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Stock Opinions by Brenda Vingiello, CIO, Sand Hill Global Advisors

Was named a 2022 top pick at JPMorgan. Is this the primo defensive play? Yes, you can argue that. Shares perked in this summer when the Delta variant hit, followed not by Omicron. It's defensive. Apple can still grown. In Q1 they will launch a 5G iPhone and will likely be received well. That said, she is leery if there's more multiple expansion with Apple. If it grows earnings faster than expected in 2002, then shares can rise further.
electrical / electronic
It's one of the most innovative companies in payment processing, and faces a huge expectations reset.
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