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A name that they have looked at over time. It is a stock that has not done much for a long time. China is a big market, and it should benefit from 5g rollout but it has not been reflected in the stock price. There are safer investments elsewhere, such as Verizon.
Likes gold. The environment is favourable for gold, where interest rates are staying low for at least a couple years. We have come off recent highs but we are up on the year. So long as real interest rates stay low, it is good. Barrick or Franco-Nevada, the big-cap names, would be his choice.
Likes gold. The environment is favourable for gold, where interest rates are staying low for at least a couple years. We have come off recent highs but we are up on the year. So long as real interest rates stay low, it is good. Barrick or Franco-Nevada, the big-cap names, would be his choice.
The issues is that the market has been challenging for them. Their recent results were horrendous. Data centres are not doing well, and this was their bright spot. AMD reported great numbers, so it is the company that is not preforming. AMD is also ahead of Intel for technology and they will probably erode marketshare from Intel.
The issues is that the market has been challenging for them. Their recent results were horrendous. Data centres are not doing well, and this was their bright spot. AMD reported great numbers, so it is the company that is not preforming. AMD is also ahead of Intel for technology and they will probably erode marketshare from Intel.
A name that they have looked at over time. It is a stock that has not done much for a long time. China is a big market, and it should benefit from 5g rollout but it has not been reflected in the stock price. There are safer investments elsewhere, such as Verizon.