Although S&P 500 entered "bull market" last week, believes market will expand in terms of performance.
Expecting other sectors of the economy to perform better going forward.
Certain tech stocks still offer value for long term investors.
China re-opening good for the economy and commodities specifically.
Semi-conductor business very strong with rise of A.I.
Long history of performance.
Wide variety of products that support economy.
"Moore's Law" very good for future of chip business.
Service style business for tech industry.
Large revenue growth in Asia markets.
Trading at 1.3 PE/Growth ratio - cheap compared to peers.
Top pick in the energy space.
Integrated oil producer throughout the world.
Long term energy demand strong.
Limited supply & investment in oil output will keep prices high.
Expecting a $80 oil price going forward due to Saudi Arabia budget demands.
High free cash flow and dividend yield (~3.9%).
Healthcare as not performed well this year.
Technology attracting lots of investor money in the short term.
Long term, demand for healthcare is strong.
Recent M&A and company re-organization has negatively impacted share price.
Current share price presenting value - however waiting to see how company stabilizes.