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COMMENT
Believes that signs are indicating a slowing inflation number. Interest rate hikes will take time to fully reflect in prices. Hoping that peak inflation is behind consumers. Falling commodity prices are main indicator of slowing inflation.
Unknown
COMMENT
Not seeing any signs of consumer spending slowing down. Watching bank earnings for signs of slowing spending. Strength of US dollar is negatively affecting companies earnings. Mixed earnings for Q2, but is pleased with reaction from the market. Believes still a lot of negative sentiment priced into the markets.
Unknown
TOP PICK
Believes is a very strong company with good management. Gaming segment may present challenges in near term. Long term, thinks gaming business will remain strong. Data center segment of the company will remain pillar of the company. Weakness in gaming market will be overshadowed by data center business.
computer software / processing
TOP PICK
Radio communication segment of the business will remain strong (needed for safety applications on workplace sites). Transition to software segment of the business will continue to grow. Software will support growing interest in consumer safety throughout North America.
communications / media
TOP PICK
Believes company is the best luxury conglomerate in the world. Company operates 5 different segments (fashion goods, watches, wines & cosmetics & retail). Best portfolio of brands. Fashion & leather goods is the golden goose of the business (most profitable). Expecting strong growth from USA & European market. Resilient name that will preform regardless of market conditions (luxury products always in demand).
clothing
PAST TOP PICK
(A Top Pick Aug 09/21, Down 25%) Difficult market conditions for all companies. Transportation costs remain a concern. Over investment into Covid-19 infrastructure weighing on companies bottom line. Continue to view company as best eCommerce brand in logistics. AWS & advertising segments of business have higher margins and are growing quicker than eCommerce Will continue to hold stock.
specialty stores
PAST TOP PICK
(A Top Pick Aug 09/21, Down 25%) Believes company is still great. Has large number of major customers including Apple. Company will be key beneficiary of increase in computing adoption. Geopolitical risk not worth investment in company. Has sold shares. Finding value in other companies in the sector.
electrical / electronic