She added more. Is not worried that AI will disrupt/replace them. These tech stocks ran up a lot coming into this quarter. Happy to buy it at 35X PE for the long term.
It fell down on the quarter, but she bought more. She believes in them long term. They do RFID which is key to automation and logistics. Has long-term upside.
Is overweight industrials, especially ex-USA, which has worked out well. We're seeing a global boom with 91% of world central banks easing rates and fiscal stimulus. Valuations are attractive. Japanese banks are on fire.
She added more. The under-investment in oil has been massive for very long. Good earnings and likes this long term. A long-term hold for her. People are coming around to energy.
They just had a great quarter. You need LNG exports to kick in to support this, though. Likes it long term, but is getting expensive at current levels.
Is up 27% this year. They will have a great quarter when they report this week, but how will the market react? Will the quarter be great enough? Will they announce new TPU customers?
She trimmed this a few months ago when the quarter was great, but shares didn't move much. Is up 50% this year. The capital markets business is good, but is discounted. A steeper yield curve will help financials.
It reached profitability last quarter and is up 50% this year. Their technology extends the half life of drugs. She just bought it. She's overweight healthcare.
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She added more. Is not worried that AI will disrupt/replace them. These tech stocks ran up a lot coming into this quarter. Happy to buy it at 35X PE for the long term.