made a move with AMD. I don’t have time to write about it now because it’s my wife birthday and we’re on our way out the door.

Successful trading,

Steve

The Options Coach

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