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COMMENT
Markets and leveraged Chinese real estate. Across an economy the size of China, it's just a drop in the ocean. Will it create moral hazards or underlying problems for Chinese investors? A major form of investment has been real estate, so the issue is will there be a contagion effect? The Chinese government seems to be fairly on top of it. It won't be a Lehman Brothers event, though others are classifying it that way.
COMMENT
Market opportunities. Sometimes you get lucky, and a stock that you've held forever gets recognized by the market and gets a leg up. Also renewables, either directly or via first or second derivatives, where products and then consumers benefit. These derivatives often have the greater upside. Be wary of putting new money into sectors that have had a significant run. It may be time to trim those. You make money when you buy, not when you sell.
COMMENT
Reopening trades will be somewhat lumpy recovery stories. Watch the level of vaccinations. We're starting to think seriously about moving towards a recovery and what will benefit. Companies that have suffered from, but not been killed by, the pandemic offer the greatest upside. Think aviation, airports, cross-border, restaurants. You want exposure to those, but it's going to be a longer term story. Not 6 months, more like a 1-2 year trade.
HOLD
Starting to see a sector rotation into growth stories that have more solid fundamentals. Dividend is reasonably attractive, balance sheet is great. Challenge is that market seems to be boom/bust, and there's competition from Europe. Don't chase. If you hold, keep it. Oracle offers more upside.
electricalelectronic
PAST TOP PICK
(A Top Pick Sep 24/20, Up 18%) Prospects now are better than last year. Vaccine. Consecutive dividend increases. Group lawsuits have been settled. Buy it, put it away, give it to the kids. Attractive at these levels.
Darren SissonsOwned
biotechnologypharmaceutical
PAST TOP PICK
(A Top Pick Sep 24/20, Up 4%) Will benefit from the recovery. Safe dividend play. Dividend is relatively slight. Continues to buy for new clients.
Darren SissonsOwned
food processing
PAST TOP PICK
(A Top Pick Sep 24/20, Up 36%) Great company. Secure holding. Expects to own for a number of years. Shouldn't go down too much here. Reasonable value longer term. Buying for new clients.
Darren SissonsOwned
electricalelectronic
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