WEAK BUY
Caller owns 7,000 shares You should diversify. MFC trades at a discount to the group because it has issues, but management is dealing with that. She expects MFC to catch up, but she is reassessing MFC. She hears how the younger people are leaving Hong Kong, which could dampen MFC's growth in that region.
insurance
BUY on WEAKNESS
The stock has pulled back. She trimmed her position a little earlier this year. You can add this on weakness. They're doing very well with their phones and services, which are subscription-based. Also likes their wearables, like the Apple Watch. Apple can branch out their services to their base, which is the beauty of Apple.
electrical / electronic
BUY on WEAKNESS
They have publicly traded subsidiaries, like reinsurance and renewables. BAM has done very well and reported strong earnings last week. The category of alternative asset management that BAM is in will continue to grow, because pension funds are looking for these assets. BAM has been successful in raising money to deploy, so BAM has a lot of firepower to grow long-term.
management / diversified
BUY on WEAKNESS
Water is a scarce resource and XYL is one of the few pure plays in water. Continues to like this. Semis shortages is making it hard to fulfill all their orders, which are seeing strong demand. Shares have fallen recently because of this backlog.
environmental
PAST TOP PICK
(A Top Pick Feb 19/21, Up 22%) Still likes it. gasses are used in many industries including healthcare, clean energy, semis . LIN is seeing good growth across many end markets and geographies. They will pass their rising input costs to their clients. Some end markets are resilient to recessions.
chemicals
PAST TOP PICK
(A Top Pick Feb 19/21, Up 25%) They own most of those brands and have gained market share. The growth rate will be higher in developing markets. Short-term, MDLZ is facing supply chain shortages, but this should improve. The PE
Consumer Products
PAST TOP PICK
(A Top Pick Feb 19/21, Up 37%) Still likes it, though it has pulled back recently, which makes a buying opportunity. They've made good acquisitions int he past 18 months. End markets--transportation -- will see growth. The infrastrucuture bill will help. Balance sheet still strong despite recent deals.
Business Services