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He just bought it. Is -40% this year while operation income remains strong. He always buys consumer discretionary when everyone hates it, like now. 

It's tough being overweight energy now with WTI negative on a YOY basis and badly underperforms the market.

He sold it. Momentum faded from a revenue slowdown. He owned it for a long time.

Sold it. Airlines have always been only a trade and now they lack momentum. Quite the opposite.

Over 5 years, their annualized return is 15%, inline with the market, but it suffers these crazy ups and downs on a quarterly basis. Operations are still doing fine, including traffic, while fuel prices are declining.

You can't be bullish energy, because more supply is coming from OPEC and the US. Supply is surging, while demand is far below. So, inventories are building.

He has been buying tech during this dip, in April particularly. We will eventually exit this volatility and find stability and confidence in the market again. Meta and Microsoft are some of his key holdings, and they affirmed their capex guidance--they are spending to make incredible investments over the next three years, because they know AI is the biggest super-cycle every in technology. There is incredible pent-up demand for AI from businesses and consumers. The CEO of MSFT reported that his company processed 50 trillion tokens last month alone, or 3.5 million years of AI conversation. 

He has been buying tech during this dip, in April particularly. We will eventually exit this volatility and find stability and confidence in the market again. Meta and Microsoft are some of his key holdings, and they affirmed their capex guidance--they are spending to make incredible investments over the next three years, because they know AI is the biggest super-cycle every in technology. There is incredible pent-up demand for AI from businesses and consumers. The CEO of MSFT reported that his company processed 50 trillion tokens last month alone, or 3.5 million years of AI conversation. 

He has been buying tech during this dip, in April particularly. We will eventually exit this volatility and find stability and confidence in the market again. Meta and Microsoft are some of his key holdings, and they affirmed their capex guidance--they are spending to make incredible investments over the next three years, because they know AI is the biggest super-cycle every in technology. There is incredible pent-up demand for AI from businesses and consumers. The CEO of MSFT reported that his company processed 50 trillion tokens last month alone, or 3.5 million years of AI conversation. 

He reduced his position given macro risk, though the company has done a fine job navigating tariffs. He believes in their self-driving technology, which will be one of the biggest transition in coming years. As for the Musk boycott and falling Tesla sales around the world: Musk has always been controversial, and he says he's returning to Tesla full time. 

Manulife was a large seller last year, but this year we do not see significant transactions. The sector has bounced around this year, and FRU is down 13% YTD. The last quarter was fine, but estimates have been ticking down over the past month (most likely commodity-price related). We see no materially negative news of late. 
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Albemarle delivered a better-than-expected 1Q -- with adjusted Ebitda of $267 million, roughly 31% ahead of consensus -- and maintained its outlook considerations, suggesting 2025 adjusted Ebitda of $800 million-$1 billion under its $9/kg LCE price scenario. Though fundamental catalysts for higher lithium prices remain limited, we think Albemarle's strong progress on self-help initiatives, including conversion-network optimization, cost cuts and cash-flow prioritization, will ultimately leave the company more competitively positioned through the cycle. Management updated its long-term lithium forecasts and expects demand to hit roughly 3 million metric tons LCE by 2030. ALB continues to have line of sight to breakeven free cash flow in 2025. Direct tariff impacts are projected to be minimal. The company has net $4.6B in debt and preferred shares, against $1.1B in operating cash flow, so is fairly leveraged. While we would consider it OK, we do not think it is the time to buy this just yet. 
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The company has some challenges, no doubt, but these are starting to be reflected in the valuation, now at just 13X earnings. EPS did beat estimates in the Q1, by 15%. PayPal is making progress with sustainable transaction-margin dollar gains, up 7% in 1Q, driven by branded checkout, Venmo and a deceleration in Braintree. The EPS beat in 1Q and maintained 2025 guidance of high-single-digit adjusted EPS gains leave room for absorbing tariff pain and allow for strategic reinvestment in growth initiatives in 2025. Adjusted operating margin widened 270 bps sequentially, paving the way for further efficiency gains. Despite fading interest-income tailwinds and slowing unbranded volume gains (2% FX neutral in 1Q), higher-margin branded transaction growth remains steady (6%). PYPL plans to buy back $6 billion of shares in 2025, with $6-$7 billion in free cash flow, after 1Q repurchases of $1.5 billion. Exposure to China is limited to under 2% of volume. While still not a favourite of ours, we think there is enough here at the right valuation now to give it some more time.
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The Difference Between Trailing P/E and Forward P/E

Both Forward and Trailing P/E involve the same two components: price per share and EPS. While both Forward and Trailing P/E use the current price per share of the stock, the timeframe for the EPS differs.

• Trailing P/E is calculated as: price per share / trailing 12-month EPS
• Forward P/E is calculated as: price per share / expected forward 12-month EPS

Let’s break down what the differences are between the trailing 12-month EPS used in the Trailing P/E calculation, and the expected forward 12-month EPS used in the Forward P/E calculation. The trailing 12-month EPS is simply the EPS of the stock over the most recent 12 months. On the other hand, the expected forward 12-month EPS is driven by analyst expectations of the company’s earnings over the next 12 months.

Since the Trailing P/E uses the EPS from the past 12 months, this metric tells the investor how expensive the shares are for every $1 of earnings as of today. Whereas the Forward P/E uses the EPS of the next 12 months, this metric tells the investor how expensive the shares will be one year from today. As a rule of thumb, if the Forward P/E ratio is less than the Trailing P/E ratio, this implies that the company’s earnings are expected to grow, and vice versa if the Forward P/E ratio is higher than the Trailing P/E.
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