Near term, this can't trade at prior multiples given volatility. Anything healthcare is uncertain. He still believes in the $600 price target. Great management. They have growth.
Has trimmed it twice, now a small position. Very volatile. Nvidia will have a quantum day next week, so watch or that. IONQ is one of the leaders in quantum computing. Still likes it.
It has been tough to own. She doesn't see a catalyst near term, but they are getting their streaming business in line and will survive streaming, as they invest in their theme parks. 1.3 million Canadian visited Orlando in 2023, so will they come back?
Last year was rough, but is holding up better this year. Long term for her, though it may doing nothing in the near future as the Nasdaq stays under pressure.
Trades at 7x PE, 5 years of double-digit growth, almost no non-performing loans as its loan book is growing nicely. There are lots of opportunities outside the U.S.
This got expensive, so he reduced his holding at 50x PE, now at 35x. Is still overweight this, because he believes in the GLP franchise. Expects strong revenue growth over 2 years.
It's been a tough stock the past year. People have been worried about the adoption of AI and the impact on Adobe, but Firefly has been encouraging and he expects more people will use this product.
Shares are washed out from this correction.