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Brenda Vingiello, CIO, Sand Hill Global Advisors
CIO at Sand Hill Global Advisors
Member since: Dec '21 · 31 Opinions
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Stock Opinions by Brenda Vingiello, CIO, Sand Hill Global Advisors
There's decent risk/reward in bonds, in which she has been adding instead of large-cap stocks. That said, there are still opportunities in stocks, but wait till next week's Fed meeting. There could be a loss in consumption coming.
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Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.
Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.
A super growth story. Incredible move higher this year. Has the best long-term growth among semis, but this year will see a lot of volatility. Don't add given the valuation too.
A quality insurer and leads the industry in margins. It's pulled back enough this year that you can add a little now, but there are other defensive names like JNJ to consider too.
Has pulled back a lot this year. Inexpensive and defensive.
She just sold it before earnings in early January. There were too many quarters of overpromising and not delivering.
Just bought it. They own some of the cheapest lithium in the world. They're restructuring their contracts this year, which should boost prices by 25%. It's a long-term global story because EV sales continue to grow. ALB is increasing capacity over the next 8 years.
Likes this innovative company, but if you already own, stay put. Are well-positioned for the growth of AI. Does well in healthcare.
It trades at support at 14x, and it will maintain its dominance in online search.
