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BUY on WEAKNESS
The renewable sector offers great long-term secular growth and she's increasing her exposure. BEP is one of the biggest stocks in this space, and BEP operates globally. Offers attractive exposure to this space. Hold and buy on weakness.
Utilities
DON'T BUY
Pfizer is having an analysts day this week. She owns another large pharma (see today's top picks). All the pharmas have said they won't make a lot of money on the vaccine in the first phase at least. They're still building a pipeline of drugs, so she doesn't own it.
biotechnology / pharmaceutical
COMMENT

She owns Visa in the digital payments instead, because they have the lowest-cost platform here. PYPL trades at a higher valuation. They really pulled back in the recent tech sell-off. This space offers long-term growth, so you need to own it.

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PAST TOP PICK
(A Top Pick Sep 12/19, Up 28%) Still buying it around $102. It's a diversified healthcare company including nutritionals and generic drugs, the latter being sold to emerging markets. EM account for 40% of revenues. Medical devices was seeing fine product momentum even before Covid. After Covid, they've been producing testing kits which drives growth. They just announced a 5-minute test, boasting easy-to-use packaging, which will push growth. She expects excellent growth in the next few years, and it pays a solid dividend.
biotechnology / pharmaceutical
PAST TOP PICK

(A Top Pick Sep 12/19, Up 5%) Global consumer staples and defensive. Has long owned this. They're growing their personal care division, which offers high margins, and accounts for 40% of revenues. Dove, Lux and Tresemme are some of their brands. 60% of their revenues are free emerging markets, which she expects to grow long term. Near term, developed markets will remain strong because of pantry loading and customers gravitate to well-known brands. UL were able to leap from 2 to 60 factories making hand sanitizer. A consistent dividend grower.

food processing
PAST TOP PICK
(A Top Pick Sep 12/19, Down 30%) It got hit in the whole energy sell-off. An excellent pipeline name. In Q1, they pulled back capex plans to protect their dividend (8% is safe) and balance sheet. Most of their contracts are long-term, and their clients are investment-grade. A fine income stock.
pipelines
BUY

Like Unilever, is a global consumer, defensive name. MDLZ offers world-famous brands in snacks that have done well in this pandemic.

Consumer Products