David Fingold

Believes investors should focus on high quality/profitable companies regardless of macro-economic conditions. Markets will always have noise that investors need to ignore. Consumers facing headwinds with higher interest rates and inflation. Companies will start to invest more with prices falling during economic recession. Re-shoring of supply chain, and automation will increase business investment. Realization that offshore supply chain is problematic/fragile given global tensions.

Believes is a high quality company. Services will be required as energy demand grows. Strong management and excellent financial returns. Solid balance sheet going forward.

Leader in defense technologies. Believes demand for military equipment growing as global tensions rise. Strong management team and financials.

(A Top Pick Mar 14/22, Down 5%) Will continue to hold. Excellent company with legendary management. Investors miss importance of insurance business that is hugely profitable. Catalyst for renewal rates in insurance will provide uplift for stock.

(A Top Pick Mar 14/22, Up 34%) Great company with high demand product (insulin). Building R&D portfolio that is on cutting edge. New drugs in the pipeline that will be approved. Weight loss products look promising.

(A Top Pick Mar 14/22, Up 9%) Great company that has performed well. Believes company will continue to perform well with rising energy demand. Excellent management team. Integrated business will provide good returns (refining).

Recommends caution on the stock. Not sure copper demand will increase. Would prefer more diversified mining companies.

Excellent company with strong prospects. Prefers Mastercard due to exposure to recovery in travel, credit and travel markets. Strong management team.

Excellent company that has owned in the past. Recently added to the S&P 500. Growth in 5G network technology has been good. Handset sales not as strong, so waiting to see what next catalyst for growth will be.

Great company, but worried enterprise software sales are slowing. Growth in cloud computing business slowing. Unsure on the short term performance of stock. Long term, confident stock will perform.

Has owned company for a long period of time in the past. Previous reasons for owning stock not present anymore. Waiting to see if new drugs are invented/patented.

Lots of competition entering market of electric cars. Legacy automobile brands have large distribution network. Unsure on the future of the company.

Owns shares in the company and is one of the largest shareholders. Performance of stock price has been excellent. Very strong company with excellent management team. Expecting demand for defense technology will be higher as global tensions persist.