COMMENT
Believes rising interest rates causing falling markets. Investors rotating out of past holdings which is creating buying opportunities. Be cautious before selling stocks as market is falling.
Unknown
COMMENT
Messaging from central banks is that there is too much risk in global financial system (Crypto/housing etc.) Federal Reserve increasing interest rates to cool markets. Will cause difficulty for investors. New environment will force companies to return capital back to shareholders and show profits.
Unknown
TOP PICK
Looking to capture 10% currency differential and 30% decrease in share price. Lots of profitable M&A. Return in equity around 30% with global operations. Current share price presenting good buying opportunity.
household goods
TOP PICK
Expecting dividend growth and share buybacks with supply shortage in energy prices. Large amounts of cash flow and healthy financial metrics. Large renewable portfolio which will also propel growth.
0
TOP PICK
Has owned shares in company for a long period of time. Believes excellent long term growth prospects. Continued dividend increases and healthy financial metrics. Current share price presenting excellent buying opportunity. Investors must be prepared for volatility in the markets if choosing to buy.
entertainment services
PAST TOP PICK
(A Top Pick Jun 11/21, Down 7%) Higher interest rates will benefit the company. Believes renewables will continue to grow. Still believes in strength of company and will continue to hold.
electrical utilities
PAST TOP PICK
(A Top Pick Jun 11/21, Down 58%) Company still growing in double digits. New M&A has yet to be recognized by market. Waiting to see whether there is valuation compression or whether fundamental problem with company. Will continue to hold shares in company.
Consumer Products