They had a great run, so any pullback is normal and aren't losing their moat in smartphones Obviously, there are supply issues and price increases will dampen demand. She fully believes in the future of the company.
She added more SHEL and SLB recently after trimming at the oil peak recently during the war. Inventories are getting low. Every government will replenish their inventories, so there's a floor in oil supplies an the stock.
She added more SHEL and SLB recently after trimming at the oil peak recently during the war. Inventories are getting low. Every government will replenish their inventories, so there's a floor in oil supplies an the stock.
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.
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They had a great run, so any pullback is normal and aren't losing their moat in smartphones Obviously, there are supply issues and price increases will dampen demand. She fully believes in the future of the company.