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This is right at the heart of one of the most important secular themes which is on-line retail. It has been a top pick and his view has not changed. The trend is very clearly higher. This can only be one part of a portfolio. There are always risks and you have to know where to exit. They have a very low cost of capital and they have gone and disrupted a lot of industries.
We are in a structural bull market for equities. We are skating through the two toughest months of the year without much volatility. Don’t buy a company that has been put into the penalty box. Stocks that have broken down have an army of people who just want to get their money back.
We are in a structural bull market for equities. We are skating through the two toughest months of the year without much volatility. Don’t buy a company that has been put into the penalty box. Stocks that have broken down have an army of people who just want to get their money back.
Ten year investment? This is tough. They are great at execution and built a great business. He likes the auto group but there is improvement happening in various parts of the world. If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold. There are no transmissions in an electric vehicle.
Ten year investment? This is tough. They are great at execution and built a great business. He likes the auto group but there is improvement happening in various parts of the world. If he had a choice, he would buy MG-T (which he owns) over LNR-T, which is a hold. There are no transmissions in an electric vehicle.
It is in the center of a couple of structural changes taking place in the world’s economy. One is artificial intelligence and autonomous driving and the other is augmented reality. Breadth within the semiconductor industry is expanding. The multiples are expanding. This is a leader in the group. It broke out recently – a nice break out, and then pulled back over the last couple of days. There are always shakes in these types of stocks. This is a great entry point.
It is in the center of a couple of structural changes taking place in the world’s economy. One is artificial intelligence and autonomous driving and the other is augmented reality. Breadth within the semiconductor industry is expanding. The multiples are expanding. This is a leader in the group. It broke out recently – a nice break out, and then pulled back over the last couple of days. There are always shakes in these types of stocks. This is a great entry point.
Payments and financial technology is a great group. He has preferred V-N for a long time with a more attractive business model. It has a great international growth path in front of it. Don’t buy the laggards.
Payments and financial technology is a great group. He has preferred V-N for a long time with a more attractive business model. It has a great international growth path in front of it. Don’t buy the laggards.
He really likes the industrials. He likes companies that benefit from capital spending. This one fits in that camp. It had a sharp pull back and he would like to see the technical picture in place before he puts new money there.
He really likes the industrials. He likes companies that benefit from capital spending. This one fits in that camp. It had a sharp pull back and he would like to see the technical picture in place before he puts new money there.
(Top Pick Oct 17/16, Up 44%) Financials are a big weighting for him. There is a multiyear theme in financials ahead of us. He likes capital markets and net interest margins growing for most of the banks. The US banks are one by one starting to break out of consolidations after the election last year.
(Top Pick Oct 17/16, Up 44%) Financials are a big weighting for him. There is a multiyear theme in financials ahead of us. He likes capital markets and net interest margins growing for most of the banks. The US banks are one by one starting to break out of consolidations after the election last year.
This is right at the heart of one of the most important secular themes which is on-line retail. It has been a top pick and his view has not changed. The trend is very clearly higher. This can only be one part of a portfolio. There are always risks and you have to know where to exit. They have a very low cost of capital and they have gone and disrupted a lot of industries.