CH Investment Current Holdings

**This page is updated weekly to reflect changes in portfolio holdings**

Last updated: 12/28/2020

 

Delta (DAL)

With COVID-19 vaccines being administered we should now start to focus on “recovery” stocks. Delta is positioned strategically to recover quicker and more efficient.

 

Verizon (VZ)

5G is rolling out across the country and Verizon is the leader in expanding access to the country. They also have a consistent, quarterly dividend.

 

Uber (Uber)

Everyone should know who Uber is. This company was on track to generate a book profit in 2020-2021, but like everyone else, has been affected by COVID-19. This company will directly benefit from an increase in travel do to the rollout of vaccines for the virus.

Pepsico (PEP)

The parent company of Frito Lay and Pepsi. Due to the pandemic, people have been forced to stay at home and stock up on “comfort” snacks and drinks.

 

Crowdstrike (CRWD)

Publicly traded starting in 2019 and recently benefiting from news of hackings, Crowdstrike offers cloud based IT security to an expanding customer base. Recently trading around $220, wait for a pullback below $180.

 

Nikola (NKLA)

Embattled electric truck maker Nikola became a publicly traded company through a SPAC merger. This is a long-term hold with great potential in the future.

Raytheon (RTX)

Aerospace giant and defense contractor. Raytheon is poised to make a strong comeback as the country gets vaccinated. RTX benefits from new government contracts as well as commercial aircraft production orders.

 

Ford (F)

Once an industry leader, Ford is attempting a comeback. The all new electric Ford Mustang Mach-E is hitting the showrooms and could have the potential to turn Ford in the right direction.

 

CVS (CVS)

Pharmacy giant CVS will benefit nicely from the roll out and mass vaccination of the United States. Look for a possible partnership announcement with Operation Warp Speed to get the vaccine to the general public.

Prospect Capital (PSEC)

Affordable stock with a consistent, monthly dividend. This company provides capital (money) investments to companies growing or starting.

 

Ingevity (NGVT)

Ingevity is a specialty chemical manufacturer. Their main focus is to produce things that are environmentally friendly. With the incoming Biden administration, this company could be positioned for rapid growth if the Green Initiative is pursued.

 

Amazon (AMZN)

If you can’t beat them then join them. Amazon has benefitted tremendously from the pandemic. Early investment in last mile shipping has paid off. Fractional investing opens this stock for purchase to almost everyone. Is a stock split in the works?